I start with the requisite... "I'm not a developer but have been doing this long enough that with a little help I can probably get it done..." disclaimer!

I'm am trying to create a process which I think should be a fairly straightforward (see disclaimer above!)

Here is what I want to do: Create a solution where the user can submit a customer PO to our Order entry people via email with an attachment.  without going into too much detail this is how we currently submit PO's but it's done via email and outside of SFdc and so we lose visibility when something books and thus should be decremented from the Forecast...

So ideally when the user goes into an Opportunity and marks the Stage as 'Booked' they are presented with a form that gives them some basic information... "Please attach your customer PO and send to PO Approval desk..."

The user then fills out the form (Ship Date, Contact info, Ship to, etc.) and attaches the document (e-fax) and hits send and an email is then sent to a predetermined email address in the company.

I'm thinking that this can either be done with a workflow rule that triggers off of a change to the Stage field ('Booked') and I know how to do this, but my only choices are to send an email alert, create a Task, or do a Field update.... OR with a Button on the Opportunity (like "Send PO") which then marks the Opportunity as Booked... Pops up a window/form, etc. and so on.  I don't know Java so it seems like creating a Visual Force Page would be the only other option.

Anyway, if any of you kind souls have some feedback, help, suggestions, code samples, etc.  it would be greatly appreciated.

Thanks in advance!

Mike

Principals Only - No Agencies please! 

In other words if you are the person that will be doing the work great... If not please don't respond. 

We are looking for a Developer for a medium sized project who is located in the SF-Bay Area and can work on-site (Sunnyvale) for at least 50% of the engagement.  Just a developer, not an implemenation consultant, not a project manager, etc.

Unsure exactly how long the engagement will be as we first need some help with scoping the project.  Estimating 20Hrs/Week for 6-8 weeks.  Project would start in early November.

Skills needed:

- 3-5 yrs. experience with Salesforce.com

- Strong Apex development skills (Apex and VisualForce controllers)

- Experience with Salesforce API and Web Services 

- Experience designing/developing Visual Forces pages, Wizards, etc.

- Creating Workflows, validation rules, etc.

- Experience developing Custom objects and extending existing Standard objects

- Strong communication skills essential

Project Highlights: (The "harder" stuff)

- Extending the functionality of the Quoting object currently offered by Salesforce.com

("Sales Quotes with Line Items" App by Force.com Labs 1/7/2009)

- Extending the functionality of the Offline Edition (2.0) to use the Quoting functionality

- Creating an integration to automate the creation of PriceBooks from another database

Ideally you will have a portfoliof projects that show your experience!

If this sound like you and you are interested (and available) please email me or call.

Mike McGeoy

mmcgeoy@infinera.com

408.716.4873

A requirement I have is to be able to print Quotes while running the Offline Edition.  I didn't see anything "out of the box" with the Quoting App or in the setup for the Offline Edition, and was wondering if someone has done this type of thing already. 

Any suggestions would be greatly appreciated!

Mike

Why do I get a "Malformed Query" error with the following SOQL Query?

SELECT Account.Name, Name, Amount, Probability, ExpectedRevenue, (SELECT  Quantity, TotalPrice, UnitPrice, pricebookentry.productcode FROM OpportunityLineItems) FROM Opportunity Where amount > 4000000

Is it because I'm trying to do nested queries?

Is it because I'm trying to do a query that has relationships in it?

The force.com Developers manaul and Cookbook say that both of these are supported!  The query actually works when I test it with the Apex Explorer SOQL Test tool!

But when I run the query in the Apex DataLoader (14.0, 15.0) I get a "Malformed Query" error with no indication of what is wrong with the query!

There must be someone out there that can figure this out.

I'm having the hardest time trying to get what I believe should be an easy answer regarding a SOQL query that doesn't work in the Apex DataLoader (14.0)

A query created with Ajax Tools (2.0) returns expected results but when I run the query in the DataLoader I get a "Malformed Query" error.  This is the case whether I run it with the DataLoader GUI or from the CLI.

SELECT Account.Name, Name, Amount, Probability, ExpectedRevenue, (SELECT  Quantity, TotalPrice, UnitPrice, pricebookentry.productcode FROM OpportunityLineItems) FROM Opportunity Where amount > 4000000

Any help is greatly appreciated

Mike

This is driving me nuts!

A query that I create and test in Ajax Tools returns the information I desire... the same query launched from Apex DataLoader gives me a 'Malformed Query' error (with no meaningful details!)   Here is the SOQL query, can anyone tell me what I'm doing wrong?

SELECT Account.Name, Name, Amount, 

    (SELECT Quantity, UnitPrice, TotalPrice FROM OpportunityLineItem)

FROM Opportunity

Unless I'm blind (or insane) this query is formed exactly as shown on Page 106 of the Force.com Cookbook

So why does it fail when run from the DataLoader - And runs fine from AjaxTools?

Mike

BTW I get the same behavior whether I run it from the DataLoader GUI or from the CLI

I'm not sure what is going on but I have a SOQL query that reutrns all columns when I run the Query in the Apex Explorer, but when I use the same query in an Apex DataLoader Extract process it skips some of the columns and does not return any kind of error message.

Here is what I have:

<entry key="sfdc.extractionSOQL" value="SELECT Opportunity.Name, PricebookEntry.ProductCode, Opportunity.Account.Name, Opportunity.Probability, Opportunity.ExpectedRevenue, Opportunity.Type, Opportunity.HasOpportunityLineItem, Opportunity.Fiscal_Period__c,  Quantity, UnitPrice, TotalPrice
FROM OpportunityLineItem WHERE Opportunity.StageName = 'Forecasted' AND Opportunity.Probability > 0"/>

The results ignore the: Quantity, UnitPrice, TotalPrice fields from the OpportunityLineItem object

But when I run in the Apex Explorer it returns all columns (!)

Any help would be appreciated... My head hurts!

Thanks in Advance!

Mike

I just downloaded the newest version of the "Sales Quotes with Line Items" App from AppExchange and am not seeing the "Quote Amount" field in the rRlated List on the Opportunity.

I just did a plain vanilla install and have not customized anything yet... 

Any clues?

I'm setting up the process-conf.xml file to set up a series of Upsert processes and can't find a Configuraton Parameter for Related Objects...

'sfdc.externalIdField' allows me to specify the External ID field used for data matching which in the GUI corresponds to

Step 2a: Choose your field to use for matching --> sfdc.externalIdField

Step 2b: Choose your related objects --> ???

I can't find any mention of this in any of the Data Loader documentation...

Any help is greatly appreciated!

Mike

Using Apex Data Loader 14.0 I get an error message trying to run from the CLI...

"Empty salesforce.com username specified."

The problem is that this worked before...!

Any clues as to where/what to look for would be greatly appreciated.

C:\Program Files\salesforce.com\Apex Data Loader 14.0\bin>process ../conf
2009-03-23 12:12:55,604 INFO  [main] controller.Controller initLog (Controller.java:388) - The log has been initialized
2009-03-23 12:12:55,635 INFO  [main] controller.Controller initConfig (Controller.java:343) - The controller config has been initialized
2009-03-23 12:12:55,635 INFO  [main] process.ProcessRunner run (ProcessRunner.java:102) - Initializing process engine
2009-03-23 12:12:55,635 INFO  [main] process.ProcessRunner run (ProcessRunner.java:105) - Loading parameters
2009-03-23 12:12:55,635 INFO  [main] config.LastRun load (LastRun.java:101) - Last run info will be saved in file: C:\Program Files\salesforce.com\Apex Data Loader 14.0\bin\..\conf\null_lastRun.properties
2009-03-23 12:12:55,651 INFO  [main] process.ProcessRunner run (ProcessRunner.java:114) - Logging in to: https://test.salesforce.com
2009-03-23 12:12:55,667 ERROR [main] client.PartnerClient setBindingProperties (PartnerClient.java:268) - Empty salesforce.com username specified.  Please make sure that parameter sfdc.username is set to correct username.
2009-03-23 12:12:55,667 ERROR [main] process.ProcessRunner run (ProcessRunner.java:150) - Empty salesforce.com username specified.  Please make sure that parameter sfdc.username is set to correct username.

Mike

I'm setting up the process-conf.xml file to set up a series of Upsert processes and can't find a Configuraton Parameter for Related Objects...

'sfdc.externalIdField' allows me to specify the External ID field used for data matching which in the GUI corresponds to

Step 2a: Choose your field to use for matching --> sfdc.externalIdField

Step 2b: Choose your related objects --> ???

I can't find any mention of this in any of the Data Loader documentation...

Any help is greatly appreciated!

Mike

I start with the requisite... "I'm not a developer but have been doing this long enough that with a little help I can probably get it done..." disclaimer!

I'm am trying to create a process which I think should be a fairly straightforward (see disclaimer above!)

Here is what I want to do: Create a solution where the user can submit a customer PO to our Order entry people via email with an attachment.  without going into too much detail this is how we currently submit PO's but it's done via email and outside of SFdc and so we lose visibility when something books and thus should be decremented from the Forecast...

So ideally when the user goes into an Opportunity and marks the Stage as 'Booked' they are presented with a form that gives them some basic information... "Please attach your customer PO and send to PO Approval desk..."

The user then fills out the form (Ship Date, Contact info, Ship to, etc.) and attaches the document (e-fax) and hits send and an email is then sent to a predetermined email address in the company.

I'm thinking that this can either be done with a workflow rule that triggers off of a change to the Stage field ('Booked') and I know how to do this, but my only choices are to send an email alert, create a Task, or do a Field update.... OR with a Button on the Opportunity (like "Send PO") which then marks the Opportunity as Booked... Pops up a window/form, etc. and so on.  I don't know Java so it seems like creating a Visual Force Page would be the only other option.

Anyway, if any of you kind souls have some feedback, help, suggestions, code samples, etc.  it would be greatly appreciated.

Thanks in advance!

Mike

I'm having the hardest time trying to get what I believe should be an easy answer regarding a SOQL query that doesn't work in the Apex DataLoader (14.0)

A query created with Ajax Tools (2.0) returns expected results but when I run the query in the DataLoader I get a "Malformed Query" error.  This is the case whether I run it with the DataLoader GUI or from the CLI.

SELECT Account.Name, Name, Amount, Probability, ExpectedRevenue, (SELECT  Quantity, TotalPrice, UnitPrice, pricebookentry.productcode FROM OpportunityLineItems) FROM Opportunity Where amount > 4000000

Any help is greatly appreciated

Mike

This is driving me nuts!

A query that I create and test in Ajax Tools returns the information I desire... the same query launched from Apex DataLoader gives me a 'Malformed Query' error (with no meaningful details!)   Here is the SOQL query, can anyone tell me what I'm doing wrong?

SELECT Account.Name, Name, Amount, 

    (SELECT Quantity, UnitPrice, TotalPrice FROM OpportunityLineItem)

FROM Opportunity

Unless I'm blind (or insane) this query is formed exactly as shown on Page 106 of the Force.com Cookbook

So why does it fail when run from the DataLoader - And runs fine from AjaxTools?

Mike

BTW I get the same behavior whether I run it from the DataLoader GUI or from the CLI

I'm not sure what is going on but I have a SOQL query that reutrns all columns when I run the Query in the Apex Explorer, but when I use the same query in an Apex DataLoader Extract process it skips some of the columns and does not return any kind of error message.

Here is what I have:

<entry key="sfdc.extractionSOQL" value="SELECT Opportunity.Name, PricebookEntry.ProductCode, Opportunity.Account.Name, Opportunity.Probability, Opportunity.ExpectedRevenue, Opportunity.Type, Opportunity.HasOpportunityLineItem, Opportunity.Fiscal_Period__c,  Quantity, UnitPrice, TotalPrice
FROM OpportunityLineItem WHERE Opportunity.StageName = 'Forecasted' AND Opportunity.Probability > 0"/>

The results ignore the: Quantity, UnitPrice, TotalPrice fields from the OpportunityLineItem object

But when I run in the Apex Explorer it returns all columns (!)

Any help would be appreciated... My head hurts!

Thanks in Advance!

Mike

I just downloaded the newest version of the "Sales Quotes with Line Items" App from AppExchange and am not seeing the "Quote Amount" field in the rRlated List on the Opportunity.

I just did a plain vanilla install and have not customized anything yet... 

Any clues?

I'm setting up the process-conf.xml file to set up a series of Upsert processes and can't find a Configuraton Parameter for Related Objects...

'sfdc.externalIdField' allows me to specify the External ID field used for data matching which in the GUI corresponds to

Step 2a: Choose your field to use for matching --> sfdc.externalIdField

Step 2b: Choose your related objects --> ???

I can't find any mention of this in any of the Data Loader documentation...

Any help is greatly appreciated!

Mike

Using Apex Data Loader 14.0 I get an error message trying to run from the CLI...

"Empty salesforce.com username specified."

The problem is that this worked before...!

Any clues as to where/what to look for would be greatly appreciated.

C:\Program Files\salesforce.com\Apex Data Loader 14.0\bin>process ../conf
2009-03-23 12:12:55,604 INFO  [main] controller.Controller initLog (Controller.java:388) - The log has been initialized
2009-03-23 12:12:55,635 INFO  [main] controller.Controller initConfig (Controller.java:343) - The controller config has been initialized
2009-03-23 12:12:55,635 INFO  [main] process.ProcessRunner run (ProcessRunner.java:102) - Initializing process engine
2009-03-23 12:12:55,635 INFO  [main] process.ProcessRunner run (ProcessRunner.java:105) - Loading parameters
2009-03-23 12:12:55,635 INFO  [main] config.LastRun load (LastRun.java:101) - Last run info will be saved in file: C:\Program Files\salesforce.com\Apex Data Loader 14.0\bin\..\conf\null_lastRun.properties
2009-03-23 12:12:55,651 INFO  [main] process.ProcessRunner run (ProcessRunner.java:114) - Logging in to: https://test.salesforce.com
2009-03-23 12:12:55,667 ERROR [main] client.PartnerClient setBindingProperties (PartnerClient.java:268) - Empty salesforce.com username specified.  Please make sure that parameter sfdc.username is set to correct username.
2009-03-23 12:12:55,667 ERROR [main] process.ProcessRunner run (ProcessRunner.java:150) - Empty salesforce.com username specified.  Please make sure that parameter sfdc.username is set to correct username.

Mike