Salesforce Developer Community

Chatter

Feed
0

Best Answers
0

Likes Received
0

Likes Given
11

Questions
5

Replies

Create Custom Button for Visualforce Page

I'm new the the vs development world so trying to make since of it all. I've started teaching myself by following some tutorials provided by SF.

I've successfully created the Case Timeline visualforce page by following these instructions: http://wiki.developerforce.com/index.php/Visualforce_CaseHistoryTimeline

My issue is creating a custom button 'Case TImeline' to reference the page. Obviosuly this button would go on the case page.

When I go to create the custom button and reference the vs page, it is not listed under the content selection.

NIKAL
August 06, 2010
Like
0

1 replies

Adding a User as a Case Team Member when they comment on a case

How can I add a user as a Case Team Member when they add a comment or take action on a case?

It would be great if this automatically happened when a user commented on a case instead of manually adding them as a case team member.

NIKAL
July 20, 2010
Like
0

0 replies

Case Team Workflow Notification

I'm looking for a way to notify Case Team members when they have been added to a case but doesnt look like I can do this with simple workflow.

How can I notify a user/contact when they have been added to a Case Team?

NIKAL
July 20, 2010
Like
0

1 replies

How to generate specific data elements

I'm new to visualforce so trying to trudge through the learning process.

How would I adjust this email template to show case information for a previous month? I want to send an email summarizing case activity for a month for clients.

<messaging:emailTemplate recipientType="Contact"

relatedToType="Account"

subject="Case report for Account: {!relatedTo.name}"

replyTo="support@acme.com" >

<messaging:htmlEmailBody >

<html>

<body>

TH {font-size: 11px; font-face: arial;background: #CCCCCC; border-width: 1; text-align: center }

TD {font-size: 11px; font-face: verdana }

TABLE {border: solid #CCCCCC; border-width: 1}

TR {border: solid #CCCCCC; border-width: 1}

</STYLE>

<p>Dear {!recipient.name},</p>

<p>Below is a list of cases related to the account: {!relatedTo.name}.</p>

<tr >

<th>Action</th><th>Case Number</th><th>Subject</th><th>Creator Name</th><th>Priority</th><th>Status</th>

</tr>

<apex:repeat var="cx" value="{!relatedTo.Cases}">

<tr>

<td><a href="http://siscentral.sisfirst.com/ticket-management-sf.aspx?ID=3552">View</a> |

<td>{!cx.CaseNumber}</td>

<td>{!cx.Subject}</td>

<td>{!cx.Contact.name}</td>

<td>{!cx.Status}</td>

<td>{!cx.Priority}</td>

</tr>

</apex:repeat>

</table>

<p />

</font>

</body>

</html>

</messaging:htmlEmailBody>

<messaging:plainTextEmailBody >

Dear {!recipient.name},

Below is a list of cases related to Account: {!relatedTo.name}

[ Case Number ] - [ Subject ] - [ Email ] - [ Status ]

<apex:repeat var="cx" value="{!relatedTo.Cases}">

[ {!cx.CaseNumber} ] - [ {!cx.Subject} ] - [ {!cx.Contact.email} ] - [ {!cx.Status} ]

</apex:repeat>

For more detailed information login to http://www.salesforce.com

</messaging:plainTextEmailBody>

</messaging:emailTemplate>

<messaging:emailTemplate recipientType="Contact"
    relatedToType="Account"
    subject="Case report for Account: {!relatedTo.name}"
    replyTo="support@acme.com" >
    <messaging:htmlEmailBody >     
    
    <html>
        <body>
         <STYLE type="text/css">
               TH {font-size: 11px; font-face: arial;background: #CCCCCC; border-width: 1;  text-align: center } 
               TD  {font-size: 11px; font-face: verdana } 
               TABLE {border: solid #CCCCCC; border-width: 1}
               TR {border: solid #CCCCCC; border-width: 1}
         </STYLE>
             <font face="arial" size="2">

 <p>Dear {!recipient.name},</p>
               <p>Below is a list of cases related to the account: {!relatedTo.name}.</p>
         <table border="0" >
                 <tr > 
                     <th>Action</th><th>Case Number</th><th>Subject</th><th>Creator Name</th><th>Priority</th><th>Status</th>
                  </tr>
                  
                  <apex:repeat var="cx" value="{!relatedTo.Cases}">
       <tr>
           <td><a href="http://siscentral.sisfirst.com/ticket-management-sf.aspx?ID=3552">View</a> |  
           <a href="http://siscentral.sisfirst.com/ticket-management-sf.aspx?ID=3552">Edit</a></td>
           <td>{!cx.CaseNumber}</td>
           <td>{!cx.Subject}</td>
           <td>{!cx.Contact.name}</td>
           <td>{!cx.Status}</td>
           <td>{!cx.Priority}</td>
       </tr>
    </apex:repeat>     
    
           </table>
       <p />
 </font>
        </body>
    </html>
    
    </messaging:htmlEmailBody> 
    
    <messaging:plainTextEmailBody >
Dear {!recipient.name},
 
Below is a list of cases related to Account: {!relatedTo.name}

              [ Case Number ] - [ Subject ] - [ Email ] - [ Status ]

<apex:repeat var="cx" value="{!relatedTo.Cases}">
              [ {!cx.CaseNumber} ] - [ {!cx.Subject} ] - [ {!cx.Contact.email} ] - [ {!cx.Status} ]
</apex:repeat>

 For more detailed information login to http://www.salesforce.com
</messaging:plainTextEmailBody>  

</messaging:emailTemplate>

NIKAL
July 20, 2010
Like
0

SOLVED

1 replies

Case Comments and Email NOT Updating the Last Modified Date on a Case

We currently use SFDC to track Support cases and we're using a pretty stock Case tab. When editing the Case details, upon saving the record, the Last Modified date is updated as expected. However, the support engineers are very fond of using a related list - Case Comments and emails to continually add comments to the case. However, they'd like the Case Detail last modified date to be updated each time a comment or email is updated or created.

Any workarounds for this? seems like a requirement for tracking proper support metrics.

NIKAL
February 11, 2010
Like
0

2 replies

Self-Service Portal: Ability to discern difference between cases (Projects vs. Support)

I am unable to find a solution that allows me to determine whether a case is related to Support or Services. Both our Support teams and a services team use SFDC for case management (project related cases and support related cases).

Internally I can track whether this is a Support case or a service case based on Record Types but when a client logs into the self service portal to log a issue or view a issue I am unable to display the ticket 'group'owner. How can they select whether the case being submitted is a Support case or a service case so the correct teams are notified and the issue worked?

Message Edited by NIKAL on 01-13-2010 11:07 AM

NIKAL
January 13, 2010
Like
0

0 replies

Sending Email from a Case

When Sending an email from a Case how can I make the Case Number append to the email from the ticket I am sending the case?

NIKAL
December 16, 2009
Like
0

0 replies

Self-Service Portal URL Links via iframe??

We are using the SFDC Self-Service Portal. The SSP is iframed into our customer website. I would like to take advantage of providing LINKS to Solutions and Tickets but the links are directly to SFDC. How can I direct customers to our customer website using our website link?

Example

Link to a SFDC Solution:

https://na6.salesforce.com/_ui/selfservice/support/SelfServiceSolution/d?id=50180000000WjJs

Website Address:

https://ourwebsite.com

Should be:

https://ourwebsite.com/na6.salesforce.com/_ui/selfservice/support/SelfServiceSolution/d?id=50180000000WjJs

Is this possible?

NIKAL
November 04, 2009
Like
0

SOLVED

1 replies

Self Service Portal: Ability for Client to Escalate Cases

We are using the Self-Service Portal and want to give our clients the ability to escalate their own cases. However, it is not possible to provide the 'Escalate' checkbox on the Self-Service Portal form.

Does anyone know ahow we can give our clients the ability to eacalate their tickets?

NIKAL
November 03, 2009
Like
0

1 replies

Round Robin Case Assignment = Awesome BUT...always a BUT

The Round Robin is working perfectly BUT, it needs load balancing capabilities. Case Assignment is static and goes ring around the posy but if sme reps get harder cases or cases that take longer to close and other Reps get easy cases then it is not fair in case assignment.

Intelligence of Case Load Balancing would be a beautiful addition to this app.

Not a developer in the least- Is this something hard to accomplish?

NIKAL
August 20, 2009
Like
0

1 replies

emailtocase response to correct case

I've setup emailtocase as well as a auto response rule to notify the customer of their new case created. The communication trails ends there.

How do I setup if a customers responds (via email) to a case that has already been created and have their email attach to the correct case?

Thanks,

newb.

NIKAL
August 16, 2009
Like
0

5 replies

Create Custom Button for Visualforce Page

I'm new the the vs development world so trying to make since of it all. I've started teaching myself by following some tutorials provided by SF.

I've successfully created the Case Timeline visualforce page by following these instructions: http://wiki.developerforce.com/index.php/Visualforce_CaseHistoryTimeline

My issue is creating a custom button 'Case TImeline' to reference the page. Obviosuly this button would go on the case page.

When I go to create the custom button and reference the vs page, it is not listed under the content selection.

NIKAL
August 06, 2010
Like
0

3 replies

Notify Email

After success creating one new Case by EmailToCase, Can the program send email respond to notify that one Case has been created?

Thanks,

Gunadharma
December 02, 2008
Like
0

5 replies

Customizing the Self Service Portal

I've been trying to understand how much the self service portal can be customized, and it seems the answer is "not much". I can see how to add columns to the Log and View tabs, but that is about it. I don't see any way to add a custom tab, display a custom object, add a button, or add an sobject. Am I missing something, or am I correct that the ability to customize the SS portal is very limited?

Thanks!

WesGray
March 26, 2008
Like
0

SOLVED

18 replies

How to apply the - Round Robin Lead Assignment formula

I am a newbie, and want to know where are the steps to implement this formula. Is there a tutorial on how I can set this up. I am new to this software and would really appreciate any suggestions or help in this area.

Thanks

Rich

* This is the formula is from the formula PDF *

http://na4.salesforce.com/help/doc/en/salesforce_useful_formula_fields.pdf

- search round robin -

I have 4 sales pro's at the moment but will have 6-8 very soon. If that matters.

Richster
May 02, 2007
Like
0