• John Klok
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  • Member since 2019
  • Product Manager

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Salesforce offers 3 types of portals including self-service portal, customer portal, and partner portal. Self-service and customer being a tad bit similar where the main functionality revolves around providing online support and support tickets to their end-users.
On the other hand, I found other solutions like Salesforce customer portal that provides similar functionalities of role-based accessibility, real-time support, ticketing system, and secured data sharing.
Can anyone tell me what is the better solution for my WordPress CMS..??
The whole task sounds like this:
On Submit store this contact details on Stripe using documentation - https://stripe.com/docs/api
    a. Store the Contact Id field in Metadata property as External Id
    b. Before saving a Contact check if it exists in Stripe using Email field
        If yes, then override the details from the custom modal window
        If no, just create the contact in Stripe
    c. Contact can be saved without Email & Description
    d. Use the Custom settings to get the Credentials (Username)

But now I cannot connect to the stripe:
Apex class ContactManager
global with sharing class ContactManager {
	public static String postContacts(Contact contact) {
		String APIToken = 'pk_test_51JQsHOAe94gjKAlrxTp3djgPWrhYrwOZMx6kYdMY9RCaUBhPjcv75Z7EaT9COk47Af3DhknC8ZKzBqZ60bwRqhuy00gwnzVcih';
		String key = StripeAPI.ApiKey;
		Http http = new Http();
		HttpRequest request = new HttpRequest();
		request.setHeader('Authorization', 'Bearer ' + APIToken);
		request.setHeader('Content-Type', 'application/x-www-form-urlencoded');
		request.setBody('{"LastName:" + "' + contact.LastName + '", "Description:"TestCon", "Email":"admin@mail.ru"}');
		HttpResponse response = http.send(request);
		if(response.getStatusCode() != 201) {
			System.debug('The status code returned was not expected: ' + response.getStatusCode() + ' ' + response.getStatus());
		} else {
		return response.getStatus();
My From for add Contact
<aura:component controller="ContactManager" implements="lightning:actionOverride,flexipage:availableForRecordHome,force:hasRecordId" access="global">
    <aura:handler name="init" action="{!c.doInit}" value="{!this}"/>
    <aura:attribute name="contacts" type="Contact[]"/>
    <aura:attribute name="errors" type="String[]"/>
    <aura:attribute name="modalContext" type="String" default="New" />
    <aura:attribute name="newContact" type="Contact"
    <force:recordData aura:id="forceRecord"
                      mode="EDIT" />
    <div aura:id="saveDialog" role="dialog" tabindex="-1" aria-labelledby="header43" class="slds-modal slds-fade-in-open">
        <div class="slds-modal__container">
            <div class="slds-modal__header">
                <h2 class="slds-text-heading--medium">New Record</h2>
            <div class="slds-modal__content slds-p-around--medium slds-grid slds-wrap ">
                <lightning:input aura:id="contactName" value="{!v.newContact.LastName}" name="contactName" label="Last Name" required="true" class="slds-size--1-of-1 slds-p-horizontal_x-small" />
                <lightning:input aura:id="email" value="{!v.newContact.Email}" name="email" label="Email" class="slds-size--1-of-2 slds-p-horizontal_x-small" />
                <lightning:input aura:id="description" value="{!v.newContact.Description}" name="description" label="Description" class="slds-size--1-of-2 slds-p-horizontal_x-small" />
            <div class="slds-modal__footer">
                <lightning:button variant="neutral" label="Cancel" onclick="{!c.cancelDialog}"/>
                <lightning:button variant="brand" label="Submit" onclick="{!c.saveRecord}" />
    <div aura:id="overlay" class="slds-backdrop slds-backdrop--open"></div>

Controller for form:
    saveRecord: function (component, event, helper) {
        if (helper.validateForm(component)) {
            let newContact = component.get("v.newContact");
            helper.sendContact(component, newContact);

	validateForm: function (component) {
		let valid = true;

		let nameField = component.find('contactName');
		let itemName = nameField.get("v.value");
		if ($A.util.isEmpty(itemName)){
			valid = false;
			component.set("v.errors", [{message:"Item name can't be blank."}]);
		} else {
			component.set("v.errors", null);

		let email = component.find('email');
		let itemEmail = email.get("v.value");
		if ($A.util.isEmpty(itemEmail)){
			valid = false;
			component.set("v.errors", [{message:"Item email can't be blank."}]);
		} else {
			component.set("v.errors", null);

		let description = component.find('description');
		let itemDescription = description.get("v.value");
		if ($A.util.isEmpty(itemDescription)){
			valid = false;
			component.set("v.errors", [{message:"Item description can't be blank."}]);
		} else {
			component.set("v.errors", null);

		return valid;

	sendContact: function (component, newContact) {
		let action = component.get('c.postContacts');
		let jsonNewContact = JSON.stringify(newContact);

		action.setCallback(this, function (response) {
			let state = response.getState();
			if (state === "SUCCESS") {
				let contacts = component.get("v.contacts");
				component.set('{v.contacts}', contacts);
				console.log("From server: " + response.getReturnValue());
			} else {

HI All,

I tried to update the CSS after ispect from preview of a Einstein Bot, I am seeing changes.
User-added image
But, After closing the page and open preview again, CSS changes are lost/Not Updated.

It seems need to update 'Code Snippet' of 'Embedded Service Deployment'.

I tried to update 'Code Snippet' of a Embedded Service Deployment. But, I am unable to update that.

How to update ?

Hi All,

I want to add the parent-child relationship to the case. Can we create a child case inside the parent case in salesforce?

Currently, I am showing child tickets in separate cases. But I want 
show the child ticket inside the parent case.

Can you please let me know how I can achieve this in salesforce?

After deleting the component/button/object/custom field, they are not visible in the recycle bin section.User-added imageUser-added image
My trigger is on field update to send out email.
It is working fine if i update the field manually but not working when field is updated with an approval process.
when i check in debug log its is creating an email send record.

check_approval__c this field is getting true when approval flow is completed.

Below is the code, 
trigger SendEmailOnMeeting on Meeting_Resource_Request__c (after update) {
    for(Meeting_Resource_Request__c mr : trigger.new){
                    Meeting_Resource_Request__c old = trigger.oldMap.get(mr.Id); // get old record from oldMap

        if(mr.check_approval__c== True){
            //Get your document from document Object
            List<Document> docList = [Select Id, Name, Body, ContentType, DeveloperName, Type From Document limit 3];
            List<Messaging.EmailFileAttachment> fileList= new List<Messaging.EmailFileAttachment>();
            for(Document doc:docList)
            //Create Email file attachment from document
            Messaging.EmailFileAttachment attach = new Messaging.EmailFileAttachment();
            attach.Body = doc.Body;
            //Apex Single email message
            Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
            mail.setToAddresses(new String[] {mr.Email_of_organizer__c});//Set To Email Address
            mail.setSubject('Test Email With Attachment');//Set Subject
            mail.setHtmlBody('Please find the attachment.');//Set HTML Body
            mail.setFileAttachments(fileList);//Set File Attachment
            Messaging.sendEmail(new Messaging.SingleEmailMessage[] { mail });//Send Email

Image is stored in the rich text area, I need to display the image in salesforce site which is created using VF page, the image is visible earlier but now I don't sure but there are some changes for salesforce site guest user policy in the recent release, I want to know what changes I need to make to display the image.
I am displaying the image on page load, earlier the image is visible as shown below screenshot:
User-added image
But now in place of the image, a text is appeared "Image is not available because you don't have the privilege to see it or the image is removed from the source" as shown below screenshot:

User-added image

I am using this code on vf page.
<img  src="{!extractedUrlFromBacked}"   height="55px"/>

example of src="https://test--sandbox--c.t03.content.force.com/servlet/rtaImage?eid=testestestvB&feoid=testest&refid=testestest"
Hi everyone,

I'm trying to convert a text field with a date like "March 23, 2015" into a date field to read 3/23/2015. 

Any help would be much appreciated!
I don't know if I chose the right topic, but I saw a question from a member about salesforce lightning. I want to share my experience.
First, I connected salesforce classic, which was fine with me, because I was just starting to work with the platform.
After using classic, I decided to use salesforce lightning migration (https://www.ergonized.com/salesforce-classic-lightning-migration/).
The company's technical specialists helped me get it right and I'm not disappointed. Working with the interface has become easier and sales have increased.
Good afternoon, everyone! Hope you are safe and well. May I seek your kind advice, can I import contacts to salesforce from Google sheets? I have drop-downs and checkboxes in Sheets that don't carry through when I download as CSV and open in Excel, which I assume means it won't carry through to Salesforce when I upload my contacts? Many thanks! 
Hi Peeps,

This is saidaiah and i have challenge that we need to get the wordpress posts (wordpress articles) and display in the salesforce chatter feed. So, i just want to integrate the wordpress to salesforce to get the posts from there and display in salesforce as feed. If anybody has the idea on this kind of scenario, please help me out to this.

It would be appreciated if it will be helpful
Thanks in advance.

Hello there, 
I wonder if I can integrate WP buddypress into salesforce. 
By the way I need a wordpress plugin for private messaging on the website and integrate it with Salesforce

I am new to Salesforce and I have to integrate Salesforce wirh some CMS.

Basically the scenario is like this, presently date into website comes from another CMS.

I want to provide this service from Salesforce, such that Salesforce will provide data feed to CMS (using objects and records) and it will be available on website.

Please give suggestion of how to do this. Is there any app on AppExchange to do this or have to write Webservice for this?

Thanks in advance.
we faced a problem with installation error in packaing our org's "Missing Organization Feature"
for this we raised a case and they added a Customer portal
Recently we got a liscence for the "Customer Portal" feature from Salesforce.
It provisioned for a period of 30 days.
My Question is:
1.If this would be an issue with the Package once the Licenses expire.

Waht are the problms will occured commanly?
  • September 29, 2014
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Does anyone know what would be the best way to go as develop a page for a customer portal. Wheather to go with Sites.com or Force.com sites or Customer portal. I want to develop a client page in which allows the client to access a limited amount of information for example their client name, job orders etc.

Dear All,


I have write a post to grab data from Salesforce DB to WordPress without authentication. If you need authentication, it may be done with Salesforce Streaming API which I didn't mentioned in my post.


So far as I know, there are two different solution that doesn't need authentication:


  1. Embedded Salesforce page in WordPress: need a iframe WordPress plug-in
  2. Get data through Salesforce REST API: need to write Apex code and a preVU WordPress plug-in to handle REST returned JSON.


How to get data in Salesforce from WordPress without authentication?


A more detail step-by-step shall be available within next 14 days.


Wish it helps!


Bestr egards,



  • November 12, 2013
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We are planning to create an Ecommerce site by using force.com site


1) How many authenticated user allowed in the customer portal. Around 1000 users required for my Ecommerce site

2) I don’t required more than one user licence for Foce.com login.


Anyone can help me what would be the cost or which license have to go ?

Hello Community,


I would like to ask about the best practice and direction to the below requirement.


We have a Salesforce Enterprise and a website made with wordpress. In our website we have a my account page that pull records from Salesforce. What is the best approach in pulling the records from Salesforce?


Thanks in Advance



How can we let custom object records access as 'Create' and not 'Read'.

That means, you can create a record for a particular custom object but you cant view them.


Please advise.

Hi Guys,


I am new to the cloud !!  I have a client with a Saleforce / Glovia system, and a wordpress website.  I would like to pull out the prroduct data from their system and display it on the website, so customers can browse their stock, and then have a place order function, for account customers only, which will create maybe a lead in salesforce.


Any ideas on the best way to do this would be gratefully accepted !!  If it's too complicated, I can just replicate the data - but that is not obviously ideal !


Many Thanks