Salesforce

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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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Anyone with experience using Zapier as a 3rd party integration tool?

I am trying to use it to connect a client's Pardot account with GetSiteControl (e.g., popup box for email addresses collection for shopping cart abandonment, site exit surveys, prospect newsletter signup, etc,). All the setup and dev documentation from GetsiteControl and Zapier suggests that it is possible but I cannot get it to work.

With Zapier+GetSiteControl widget script+Pardot contact form on a Pardot landing page where the GSC script is installed, GSC can't see the script and thus gives an error that it hasn't been installed.

Let me just put this out there in case you were thinking of sending me support links from GetSiteControl or Zapier's support websites. I have already looked at those links. Frankly, I think the lack of Zapier documentation suggests that the integration possibility is just BS. Zapier has built a mother-of-all-APIs that presumably connects 3rd party platforms together; and they have a long list of applications they claim this API works with.
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Dear Experts,

We are running a ADFS Server 2012 R2 in combination with the Azure Microsoft multi-factor authentication Server. (It's the on-premise version of the MFA server).

We use these both servers to authenticate our users to salesforce. Right now, we say that all unregistered devices and all users coming from an external source must go through the MFA server.

Please see the screenshot attached.

The location tag isn’t working at all. So, my first question is, where can I define what the internal source is? I would like to include the internal IP-range to it.

Please note, that we are using the ADFS without a web application proxy.

My second question is, how can I register devices to adfs. Because we mainly connect to salesforce from our RDS servers. If I cloud register the rds servers to adfs, then I don’t care about the location tag.  


Thanks SGTA14
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Hi.

Does anyone have an example of a simple trigger?  I want to gather sum__c from Test_Object__c and stuff into my filed test__c on the opportunity.  This is not a master detail relationship but there is a lookup to the Opportunity.

Thank you very much!
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$j = jQuery.noConflict();



$j(window).load(function() {
        replacePickVals();
    });
function replacePickVals(){
    $j('option').on("change", function() { return $j(this).html() == "--None--"; }).html('Select');
}



<p class="Directions">Select Plan<i class="fa fa-asterisk"/>

<apex:inputField value="{!app.Count__c}" styleClass="trackChanges" html-placeholder="" id="county" style="display:none;" />
<apex:inputfield value="{!app.Plan__c}" id="plan" styleClass="trackChanges" style="width: 200px"`>
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Hi,
Easy one!

I have admin rights and setup a new user profile.
I want to remove the object "Projects" from the menu as shown here.  I do not want the profile to have access to "projects".
https://www.screencast.com/t/45XxgfWWKBVL

I was shown a very simple way to remove this but cant remember.
Presumably, I simply edit the "profile" but I can seem to find the precise place.

How to I remove this heading from the screen for my new profile?

Thanks folks,
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Dear Experts

I would like to understand why still marketing and salesforce automation is enabled or integrated with whats app application. why business does not use this, please suggest.
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Dear Experts

please suggest me on how to convince the sales users regarding the benefits of sales force automation.  not too technically but make them understand on how it helps to them and organization, please help me here listing few points.

Thanks
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I am actually trying to implement text-to-speech conversion in Salesforce by hitting a third-party api.

When i send the request through Postman, i get back the proper response in .wav format. However, I'm not being able to handle this reponse programatically in salesforce end, as I am not able to store the response in any audio object.

Any assistance would be greatly appreciated.

Thanks in advance.
Abhishek.
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We are currently using https://parserr.com to extract data from our excel files (lists of leads we receive from our website and other lead sources) into Salesforce.

It works really well, but we've hit the limits of their free plan (https://parserr.com/#pricing)

Can anyone suggest an alternative?
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Hi Experts,

We have BES 5 and 12 and have BB handheld devices configured to access user's corporate mails in Exchange 2010.

Users are complaining that Auto generated mails from Salesforce are not visible (content Not visible) on BB hendhelds. those mails are visible in outlook like normal emails.

The issue is with all mails from salesforce.

as part of troubleshot, i have found http://support.blackberry.com/kb/articleDetail?ArticleNumber=000024048 and http://support.blackberry.com/kb/articleDetail?ArticleNumber=000003265 but i think these are not solution for me as the mails are delivered as normal mails instead of attachments.

if anybody has encountered such issue and resolved please provide the details so that we can try that too.

Regards,
Aanand
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On Demand Webinar: Networking for the Cloud Era
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On Demand Webinar: Networking for the Cloud Era

Did you know SD-WANs can improve network connectivity? Check out this webinar to learn how an SD-WAN simplified, one-click tool can help you migrate and manage data in the cloud.

Hi everyone, I'm kind of new at this job and was wondering if I could get some help.  How do I get a document that is saved as a PNG into SFDC for a dashboard?  If it involves apex coding please provide the coding.  Name of file is TQLS.
TQLS.png
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Hi all,

I'm putting together an externally-facing site Page in Salesforce using Apex and Visualforce, but I'm still learning. What I'm trying to do is create a page that our marketing reps can give people a URL to and have them enter contact info directly into our SF org (people they meet at trade shows, etc.).

I've put together this much so far (assume the <apex:page> code is there with the sidebar and headers turned off so we can use our own header and footer):  

CreateContact.vfp Visualforce page
                <!-- Begin Visualforce code -->
                <apex:sectionHeader subtitle="Create a Contact" />
                <apex:form style="margin-left: 210px; margin-top: 50px; margin-bottom: 100px; margin-right: 210px;">
                    <apex:pageMessages />
                    <apex:pageBlock title="New Contact Entry">
                        
                        <apex:pageBlockButtons >
                            <apex:commandButton action="{!save}" value="Save"/>
                        </apex:pageBlockButtons>

                        <apex:pageBlockSection showHeader="false" columns="2">
                            <apex:inputField value="{! Contact.FirstName }" />
                            <apex:inputField value="{! Contact.LastName }" />
                            <apex:inputField value="{! Contact.Email }" />
                            <apex:inputField value="{! Contact.Phone }" />
                        

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Hello All,

I usually ask questions for technical help, but this time it's for something else less technical.

I have an extremely small center, about 4 - 8 people that receive calls throughout the day. I am looking for some software where I can either track the incoming number and bring up a customer record from our OMS Software (back end MS SQL) OR have a CSR type in the number to their account and it queries the database (MS SQL) for a record. For the phone system, I have (on premise) Digium Switchvox server which has an API to it so I "think" we can extract caller-id info from if the software supports it on a per-user bases in order to know who's phone is ringing, etc.

Please note, nothing needs to be written back to the DB. It's just used for read-only access to pull data out to show a list of order, dollar amount, shipping address, billing etc.

This software, I would prefer to run in house but can be cloud based if needed. The ultimate goal is strictly to "log" interactions with the customers and build a history. Currently we don't have any. So a customer could potentially call and say "Jon told me I could get 15% off my next order" and we would believe it - obviously, because there is no notes for that customer that would show that he spoke with this customer or not.

Anyways, I am looking for something that I can do all of this. I do not think Salesforce is the right call and I've checked out ZenDesk and non which I think would be a good fit w/o …
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SalesForce is upgrading the requirement from SecurityProtocolType.Tls10

to SecurityProtocolType.Tls11 anbd SecurityProtocolType.Tls12

What can you tell me about this protocol?

Thanks
0
I am having a hard time trying to figure out how to take a quote and convert it into an order in SalesForce.  What I want to accomplish is after I have quoted something with line items and all.  Once the quote gets accepted I then want to convert that into an order.  Carrying over all the line items and account information.  I am trying process builder and got the order created but just basic data is there.  I need all the data from the quote to carry over.

Is there anyone that can assist me with this.
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I need some help setting up the workflow for Guided Selling.

I know the Guided Selling part works because when I hard coded in the Quote Process Id everything worked fine. I just now need a workflow that will auto update the Quote Process Id field on new Quotes.

These are the settings I set up for the workflow.
WorkflowRuleCriteria.PNG
When I set it up for a Field Update it only gives me two options to update the field with: A blank value or a formula.
FieldUpdateWorkflow.PNG
I don't want it update with a blank formula. I want it updated with the Quote Process Id which is: a233C000000GuUc. So I need a formula that will allow me to update it with that. Someone suggested just inserting the Id into the formula field and it would hardcode it, but that solution doesn't work. It gives me this error:
ErrorWorkflow.PNG
Any formula suggestions that I could use to set this up would be appreciated. I even tried SBQQ__QuoteProcessId__c  = "a233C000000GuUc" and that didn't work either. It gives an error that the data type Boolean, is incompatible with data type Text.

Thanks!
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I am trying to set up a Select All Checkbox on the Salesforce CPQ Steelbrick.

Okay, so this is what I did:
 
I created a Select All checkbox field on the Product Option Page.
 
Then I created a new Configuration Attribute called Select All Checkbox.
These are the settings that I have set up.
ConfigAttribute.PNG
This is how it's displayed on the Quote Line Editor.
 
QuoteLine.PNGAll I need now is for when it's selected to select all the Products in the bundle.
 
So, I tried setting up a product rule according to the resources that I found. My settings are as follows.
ProductRule.PNG
I also added the Configuration Rule to the Bundle as well.
BundleSetup.PNG
I think it might have something to do with the Error Condition.
This is how I have the condition set up. I don't know if it is accurately checking if the checkbox is checked or not so it can fire the rule. Maybe setting the value to True isn't the right value?
ErrorCondition.PNG
Any help is appreciated. Thanks!
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We have a Salesforce instance (cloud) and a JIRA (inhouse) server. I want to push data from Salesforce to JIRA using REST. The problem is our firewall. We want to leverage an existing URL that we already use to PUSH Salesforce data to an inhouse app using SOAP. Let's pretend this url is https://salesforcein.myco.com.  The standard REST url for JIRA is jira.myco.net/rest/api

How can I hit https://salesforcein.myco.com from outside and somehow bridge it over to jira.myco.net/rest/api  ? I'm not a network guy but I plan on forwarding the solution to our network guys.

Thanks
Mike
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Dear All,

Please tell us the company where can provide the WiFi Router device including GPON and this device supports OpenWRT, that means, we can put the OpenWRT into this device.

Please give us the information for this issue.

Thanks in advance,
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We have a requirement to migrate data from Salesforce to Salesforce after applying Business transformation rules. We are planning to use SSIS for the same. We are also exploring options to connect directly to Salesforce source. If you have experienced or explored such options (direct connectivity or via 3rd party tools, etc.) could you please help?
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I have created a page using HTML, jscript, css style sheets, etc. I have downloaded the stub.js and VFMetadataSender.js files that Salesforce adds to the header.

When I run my page as pure html with js and css source files, it looks beautiful.

However, when I put my css and js as static resources in Salesforce and run the page as an Apex page, my checkboxes are munged and it looks bad. I am using the exact same resources and code, other than when I create it at salesforce, I am using an apex page and the static resources pointing to the same code I use with the html.

I can't figure out what Apex/Salesforce is doing to my code to mess it up when it's so beautiful otherwise.

Any ideas what I can look at? Maybe someone else has had this problem with Salesforce breaking things.
thanks!
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Hi All,

could someone please answer this if they wouldn't mind.
i am trying to figure out how does Salesforce handle bandwidth within their environment. as such Rapid Elasticity and Resource pooling within their SaaS
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Hi,

I want to generate a salesforce campaign with 4,500 members.

Do I really need to import this data?

The basic process of importing members seems to restrict me to uploading "one page at a time" and the maximum per page is 200.

Surely, I can generate the campaign for 4,500 contacts without having to do an import??
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I need some free (or cheap) Mac or Web tool that lets me manage contacts, and then creates a todo list each day, for days when I have follow-up.

I guess in the same genre as a sales tool like SaleForce. But much much simpler and preferably free.

Suggestions?

Thanks
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Hi,

I am working on Salesforce with a medical charity that raises funds in many ways.
One way is to sell packs of "Happy Holiday" greeting cards to some of it's 10,000 members.

So perhaps 1,000 members might buy a pack of "Happy Holiday" cards.

QUESTION: How do I record this sale in Salesforce?  Is it a donation OR an Activity OR a Campaign response.

Important: It would be useful if any subsequent fundraising activities appeared in the same section of Salesforce.  In other words , ideally it should be possible to see all fund raising activities without have to search multiple places.
0

Salesforce

188

Solutions

8

Articles & Videos

323

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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