• sales4ce
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Hi,

 

I was wondering for the below use case Visual workflow is a good candidate to build the solution. I appreciate any inputs on best ways to approach this.

 

use case:

 

We want to track sales related acitvity. Not the standard way ( using Activities).

 

Every sales call for a given account is associated with one or More contacts (related to the account) and One or More Opportunities( related to the account). The users needs a single interface to manage this. can visual workflow a good candidate for this ?

 

Thanks,

Sales4ce

 

Hi!!

Please, is there a way to display tasks related to contacts in the page of their account???

thanks for help.

Hey,

 

So here is the scenario:

 

I have a custom object that is running the workflow rule: Object A

When I create a record for Object A, I would like the ID of that record to be the field update on the related Contact Record.

 

Is this possible to acheive? I have not been able to see a way to do so without code.

 

Thanks,

Kyle

Hi,

 

we have a need for a goal planning on a account. Is there any App already available for this need.

 

Use Case: Account Manager's can plan on their accounts (Like No of visits they make to a customer) and any related activities track their progress and display on the account .

 

example: i plan to visit Customer X for 15 times. Any activities related to visits should reduce the count and show the progress.

 

if this needs a Apex/VF solution , can any one help me design this.

 

Thanks for the help in advance.

 

Thanks,

Sales4ce

I have a website where I POST data from a form to salesforce.  The purpose is for a newsletter so I save the guys name and email address.  The problem I have is that they are being transfered as "Leads" and we have to manually convert them to "Contacts" in salesforce which is easy, but a pain.  Is there a way to automatically send the POST as a Contact rather than a Lead?  Here is my code:

 

	$lead['oid']='*****';
	$lead['retURL']='http://archive.cyark.org';
	$lead['email']='joe@domain.com';
	$lead['Lead Source']='Front Page Email List';
	do_post_request("http://www.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8", $lead);

 What do I do? Do I need to include another key/value pair in the data to signal that it should be a Contact rather than a Lead?  Is there another address that I need to POST the data to?

 

Any help in this matter would be appreciated.

Hi,

 

I have a custom solution which displays records based on the criteria in the form of a data table.

Now, how can i export the results in Visualforce page to excel?

 

I would have a link/button that reads "Export to Excel" and should export the results.

 

Any ideas on how to accomplish this?

 

Thanks,

Sales4ce

I'm  new to SFDC so please forgive me if this has been asked and answered.

 

I need to get data out of SFDC and into an Oracle database where I can run quires to combine the data from SFDC with other sources (like SAP). I also want to set up the data extraction from SFDC so that it is done on a daily basis without human intervention. I have in mind getting something like a flat file from SFDC that I can read into Oracle using PL/SQL. If there is a way to connect directly to SFDC from Oracle that would be great.

 

So my question is what is the best way to accomplish what I am describing above. How do I get data from SFDC and into an Oracle table? How do I schedule this process so it runs once each day?

 

Thanks for you help!

Hi,

 

I am having the issue that when using Web Services (PHP) triggers and assignment rules are not executed.

 

2 examples:

 

Lead assignment:

 

When I created a Lead assignment rules are not working, all the fields are correctly populated but the assignment rules are not working.

 

The same with opportunity triggers, I have added a user exception:

 

If the user that modifies the record is “XXXXX” then the trigger shouldn´t work, but the trigger keeps getting fired??

 

Any ideas why is this happening?

 

Thank you!!

 

Hi,

 

Can we create a webtab that would login into a different system using salesforce session Id??

If so can anyone point me in the right direction??

 

Thanks,

Sales4ce

 

Hi,

 

we would be doing a single signon with Sales Performance management (SPM) tool. User's logged into SFDC should also be able to login to SPM system as well. The SPM would be a tab in SFDC.(Should this be a visualforce tab??)

Can any one guide (steps involved like where to start) me the process how this can be accomplished.

 

Thanks,

Sales4ce

How can I modify the below code to pull from the current user instead of the name from the PM__c field?

 

u = [Select Extension, Email From User  where Name = :j.PM__c limit 1];

Hi,

 

I am unable to create dependent picklist on Idea Object. Is this possible?

If not possible, why was this not documented.i tried looking for it, but i did not find it on boards, help or documentation.

 

Also, can't i override the ideas home tab/page with a VF page??

 

Can anybody point me in right direction.

 

Thanks,

Sales4ce

Hi,

 

I have setup data loader from command line as mentioned in this article.

http://www.developerforce.com/media/Cheatsheet_Setting_Up_Automated_Data_Loader_9_0.pdf

 

I am  running into the issues. I do not understand what the below messages meant. can any one point me in the right direction.

 

Microsoft Windows [Version 6.1.7600]Copyright (c) 2009 Microsoft Corporation.  All rights reserved.
C:\Windows\system32>cd C:\Program Files\salesforce.com\Apex Data Loader 22.0\bin

C:\Program Files\salesforce.com\Apex Data Loader 22.0\bin>process.bat "C:\Program Files\salesforce.com\Apex Data Loader 22.0\test\" csvLeadInsertProcess

Usage: java [-options] class [args...]         

                              (to execute a class) 

                     or  java [-options] -jar jarfile [args...]         

                              (to execute a jar file)
where options include:   

    -client       to select the "client" VM   

   -server       to select the "server" VM   

-hotspot      is a synonym for the "client" VM  [deprecated]                 

                     The default VM is client.
    -cp <class search path of directories and zip/jar files>   

   -classpath <class search path of directories and zip/jar files>                 

                           A ; separated list of directories, JAR archives,                 

                           and ZIP archives to search for class files. 

  -D<name>=<value>                  set a system property   

-verbose[:class|gc|jni]                  enable verbose output 

  -version      print product version and exit   

-version:<value>                  require the specified version to run   

-showversion  print product version and continue 

  -jre-restrict-search | -jre-no-restrict-search                  include/exclude user private JREs in the version search   

-? -help      print this help message   

-X            print help on non-standard options   

-ea[:<packagename>...|:<classname>]   

-enableassertions[:<packagename>...|:<classname>]                  enable assertions 

  -da[:<packagename>...|:<classname>]   

-disableassertions[:<packagename>...|:<classname>]                  disable assertions   

-esa | -enablesystemassertions                  enable system assertions   

-dsa | -disablesystemassertions                  disable system assertions   

-agentlib:<libname>[=<options>]                  load native agent library <libname>, e.g. -agentlib:hprof                    see also, -agentlib:jdwp=help and -agentlib:hprof=help    -agentpath:<pathname>[=<options>]                  load native agent library by full pathname    -javaagent:<jarpath>[=<options>]                  load Java programming language agent, see java.lang.instrument
C:\Program Files\salesforce.com\Apex Data Loader 22.0\bin>

 

I have no idea what it meant and all i know id that my process did not create the Leads from my csv file.

Any help is highly appreciated.

 

Thanks,

Sales4ce

Hi,

 

I was not sure how to accomplish this. Can we access a Visualforce page without logging into SFDC using the VF page URL?? If so, can any one let me know the process.

 

Thanks,

Sales4ce

Hi,

 

I am unable to figure out how i can write test methods to cover code for my wrapper/inner class.

Can any one point me in the right direction?

 

Thanks,

Sales4ce