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SOLVED
2 replies

Custom Field missing in Excel Connector from OpportunityLineItem

This is really strange.

 

I have a custom Text(25) field called 'Authorised By' (Authorised_By__c) on my Opportunity Product object. This field appears in the Salesforce Page Layouts and is editable.

 

Using the connector however, when i Describe the OpportunityLineItem object, this field does not appear.

 

Please note that:

I am using API version 16.

I have logged In and Out since the field was created

I am using the most recent version of the Connector and Office Toolkit.

Another Text Field called Opportunity_Product_Code__c does appear.

Security settings allow me to view and edit this field.

 

Has anyone ever heard of this happening? I know this issue has appeared before, however the issue is usually related to API version or something simple and fixable.

 

  • February 21, 2011
  • Like
  • 0
SOLVED
9 replies

Opportunity Name and AccountID duplicate fields

Hi,

 

I'm trying to query Opportunities with the connector, but it keeps saying the opportunity "Name" field and "AccountID" fields are duplicates.

 

When i query just the Name field it returns the AccountID.

 

Does anyone know why the Name field is not recognised at the Opportunity Name?

 

 

 

Appreciate any help

 

Regards... 

1 replies

Inline Weather Report

I'm trying to create a Google Maps International styled Visualforce app with Weather Information - perhaps the next 5 days of weather displayed as images?

 

Has anyone done this or have any suggestions on websites with this information that i could use?

 

 

  • March 20, 2009
  • Like
  • 0
4 replies

SF Report Embedded in an S-Control - Remove Grand Total Column

Hi,

I know I should probably use visualforce somehow, but i've inherited a system that i'm not ready to make wholesale changes to just yet.

A matrix report is embedded in an S-Control using the following code:

Code:
Embedded Report:<br>
<!--
https://emea.salesforce.com/00O20000001uILK—pv0=00120000008XmLY
-->

<div style="vertical-align: middle; align:center; cursor:pointer;" align="center" id="embedreport" name="embedreport" onclick="clicked('00O20000001uILK', accid);" onLoad="loadreport('00O20000001uILK', accid);”>
<img src="/img/waiting_dots.gif" border="0">
</div>

<script>loadreport('00O20000001uILK', accid, 'embedreport');</script>

<br>

Hopefully someone knows a way to prevent the Grand Total Column displaying, either at the source or just by cropping the image. Any suggestions would be greatly appreciated.

Regards
Adrian
 

  • August 28, 2008
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  • 0
1 replies

Cross Object Formula and Person Accounts

Hi all,
 
So, Cross Object formula won't work between Person Accounts and Business Accounts because they're the same object. That makes sense, although it's really frustrating!!
 
Can anyone provide a thought or idea or insight on how i can get around this? Basically, all i need to do is put a field on a Person Account that references a field on a Business Account. It sounds simple enough, but i can't for the life of me figure it out!
 
All suggestions greatly appreciated.
 
Kind Regards
  • August 13, 2008
  • Like
  • 0
SOLVED
2 replies

Custom Field missing in Excel Connector from OpportunityLineItem

This is really strange.

 

I have a custom Text(25) field called 'Authorised By' (Authorised_By__c) on my Opportunity Product object. This field appears in the Salesforce Page Layouts and is editable.

 

Using the connector however, when i Describe the OpportunityLineItem object, this field does not appear.

 

Please note that:

I am using API version 16.

I have logged In and Out since the field was created

I am using the most recent version of the Connector and Office Toolkit.

Another Text Field called Opportunity_Product_Code__c does appear.

Security settings allow me to view and edit this field.

 

Has anyone ever heard of this happening? I know this issue has appeared before, however the issue is usually related to API version or something simple and fixable.

 

  • February 21, 2011
  • Like
  • 0
4 replies

Anyone know a way to use APIs newer than 16.0 with Excel Connector?

I'd really like to be able to access Chatter related objects, as well as some others that won't show up when using 16.0.  Hoping that someone will know of a way to achieve this with Excel Connector.  Not looking for alternative tools, but rather hoping that someone knows how to update the Excel Connector and be kind enough to contribute that to the community.

  • October 10, 2010
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  • 0
2 replies

Uploading Meetings into "Activity History" portion of SF

I've been trying to import from excel a few hundred meetings into salesforce.  I've tried various uploads and have not found a way for the meetings to populate under the "activity history" header.

 

Should I be using Import Wizard, Excel Connector, or Data Loader?

 

I've seen Simon's posts on this matter but none have helped with my specific problem.

 

I've tried this on my MacBook Pro as well as on my co-worker's thinkpad but to no avail.

 

Please help!

 

Thanks,

Gabe

5 replies

Workflow rule Action execution order

Hi All,

I have created all four action for a workflow:

1 New Task 
2 New Email
3 New Field Update 
4 New Outbound Message 

Can someone tell me , In which order this four cation are executed ie. 1 -> 2 -> 3 -> 4

Thanks,
Deepak
1 replies

Outlook Connector: change message class of imported contacts?

Hello.  In Outlook 2003 you can create custom forms for Contacts (and other folders) to show different fields and layouts.  You can set a Contacts folder to use a custom form by default when creating new contact entries.  When a new contact (or other item) is created using a custom form, it is assigned a custom Message Class, which is a hidden Outlook field that can only be changed by vbscript or API code.

 

I want to run a Salesforce contact sync into an Outlook folder that uses a custom form.  However, the SF connector appears to create new Outlook contact records with the standard Message Class (IPM.Contact) instead of the desired custom Message Class.

 

Is there any way to set the Connector to use the custom form and message class specified for the Outlook folder?

Thanks

David

 

3 replies

Insert a new row of data into Salesforce

I am trying to add new opportunities into my salesforce professional edition - and when i try and import new opportunities into Salesforce from Excel i get the following error message:

 

Salesforce: Create ()

invalid range, missing data type, or other error,

type is: Opportunity

Type mismatch

 

I have double checked all the required fields for any new opportunity are included and are in the correct format. The opportunity ID i have marked down as new (as per instructions). Any help as to what i should be looking out for would be greatly appreciated - as i need to try and work this out ASAP.

 

Thanks

2 replies

Activity history

is it possible to download activity history and add new activity with excel connector?

 

Thanks

 

Gary

SOLVED
9 replies

Opportunity Name and AccountID duplicate fields

Hi,

 

I'm trying to query Opportunities with the connector, but it keeps saying the opportunity "Name" field and "AccountID" fields are duplicates.

 

When i query just the Name field it returns the AccountID.

 

Does anyone know why the Name field is not recognised at the Opportunity Name?

 

 

 

Appreciate any help

 

Regards... 

4 replies

Can I use Connecter to mass change Contacts to Person Accounts?

We've implemented the use of Person accounts earlier this year and I need to convert all our previous contacts that were in reality B2C clients to Person accounts. Can I use Connector to achieve this and if so, how? Thank you for your help!
1 replies

Importing

Hi,

 

I am trying to import data from Groundspring.org into Salesforce. My approach is to convert the data into CSV in excel and then use sforce connector to import it.  Is this the best way or are there other ways?

 

 

cheers,

mohan

Message Edited by mrajase on 06-02-2009 11:33 AM
1 replies

ERROR: "Cannot locate the Internet server or proxy server"

When I attempt to import or refresh a report in Excel 2007 using the Excel Connector I am getting an error that ends with "Cannot locate the Internet server or proxy server".

 

Has this happened to anybody else?  What was the resolution?

2 replies

Table not in Query list

I want to generate a query using the excel connector, however the table I want to use is not in the list to select.  I have also tried "forcing" the table by changing all the values on the spreadsheet from another query, however it says the table does not exist.

 

What would cause a salesforce table to be considered "non-existing"?

2 replies

Expanding Excel Connector functionality

I want to be able to develop an excel "application" that allows users to submit their timesheets to salesforce (i.e. complete the timesheet in excel and insert the data into salesforce), however  I need a lot more control around the data than what the excel connector provides.

 

Are there any means by which the code for the excel connector can be made available (e.g. licences), and if not, is there anything available that lists all the function calls within the excel connector so that I could call them from within my own code?

1 replies

Criteria condition question

Anyone know how I can add the following conditions to query data using Excel Connector?

 

   1. Created Date <= a given date

 

   2. Number/Amount >= a give Number/Amount

2 replies

Import Activities

Can i use this product to import in activities? If so, how?

 

Thanks.

3 replies

trying to create task with fields populated on a lead record

I want users of the system to be able to push a button on a Lead record to create and associate a task with fields already populated. I am able to create the button and place it where it needs to be. My problem is with the onclick javascript code. When the button is pressed with the code below, nothing happens. Please let me know how I can accomplish this.

Here is my code:

{!REQUIRESCRIPT("/soap/ajax/8.0/connection.js")}

var task = new sforce.SObject("Task");
task.RecordType = "Custom Record Type";
task.Status = "Not Started";
task.Subject = "CustomLabel: " + "{!Lead.Company}" + "{!Lead.LastName}";
task.WhoId= "{!Lead.Id}";

var result = sforce.connection.create([task]);