One of my marketing users would like a trigger set up for when she sends out a specific email using a template. Is this possible? I apologize if this is a repeat question. I tried searching on the topic, but all I found where questions about creating triggers that send email.
Here is our basic scenario. SF User sends an email to a SF contact, inviting them to use our e-commerce site. When the email is sent, a trigger should fire that assigns a contact role of 'E-Commerce Admin' to the contact for their account.
Does anyone know if I can do that? Any help would be greatly appreciated.
I have been reading through lots of posts, but I cannot figure out the solution to my problem.
I am trying to create a VF page from an account that lists all contacts associated with the account. The user should be able to select a contact and the contact is displayed.
I am able to display all the contacts, but not select one.
VF Page:
<apex:page controller="newOpportunityController2" tabStyle="Opportunity">
<apex:sectionHeader title="New Customer Quick Quote" subtitle="Step 1 of 3"/>
<apex:form >
<apex:pageBlock title="Customer Information" mode="edit">
<apex:pageBlockSection title="Account Information">
<!-- Within a pageBlockSection, inputFields always display with their
corresponding output label. -->
You are viewing the {!account.name} account. <p/>
</apex:pageBlockSection>
<apex:pageBlockSection title="Contacts">
<apex:selectList value="{!selectedContact}" multiselect="true">
<apex:selectOptions value="{!contact}"/>
</apex:selectList>
</apex:pageBlockSection>
</apex:pageBlock>
</apex:form>
<apex:outputPanel id="out">
<apex:actionstatus id="status" startText="testing...">
<apex:facet name="stop">
<apex:outputPanel>
<p>You have selected:</p>
<apex:dataList value="{!selectedContact}" var="c">a:{!c}</apex:dataList>
</apex:outputPanel>
</apex:facet>
</apex:actionstatus>
</apex:outputPanel>
</apex:page>
My Controller:
public class newOpportunityController {
Account account;
Contact contact;
public Account getAccount() {
if(account == null) account = new Account();
return account;
}
public String selectedContact {get;set;}
public List<SelectOption> contactList;
public List<SelectOption> getContact () {
if (contactList == null) {
List<Contact> contactee = [select id, name, contact.accountid from Contact where contact.accountid = :ApexPages.currentPage().getParameters().get('id')];
contactList = new List<SelectOption>();
for (Contact c : contactee) {
contactList.add(new SelectOption( c.id, c.name ));
}
}
return contactList;
}
// String[] selectedContact = new String[]{};
public void setContact(String[] selectedContact) {
this.selectedContact = selectedContact;
}
public String[] getSelectedContact() {
return selectedContact;
}
}
I am pretty sure my problem is with my gets and set, but I can't figure it out and am getting really confused and frustrated!
I am relatively new to salesforce. Currently, I am using the data loader manually to upsert account information. I have created two external Id fields for Accounts: Chess_ID and Chess_Parent_ID. I needed to delete all the accounts and start over. When I upsert data, I am selecting Chess_ID to match on account and Chess_Parent_ID to match on parent. I thought this would allow me to automatically match parent accounts with their children, but this is not what is happening.
I am almost positive this is how I did it the first time andit worked. However, i can't duplicate what I did.
Can anyone tell me whether it is possible for me to create a custom ID field for a notes record so that I can link it to the Custom ID field that I created for the accounts? I want to upload notes using the data loader and I don't want to have to download the saleforce ids and match them to my custom id for the accounts.
I cannot find an area in set up to customize notes. Maybe I am missing it.
One of my marketing users would like a trigger set up for when she sends out a specific email using a template. Is this possible? I apologize if this is a repeat question. I tried searching on the topic, but all I found where questions about creating triggers that send email.
Here is our basic scenario. SF User sends an email to a SF contact, inviting them to use our e-commerce site. When the email is sent, a trigger should fire that assigns a contact role of 'E-Commerce Admin' to the contact for their account.
Does anyone know if I can do that? Any help would be greatly appreciated.
I am relatively new to salesforce. Currently, I am using the data loader manually to upsert account information. I have created two external Id fields for Accounts: Chess_ID and Chess_Parent_ID. I needed to delete all the accounts and start over. When I upsert data, I am selecting Chess_ID to match on account and Chess_Parent_ID to match on parent. I thought this would allow me to automatically match parent accounts with their children, but this is not what is happening.
I am almost positive this is how I did it the first time andit worked. However, i can't duplicate what I did.
Can anyone tell me whether it is possible for me to create a custom ID field for a notes record so that I can link it to the Custom ID field that I created for the accounts? I want to upload notes using the data loader and I don't want to have to download the saleforce ids and match them to my custom id for the accounts.
I cannot find an area in set up to customize notes. Maybe I am missing it.
