Hi..

I like to know how to enable the Partner Portal User profile. Is it true that the user of this profile will not require a license?

Thanks

I am looking for some guidance on imedding links to Sharepoint files/ folders inside of a Salesforce object. I am in a project driven business and we are looking at using Sharepoint as a document management solution for our entire organization. Our Sales Managers are the only ones who use Salesforce and inside of each "Opportunity" in Salesforce I would like to imbed a link to a project folder stored in Sharepoint. And to take it a step further, when a "new" Opportunity is created I would like a "Project"  folder to be auto-generated.

Does anyone have any experience with this or know of a vendor that might help us accomplish this?

I want to create a field to reflect the last time an Opportunity was changed (by modificication or an activity). I wrote the following formula and used a return type of date:

IF( LastModifiedDate  >  LastActivityDate,  LastModifiedDate, LastActivityDate )

But I am getting this error message and I can't figure out how to work around it. Any help would be much appreciated.

Error: Incorrect parameter for function >(). Expected DateTime, received Date

I'm not sure that this would be created in Visualforce but what I am trying to do is have an email alert trigger when a button is clicked. Basically I have created a button called "Pricing Request" and by clicking on this button I would like an email alert to be sent out. Is this possible? Is visualforce the right place to construct this? Any help would be much appreciated.

Thanks,

Coke

I am looking for some guidance on imedding links to Sharepoint files/ folders inside of a Salesforce object. I am in a project driven business and we are looking at using Sharepoint as a document management solution for our entire organization. Our Sales Managers are the only ones who use Salesforce and inside of each "Opportunity" in Salesforce I would like to imbed a link to a project folder stored in Sharepoint. And to take it a step further, when a "new" Opportunity is created I would like a "Project"  folder to be auto-generated.

Does anyone have any experience with this or know of a vendor that might help us accomplish this?

I want to create a field to reflect the last time an Opportunity was changed (by modificication or an activity). I wrote the following formula and used a return type of date:

IF( LastModifiedDate  >  LastActivityDate,  LastModifiedDate, LastActivityDate )

But I am getting this error message and I can't figure out how to work around it. Any help would be much appreciated.

Error: Incorrect parameter for function >(). Expected DateTime, received Date

I'm not sure that this would be created in Visualforce but what I am trying to do is have an email alert trigger when a button is clicked. Basically I have created a button called "Pricing Request" and by clicking on this button I would like an email alert to be sent out. Is this possible? Is visualforce the right place to construct this? Any help would be much appreciated.

Thanks,

Coke

Hi..

I like to know how to enable the Partner Portal User profile. Is it true that the user of this profile will not require a license?

Thanks