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My org is looking to track goals related to Activities for users. We will want to track visits, phone calls, solicitations, and possibly other metrics down the line. The goals will be different for different users so need flexibility with assigning the targets. Has anyone done this and have ideas to share?
7 answers
This is something that I built for measuring Sales Quota Attainment, with a few tweaks it could be expanded to other Objects
Tips & Tricks: Creating Sales vs. Goal Reports and Dashboards
Hi everyone,
A few users have been encountering the following error today while using the FSL app. We followed the instructions provided in this link:
https://help.salesforce.com/s/articleView?id=000981141&type=1
, but unfortunately, it didn't resolve the issue for the users.
What else can we try?
3 answers
We have some technicians who do maintenance and repair work at customer sites, but for some smaller assets the asset is sent to us and repaired inhouse. This work is also something we would want to schedule, but how to best set this up?
This means travel time is zero for all these items at the time of work, but the Asset's address/location in Salesforce is registered at the customer address.
Suggestions welcome. :-)
2 answers
Hello @Trond Dybing!
Have you considered using Offsite Appointment feature (Schedule Appointments Without Travel)?
Thank you!
Hi,
I have following requirement where I want the service resource to start for the SA(check-in to capture the geolocation of current location), then he visits a service center to collect some products to finish the SA(check-in at the service cetner to get the geolocation), then he finally arrives at the customers location to perform the job(check-in to get the customer location geolocation). We used the Distance() method to calculate the distance between the geolocations so that they get paid for the travel but this function returns the straight line displacement but not the exact distance. I almost figured out this can be acheived either using Salesforce Maps or Google API but still want to double check if any OOTB Field service features can be leveraged.
Thanks!
@* Salesforce Field Service *
We have a prompt builder that uses manual input flow to return and ground data. This prompt builder works fine when we test through "preview" button within prompt builder screen. It was also working fine until last week when executed through an LWC.
But since today when we are executing it via an LWC it fails with the error - "error occurred while resolving data providers, can not describe data provider"
It still works fine when we execute it from the "Preview" button in Prompt Builder screen. Is anyone else facing this issue?
Thanks,
Niranja
All the documentation for cumulusCI is referencing a github project that has not been touched in over 3 years and is actually archived.
Since `sfdx` disappeared, my CI/CD pipeline has been very broken. I am working as a volunteer and don't have a ton of time to devote to fixing this.
Why are the CumulusCI documentation and examples not updated after over 2 years of `sf` vs. `sfdx`?
I would like to limit the fields displayed when creating an opportunity record from the "New" button in the Opportunity object.
On the opportunity page layout, the fields are divided into "Required Fields" and "Details" tabs, and I would like only the fields displayed in the "Required Fields" tab to be displayed when creating a new opportunity, but currently the fields in the "Details" tab are also displayed under the fields in the "Required Fields" tab. (The page layout is created using the Lightning Record Page.)
Please let me know if there is a way to display only the fields in the "Required Fields" tab.
#Salesforce Developer #Sales Cloud #Salesforce Admin #Service Cloud
4 answers
Hi,
This functionality can be achieved by using custom LWC component which can incorporate a lightning record form where you can take input for only the fields that you want to specify in the fields array.
You can then use that LWC to override the functionality of new button or create new custom action with the LWC component.
Example : For account object, taking only required fields you can use
HTML
<template>
<lightning-modal-header label="Create Account"></lightning-modal-header>
<lightning-modal-body>
<lightning-record-form object-api-name="Account" fields={fields} onsuccess={handleSuccess}
oncancel={handleCancel} onerror={handleError} mode="edit">
</lightning-record-form>
</lightning-modal-body>
<lightning-modal-footer>
</lightning-modal-footer>
</template>
JS
import {track,wire,api} from 'lwc';
import LightningModal from 'lightning/modal';
export default class AccountModal extends LightningModal {
fields = ['Name','Website','Industry','Phone','Rating','AnnualRevenue','NumberOfEmployees','Active__c'];
@api recordId;
handleSuccess(event){
this.close();
}
handleCancel() {
this.recordId = null; // This resets the form
}
}
Thanks
2 answers
Hi Asenova,We can use achieve it by using Opportunites pipeline Report.If this solutioh helps, Please mark it as best answerThanks,
Hi All,
Lunch Breaks are created by the system and can be moved within a window as defined by the Work Rule Entry for Resource Availability.
My question is, are we able to create any other absence types that have the ability to be moved by Optimisation with travel considered as well? For example, a Technician needs to have a meeting with a client but the time is flexible as long as it happens within the Operating Hours.
Thanks in advance!
5 answers
Hello @Larson Atkins!
I'm not sure if this fully answers your question, but the key point is that only Non-Availability and Break record types are shown on the Gantt chart. Records that use a custom record type on the Resource Absence object are not displayed on the Gantt.
In other words, I assume it's not possible to create any other absence types that can be moved by Optimization, with travel time taken into account.
Thank you!