We are new to salesforce and I'm trying to help our sales team get set up with Connect for Outlook. If we try to mark emails for sync, we get an error that says "The item you are trying to mark are not in a folder marked for syncronization." When I go to Tools>Salesforce options I've marked everything for sync, however there doesn't seem to be the same options available on the email tab. Does anyone know how to resolve this?

 

Thanks. 

 

Hi All,

 

I've posted this question before but thought I would try again.

 

Does anyone know of a way to write your validation rules on the parent level object so that changes to the child record do not trigger parent level validation?

 

I have validation rules on the Contracts object, but changes to a custom child object are triggering the Contracts validation rules and preventing users from creating new child records.  These are relatively new validation rules around new fields so I don't want them to prevent users from adding a child record to an older record. 

 

Basically, I'd like my validation rules to be triggered only when the parent object has been created or edited; not when child record is being created or edited.

 

Thanks.

 

Aiden

Hi all--

 

I have what seems to be a simple problem that I can't figure out.

 

I'm basically trying to include in our lead score formula a way to add on additional points for every CTA that a lead completes.

 

As it is now, our formula only takes into account the most recent call to action. For example, if a lead fills out a free trial - they would get 5 points. If they next filled out a demo, then the score would show 3 points. However, I want it to say 8 points.

The field that we use is called "CTA most recent" and it changes everytime a lead fills out a different form. Is there a way to say in the formula, "If 'CTA most recent' is changed to ___" add 3 points?

 

All help much appreciated!

Hoi

Hello,

Yesterday I installed "Connect for Office" on my computer. I managed to export some of our Salesforce reports to Excel, so everything was working fine.
Today I wanted to try it again and I noticed that the salesforce.com tab was no longer there on the Excel toolbar! In Word however, it is still there!

I already tried re-installing Connect for Office, without any success.. The salesforce.com tab just seems to have disappeared in excel..

Any idea what might be the reason for this? Any help would be much appreciated!

Thanks in advance.

Hello, I am formula challenged and  am struggling with a formula that will calculate as follows:

IF the contract term in months is equal to or less than 12 then all of the product detail fields are added together.

BUT IF the contract term in months is greater than 12 then each of the product detail fields have to be / by 12 (to get the monthly amount) and then multiplied by the # of months. And then the set up fees added back in.

Here is what I have so far.  

 

IF( Term_of_Proposal_months__c  <= 12, Field1__c + Field2__c + Field3__c+Field4__c   , IF( Term_of_Proposal_months__c >12 , (Field1__c +  Field2__c +  Field3__c ) /12  *Term_of_Proposal_months__c+Field4_c ,))

 

Please help I am desperate

 

Thanks in advance

I have a serious issue concerning Outlook 2010. I have installed the Outlook 2010 general release believing that Sales Force would surely ensure that its interface release was ready with the general release of MS Office 2010. Oh well so much for that thought. Now I am confronted with attempting to synchronously manually manage data in the two systems. IMPOSSIBLE! There must be a solution??

So all of a sudden I can't use the Outlook toolbar - I get the "Failed to Login to SalesForce..." error. I've reset my token and appended it to my password but still it doesn't work. Any help appeciated!

 

Outlook 2007

Windows 7

We are new to salesforce and I'm trying to help our sales team get set up with Connect for Outlook. If we try to mark emails for sync, we get an error that says "The item you are trying to mark are not in a folder marked for syncronization." When I go to Tools>Salesforce options I've marked everything for sync, however there doesn't seem to be the same options available on the email tab. Does anyone know how to resolve this?

 

Thanks. 

 

Hi,

 

Anyone know of a reverse feature so I can export a single contact record to Outlook? A user wants an outlook business card for some users.

 

Thanks

 

Doug

I apologize if this is a known response. Want to get the ID instead of the name or ideally both one column for each.

Connector returns on users queries the Profile ID as text name instead of SFDC ID. How do you use connector to get the ID. The ID is by far more useful. Same for other areas like this where a reference object is given.

Thank you

So far from everything I've read (been searching around for quite awhile now) you can't make a field dependency for text fields. The controlling field would still be a picklist ("Products") but the dependent field would be a text field called "Other". My company has 6 standard products we sell, but once in awhile something will be ordered that is different but a rare occasion (so it doesn't make sense to add it to the perminent list) - typically it's supplemental to the product we sell, like say a box of cable ties or something. Basically if they choose "other" from the product picklist, it will enable the "Other" text field to be filled in - else it disables the field.

Can this still be done or am I just S.O.L.? I'm kind of surprised that all fields are not allowed to be selected for the dependent field, really.

I have an account with 8000+ contacts.  When the account is updated, a trigger fired and call a class method to update these 8000+ contacts.  I'm running into the 'Too many DML rows' problem.  Is it possible to do something like this with apex trigger?  Thank you.