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Neil SchulmanNeil Schulman 

I've been trying to get the "Edit Opportunities in Google Sheets (https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EOGfLUAX)" app form SF Labs working. I've been able to run through the installation guide, and have the sync working that sends an Opportunity List View over to Google Sheets, however edits made in the sheet are not syncing back to SalesForce as they are supposed to.

According to the installation guide, any edit should produce a value of "synced" in the "sync status" field on the google sheet, and be copied to SalesForce. Instead, this field is populated with a value of "Edit" and no changes are made to the sync field.

Last night I got a Summary of Errors email from the Google Apps script you have to write for this. It appears to refer back to the same error I was having:

DNS error: http://null/google/trigger?row=2&col=3&docId=1dt_sx100VE5LqS-tqBWbil1VD_r2YFiUI7hGW6axM54 (line 118, file "Code", project "SFDCDriveSync Doc")

Where line 118 of the script is:

var response = UrlFetchApp.fetch(herokuUrl + "/google/trigger?row=" + rowParamenter + "&col=" + cellCol + "&docId=" + docId);
 

Has anyone run into anything like this before? Wondering if the issue is in the app I created in Heroku since this calls that, or on the SalesForce side?

 

Best Answer chosen by Neil Schulman
Doug JodrellDoug Jodrell

The script at line 62 should be:

var herokuUrl = PropertiesService.getScriptProperties().getProperty('HEROKU_APP_URL');

Don't replace HEROKU_APP_URL in that line.

The HEROKU_APP_URL property is set to whatever your heroku URL is. So, if you heroku app is named 'SAMPLE', then you would have:

Property	Value	
HEROKU_APP_URL                                         https://SAMPLE.herokuapp.com
Michael HallakMichael Hallak 
I have Salesforce Knowledge set up in my Org, and I know how to set which users can publish articles. I want to know if there is a way to determine which channels users can publish to. My usecase is that we have an internal channel and an external channel. I want all of our users to be able to publish to the internal channel, but a select few users (managers) to be able to publish to the external channel. The ability to publish internally is paramount for our KCS implementation where users need to be able to search for internal articles - but search is not possible for articles that are not published.
Best Answer chosen by Moderator (salesforce.com) 
Michael HallakMichael Hallak
I ended up setting up a workflow rule for each article type with my business logic, paired to field updates. If an unauthorized user tries to publish to a channel by clicking the checkbox, the rule will fire and update the field to un-check the box. It works great!
Sue MaassSue Maass 
Is Case Team available in Lightning?  

I can see in Winter16 that it was not available but I am searching to find out if it is  coming in Spring17.

From Winter16
https://releasenotes.docs.salesforce.com/en-us/winter16/release-notes/lex_gaps_limitations_service.htm

 
Best Answer chosen by Sue Maass
Sumanth VelmaSumanth Velma
Please vote for the below idea - Enable Case Team in Lightning.

https://success.salesforce.com/ideaView?id=0873A000000CTVgQAO
Prabhat SinghPrabhat Singh 
Hello Team,

Trying to embed tableau dashboards in salesforce.

Please help me to achieve this.

Thanks
Best Answer chosen by Prabhat Singh
Naveen DhanarajNaveen Dhanaraj
To Embed the Tableau Dashboards into SFDC:
Tableau enables to embed the dashboards into Salesforce.com just in few minutes. Following are the steps for the same:
  1. Login through Admin using login.salesforce.com
  2. Go to Setup tab and select Manage your Custom Tabs
  3. Select Web tabs and click Next and follow the below steps:
  • Choose Layout as per the requirement and click Next
  • Define Content and Display properties by providing necessary details
  • Enter URL Details and click Next
  • In Add to profiles select the users who can view the dashboards and click Next
  • Add to Custom Apps and Save
4.Dashboards would then get embedded into SFDC and a tab by the name “Tableau after Login” would appear.

For Further Classification Check This,
https://www.tableau.com/about/blog/2013/11/embedding-sales-analytics-salesforce-canvas-25699
https://www.grazitti.com/blog/the-power-of-tableau-and-salesforce-analytics/
Patrick TraynorPatrick Traynor 
In Lightning, is it possible to display the 'do not create opportunity' option when converting a lead?  I see it in the classic view, but not in Lightning. 
Best Answer chosen by Patrick Traynor
Pruthvi RajPruthvi Raj
@Patrick : In Classic view , Opportunity Name is a required one , So you have to check the "Do not Create opportunity" so that no opp is created during conversion . But in Lightning Experience Opportunity Name isn't a required one , it's optional . So if you don't give any value any there then the Lead will be converted to just Contact and Account only . Opportunity will not be created !!!

Let me know if you need any more information .
Forrest MulduneForrest Muldune 
All,

I created a new VR , view below.

AND( 
ISCHANGED( Firm__c ), 
Firm__r.Available_Provider__c  = FALSE 
)

When I create a new record, this VR does not fire. I want the VR to fire when someone created a new record as well.

Can you all help me on this?
Best Answer chosen by Forrest Muldune
Geoffrey FlynnGeoffrey Flynn
ISCHANGED doesn't fire on new records because it hasn't changed from anything.  Try something like this instead
AND( 
 OR(
  ISCHANGED( Firm__c ), 
  ISNEW()
 ),
 Firm__r.Available_Provider__c  = FALSE 
)

 
Marie CroutchMarie Croutch 
I feel like I am missing something.  I have configured on demand email-to-case using a mailbox.  Because there is a lot of spam, I have to setup rules on which emails to forward to the SalesForce Email Services Address.  
However, when email is forwarded, the web email address is always the support email, rather than the original sender. 
How do you get SalesForce to recognize the original sender, instead of the support email address it is forwarded from? 
Best Answer chosen by Marie Croutch
Nicole PomponioNicole Pomponio 
Enabled Knowledge, setup data categories, created a fake article for testing. Enabled knowledge through side bar under customize console and enabled under layout properties. I, under admin login, cannot see the sidebar.
Any ideas what would cause that?
Best Answer chosen by Nicole Pomponio
Nicole PomponioNicole Pomponio
That did not link out to anything, but I ended up figuring it out. I added the Articles related list to the case layout and then make sure to add the Knowledge component as a main tab sidebar and this resolved it
Steve ConnellySteve Connelly 
Good afternoon all,

So, we currently have three Case record types where reps can use one for process A, or a different one for process B or a third one for both process A & B.

I want to simplify this for the end user.I took the page layoiut for the A&B processes and made duplicates for working with and created just a page layout for each and then created a picklist.to choose which process the agent wants to use.

Here is the question, do I have to create separate record types each with it's own page layout? or can I call more than on page layout for a single record type?

Steve
Best Answer chosen by Steve Connelly
Derhyk DoggettDerhyk Doggett
Hi Steve,
If I understand correctly, you want to change Case layouts between 1 of 3 layouts, depending on Case details.
To switch the Page Layout for a User, the record type will need to change, so you will need 3 record types.
You can create Workflow Rules to change the record type automatically based on criteria.

Also, you can assign 1 record type as master to a user and avoid the record type selection when creating records.
The record type access controls what record types a user can create, but record level access does not take record types into account, so they will still have access to the record once the record type changes via Workflow.

This link may also be of some help.
https://help.salesforce.com/articleView?id=customize_layoutassign.htm&type=0

--Derhyk
Jeremy BJeremy B 
I have always used table view to view my cases. I switched to split view just to see what it was like. I didn't care for it so I switched it back. This is all fine except when I open a case it opens it in split view. How do I get the case to just open in the whole screen again?
Best Answer chosen by Jeremy B
Jeremy BJeremy B
Thanks Ed, I actually got it figured out. Clicking the little border button in the split between the case and the list of cases was all I needed to do.