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Lorin LopesLorin Lopes 
I recall this coming up a while back but it wasn't an issue for me at the time. 

I can mass edit certain fields in a list view HOWEVER, if I have any filter logic in that list view, I can no longer edit the fields.

Anyone have a work around for this?
Best Answer chosen by Lorin Lopes
Pritam ShekhawatPritam Shekhawat
Yes that's what limitation with standard one.

Inline editing from a list will not work if there are any "OR" filters in conjunction with a record type filter (all list filters must be joined by an "AND" logic).Take a look here (https://help.salesforce.com/articleView?id=000003911&type=1)
 
Darren BraddockDarren Braddock 
HI

i've trying to setup a field update as part of a workflow rule and i'm getting this error. Any ideas why? Is it becasue there is a 2 in the username?
Unfortunately this is derived from another system and the username cannot be changed. Any help appreciated.

User-added image
Best Answer chosen by Darren Braddock
Vivek C KuppamalaVivek C Kuppamala
Hi Darren,

What is the data type of the field that you want to get updated, and what is the criteria for field update
Chris JavierChris Javier 

I require javascript to create a Custom Button that will automatically change two fields on click in a case. First field is the Case "Status" and the other is a custom field.

Anybody have a code to achieve this?

Thanks!

Best Answer chosen by Chris Javier
Deepak AnandDeepak Anand
Here you go:

1. Create a Custom Button for Case[Setup | Customize | Cases | Buttons, Links & Actions | New Button or Link]

2. Specify the attributes like as shown below:
User-added image

3. The JScript:
{!REQUIRESCRIPT("/soap/ajax/29.0/connection.js")}

try{
    var caseToUpdate = new sforce.SObject("Case");

    caseToUpdate.Id = "{!Case.Id}";
    caseToUpdate.Status = "Closed";
    caseToUpdate.Reason = "Spam";

    var result = 
        sforce.connection.update([caseToUpdate]);

    if(result[0].success == "true"){
        location.reload();
    }
    else{
        alert("An Error has Occurred. Error: " + 
            result[0].errors.message
        );
    }
}
catch(e){
    alert(
        "An Error has Occurred. Error: " + 
        e
    );
}
3. Save it.
4. Also add the same to the Page Layout:
User-added image
Andrew RickeAndrew Ricke 
So I started with trailhead today and created a Developer Edition account while we waited for licenses to be confirmed to add me to our production instance  (We're moving the platform administration from business users to IT).  Those came over today and aparently I cannot be added as a user to take on Sys Admin role because of my duplicate Username with the Developer Edition?  Not exactly sure why this platform is setup this way, but as you can see, I'm new and trying to figure that all out.  Hoping the answer is not to make a different Username, because if so, I still need that fixed to have that username available for our Production instance vs a personal playground I don't care about.

However, my main issue now is that I now cannot open up an issue case/ticket with Technical Support because trying to log in on help.salesforce.com sends me into a loop.  It asks for my log-in, to verify my identity, and then sends me back to https://help.salesforce.com/home without being logged in and any ability to ask a question or contact support only to send me back to log in.  I'm currently surprised I could log into here to post.  How do I reach someone for technical support?
Best Answer chosen by Andrew Ricke
Geoffrey FlynnGeoffrey Flynn
Hi Andrew,

So a few things here
  1. You can't log a case through a developer account, which is what is causing this loop.  Annoying, stupid, and downright tricky to realize, but that's what is happening
  2. Get your production going by using a different username.  Something like my.email@work.com.work just to get you started.  Your username does not have to match your email.  Consultants deal with this all the time.
  3. Log into your developer edition and just change your username.  Easy enough, make it something like my.email@work.com.playground, or my.email@playground.com, again it doesn't matter as long as you can remember it
  4. Sit back for a few minutes, grab a glass of water, give Salesforce servers a few minutes to catch up to the username change
  5. Go back into your production org and change your username to what you want
Done
Joel BradleyJoel Bradley 
User-added image

This option in the feed view options is not working in the Lightning console for Service Cloud. It works perfectly for setting a default from address when working in the service console for classic, but how do I get it working in Lightning?
Best Answer chosen by Joel Bradley
Chad Todd, MBAChad Todd, MBA
Joel / Ed,

I think I found the answer.   I did not see any documentation on this but in playing in the object found the below.    Under the Send an Email button you must create in feed - you must select predefined values for the action.  

The above specified address as Joel notates does not carry over but this seems to be working and carries to all send an email.   

User-added image

 
Maria MeziatiMaria Meziati 
Hi,

i'm searching something to add to Salseforce that allow me to create a page accessible without having a license and log in for my customer to fill in or modify a form with their information, than i manage the data  that they send to populate the entity Account.

there is something that can please me?

thank you
Best Answer chosen by Maria Meziati
Puneet MehtaPuneet Mehta
Hi Maria,

You can make use of Force.com site and expose pages for the guest user to modify the data:

https://developer.salesforce.com/page/Web2Lead_with_Force.com_Sites
This will require some custom development skills and there is a restriction on a number of times the site is accessed.

Another option is creating a community but that requires extra licenses.
https://resources.docs.salesforce.com/206/latest/en-us/sfdc/pdf/communities.pdf

Choose your option based on business needs
Becky MillerBecky Miller 
Hello All,

I have this code and I am not 100% sure why it is not creating the case.  I have looked up lots of other code and the documentation but I still do not see why it is not creating the case when doing the live agent.  Any Advice would be great.


<apex:page showheader="false"> <style> body { background-color:#F7F8F8 } #siteHeader { background-color:#333; display:block; } #nav { display:block; margin:0px auto; padding:10px; line-height:32px; font-size:24px; width:113px; } #prechatForm { margin:10px auto; display:block; width:200px; } #prechatForm .label { display: block; font-weight: 700; margin: 0 0 5px; } #prechatForm input { display: block; margin: 0 0 5px; width:200px; } .required { color: #999; } #prechatForm .submit { width:48%; background-color: #26AF3A !important; display: inline-block; padding: 0.3rem !important; font-size: 1em; font-family: Arial; border-radius: 3px; border-width: 0px; color: #fff; } #prechatForm .cancel { width:48%; float:right; background-color: #6D7391 !important; display: inline-block; padding: 0.3rem !important; font-size: 1em; font-family: Arial; border-radius: 3px; border-width: 0px; color: #fff; } </style> <div id="siteHeader"> <div id="nav"> <a class="logo" href="http://www.sportngin.com/"><img src="http://assets.ngin.com.s3.amazonaws.com/site_files/2730/i/logo.png" height="20" /></a> </div> </div> <script type="text/javascript"> (function() { function handlePageLoad() { var endpointMatcher = new RegExp("[\\?\\&]endpoint=([^&#]*)"); document.getElementById('prechatForm').setAttribute('action', decodeURIComponent(endpointMatcher.exec(document.location.search)[1])); } if (window.addEventListener) { window.addEventListener('load', handlePageLoad, false); } else { window.attachEvent('onload', handlePageLoad, false); } })(); </script> <form method="post" id="prechatForm"> <!-- Detail inputs --> <label for="firstname">First Name: <span class="required">(required)</span></label> <input id="firstname" type="text" name="liveagent.prechat:FirstName" required="true" onBlur="liveagent.setName(this.value);" /> <label for="lastname">Last Name: <span class="required">(required)</span></label> <input id="lastname" type="text" name="liveagent.prechat:LastName" onblur="this.form.caseSuppliedName.value=this.form.firstname.value + ' '+this.form.lastname.value" required="true" /> <label for="email">Email: <span class="required">(required)</span></label> <input id="email" type="text" name="liveagent.prechat:Email" required="true" /> <label for="organization">Organization: <span class="required">(required)</span></label> <input id="organization" type="text" name="liveagent.prechat:Organization" required="true" onblur="this.form.subject.value='Chat with '+this.value" /> <label for="domain">URL:</label> <input id="domain" type="url" name="liveagent.prechat:Domain" value="http://" onblur="if(this.value.slice(0,7) != 'http://') { this.value = 'http://' + this.value; }" /> <!-- Map the detail inputs to the Contact fields --> <input type="hidden" name="liveagent.prechat.findorcreate.map:Contact" value="FirstName,FirstName;LastName,LastName;Email,Email;" /> <!-- Try to find the Contact by email (exact match) --> <input type="hidden" name="liveagent.prechat.findorcreate.map.doFind:Contact" value="Email,true;" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.isExactMatch:Contact" value="Email,true;" /> <input type="hidden" name="liveagent.prechat.findorcreate.map:Account" value="Name,Organization;" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.doFind:Account" value="Name,true;" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.isExactMatch:Account" value="Name,true;" /> <input type="hidden" name="liveagent.prechat.findorcreate.map:Organization__c" value="Name,Organization;" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.doFind:Organization__c" value="Name,true;" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.isExactMatch:Organization__c" value="Name,true;" /> <!-- If the Contact is not found, then create one with the following fields set --> <!-- <input type="hidden" name="liveagent.prechat.findorcreate.map.doCreate:Contact" value="FirstName,true;LastName,true;Email,true;" /> --> <!-- Save the Contact on the Live Chat Transcript's Contact Loookup --> <!-- <input type="hidden" name="liveagent.prechat.findorcreate.saveToTranscript:Contact" value="Contact" /> --> <!-- Show the Contact when it is found or created --> <!-- <input type="hidden" name="liveagent.prechat.findorcreate.showOnCreate:Contact" value="true" /> --> <!-- Create a Case every time --> <input type="hidden" name="liveagent.prechat:caseOrigin" value="Chat" /> <input type="hidden" name="liveagent.prechat:caseSubject" id="subject" value="" /> <input type="hidden" name="liveagent.prechat:caseSuppliedName" id="SuppliedName" value="" /> <input type="hidden" name="liveagent.prechat:Status" value="In Progress" /> <input type="hidden" name="liveagent.prechat:caseRecordType" value="Support" /> <input type="hidden" name="liveagent.prechat.findorcreate.map:Case" value="Origin,caseOrigin;Subject,caseSubject;Status,Status;Domain__c,Domain;SuppliedCompany,Organization;RecordType,caseRecordType;SuppliedEmail,Email;SuppliedName,caseSuppliedName" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.doCreate:Case" value="Origin,true;Subject,true;Status,true;Domain__c,true;SuppliedCompany,true;SuppliedEmail,true;SuppliedName,true;RecordType,true;" /> <input type="hidden" name="liveagent.prechat.findorcreate.saveToTranscript:Case" value="Case" /> <input type="hidden" name="liveagent.prechat.findorcreate.showOnCreate:Case" value="true" /> <!-- Link the records to the Case --> <input type="hidden" name="liveagent.prechat.findorcreate.linkToEntity:Organization__c" value= "Case,Organization__c" /> <input type="hidden" name="liveagent.prechat.findorcreate.linkToEntity:Account" value= "Case,AccountId" /> <input class="cancel" type="button" value="Cancel Chat" id="prechat_cancel" onclick="window.close()" /> <input class="submit" type="submit" value="Request Chat" id="prechat_submit" /> </form> </apex:page>
 
Best Answer chosen by Becky Miller
Atul GuptaAtul Gupta
Try posting this question in one of the developer forums for a quick response, this forum is more focussed towards the declarative/configuration side of things.

https://developer.salesforce.com/forums/#!/feedtype=RECENT&criteria=ALLQUESTIONS

http://salesforce.stackexchange.com/
Julien SireJulien Sire 
Hi all,

I'm trying to create a macro that will actually update a record or send an email.
As for now It seems that the macros can only fill in the field or prepare a mail with an email template but the user still have to click on the buttons "Update" or "Send email".

Is this a way to make this automatic thanks to any macros actions ?

Thank you all in advance :)

Julien
Best Answer chosen by Julien Sire
Julien SireJulien Sire
Found it,

The permission "Manage Macros Users Can't Undo" have to be activated.
Domenic TucciaroneDomenic Tucciarone 
Looking to see if anyone has a solution or has come across a similar request. We currently use Chatter Questions on our cases for Swarming and want to be able to Like/Dislike answers to report who is adding quality replies.
Best Answer chosen by Domenic Tucciarone
EdEd (salesforce.com) 
Hi Domenic,

I don't think there is a dislike button that can be added to the answers for Chatter Questions, but there should be a "Like" link in them, right beside the "Select as Best" link similar to the screenshot from the article below:

https://help.salesforce.com/articleView?id=collab_chatter_questions_best_answer.htm&language=en_US&type=0

Thanks!
Nihar SharmaNihar Sharma 
Hello Folks,

How can i enable "Einstein" in trial org ? I tried to find it "Setup Assistant" but i can not figure it out because Einstein is not available in my org.

I looged into the sales cloud and salesforce gave me 30 days trial.

Guide me to get "Einstein" in this trial org.

Thanks
-Nihar
Best Answer chosen by Nihar Sharma
Ines GarciaInes Garcia
Hi Nihar,

You just need a licence. As you are on a trial org, contact your AE to enable it he/she will take your through too around their demo org with Einstein functionality.

Hope this helps,

Ines