Salesforce

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Solutions

389

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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Hello

We are to deploy Sales force Cloud to users.  From initial testing 2FA looks to work well using the authenticator app, however we are now proposing to block access by corporate IP ranges i.e. our firewall WAN IPs, rather than 2FA.  This will mean VPN for remote users will be required not only for SF but other current and future apps.  
Unfortunately the subscription/evaluation has expired and SF wont extend the trial, i have to pay a years fee to continue.

We are also looking at SF inbox, marketing cloud, SF inbox and other 3rd party tools to help integrate SF with exchange.

So, if w ego the route of IP blocking can anyone confirm if this can be setup in Sales Cloud globally for Inbox, marketing and sales cloud?  I only see option to white-list SF IPs.

Thanks
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Learn SQL Server Core 2016
LVL 13
Learn SQL Server Core 2016

This course will introduce you to SQL Server Core 2016, as well as teach you about SSMS, data tools, installation, server configuration, using Management Studio, and writing and executing queries.

I need to add an import code to a developmental DB. Salesforce Enterprise is the application but this relates to databases in general. So since Salesforce has so many tables. Contacts, Leads, Opportunities, Tasks, Accounts & others. What would be the practical process to setup the tables so that when imported the data (all data) can be controlled by the import code. Eventually the data we test with may need to be completely and cleanly removed without destroying other imports.
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I am trying to get a Salesforce report into a C#.net application so I can save as a datatable,  then saving as a CSV file, i am able to connect and get what seems to be the report data but cant figure out how to use the data.

Can someone point me in the right direction on how to use the data from the report - thanks

Code I am using

        static void Main(string[] args)
        {

            System.Net.ServicePointManager.Expect100Continue = true;
            System.Net.ServicePointManager.SecurityProtocol = System.Net.SecurityProtocolType.Tls12;

            var task = ExecuteReport();
            task.Wait();

            Console.ReadLine();
        }

        public static async Task<string> ExecuteReport()
        {
            var sf_client = new Salesforce.Common.AuthenticationClient();
            sf_client.ApiVersion = "v39.0";
            await sf_client.UsernamePasswordAsync(consumerKey, consumerSecret, username, password + usertoken, url);

            string reportUrl = "/services/data/" + sf_client.ApiVersion + "/analytics/reports/" + reportId;

            var client = new RestSharp.RestClient(sf_client.InstanceUrl);
            var request = new RestSharp.RestRequest(reportUrl, RestSharp.Method.GET);
            request.AddHeader("Authorization", "Bearer " + sf_client.AccessToken);
            var restResponse = client.Execute(request);
            var reportData = restResponse.Content;

             return reportData;
        }

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what is the best sales and marketing management tool/crm I can get out there.

I have field employees that need better management. THey are assigned based on a geographical region. Take for example a street, and I need to be able to measure all of the most important metrics to better understand our market.
0
A new startup mainly for tech b2b and want to simply focus on sale. Marketing etc...

Considering bitrix24 and or suitecrm on premise to work with asterisk

Kindly advise.
0
Dear Experts
We have to do the customer feedback survey on the monthly basis for the customer email accounts.  We have CRM application sugarcrm and also sales force.com please let us know the best way, the customer list is not more than 200 email contacts.
Please suggest the best way to do is it sending out normal email t OR integrate with survey plugin like survey monkey etc.
 would like to understand the difference between sending normal email plain/html of attached content expecting the contact to reply OR going for survey form integration with CRM. we would like to have reports on the rating of each customer reply and other expected analytics. please suggest the solution also help me understand best practice in handling this, it is normal email or survey form third party integration.  thanks in advance.feedback-message.txt
0
SELECT id, True as "Active"  FROM Name LIMIT 1
 
I want to do this in sales force. How we do that.
0
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}"
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?
0
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.
0
Amazon Web Services
LVL 13
Amazon Web Services

Are you thinking about creating an Amazon Web Services account for your business? Not sure where to start? In this course you’ll get an overview of the history of AWS and take a tour of their user interface.

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.
0
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
0
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
0
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
0
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
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
 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
C++ 11 Fundamentals
LVL 13
C++ 11 Fundamentals

This course will introduce you to C++ 11 and teach you about syntax fundamentals.

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.
0
I've attempted unsuccessfully to upload a file from apex code to my AWS S3 instance.  I receive the following error:

The request signature we calculated does not match the signature you provided. Check your key and signing method.

I've confirmed that both the Key and Secret are correct (tested successfully requesting a url for an existing file in the bucket), so I'm assuming the issue must be the way I am forming the signature for this particular request:

 String formattednow = System.now().formatGmt('EEE, dd MMM yyyy HH:mm:ss Z');

  String stringToSign = 'PUT\n\n' + 'application/pdf' + '\n'+formattednow+'\n/'+ 'bucketname' +'/'+ 'testFile.pdf';     

  Blob file = Blob.toPDF('Testing string to pdf.');

  HttpRequest req = new HttpRequest(); 

  String signature = make_sig(stringtosign);

  req.setMethod('PUT');
  req.setHeader('Authorization', 'AWS ' + awsKey.Key__c + ':' + signature);
  req.setHeader('Content-Type','application/pdf');
  req.setHeader('Content-Length',String.valueOf(file.size())  );
  req.setHeader('Date', formattednow);
  req.setEndpoint('https://s3.amazonaws.com/' );   
  req.setBody( EncodingUtil.base64Encode(file) );

  Http http = new Http();
  HTTPResponse res = http.send(req);

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Where am I going wrong? Any help will be greatly appreciated!  A fix using AWS Signature V4 would also work.

P.S. The make_sig function:
	private static String make_sig(string canonicalBuffer) {
		String macUrl ;
		String signingKey = EncodingUtil.base64Encode(Blob.valueOf(awsKey.Secret__c));
		Blob mac = Crypto.generateMac('HMacSHA1', blob.valueof(canonicalBuffer),blob.valueof(awsKey.Secret__c)); 
		macUrl = EncodingUtil.base64Encode(mac);
		return macUrl;
	}

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0
I am a network engineer who has been tasked with rolling out a backup service for our Salesforce account and have been looking at three vendors with the assistance of our (non-IT) salesforce administrator.  This is a system that he will administer; I'm just involved to do the due diligence.

His preference is Spanning, although he also likes Backupify.  Between the two, he's stated that he'd be completely okay with either product.  We've also looked at OwnBackup.  Our salesforce admin says he could certainly "live with" OwnBackup and I shouldn't refrain from choosing them if I thought they were better, but he likes the other two better.

The sales reps from all three vendors have stated that their product is the only one that will restore all data (including metadata, related records, etc.), and that using one of the others may potentially result in significant disruption to our environment in the event of a problem.

For my part, I am only concerned with three things.  First, we need an indefinite retention period.  My team isn't yet certain what our legal requirements will be in that regard (the company is expanding rapidly, and adding offices nationwide), and we'd prefer to not have to worry about it.  Second, we want to ensure that any data transmission is encrypted (obviously).  Third, we want to ensure that any restoration actually works.  Normally, I wouldn't bother saying that third point as it would seem obvious, but each of these vendors is saying that this is not …
1

Salesforce

225

Solutions

389

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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