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Salesforce

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Solutions

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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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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.
0
Free Tool: Path Explorer
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Free Tool: Path Explorer

An intuitive utility to help find the CSS path to UI elements on a webpage. These paths are used frequently in a variety of front-end development and QA automation tasks.

One of a set of tools we're offering as a way of saying thank you for being a part of the community.

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
0
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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Please provide me with instructions on how to use Sales Force to create contacts from all emails within a user's email account that extracts the contact's information (such as the contact's name, email address, phone number, address, fax number, etc.) using information that is extracted from each individual email.

This information is usually found at the bottom of the email within the sender's signature but can follow different variations as shown in these email signature examples.

I need to extract this information from each individual email and record it in a contact for each person who has emailed me.

How can Sales Force be used to do this?
0
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
0
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
0
I have two WSDLs that I would like to generate into apex classes using the "Generate from WSDL" button in Salesforce, but I'm getting an initial error that the schema is incorrect.

Unsupported schema type: {http://www.w3.org/2001/XMLSchema}anyType

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I have limited knowledge of working with WSDL files and wanted to see if this is an error that can be fixed or if the WSDL cannot be converted to an apex class due to types that are simply not supported in the apex language.

If so, are there other alternatives to create the apex class/methods needed? Or, is it just a manual process?

I've attached the two WSDL files saved as flat files.

Thanks for any help.
SSOws.txt
OLRws.txt
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I need to either randomly select between (150-300 rows) or by step Rows 5,10,15,20.25.30,35.....etc through 1500 rows of data. This is to have a sampling of data. I thought if I make a counter column I could create some formula that would let me select either (150-300) records or just count out every few rows 5,10,15,20.25.30,35.....etc through 1500 rows of data. Then copy those records (what I do not need would either be suppressed or disappear) and put them on a new sheet. I am building a small set of tables that will be uploaded to a developer license of Salesforce. Any help is greatly appreciated. Thank you.
RM_Opportunity_Table.xlsx
0
Dear Experts

We are using sales force automation sales force.com for the marketing, sales and customer support with multi channel integrations  like CTI, online chat, web2lead, face book, etc and campaign management , lead routing auto and manual , email
 marketing , opportunity management, activity management I have done the implementation and my designation is VP Sales force automation, I would like to prepare the detailed job description and provide to the management ,  sales force administration, and training please list the detailed job description so that this will be very much helpful, thanks in advance.
0
[Webinar On Demand] Database Backup and Recovery
LVL 11
[Webinar On Demand] Database Backup and Recovery

Does your company store data on premises, off site, in the cloud, or a combination of these? If you answered “yes”, you need a data backup recovery plan that fits each and every platform. Watch now as as Percona teaches us how to build agile data backup recovery plan.

I have a long text field in Salesforce form and using Regex to validate the duplicate entries.

For example my entries are - TESTP1, TESTP2, TESTP1,

I need a regex to identify the duplicate value TESTP1.

I need to use one regex expression to have this validated.
0
Hi All,

I am having issues with testing my amazon echo Salesforce integration. I currently have two features that I need to app to do. First to search an account in the system and next to insert a custom object record into the system. I am able to query a record from the system without any issues. However I am unable to insert a custom object record into the system. I have the app set up that it should come back with any errors that happen during the insert process. When I try to run the process I run into the issue that the app says that the record was created in the system but when I look at the system I don't see the record. I have tried everything I can think of but I can't seem to find a solution. Has anyone ever run into a similar issue? If you have can you point me in the right direction so I can test to make sure everything is working correctly.

Thank you,
Dan
0
Hi Guys,

We have configured the ADFS server with salesforce for SSO. All was working ok, since last week, when the SSL cert expired. I updated the SSL cert and it shows the right date on the service cert, Encryption cert and singing cert.

But the fedarationmetadata.xml URL is not opening. It shows the error as ERR_CONNECTION_RESET. Need to fix that asap.

Regards,

Ajoy
0
Dear Experts

I understand there are two approaches to handle the duplicate records when same prospect enters the CRM application
approach 1) append duplicate prospect data to a single record approach 2) create duplicate record and mark it status as "Repeated/Duplicated"

approach1) if we go for append duplicate prospect data to a single record would it be possible to have a marketing analysis like current month how many leads entered into SugarCRM including the duplicate leads also would it be possible to understand prospect journey touch points through multi channel showing interest.
OR
approach2)same prospect entering through multiple channels setting duplicate records to “repeated” status would be the most straightforward to implement and link it with the original lead may provide the marketing analysis like current month how many leads entered into SugarCRM including the duplicate leads and from which all campaigns and source.
if we go for approach two then the manual operation can be applied with the same treatment that is if the already existing prospect makes enquiry to the call centre then call centre user applies the same treatment that is copy/create the existing lead and mark the status as "Repeated" and attach it to the respective campaigns
Please suggest which approach in the above is  recommended and best practice , thanks in advance
0
Are there any site, like Ticket Management Software, which would provide a front end for the hiring of new Sales Agents?

This would be a site which provides an application section, some back-end processing options and an approval process that is managed through the site?

I really have no plans to build such for my own short terms use of it. I need to hire a few hundred agents for a short-term project.

So, hopefully such sites can be configured and put into use quickly.

I really am afraid of going the Salesforce route. I feel that alone could consume my entire budget.

I need a Salesforce Lite ;)

Thanks.
0
Hello,

I was hoping to get some feedback on an Apex trigger I have written on the Salesforce platform. I have two custom objects (SalesOrder__c and Sales_Order_Line__c) that is a master/detail relationship.

On an edit of the line, I'm iterating over all the lines, running a check to see if the lines have been fully fulfilled and if so, then setting a fully fulfilled Boolean field on the master record to true. The check on the lines is looking at a custom formula field and the record type of the lines.

I'm interested in any feedback on the code I have written (see below) regarding best practices on bulkification, code logic, error handling, appropriate DML usage and governor limits.

For example, is it better to use standard DML operation or the database DML methods and use partial success? Should try/catch be used in triggers? I've read differing opinions on using error handling in triggers. Would a different loop be more efficient (do/while)? Should limit checks be added into the code? Any feedback on improvements and best practices would be welcome.

Please note, I'm using a trigger framework that uses a handler interface. The trigger calls the framework class, passing in the event to fire the trigger and the handler class to dispatch. The code below is the handler class that runs the logic on trigger after update event.

global class SalesOrderLineFullyFulfilled implements ITriggers.HandlerInterface {

	Sales_Order_Line__c[] newCollection = 

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0
how to get Decrypt value from encrypting value using SHA-256
0
I am looking for a free cloud-based call center software such as Fenero. There is nothing wrong with Fenero except that they don't provide any support at all getting started unless you sign up to pay significantly and monthly.

In their comparison at the bottom of this page, http://www.fenero.com/, they mention Five9 and InContact as being more costly solutions. SalesForce is very costly and is out of the question.

We will be making outbound calls and doing emails.

Free or pay-per-call or pay-per-support incident would be a better model getting started than would a monthly option.

Assistance in finding a better solution for this would be greatly appreciated.
0
My nonprofit organization in Los Angeles is ready to migrate our current Microsoft Access database to the Salesforce and NPSP platform. I have received SOWs from three Salesforce recommended implementers, and, while I'm certain they all are very competent I don't want to break my budget for this project. Can anyone recommend an alternative company that would be able to handle this migration?  No de-duping or data cleaning is necessary as these processes have been completed.
0
Free Tool: Site Down Detector
LVL 11
Free Tool: Site Down Detector

Helpful to verify reports of your own downtime, or to double check a downed website you are trying to access.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

 Dim path_original As String = "C:\Booking Number\Accounts\Epicor Invoices\Source\"
    Dim path_error As String = "C:\Booking Number\Accounts\Epicor Invoices\Error\"
    Dim path_success As String = "C:\Booking Number\Accounts\Epicor Invoices\Completed\"

    Dim parentId
    Dim directoryName As New DirectoryInfo(path_original)
    Dim dirFileName As IO.FileInfo() = directoryName.GetFiles()
    Dim fsize = dirFileName.Length
    'Console.WriteLine(fsize)
    If (fsize > 0) Then
        Dim dirReadFileName As IO.FileInfo
        Dim logFileName As String = String.Format("log{0}.txt", Now.ToString("MMddyyyy_hhmmss"))
        Using w As StreamWriter = File.AppendText("C:\Booking Number\Accounts\Epicor Invoices\logs\" + logFileName)
            Dim sobj As SFDC.SforceService = New SFDC.SforceService
            Try
                Dim lr As SFDC.LoginResult = sobj.login("username", "password")
                sobj.SessionHeaderValue = New SFDC.SessionHeader
                sobj.SessionHeaderValue.sessionId = lr.sessionId
                sobj.Url = lr.serverUrl
                'Dim sobject As WebReference.sObject = New WebReference.sObject
                Console.WriteLine(sobj.Url)
            Catch ex As Exception
                Console.WriteLine(ex.Message)
            End Try
            For Each dirReadFileName In dirFileName
                Try
                    Dim attachment As SFDC.Attachment = New SFDC.Attachment
                    Dim filenames = 

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0
Hi,
It's my first salesforce formula.

I have a bespoke object with a date field called Date_Cash_Payment_Received__c

I want to create a new field called Date_Next_Payment which will be equal to Date_Cash_Payment_Received__c + 1 year.
For the moment I NOT concerned about February 29th.

https://www.screencast.com/t/XtVJJKmH1VV
0
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
0
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!
0
$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"`>
0
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,
0

Salesforce

201

Solutions

343

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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