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Salesforce integration with ERP
Hi,
Our project is to integrate Salesforce with fusion ERP on premise software and the programmer advised me to ask you about the method of receiving and transmitting in Salesforce and the web service.
and our goal is to send RFQ (Custom object) from Salesforce to ERP , Is that applicable ?
- ZIKRA LOBANI 6
- July 19, 2018
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- 0
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create record
Hi,
I need to create process when the quotation confirm the process start and the action will be create "order" and the process work well, but when I made another process to add order products from quote line items it failed .
how I can do this ? what is the best solution for PE to add order products without duplicate the work, I need to add them from quote line items or opportunity products !
I need to create process when the quotation confirm the process start and the action will be create "order" and the process work well, but when I made another process to add order products from quote line items it failed .
how I can do this ? what is the best solution for PE to add order products without duplicate the work, I need to add them from quote line items or opportunity products !
- ZIKRA LOBANI 6
- January 03, 2018
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- 0
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create formula field
Hi,
I need help to create formula field on custom object which should be reffernce to Autonuber field on another custom object .
new object : order
field name : request number
object : Internal request
field autonumber : IN number
I have used this formula(text) :
request number =Internal_request__c.IN_Number__c
and the result was syntax error ??!
I need help to create formula field on custom object which should be reffernce to Autonuber field on another custom object .
new object : order
field name : request number
object : Internal request
field autonumber : IN number
I have used this formula(text) :
request number =Internal_request__c.IN_Number__c
and the result was syntax error ??!
- ZIKRA LOBANI 6
- November 27, 2017
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- 0
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Inline edit is disabled
Hi,
one list view the Inline edit is disabled and comment is : to edit filter by one record type ??!
there is no logic filter in the list , and I have all permisions to edit !
one list view the Inline edit is disabled and comment is : to edit filter by one record type ??!
there is no logic filter in the list , and I have all permisions to edit !
- ZIKRA LOBANI 6
- November 21, 2017
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- 0
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convert opportunity to order
Hi,
How I can convert closed opportunity to order OR convert quotation to order ?
I'm using PE , I have tried process builder but it doesn't work !!
How I can convert closed opportunity to order OR convert quotation to order ?
I'm using PE , I have tried process builder but it doesn't work !!
- ZIKRA LOBANI 6
- November 16, 2017
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- 0
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quotation template
Hi,
I want to make quoation template to be 2 pages when I created pdf quote ?
the first page contain quote line items and the other terms & conditions !!
and it's possible to make field pic instead of text (field label ) for example pic of letter instead of field name email ?
I want to make quoation template to be 2 pages when I created pdf quote ?
the first page contain quote line items and the other terms & conditions !!
and it's possible to make field pic instead of text (field label ) for example pic of letter instead of field name email ?
- ZIKRA LOBANI 6
- November 13, 2017
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- 0
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how to create VF page for custom object
Hi,
I want to create save as pdf button on custom object ?
I need help to know how to start with VF .
I want to create save as pdf button on custom object ?
I need help to know how to start with VF .
- ZIKRA LOBANI 6
- October 24, 2017
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- 0
- Continue reading or reply
create formula field
Hi,
I need help to create formula field on custom object which should be reffernce to Autonuber field on another custom object .
new object : order
field name : request number
object : Internal request
field autonumber : IN number
I have used this formula(text) :
request number =Internal_request__c.IN_Number__c
and the result was syntax error ??!
I need help to create formula field on custom object which should be reffernce to Autonuber field on another custom object .
new object : order
field name : request number
object : Internal request
field autonumber : IN number
I have used this formula(text) :
request number =Internal_request__c.IN_Number__c
and the result was syntax error ??!
- ZIKRA LOBANI 6
- November 27, 2017
- Like
- 0
- Continue reading or reply
Inline edit is disabled
Hi,
one list view the Inline edit is disabled and comment is : to edit filter by one record type ??!
there is no logic filter in the list , and I have all permisions to edit !
one list view the Inline edit is disabled and comment is : to edit filter by one record type ??!
there is no logic filter in the list , and I have all permisions to edit !
- ZIKRA LOBANI 6
- November 21, 2017
- Like
- 0
- Continue reading or reply
convert opportunity to order
Hi,
How I can convert closed opportunity to order OR convert quotation to order ?
I'm using PE , I have tried process builder but it doesn't work !!
How I can convert closed opportunity to order OR convert quotation to order ?
I'm using PE , I have tried process builder but it doesn't work !!
- ZIKRA LOBANI 6
- November 16, 2017
- Like
- 0
- Continue reading or reply
how to create VF page for custom object
Hi,
I want to create save as pdf button on custom object ?
I need help to know how to start with VF .
I want to create save as pdf button on custom object ?
I need help to know how to start with VF .
- ZIKRA LOBANI 6
- October 24, 2017
- Like
- 0
- Continue reading or reply