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SOLVED
13 replies

Failure to connect via Crystal Reports

We're evaluating Crystal Reports and CrystalReports.com for generating reports from SF objects. I have properly installed CrystalReports.com within SF. I've downloaded and installed (separately) both CR XI (with SF Driver 3.0) and 2008 (without driver per CR's tech support) for developing reports.
 
When I attempt to Create New Connection/Salesforce.com, a pop-up window appears pointed to www.salesforce.com and prompting for my SF userID and password. I have several valid SF accounts. No matter which account I try, CR returns a "Login error: invalid UserID or Password."
 
After two hours waiting to talk to a CR tech support person, they had virtually nothing useful to say ... basically they told me to get an SAP/BO tech support account which requires submitting an application. Their forums were impossible to navigate. CR looks like a great solution, but I'm underwhelmed with their tech support.
 
Is anyone using CR XI or 2008 to access SF objects? If so, any suggestions/advice re: connecting to SF?
 
Thanks,
 
Mark
 
4 replies

Solved - Create Chatter Notifications in Salesforce on Case Comment (no coding needed)

I had been trying to figure out how to get Chatter notifications when a new case comment is added to no avail until the following solution dawned on me. Feel free to use it, share it, etc.

"Case Comment Chatter-er"
  1. Create a field on your case page titled "Last Case Comment Date/Time" of type "Date/Time". Don't add it to your page layouts so it is basically hidden.
  2. Create workflow rule named something useful such as "Note Last Case Comment Date/Time"
  3. Object: Case Comment
  4. Evaluation Criterea: When a record is created, or when a record is edited...
  5. Rule Criterea: "Case Comment: Body not equal to null
  6. Create field update on the Case Comment object that set the value to "NOW()"
Basically, whenever a case comment is added - this workflow will trigger and set the Case field "Last Case Comment Date/Time" to the current time. You can now follow this field in your Chatter configuration and get alerts whenever a comment is added!

Sweet.

Thanks,
Josh Lipton
Advantix Solutions Group


1 replies

Workflow triggering when we associate a new contactid via the API

Any help on this would be appreciated...

We have developed some code (C#) that utilizes the API to associate a new ContactId to a case which already exists in our Salesforce instance.

The following is the debug information from SF (snippet) of the specific workflow that correctly DOES NOT trigger when I saved in the browser but DOES trigger when the save is made in the API.

DEBUG LANGUAGE (snippet) WHEN SAVE MADE FROM API - changing contact was not a triggering update, so we're guessing it somehow thinks this was freshly created as a case - even though it already existed
-------------------------------------------------
Rule Name: Client - BB Activation
Trigger type: ON_CREATE_OR_TRIGGERING_UPDATE
Evaluating Workflow Entry Criteria:
[Case : Case Record Type equals 1-ADMIN-Activation (New Equipment)]
AND [Account : Account Name equals XXXXXX Energy]
AND [Case : New Equipment Phone Number not equal to null]
AND [Case : Equipment Type equals PDA - Other, PDA - Windows Mobile, Blackberry, PDA - Palm]
AND [Case : Date/Time Opened greater than Fri Jun 08 05:00:00 GMT 2007]
Value found: 012300000004rrP
Value found: XXXXXX Energy
Value found: (512) 555-1212
Value found: 2
Value found: 2008-09-09 19:14:19
Criteria evaluates to true
[Case: 00073545 500S0000000nW9A]


DEBUG LANGUAGE (snippet) WHEN SAVE MADE FROM BROWSER - as you can see, it did not execute because there was no triggering update or create
-------------------------------------------------
Rule Name: Client - BB Activation
Trigger type: ON_CREATE_OR_TRIGGERING_UPDATE
Evaluating Workflow Entry Criteria:
Rule not evaluated
[Case: 00073545 500S0000000nW9A]

Thanks!
Josh
4 replies

Solved - Create Chatter Notifications in Salesforce on Case Comment (no coding needed)

I had been trying to figure out how to get Chatter notifications when a new case comment is added to no avail until the following solution dawned on me. Feel free to use it, share it, etc.

"Case Comment Chatter-er"
  1. Create a field on your case page titled "Last Case Comment Date/Time" of type "Date/Time". Don't add it to your page layouts so it is basically hidden.
  2. Create workflow rule named something useful such as "Note Last Case Comment Date/Time"
  3. Object: Case Comment
  4. Evaluation Criterea: When a record is created, or when a record is edited...
  5. Rule Criterea: "Case Comment: Body not equal to null
  6. Create field update on the Case Comment object that set the value to "NOW()"
Basically, whenever a case comment is added - this workflow will trigger and set the Case field "Last Case Comment Date/Time" to the current time. You can now follow this field in your Chatter configuration and get alerts whenever a comment is added!

Sweet.

Thanks,
Josh Lipton
Advantix Solutions Group


SOLVED
13 replies

Failure to connect via Crystal Reports

We're evaluating Crystal Reports and CrystalReports.com for generating reports from SF objects. I have properly installed CrystalReports.com within SF. I've downloaded and installed (separately) both CR XI (with SF Driver 3.0) and 2008 (without driver per CR's tech support) for developing reports.
 
When I attempt to Create New Connection/Salesforce.com, a pop-up window appears pointed to www.salesforce.com and prompting for my SF userID and password. I have several valid SF accounts. No matter which account I try, CR returns a "Login error: invalid UserID or Password."
 
After two hours waiting to talk to a CR tech support person, they had virtually nothing useful to say ... basically they told me to get an SAP/BO tech support account which requires submitting an application. Their forums were impossible to navigate. CR looks like a great solution, but I'm underwhelmed with their tech support.
 
Is anyone using CR XI or 2008 to access SF objects? If so, any suggestions/advice re: connecting to SF?
 
Thanks,
 
Mark