I have a colleague who is indicating that they are unable to carryover the Activity history of an Account or Contact when creating an opportunity from that record.  I mostly work with Leads/campaigns so am unsure how to advise.

Thanks for any suggestions!

Chuck

I have a client who wants to have an email triggered based on content of a Lead activity subject.  For example if that Subject line includes the word "Demo" she wants an email triggered with the lead ID/URL contained therein.  Seems like this would be a job for "Workflow Rules," but I don't see that rules based on Task can trigger email alerts.  Suggestions?

Thank you!

Chuck

I have a client who has web-based forms in a CMS that cannot readily be integrated with the SF API, so as a result we're trying various workarounds to being able to pass a lead record SFID to a 3rd party web page (via query string).  It could be possible if say, when a new lead is inserted or updated, if we could simply pass the SFID to the 3rd party web page via an HTTP request triggered from something like a workflow rule. 

Any provision to do this with Workflow rules?  Not seeing it there.

The obvious solution is to simply build our lead forms on a server where we can use the SF api and do our 3rd party http requests via PHP, pretty straightforward of course.  At this point, though just investigating workarounds that might be possible via the Enterprise edition of SF.

Thanks much for any suggestions!

Chuck

We've got a batch of workflow rules that assign leads to various inside sales personnel based upon a round robin formula.  Works pretty well.  However when a user clones a lead record, the workflow rules still run and will tend to reassign the cloned lead.  Is there an established practice of how to the cloning process to ignore workflow rules?  One thought I had is to use a flag (checkbox) field and have the workflow rules look for a set flag.  Would this do the trick? Other ideas?

Thanks,

Chuck

I have a client who does not have the Enterprise or API edition of SalesForce.  He would like for me to create a button in the the individual lead record that:  1) Creates an empty "call" activity record for a lead and 2) Simply increments the existing Call field by 1.   I believe that the call field is a custom field, though not sure.

Is this even possible to do using an S control or javascript?

Thanks so much,

Chuck Wyatt

I have a client whose hosting provider won't install the SOAP module for their PHP install, so bear with me.

Essentially I'm trying to loop through the output below and create standards variables for field names and their values.  I keep getting stumped because of the sObject reference.  I've tried flattening the array, but anytime I try and loop through it like a regular array or even a nest array, I'm hit by the fact that I can't address sObject in the same way.  What basic thing am I missing, some method of addressing the sObject -> addresses, but I'm just not getting it.

Any suggestions, much appreciated.

Thanks!

Chuck

Array ( [done] => true [queryLocator] => [records] => Array ( [0] => sObject Object ( [type] => Lead [id] => 00Q7000000WDBamEAH [values] => Array ( [FirstName] => Chuck YET another test record to leave [LastName] => Wyatt please leave for nurture testing [Email] => nurturetestagain@wordimpressive.com [VFS_Trial_Begins__c] => 2010-08-10 ) [fieldsToNull] => ) [1] => sObject Object ( [type] => Lead [id] => 00Q7000000WDBaXEAX [values] => Array ( [FirstName] => Chuck another test record to leave [LastName] => Wyatt leave for nurture testing [Email] => nurturetest@wordimpressive.com [VFS_Trial_Begins__c] => 2010-08-10 ) [fieldsToNull] => ) [2] => sObject Object ( [type] => Lead [id] => 00Q7000000WDBPLEA5 [values] => Array ( [FirstName] => Chuck more placement for nurture testing [LastName] => Wyatt leave this record for a bit [Email] => pleaseleave@wordimpressive.com [VFS_Trial_Begins__c] => 2010-08-10 ) [fieldsToNull] => ) ) [size] => 3 )

We have a lead form that largely has text input fields and I've been asked to add a multi-select list box to the mix.  My insert function is below.  Can I simply use a post call like below to add the multiple data items?

Thanks,

Chuck

    $contact = new sObject('Lead',
                           null,
                           array(
                               'salutation' => $_POST['salutation'],
                               'Title' => $_POST['title'],
                               'FirstName' => $_POST['first_name'],
                               'LastName' => $_POST['last_name'],
                                 'Company' => $_POST['company'],
                                 'email' => $_POST['email'],
                                'LeadSource' => $_POST['lead_source'],
                                'Street' => $_POST['street'],
                                'City' => $_POST['city'],
                                'State' => $_POST['state'],
                                'Phone' => $_POST['phone'],
                                'PostalCode' => $_POST['zip'],
                                'Country' => $_POST['country'],
                                'Star_P_Client__c' => $productuse,                               
                               'Industry' => $_POST['industry'],
                               'Database__c' => $_POST['00N30000000qVb2'],
                               'KeyProductRequirement__c' => $_POST['00N30000000qVbA'],
                               'description' => $_POST['description'],
                               'CorporateDesktopOSStandard__c' => $_POST['00N30000000qVb3'],
                               'ERPSystem__c' => $_POST['00N30000000qVbE'],
                               'CorporateDesktopHWStandard__c' => $_POST['00N30000000qVbJ'],
                            $researchreport
                           )                          
                          );
    $createResult = $sfdc->create($contact);
 

Message Edited by chuckdubdub on 08-02-2006 10:54 AM

Message Edited by chuckdubdub on 05-17-2006 03:47 AM

Message Edited by chuckdubdub on 05-17-2006 03:48 AM

Here's my query that I am using with php4 nusoap:

    $queryResult = $sfdc->query("select id, firstname, lastname, phone, description, fax from lead where id = '$id'");
    print_r("\nquery by id: \n\n");
    print_r($queryResult);

How do I just grab the value of "description" and assign it to a variable?  I'm guessing I need to loop through $queryResult as an array somehow? 

I tried setting a variable to $queryResult['description'] but to no avail!

Thanks!

Chuck

Message Edited by chuckdubdub on 03-15-2006 12:40 PM

We've got a batch of workflow rules that assign leads to various inside sales personnel based upon a round robin formula.  Works pretty well.  However when a user clones a lead record, the workflow rules still run and will tend to reassign the cloned lead.  Is there an established practice of how to the cloning process to ignore workflow rules?  One thought I had is to use a flag (checkbox) field and have the workflow rules look for a set flag.  Would this do the trick? Other ideas?

Thanks,

Chuck

I have a client who does not have the Enterprise or API edition of SalesForce.  He would like for me to create a button in the the individual lead record that:  1) Creates an empty "call" activity record for a lead and 2) Simply increments the existing Call field by 1.   I believe that the call field is a custom field, though not sure.

Is this even possible to do using an S control or javascript?

Thanks so much,

Chuck Wyatt

I created this script to auto log calls based on the current disposition field...it also handles creation of follow up tasks. Basically elminates the need for the standars call log process. I have it working on the Account SO but cannot get it working on the leads SO.... not sure what the deal is. Here is a copy of the script for the leads object:

{!requireScript("/soap/ajax/13.0/connection.js")}

try
{
var account = new sforce.SObject("Lead");
var task = new sforce.SObject("Task");
var followUp = new sforce.SObject("Task");

account.id = "{!Account.Id}";
account.IsDirty__c = true;

// set task ‘assigned to’ field to the current user
task.OwnerId = "{!Lead.OwnerId}";
task.Subject = "{!Lead.Current_Disposition__c}";
task.WhatId = "{!Lead.Id}";
task.Description = "{!Lead.Notes__c}";

// set status to closed
task.Priority = "Normal";
task.Status = "Completed";

// if follow up required, then create the follow up task
if ({!Lead.Follow_Up_Required__c})
{
followUp.OwnerId = "{!Lead.OwnerId}";
followUp.Subject = "{!Lead.Current_Disposition__c}";
followUp.WhatId = "{!Lead.Id}";
followUp.Description = "{!Lead.Notes__c}";

// set status to closed
followUp.Priority = "Normal";
followUp.Status = "Not Started";
followUp.IsReminderSet = true;
followUp.ActivityDate = Date.valueOf({!Lead.Follow_Up_Date__c});
}

var result = sforce.connection.update([lead]);
var resultT = sforce.connection.create([task]);
var resultF = resultT;

if (followUp != null)
{
resultF = sforce.connection.create([followUp]);
}

if (result[0].getBoolean("success") && resultT[0].getBoolean("success") && resultF[0].getBoolean("success"))
{
{!Lead.IsDirty__c} = false;
{!Lead.Follow_Up_Required__c} = false;
{!Lead.Follow_Up_Date__c} = null;
{!Lead.Current_Disposition__c} = null;
{!Lead.Notes__c} = null;

result = sforce.connection.update([lead]);

if (result[0].getBoolean("success"))
{
window.location.reload();
}
}
else
{
alert("Error!");
}
}// End try block
catch(err)
{
alert("Error creating task: " + err.toString());
}

I am receiving a "missing ) after arguments list" error, not sure why...code is identical except for field names and variables.

Here is copy of working code on account object:

{!requireScript("/soap/ajax/13.0/connection.js")}

try
{
var account = new sforce.SObject("Account");
var task = new sforce.SObject("Task");
var followUp = new sforce.SObject("Task");

account.id = "{!Account.Id}";
account.IsDirty__c = true;

// set task ‘assigned to’ field to the current user
task.OwnerId = "{!Account.OwnerId}";
task.Subject = "{!Account.Current_Disposition__c}";
task.WhatId = "{!Account.Id}";
task.Description = "{!Account.Notes__c}";

// set status to closed
task.Priority = "Normal";
task.Status = "Completed";

// if follow up required, then create the follow up task
if ({!Account.Follow_Up_Required__c})
{
followUp.OwnerId = "{!Account.OwnerId}";
followUp.Subject = "{!Account.Current_Disposition__c}";
followUp.WhatId = "{!Account.Id}";
followUp.Description = "{!Account.Notes__c}";

// set status to closed
followUp.Priority = "Normal";
followUp.Status = "Not Started";
followUp.IsReminderSet = true;
followUp.ActivityDate = Date.valueOf({!Account.Follow_Up_Date__c});
}

var result = sforce.connection.update([account]);
var resultT = sforce.connection.create([task]);
var resultF = resultT;

if (followUp != null)
{
resultF = sforce.connection.create([followUp]);
}

if (result[0].getBoolean("success") && resultT[0].getBoolean("success") && resultF[0].getBoolean("success"))
{
account.IsDirty__c = false;
account.Follow_Up_Required__c = false;
account.Follow_Up_Date__c = null;
account.Current_Disposition__c = null;
account.Notes__c = null;

result = sforce.connection.update([account]);

if (result[0].getBoolean("success"))
{
window.location.reload();
}
}
else
{
alert("Error!");
}
}// End try block
catch(err)
{
alert("Error creating task: " + err.toString());
}

Any help would be appreciated

I have a client whose hosting provider won't install the SOAP module for their PHP install, so bear with me.

Essentially I'm trying to loop through the output below and create standards variables for field names and their values.  I keep getting stumped because of the sObject reference.  I've tried flattening the array, but anytime I try and loop through it like a regular array or even a nest array, I'm hit by the fact that I can't address sObject in the same way.  What basic thing am I missing, some method of addressing the sObject -> addresses, but I'm just not getting it.

Any suggestions, much appreciated.

Thanks!

Chuck

Array ( [done] => true [queryLocator] => [records] => Array ( [0] => sObject Object ( [type] => Lead [id] => 00Q7000000WDBamEAH [values] => Array ( [FirstName] => Chuck YET another test record to leave [LastName] => Wyatt please leave for nurture testing [Email] => nurturetestagain@wordimpressive.com [VFS_Trial_Begins__c] => 2010-08-10 ) [fieldsToNull] => ) [1] => sObject Object ( [type] => Lead [id] => 00Q7000000WDBaXEAX [values] => Array ( [FirstName] => Chuck another test record to leave [LastName] => Wyatt leave for nurture testing [Email] => nurturetest@wordimpressive.com [VFS_Trial_Begins__c] => 2010-08-10 ) [fieldsToNull] => ) [2] => sObject Object ( [type] => Lead [id] => 00Q7000000WDBPLEA5 [values] => Array ( [FirstName] => Chuck more placement for nurture testing [LastName] => Wyatt leave this record for a bit [Email] => pleaseleave@wordimpressive.com [VFS_Trial_Begins__c] => 2010-08-10 ) [fieldsToNull] => ) ) [size] => 3 )

I want to create leads in saleforce via my company's website contact form, but I also want keep the form emailing to a specified email address. The form uses a standard php form to mail script, but after trying various other options including the ‘web to lead’ route, I cannot get round the single submission of the form to either source. Can anyone tell me if there is a way in php to do both??

Message Edited by chuckdubdub on 05-17-2006 03:47 AM

Message Edited by chuckdubdub on 05-17-2006 03:48 AM

Changes in version 0.9.1:
=========================
* Updated to PHP5 toolkit 1.0.5
* Added missing Users.xml

Message Edited by Tran Man on 05-11-2006 03:32 PM

Here's my query that I am using with php4 nusoap:

    $queryResult = $sfdc->query("select id, firstname, lastname, phone, description, fax from lead where id = '$id'");
    print_r("\nquery by id: \n\n");
    print_r($queryResult);

How do I just grab the value of "description" and assign it to a variable?  I'm guessing I need to loop through $queryResult as an array somehow? 

I tried setting a variable to $queryResult['description'] but to no avail!

Thanks!

Chuck