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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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?
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Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

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Salesforce partner relationship management
Salesforce partner relationship management can help you build trust and streamline interactions with partners.
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.


I'm relaying inbound mail from 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..

I have configured ADFS 3.0 in my lab and trying to integrate with Salesforece. When I try to access the SalesForce using ADFS. It redirects me to ADFS login page which is expected behavior but after entering the credentials, it automatically redirect to internal IP Address instead of DNS name. I have checked on ADFS server but nothing found abnormal.

First URL Appears (Login Page)

After entering the credentials, redirects to below URL
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 exaggerations here either. Your help is appreciated.
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 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.

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.

I am using 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

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
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: {}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.
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.
Dear Experts

We are using sales force automation sales 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.
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.
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,
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.


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.
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
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 ;)

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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.

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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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how to get Decrypt value from encrypting value using SHA-256
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,, 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.
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.
 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
    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
                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
            Catch ex As Exception
            End Try
            For Each dirReadFileName In dirFileName
                    Dim attachment As SFDC.Attachment = New SFDC.Attachment
                    Dim filenames = 

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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.






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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