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Salesforce is a Platform as a Service (PaaS) for cloud-based customer resource management that includes components for case and task management, data management and a help desk system. It also includes systems for add-on applications written in Apex, a proprietary Java-like language, and systems for human resources management, employee training and performance management.

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Our team is trying Salesforce and we have a sandbox and a production Salesforce.
To use SSO (Okta) are we able to use same SSO login to both environments? Or can we only use say our email attribute in one or the other (Sandbox or Production)? My understanding is Sandbox only allows you a login that is unique across both environments. And if that’s the case, what’s the usual workaround ? Don’t want to reinvent the wheel.
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SELECT id, True as "Active"  FROM Name LIMIT 1
 
I want to do this in sales force. How we do that.
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Hi Experts,
My getting following Error Message

"ie.Message      "Object reference not set to an instance of an object."      string"

Any help appriciated.
See my code below

public class SalesRecords
    {

        public List<salesProp> data { get; set; }

    }




  public class salesProp
    {
        public string Name { get; set; }  
    }  





    var  restunVal1=response.Content.ReadAsStringAsync().Result;

   SalesRecords  sr = new System.Web.Script.Serialization.JavaScriptSerializer().Deserialize<SalesRecords>(restunVal1);

                     foreach (var item in sr.data)
                     {
                         Console.WriteLine("id: {0}",item.Name);
                     }





JSON output like this
"{\n  \"totalSize\" : 1,\n  \"done\" : true,\n  \"records\" : [ {\n    \"attributes\" : {\n      \"type\" : \"Account\",\n      \"url\" : \"/services/data/v40.0/sobjects/Account/0011q000007ZPL3AAO\"\n    },\n    \"Name\" : \"Test\"\n  } ]\n}"
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Using APEX how can I filter json and remove everything except records tag.

json = {
   "records":[
      {
         "Location":"US",
        "RecordType":"Fruits",
         "Productid":123,
         "Qtry":5,
         "Name":"Apple"
      },
      {
         "Location":"UK",
         "RecordType":"Fruits",
         "Productid":124,
         "Qtry":11,
         "Name":"Bananna"
      }
  ],
   "Data":[
      {
         "Location":"US",
        "RecordType":"Fruits",
         "Productid":123,
         "Qtry":5,
         "Name":"Apple"
      },
      {
         "Location":"UK",
         "RecordType":"Fruits",
         "Productid":124,
         "Qtry":11,
         "Name":"Bananna"
      }
   ]
}


string updatedjson =  json.records  only
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I'm trying to find more info on the SPF record for spf.salesforce.com.  It is in a format I'm not familiar with:

PS C:\Users\jason.crawford> Resolve-DnsName -Name _spf.salesforce.com -Server 8.8.8.8 -Type txt

Name                                     Type   TTL   Section    Strings
----                                     ----   ---   -------    -------
_spf.salesforce.com                      TXT    2982  Answer     {v=spf1
                                                                 exists:%{i}._spf.mta.salesforce.com -all}

Open in new window

Anyone?
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I have a client asking about their VFP app with a SQL backend database being able to import/export data from SalesForce (www.salesforce.com).  I am wondering if anyone has suggestions on how to best go about making these tasks work, using 3rd party tools or otherwise?
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My friend's work has 20 sales reps using Salesforce.com, each processing 250 signed contracts per year, for a total of 5,000 contracts

When he asked DocuSign how much the above electronic signature cost would be DocuSign said it would cost about $3 per contract, for a total of $15k/year

What other "Salesforce.com electronic signature" options do you recommend for the above volume that would cost a lot less since the only thing he wants is eSignatures, no other features ?
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Hi,

We using Salesforce with this link : https://contoso.my.salesforce.com
We have ADFS 2.0 to use the SSO on Salesforce.

ADFS 2.0 is configured to be IWA.

Problem is, on the mobile app, Salesforce for IOS or Android doesn't allow IWA (NTLM) connection. It only accept FBA.

How can I configure my ADFS or another thing to stay IWA for internal users and FBA for external users (from mobile).

Thanks in advance
0
Xls file opens extremely slowly.  This started about two weeks ago.  Staff have Office 2013 and Xlsx files open quickly as they usually do. However since about two weeks ago, the Xls file exported from Salesforce (they don't support xlsx) now takes several minutes to open and does not contain a large number of rows.  Running a repair does not resolve the issue. However, if we wait for the xls file to open and then save it as an xlsx it will open quickly as it should.

Windows updates were deployed two weeks prior to this behavior and the same types of files have been opened without issues since that time until recently. This issue occurs on any PC with Excel 2010/2013.  Does anyone have a solution to this?
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Experts, Hi

I need step by step setup instructions on HOWTO filter on systemmodstamp column on a Salesforce object initiated by Informatica.
An informatica parameter file will supply values for systemmodstamp.
An alternate method to param file is also okay; so long I am pulling new/modified sfdc records.

Thanks in advance.
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Introduction to R
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Introduction to R

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Salesforce use 15 character unique IDs, but also have a 18 character version of the ID.
There is an algorithm to convert from the 15 chars to the 19 chars, as explained here. https://salesforce.stackexchange.com/questions/1653/what-are-salesforce-ids-composed-of

I am looking for a Google Sheets or a Javascript function that accepts a 15 character ID and converts it to a 19 character ID using that algorithm.
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I am coding on the Salesforce platform using apex and I'm trying to create a class that will sort a list by two fields using the Comparable interface.

I'm trying to determine how I can sort by two fields so that each product grouping can be sorted by size. The products are clothing items. Each product has a series of sizes. For simplicity, the sizes are S, M, L, XL. What I am trying to achieve is sorting by the size field as well as the product name.

For example, if I have the following products:


Product Name            Size
black.v-neck.s               S
black.v-neck.m             M
black.v-neck.l                L
black.v-neck.xl             XL


I would want them sorted by smallest to largest:

black.v-neck.s
black.v-neck.m
black.v-neck.l
black.v-neck.xl

There is a size__c field for each product that holds the size value.

I started by creating a generic sorting utility using the comparable interface to test sorting by product name:
public class GenericSortingUtil {

    public class ObjWrapper implements Comparable {
        
        public sObject obj;
        
        public ObjWrapper() {}

        public ObjWrapper(Sobject obj) {
            this.obj = obj;

        }

        public Integer compareTo(Object compareTo) {
            
            ObjWrapper compareToObj = (ObjWrapper)compareTo;

            if((String)obj.get('Name') > (String)compareToObj.obj.get('Name')) {
                return 1;
            }

            

Open in new window

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Salesforce Lightning Action - email action not showing up

Tried the option in the link still its not showing up - https://success.salesforce.com/answers?id=9063A000000l2DkQAI
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I have a text field and want to implement regular expression to validate mm/dd format. I have a regex currently which works for this format but not able to validate against months like 29th February, 30th April etc.. How to modify the regex to include this month validation?

Currently regex I'm using is - (0[1-9]|1[012])[- /.](0[1-9]|[12][0-9]|3[01])
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I have several Crystal Reports that run off of a Salesforce connection. These have been in place for over a year and have just stopped working. I'm linked via www.salesforce.com/services/Soap/u/17.0 and I've just started getting the error Logon failed.
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We're looking to integrate third-party CRMs with our desktop .NET in-house practice management software.  The CRMs are:
  • Salesforce
  • Microsoft Dynamics

The data to be integrated includes:
  • Contact information (name, address, phone number)
  • Billing information

At the moment, the data needs to be manually entered in both systems which is time consuming and error prone.  We're looking at two options at the moment:
  1. Develop our own system using the APIs to integrate the data
  2. Purchase an integrator to assist us in what can often be a messy job

We haven't made a decision around syncing, push, pull, source of truth etc so we're not limited in options at this stage.

So the question is:
Which option would you choose for a manual one way sync, which option for a robust two-way sync and why?

What integration software would you recommend and why?
0
Salesforce partner relationship management
Salesforce partner relationship management can help you build trust and streamline interactions with partners.
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We are looking to put in both Service Now and Salesforce (SFDC), and need a SSO solution that fits in with both of those, and AD.

I have been looking at ADFS for SAML for SN and SFDC as we already have that setup for our intranet, but was wondering how it works in real life, and how much work is involved in using our existing ADFS setup?

i wasn't involved in the setup of the current ADFS, and have no wish to break it.

Thanks

Phil
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I'm relaying inbound mail from salesforce.com to onprem exchange 2010 server internal recipients.  on Feb 18, 2018, we renewed a self-signed cert with service IIS assigned to it, and that's it.  the validity date pushed forward, I was good to go.

However, the email log from salesforce began generating an error, indicates this error began the morning of Feb 16 sometime after it was renewed on 02/15.
451 4.7.6 [internal] STARTTLS required but not advertised

this is a SHA1 cert, so I thought perhaps ciphers were the problem.  I inserted a SHA2 cert generated using command line and bound it to the * 443 interface in IIS and found no change.

TLS is offered on all receive connectors.  a godaddy cert is bound to SMTP/POP/IMAP.    the error causes the mail to not be received.   changing to TLS "preferred" instead of "Required" on the salesforce side results in flowing mail but unencrypted messages are not an option.  

any ideas?  I've checked the cert and the connector, and salesforce tech support seems stumped.  I still think there is something to the cert..
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I have looked all over and wondered if there was a page either on the Salesforce community or other that had the following questions answered above. I have the following problem. I have a TASK table created from another program where the data was exported cleanly to Excel and saved as CSV. I am trying desperately to import it into salesforce from the CSV attached. I am aware I can use the ACTIVITY table and I can use it I assume if this is not possible. I would think that the TASK table which is so close to what I need would accomodate this without having to create all new fields and having to go with the Table Name Change (from TASK to ACTIVITY Table)

I can see that there are DATA TYPES that designate the width of the field and others that do not. Is there a default width for a:
1. Picklist
2. Email
3. Lookup (User)       "What is the difference between number 3 & 4 ?"Is there a place I can find all of the answers. I have looked and must not be using the right search terms?4. Lookup (User,Calendar)
5. Phone
6. Reference

If there is a default width. Where do I find it.

I am desperate to find out if I can do the following:
1. Identify default widths of all DATA TYPES?
2. Can the widths be changed?
3. Can all DATA TYPES be imported to or is it just some of them?

My biggest problem is getting the right search terms in place to search so maybe the answers are out there. I have not been successful finding them. I have spent days searching....no exaggerations here either. Your help is appreciated.
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I am confused. When I export from Excel into CSV and I open the format of any of the records in a column (see attached) all it says is the format is GENERAL. Okay that is fine but what is it. A string, a number or what. I am having a terrible time importing into Salesforce.com as I get errors on import. Not knowing or understanding what is being sent out and what needs to be pulled in it is confusing to know just what General is. I have searched for a solution as I would think there would be an answer to that. What is the GENERAL format and how do most programs accept that. I would think it would be a generic older format that is acceptable by most programs easily. Not knowing whether a column with only numbers in it or another column with alpha numeric is handed off so that other applications can determine what value is assigned string or number is a mystery. Can someone solve this for me. Is the data type determined coming from an Excel CSV in GENERAL format or is the application doing the import determining the data type....? Any help is greatly appreciated.
SF_Tasks_Data_CSV.csv
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Hello,

We want to insert clients information into salseforce.
We have all the information in an SQL Server database.
We want to use ssis to update the data in SalesForce in a daily basis.

We don't want to purshase any toolkit or ready to use component.

Can I find any  step by step tutorial to do so ? I came across some tutorials suggesting webservice option, but It didn't work in my case because of my poor knowlege in Webservices.

Any help is apprecited.

Thanks
Salma
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I am using parser.zapier.com to "attempt to parse an email but the data in the form isn't being recognized. Any ideas? I need to set up a mail forwarder, parse, then use zapier or equivivalent to add to salesforce.

form in email to forward
after. No Bob Smith

Capture2.PNG
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NOT a FIELD LABEL. Can an existing default field name be renamed or do I have to create a custom field only...?

I ask because I need to change the TASK Table in Salesforce but there is no way to add a new Custom Field in the TASK Table in the Object Manager. See image.

Note the NEW custom field button is not available
If there is a way to do this please tell me how? Thank you.

Here in another table you can see a NEW custom field button is available. My problem is it looks like I am going to need to change the types and or names of some of the fields in the TAST Table in order for it to work.

New Button is available under CONTACT Table....Why not the TASK
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Dear Experts

We have done various online integration website, online chat, facebook, and also other channels like CTI our marketing team would like to create campaign for every spend that they do on online and also offline like trade show etc,  we have following process
1) spend on various marketing activities in internet marketing like google Ad words, face book Ad campaign etc and also offline like trade show and bill boards, news paper, TV for a campaign
what would be best practice should we have to create campaign for each of the spend like google ad words X amount  and face book a separate campaign of y amount I mean should we have to create multiple campaigns for each activity or create one campaign as parent and make every activity spend as children for this , please suggest
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Salesforce

217

Solutions

377

Contributors

Salesforce is a Platform as a Service (PaaS) for cloud-based customer resource management that includes components for case and task management, data management and a help desk system. It also includes systems for add-on applications written in Apex, a proprietary Java-like language, and systems for human resources management, employee training and performance management.

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