• MATTYBME
  • SMARTIE
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  • Member since 2008

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We have a ideas portal site setup, and if a user does a self registration he should get an email stating that he is registered, how can this be acheived?

 

On the Ideas customer portal, email notifications have been enabled and self registration has been enabled.

 

Thanks

Message Edited by EIE50 on 01-11-2010 10:33 AM
  • January 11, 2010
  • Like
  • 0

hi all,

        This is my first post here. So first hi to everyone.

           I want to remove or override the home tab which salesforce provides by default in customer portal and in partner portal. I am just not finding any way to do that. Can anyone guide me on the correct path??

 

Thanking you

Regards

Sarthak

Hello

 

can anyone please throw some ideas on how to solve the below issue.... many thanks in advance.

 

Right now I want to add custom field into the list price.

 

Existed field on list price: product, pricebook, list price, and active field.

  

I want to add a custom field called "description".

This field will be filled when the user filling the price value, so "description" of a product will be different on each price. 

 

 

Hi, I need information on how to remove the update banner after login. This banner is displayed as 'These updates are available for your computer click here '
This message has to be removed for all users. What is the setting administrator should change?
Message Edited by santoshasbe on 07-27-2009 02:46 AM

Any ideas why?  

 

 

  • The folder for the reports, that the dashboard is based on, is "accessible by all users".
  • I've cloned the Standard Platform User profile, in case it had to do with some standard profile permission.
  • Standard Tab settings indicated "Dashboards - Default On", and "Manage Dashboards" is checked, which shouldn't matter.
 
What am I missing here?
 
Thanks in advance for your thoughts.
 
Cheers,
NORTH 

 

  • July 24, 2009
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  • 0

Hello everyone,

 

We have a couple of custom fields on our activities page that we want to be "carried over" when a user creates a task or event from an existing task - or event. We've already replaced the "Create Follow up Task" and "Create Follow up Event" buttons on the view page, but I have not been able to find how to either Override, or replace the "Save & New Task" and "Save & New Event" buttons.

 

Is there a way to create a new button, remove the existing "Save & New" buttons on the edit page, and replace them with the new buttons? The only way I can think of is to create a VF page - but this is not a preferred method right now.

 

Anyone else have any other suggestions?

 

Thanks

I'd like to hide the checkbox & wording for "Do not create a new opportunity upon conversion." Is this possible? Maybe with a custom lead convert button & associated javascript or S control?

I come to know, CRM obejcts (*) are not included in enterprise/ unlimited edition of Force.com. One can buy that with additional fee.

 

*CRM objects are defined as cases, solutions, campaigns, leads, opportunities, products, and forecasts. 

 

If I buy with additional fee, does it bring all CRM functionalities or we need to implement it.

 

Some of the CRM functionalities which I am looking for are;

  • Web-to-lead generation
  • Lead de-duplication
  • Lead conversion
  • Rule assignment
  • Opportunity Management
  • Campaign Management
  • Territory Management

 

 

Any help would be appreciated. 

 

Thanks,

Ankur 

Hi, all

 

I'm customizing Tasks.

 

I plan to use Activities, but I don't want to use Events.

 

Sometimes I saw the button that means "Save & New Event"  below Task form.

 

It confuses me.

 

Can I hide or delete this button?

 

Thanks,

astraea

As an administrator, how do I get a list of all the reports that are scheduled to be run and emailed to diff users?

I need, report name, schedule time and user being emailed to.

Please help. Thank you

-Vj 

Hello,

 

I am trying to create a visualforce "wizard". I would like to disable the form submit on pressing enter (particularly when all the fields are not filled out), and force the user to click "Next" instead. Any advice would be appreciated.

 

David

How do I mimic the usual Page Layout section behavior where you can say a section is one column wide and have your field fill the whole column?

 

I've been playing with the number of columns as below, setting it to all sorts of numbers.  Setting columns="1"  shoves the field off to the left and leaves the entire right of the pageBlockSection wastefully blank.

 

<apex:pageBlockSection title="Users" columns="1">

<apex:inputField id="descr" value="{!Case.'Description}"/>

 

What am I missing?

Hi all:

   I was wondering, if this can be done and how?

I have 2 VF Pages that contains graphs.. One for Daily and one for Monthly.

It is placed into the Account Page Layout

But instead of two columns in the page layout.. I was wondering if I can 

  • Build a tab GUI and let the user choose which they want to see on the account page ...
  • Daily graph or Monthly Graph...

Could this be done? Does anyone have an example of this?

Thanks

Shan

Can someone confirm that Resource Scheduler can only be associated with one object or multiple objects? I have the Schedule Resource button available for my Contacts and Accounts. When I select from a Contact record I am brought to the right calendar but when I select the Schedule Resource button from an Account record I get a Visulforce Error. I get directed to a https://c.na7.visual.force.com/apex/basicCalendar?wId=001A000000E8g3m&w=account URL and the Visualforce Error says "Page basicCalendar does not exist" and asks me to create a basicCalendar page.

 

Any Ideas?

http://sites.force.com/appexchange/listingDetail?listingId=a0N300000016aP6EAI#

 

On the Appexchange app Channel Plans the test drive login seems to be erroneous.

Can some please remind me how to call an object inside a tabPanel tabLabel?

 

I have created a Visualforce Tab with several sub-tabs (5) using the tabPanel. I want the tabs to open up particular objects. The objects in question are an integrated Appexchange Apps objects served up inside custom objects (5) in our org which is exposed through a web tabs (5).

 

Any help here would be great. Thanks.

How can one go about finding out how many Dev Editions he/her has? For example my current Dev Community Profile is linked to a specific Dev Edition Org and I have no idea what the username for it is. Can one get a list of all Dev Edition Orgs owned by a Matt Brown so i can see what usernames I may have used?:smileytongue:

Any one seen the below error on trying to create a Force.com Project from a Production Org? 

 

 

Not sure what to do. Any help would be appreciated.

Our engineers want to build Open Authentication between our Salesforce Customer Portal and Cofluence (Open source wiki).

 

Does anyone have any experience with this and can it be done?

Today I was trying to deploy a small Apex Trigger from my sandbox to production. Here is the code:

 

 

trigger commentMove on Case (after update) {
  Case myCase = trigger.new[0];
  if (myCase.Last_email__c!= null) {
    String caseId= myCase.ID;
    CaseComment cc = new CaseComment(CommentBody=myCase.Last_email__c,parentID=caseId);
    insert cc;
  }
}

 

 

 

However I got a failed deployment and when I looked at it what failed was:

 

chatterFollowLists.testFollowAllRule()Class1816Failure Message: "System.Exception: Assertion Failed: Expected: 0, Actual: 1", Failure Stack Trace: "Class.chatterFollowLists.testFollowAllRule: line 181, column 6 External entry point"
chatterFollowRules.testFollowEveryone()Class65055

Failure Message: "System.Exception: Too many query rows: 501", Failure Stack Trace: "Class.chatterFollowRules.testFollowEveryone: line 650, column 55 External entry point"

 

I installed the Chatter Follow From List View yesterday. Why would this be failing my Case Apex trigger?

I am modifying the Salesforce Labs Appexchange app Opportunity Products to Assets to include a new field. Here is my code:

 

 

trigger CreateAssetonClosedWon on Opportunity (after insert, after update) { for(Opportunity o: trigger.new){ if(o.isWon == true && o.HasOpportunityLineItem == true){ String opptyId = o.Id; OpportunityLineItem[] OLI = [Select UnitPrice, Quantity, PricebookEntry.Product2Id, PricebookEntry.Product2.Name, Description, Converted_to_Asset__c From OpportunityLineItem where OpportunityId = :opptyId and Converted_to_Asset__c = false]; Asset[] ast = new Asset[]{}; Asset a = new Asset(); for(OpportunityLineItem ol: OLI){ a = new Asset(); a.AccountId = o.AccountId; a.Product2Id = ol.PricebookEntry.Product2Id; a.Quantity = ol.Quantity; a.Price = ol.UnitPrice; a.PurchaseDate = o.CloseDate; a.Status = 'Purchased'; a.Description = ol.Description; a.Name = ol.PricebookEntry.Product2.Name; a.SerialNumber = o.Dongle_ID__c; a.Contact = o.Contact_Person__c; ast.add(a); ol.Converted_to_Asset__c = true; } update OLI; insert ast; } }}

 

 I have added this line:

 

 

a.Contact = o.Contact_Person__c;

 

 a.Contact is a standard field on the Asset object which is a lookup(Contact) and o.Contact_Person__c is a custom lookup related to contact.

 

Problem I am having on saving this with the new line of code is I receive this error message:

 

Error: Compile Error: Illegal assignment from Id to SOBJECT:Contact at line 21 column 13

 

Can someone guide me on what I need to do please? 

 

 

I have been accepted for the Chatter Pilot and was wondering this would be turned on for out Org?

I have installed the Advance Call Scripts Appexchange App and have encountered an error. I have configured some Questions and Answers successfully and applied the "Find Scripts" link to the Page Layouts to our Case Object. However when on the Details page of a Case and selecting the "Find Scripts" link we encounter an error. See below:

 

 

Can anyone help me out determining what to do? Thanks.

Hi I am struggling to get a complete test method to work from the below controller. Any help would be appreciated.

 

public class blogController { public Blog_Post__c[] getPosts() { return [select Name, id, CreatedDate, CreatedBy.Name, Post__c from Blog_Post__c]; } public PageReference newPost() { PageReference pageRef= new PageReference('/apex/blogedit'); pageRef.setredirect(true); return pageRef; } public static testMethod void myTest(){ Blog_Post__c testBlog = new Blog_Post__c(name='test blog name'); insert testBlog; } }

 

 

 

I am trying to use the base of Ron Hess's VF Blog Application found here and I am experiencing a quirk.

 

What is happening is that when in the Edit mode and applying the Font Styling through the use of either the native Rich Text Editor or that of YUI my view page renders with the Font Styling in HTML tags.

 

So lets say inside the Rich Text Editor I write something like:

 

Hi there,

 

What are you doing?

 

Why does this not work?

 

Upon Save my view page looks like:

 

Hi there, <br><br>What are you doing?<br><br>Why does this not work?

 

Any ideas why this is happening?

For any of you who have experienced an error "org.eclipse.wst.sse.ui.StructuredTextEditor.isBlockSelectionModeEnabled()Z" upon opening the

Editor in Eclipse version 3.4 when trying to access your Force.com Project here is the fix.

 

1. Help -> Software Updates 
2. Click on "Revert Configuration 
3. My current (broken) configuration had "Eclipse XML editors and 
tools" version 3.1 
4. Find the configuration that has Eclipse XML editors..." version 
3.0.4.<date><key> 
5. select that configuration and click "Finish" 
6. The workbench will restart 

 

The "XML Editors" version that works for me is 
3.0.4v200811211541<key> .

It got broken when I updated to 

3.1.0,v200905240756<key>.  

 

Hope that helps someone

So I want to display a flag if a checkbox is checked. I have tried:

 

IMAGE(
IF(Account.Customization__c ,
"checkbox is checked","/img/samples/flag_red.gif"),
"")

 but the flag does not appear. If I try;

 

IMAGE(
IF(Account.Customization__c ,
"checkbox is unchecked","/img/samples/flag_red.gif"),
"")

 the flag appears.

 

What am I doing wrong. What is the right formula for displaying my red flag when the checkbox is checked please?

 

 

 

 

 


Message Edited by MATTYBME on 10-12-2009 07:55 AM

I am trying to write a validation rule that evaluates if a number field is greater than 0 that a date value must be entered in a date field.

 

Not sure what I am doing. Any help would be great. Thanks.

I have a custom Section on the Account Object. It allows the Account owner to input a number. I have set up a Worflow Email Alert to notify someone if that field is greater than 0  When a record is created, or when a record is edited and did not previously meet the rule criteria.

 

However, I would like the alert to fire if that field is edited and the number value is edited.

 

Accoutn Owner enters 4 in that field. The Alert goes out to notify someone that 4 has been added to that field.

 

Now lets say the Account Owner comes along and edits that field to 10. I would like the Alert to go out to that someone that the value has changed to 10.

 

Is there a formula for this?

I posted this on the Product Discussion Board of the Community Forum:

 

We have just realized that an Emails BCC is visible to a Customer Portal User viewing the Emails on the Activity History related list on the Case object.

 

I wanted to find out if anyone knew of a trigger that we could use to hide the BCC on Emails to Customer Portal Users on the Activity History of Cases?

 

Thanks in advance.

I understand creating a Visualforce Email template that adds the Email as an Attachment but how does one add that Email Attachment back to the Related Object type that the email is being sent from?

 

Email attachments are not seen on the Object and we want to be able to make sure we can view the Attachments that have been sent via email on the actual Object. For example: You are sending an email from an Opportunity and the email generates a PDF attachment to send with the email, but you want to see that same attachment appear as an Attachment related list item on the Opportunity.

 

Can someone point me to the right info to do this please?

 

Thanks.

Through trial and error I discovered that placing a graphic on the Customer Portal via Setup>Customize>Customer Portal>Settings [Your Portal] Edit>Look and Feel(section)>Lookup for a HTML Document to include in your Header or Footer you have to do some trickery to display it properly.

 

The major issue is that a graphic will not dynamically resize to the end users screen resolution settings. So, as in my case, I wanted to display a graphic to fill the entire Header section of the Customer Portal.

 

I created my graphic, which happened to be 1440px in width and 100px in height, and uploaded it to SF Documents as a .jpg image. I then created my HTML doc with a simple < img src > tag referencing the unique path of the image with will be something like, https://na6.salesforce.com/servlet/servlet.ImageServer?id=[an id]&oid=[another id]&lastMod=1247154430000.

(In order to get the image path you have to go to Documents and locate the image you want, click on the file to see its details, and then right click over the image and do a "Copy Image Location."

I then uploaded that to SF Documents. I then referenced that HTML document in the Customer Portal Setup as my Header.

 

All looked great, until I changed my browser to display on a screen with a 1024x768 resolution. The graphic displayed so long here that I had to scroll horizontally to see the entire graphic. I tested this with other resolutions and well much dismay.

 

So the Solution: Your either have to use JavaScript in your HTML document to handle the image resizing based on the end users screen resolution or you can use a < div > tag. I chose the latter. Here is the code:

 

<div style="position:relative; width:100%; height:100%; margin:0px; padding:0px; left:0px; right:0px;z-index:1">
<img src="https://na6.salesforce.com/servlet/servlet.ImageServer?id=01580000000rnGN&oid=00D3000000000yM&lastMod=1247154430000" width="100%">
</div>
<div style="z-index:2; position:relative; margin:0px; padding:0px;">
</div>

A caveat on this though. You must create your image to be the width of the largest screen resolution you may encounter. That maybe 1280 or 1440 or even bigger. The above code will allow that image to display correctly on all resolutions settings, dynamically.

 

I have since discovered that the resizing to display on the appropriate end users sreen res settings for even HTML components used on the Customer Portal Homepage layout you will have to use the above code somewhere as well. If you do not your may see your square HTML component change size.

 

 

 

 This is a full screen shot using 1024x768 screen res and notice how the middle section (HTML Homepage Component) gets cut off.

 

Hopefully this above tip will mitigate any pain you have using HTML on your Customer Portal.

I have uploaded an image (image to fill the top bar of a Customer Portal page) into SF Documents, which has obviously a height and width. I have another SF Document that is a simple HTML <img src> tag referencing the image. I have placed this HTML into the Header of a Customer Portal setup.

 

What I am getting is depending on the screen resolution that image either fills the top bar of the Customer Portal page just fine or is two small (Image width is cut off) or is too long (browser window then requires horizontal scrolling to view the entire image). Is there a way to make sure this image dynaically resizes based on the screen resolution?

 

Any help would be most appreciated.

 

Intially I thought that this was a browser issue between SF Standard Pages and VF Pages, which there still is, http://community.salesforce.com/sforce/board/message?board.id=Visualforce&message.id=14629#M14629

I posted this on the Product Discussion Board of the Community Forum:

 

We have just realized that an Emails BCC is visible to a Customer Portal User viewing the Emails on the Activity History related list on the Case object.

 

I wanted to find out if anyone knew of a trigger that we could use to hide the BCC on Emails to Customer Portal Users on the Activity History of Cases?

 

Thanks in advance.

Any one seen the below error on trying to create a Force.com Project from a Production Org? 

 

 

Not sure what to do. Any help would be appreciated.

Today I was trying to deploy a small Apex Trigger from my sandbox to production. Here is the code:

 

 

trigger commentMove on Case (after update) {
  Case myCase = trigger.new[0];
  if (myCase.Last_email__c!= null) {
    String caseId= myCase.ID;
    CaseComment cc = new CaseComment(CommentBody=myCase.Last_email__c,parentID=caseId);
    insert cc;
  }
}

 

 

 

However I got a failed deployment and when I looked at it what failed was:

 

chatterFollowLists.testFollowAllRule()Class1816Failure Message: "System.Exception: Assertion Failed: Expected: 0, Actual: 1", Failure Stack Trace: "Class.chatterFollowLists.testFollowAllRule: line 181, column 6 External entry point"
chatterFollowRules.testFollowEveryone()Class65055

Failure Message: "System.Exception: Too many query rows: 501", Failure Stack Trace: "Class.chatterFollowRules.testFollowEveryone: line 650, column 55 External entry point"

 

I installed the Chatter Follow From List View yesterday. Why would this be failing my Case Apex trigger?

I am modifying the Salesforce Labs Appexchange app Opportunity Products to Assets to include a new field. Here is my code:

 

 

trigger CreateAssetonClosedWon on Opportunity (after insert, after update) { for(Opportunity o: trigger.new){ if(o.isWon == true && o.HasOpportunityLineItem == true){ String opptyId = o.Id; OpportunityLineItem[] OLI = [Select UnitPrice, Quantity, PricebookEntry.Product2Id, PricebookEntry.Product2.Name, Description, Converted_to_Asset__c From OpportunityLineItem where OpportunityId = :opptyId and Converted_to_Asset__c = false]; Asset[] ast = new Asset[]{}; Asset a = new Asset(); for(OpportunityLineItem ol: OLI){ a = new Asset(); a.AccountId = o.AccountId; a.Product2Id = ol.PricebookEntry.Product2Id; a.Quantity = ol.Quantity; a.Price = ol.UnitPrice; a.PurchaseDate = o.CloseDate; a.Status = 'Purchased'; a.Description = ol.Description; a.Name = ol.PricebookEntry.Product2.Name; a.SerialNumber = o.Dongle_ID__c; a.Contact = o.Contact_Person__c; ast.add(a); ol.Converted_to_Asset__c = true; } update OLI; insert ast; } }}

 

 I have added this line:

 

 

a.Contact = o.Contact_Person__c;

 

 a.Contact is a standard field on the Asset object which is a lookup(Contact) and o.Contact_Person__c is a custom lookup related to contact.

 

Problem I am having on saving this with the new line of code is I receive this error message:

 

Error: Compile Error: Illegal assignment from Id to SOBJECT:Contact at line 21 column 13

 

Can someone guide me on what I need to do please? 

 

 

I have been accepted for the Chatter Pilot and was wondering this would be turned on for out Org?

We have a ideas portal site setup, and if a user does a self registration he should get an email stating that he is registered, how can this be acheived?

 

On the Ideas customer portal, email notifications have been enabled and self registration has been enabled.

 

Thanks

Message Edited by EIE50 on 01-11-2010 10:33 AM
  • January 11, 2010
  • Like
  • 0

hi all,

        This is my first post here. So first hi to everyone.

           I want to remove or override the home tab which salesforce provides by default in customer portal and in partner portal. I am just not finding any way to do that. Can anyone guide me on the correct path??

 

Thanking you

Regards

Sarthak

Hi I am struggling to get a complete test method to work from the below controller. Any help would be appreciated.

 

public class blogController { public Blog_Post__c[] getPosts() { return [select Name, id, CreatedDate, CreatedBy.Name, Post__c from Blog_Post__c]; } public PageReference newPost() { PageReference pageRef= new PageReference('/apex/blogedit'); pageRef.setredirect(true); return pageRef; } public static testMethod void myTest(){ Blog_Post__c testBlog = new Blog_Post__c(name='test blog name'); insert testBlog; } }

 

 

 

Hi,

 

I'm trying to find a way to create/edit documents from customer portal - I need to save documents as a customer portal user and be able to access them from my CRM.

 

Customer Portal User/Manager profiles only allow read access to documents, and only a clone of one of these profiles can be used within Customer Portal config (as far as I can see).

 

Any suggestions?

 

Thanks,

Iain.

Hi,

 

I have a requirement to display the fields in the table format rendered as PDF (detail mode).  Based on the length of the values in the cell, table is getting extended. I want to wrap the field's value. 

 

Please find the below code:

 

 

<apex:pageBlockTable value="{!relationshipproduct}" var="r" columns="10" rows="4" border="1px" style="font-size:8pt;"> <apex:column headerValue="Cap Mkts" style="width:30%;word-wrap:break-word;"> <apex:outputField value="{!r.AUM_Cap_Mkts__c}"/> </apex:column> </apex:pageBlockTable>

 I tried with word-wrap for column component. But the value is not getting wrapped. How can i wrap the outputfield value in visualforce?

 

Can anyone suggest me the way to achieve this?

 

Regards,

Deepa


 

  • December 02, 2009
  • Like
  • 0

I am trying to use the base of Ron Hess's VF Blog Application found here and I am experiencing a quirk.

 

What is happening is that when in the Edit mode and applying the Font Styling through the use of either the native Rich Text Editor or that of YUI my view page renders with the Font Styling in HTML tags.

 

So lets say inside the Rich Text Editor I write something like:

 

Hi there,

 

What are you doing?

 

Why does this not work?

 

Upon Save my view page looks like:

 

Hi there, <br><br>What are you doing?<br><br>Why does this not work?

 

Any ideas why this is happening?

Team, I have a requirement which needs to count Total Salesforce Page views visited by users? Suppose consider i have 20 apex pages in my client application, business wants to see the report how many pages visited by most of the users? so i want to create a report which tells Total salesforce page views in the month and per user etc.. Is this possible to count no.of users visited the page? If yes how to do this. If no why? Please advise. Regards, Karthik

I have created a component using CSS that I want to include into our Customer Portal HomePage. It looks like this

 

 

I have tried to upload the CSS and Images as Documents in SF and then creating a New Homepage Component using HTML referencing the '\<Image Name>' and '\<CSS Name>' from Documents within the HTML Component with no joy. It will display the text but not the CSS layout.

 

So then I thought I would maybe try all of this using a Visualforce Component with the CSS and images in Static Resources and then call the Visualforce Component, using javascript, into a HTML Homepage Component but I am not having much joy with that either.

 

Can anyone help me? I need some simple instuctions as to how to go about putting the above into mt Portal Homepage.

 

Thanks