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Matrix report with year to year difference and percent
The sales people would be down the left side and the years would be columns across the top.
Assume (based on the data) that the year columns across are - 2010, 2011, 2012, 2013, 2014
After the 2011 column I would like a column that shows the difference between 2011 and 2010.
Then after the 2012 column I want to show the difference between 2012 and 2011.
After 2013, show diff between 2013 and 2012.
etc. etc.
Does this sound like a custom visual force page?
Thanks, Kevin.
- kevinvw2000
- November 11, 2014
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Narrow Search section of PKB (Public Knowledge base)
I am unable to get the Narrow Search section to appear on the PKB. I've checked all settings and permissions and nothing's jumping out at me.
http://eeg.force.com/knowledgebase/
The Narrow Search section displays properly on the admin preview URL for the org - https://c.na11.visual.force.com/apex/pkb_Home . Here's a link to a screen shot: http://www.screencast.com/t/aswxuX1cM9xY
Thanks,
Kevin.
- kevinvw2000
- April 18, 2014
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Dynamically create csv data file and allow 3rd party to download via HTTP
The current process is -
Export data from SFDC using data loader.
FTP data to 3rd party.
The current process involves lots of manual user intervention.
I am hoping to automate this, but the 3rd party only supports FTP (we push to them) or HTTP download (they pull the file from us).
I see how I can create a csv file using APEX, but how can I expose that file for HTTP download only to one 3rd party (via IP filtering?)
Thanks, Kevin.
- kevinvw2000
- January 16, 2014
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Is it possible to refresh Opportunity screen from pop up visual force page?
I have a custom button on the standard lead screen. When I click the button it opens a visual force page in a pop up window. The visual force page has some buttons the user may or may not click.
One of the buttons updates the status of the lead record the they were on (screen behind the pop up window).
But when I close the pop up window the lead record screen behind it still shows the old lead status until I move off the lead record and back on it.
Is there any way to have the lead screen automatically refresh when they close the pop up visual force page?
Thanks,
Kevin.
- kevinvw2000
- June 01, 2012
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RECORD_IN_USE_BY_WORKFLOW when converting a lead using APEX
We are controlling the lead convert process using APEX and Visualforce. Everything seems to work correctly and the leads are converting, but once in a while we get an Apex error of -
RECORD_IN_USE_BY_WORKFLOW
I can't seem to track down the conflict. Any suggestions on how to troubleshoot this in a production environment? Shutting off workflow to troubleshoot is probably not an option.
Thanks,
Kevin.
- kevinvw2000
- March 02, 2012
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How to create Picklist in VF page that is not bound to data field?
I would like to add a picklist control to a visual force, but I don't want it to be tied to a data field.
I just want the field to have to values - "Yes" and "No".
When the user picks a value and submits the page I want to be able to reference the choice in the controller class.
Is this possible?
Thanks.
- kevinvw2000
- October 03, 2011
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Chart on Report with 2nd data
(Not sure if this is the right place to post this question)
We created a report with a bar chart and we are plotting a 2nd piece of data that is displaying across the bar chart as a thin blue line.
The bar chart shows monthly sales and the blue line shows monthly quotas.
So visually you (in theory) you should be able to quickly see if the monthly sales are above or below the monthly quota.
The problem is the 2 data sets are displayed in the chart with 2 different scales.
The monthly sales y-axis scale (on the left) doesn't match the monthly quota y-axis scale (on the right).
So you lose the ability to visually see the comparison (actual vs. quota).
Is there some hidden way to force the scales to be the same?
Thanks, Kevin.
- kevinvw2000
- March 31, 2011
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soql filter with 2 columns
Maybe I am overlooking the obvious here...
I have 2 objects Obj1 and Obj2 that are related by 2 fields (fld1 and fld2)
I have List<Obj1> which contains records and I have List<Obj2> which contains records.
I want to create a 3rd list that contains only records from Obj1 where Obj1.fld1 = Obj2.fld1 AND Obj1.fld2 = Obj2.fld2
In basic sql it would be 2 joins between the 2 tables.
Any help would be greatly appreciated.
Thanks!
- kevinvw2000
- March 19, 2011
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How to create Picklist in VF page that is not bound to data field?
I would like to add a picklist control to a visual force, but I don't want it to be tied to a data field.
I just want the field to have to values - "Yes" and "No".
When the user picks a value and submits the page I want to be able to reference the choice in the controller class.
Is this possible?
Thanks.
- kevinvw2000
- October 03, 2011
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- 0
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Struggling with Apex Data Loader Command Line Password
I seem to be having an issue with the Encrypt or decrypt portion of the password process. From what i read on the return from command prompt, it knows the first two characters in my password and decrypts it properly ("Sh") but it seems to have a problem with something after this point??? Or i could be completely crazy...
Might anyone be able to shed some light? Did i encrypt wrong? Is it recquired to have a key file? If so, where am i supposed to place it?
Any help would be appreciated.
834 [main] FATAL com.salesforce.dataloader.process.ProcessRunner - Unable to ru n process UofUAccountExtractToCSV java.lang.RuntimeException: com.salesforce.dataloader.exception.ParameterLoadExc eption: Error loading parameter: sfdc.password of type: java.lang.String at com.salesforce.dataloader.process.ProcessRunner.run(ProcessRunner.jav a:136) at com.salesforce.dataloader.process.ProcessRunner.run(ProcessRunner.jav a:74) at com.salesforce.dataloader.process.ProcessRunner.main(ProcessRunner.ja va:226) Caused by: com.salesforce.dataloader.exception.ParameterLoadException: Error loa ding parameter: sfdc.password of type: java.lang.String at com.salesforce.dataloader.config.Config.decryptProperty(Config.java:6 83) at com.salesforce.dataloader.config.Config.postLoad(Config.java:620) at com.salesforce.dataloader.config.Config.loadParameterOverrides(Config .java:646) at com.salesforce.dataloader.process.ProcessRunner.run(ProcessRunner.jav a:94) ... 2 more Caused by: java.lang.NumberFormatException: For input string: "Sh" at java.lang.NumberFormatException.forInputString(NumberFormatException. java:48) at java.lang.Integer.parseInt(Integer.java:447) at java.lang.Integer.valueOf(Integer.java:526) at java.lang.Integer.decode(Integer.java:919) at com.salesforce.dataloader.security.EncryptionUtil.textToBytes(Encrypt ionUtil.java:58) at com.salesforce.dataloader.security.EncryptionUtil.decryptString(Encry ptionUtil.java:194) at com.salesforce.dataloader.config.Config.decryptProperty(Config.java:6 68)
process-conf.xml looks like this:
<!DOCTYPE beans PUBLIC "-//SPRING//DTD BEAN//EN" "http://www.springframework.org/dtd/spring-beans.dtd"> <beans> <bean id="UofUAccountExtractToCSV" class="com.salesforce.dataloader.process.ProcessRunner" singleton="false"> <description>Gets the UofU accounts with clients and exports to CSV"</description> <property name="name" value="UofUAccountExtractToCSV"/> <property name="configOverrideMap"> <map> <entry key="sfdc.debugMessages" value="false"/> <entry key="sfdc.debugMessagesFile" value="c:\Salesforce\DataLoader\Resources\Logs\SFDCdebug.log"/> <entry key="sfdc.endpoint" value="https://login.salesforce.com"/> <entry key="sfdc.username" value="sfdcusername"/> <entry key="sfdc.password" value="value returned by encrypt.bat -e"/> <entry key="sfdc.timeoutSecs" value="600"/> <entry key="sfdc.loadBatchSize" value="200"/> <entry key="sfdc.entity" value="Client__c"/> <entry key="sfdc.extractionSOQL" value="SELECT c.LIS_Account_Name__c, c.Entity_Code__c,c.ClientID_Ext_Id__c, c.Phone_and_Extension__c, c.Secured_Fax__c, c.Comments__c,c.Street_Address__c, c.City__c, c.State__c, c.account__r.name from client__c c where c.account__r.recordtypeid ='012C0000000Q7lIIAS'"/> <entry key="process.operation" value="extract"/> <entry key="process.mappingFile" value="c:\Salesforce\DataLoader\Resources\Mapping\UofUAccountExtractMap.sdl"/> <entry key="process.outputError" value="c:\Salesforce\DataLoader\Resources\Logs\LastOperationError.csv"/> <entry key="dataAccess.writeUTF8" value="true"/> <entry key="dataAccess.type" value="csvWrite"/> <entry key="dataAccess.name" value="c:\Salesforce\DataLoader\Resources\Data\UofUSFDCExtract.csv"/> </map> </property> </bean> </beans>
- crikketlang
- August 13, 2011
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Problem using Database.convertLead()
I have a trigger that runs on updated (converted) leads, so I need to be able to emulate that process in my Apex test class in order to test correctly. I've followed the documentation as instructed Here, but I'm getting an error during test execution that I'm not sure how to fix.
/* * Test class for the TransferIndustryContacts trigger */ public with sharing class Test_TransferIndustryContacts { //Declare test method public static testmethod void doTest() { //Create a new lead that will be converted into a new account and contact Lead newLead = new Lead(lastname = 'Test1_Lname', company='Test1_Acct'); insert newLead; //Create the LeadConvert object Database.LeadConvert lc = new database.LeadConvert(); //Set the newly inserted lead as the target to this LeadConvert lc.setLeadId(newLead.id); //Set the required ConvertedStatus field LeadStatus convertStatus = [Select Id, MasterLabel from LeadStatus where IsConverted = true limit 1]; lc.setConvertedStatus(convertStatus.MasterLabel); //execute lead conversion Database.LeadConvertResult lcr = Database.convertLead(lc); //Confirm that the new contact belongs to the correct account //as assigned by the trigger (Account ID = 00100000005Q96h) Contact newContact = [SELECT Id, AccountId FROM Contact WHERE Id = :lcr.getContactId()]; System.assert(newContact.AccountId == '00100000005Q96h'); } }
The error occurs on the line that performs the database.convertLead() method, but the error it throws is:
"INVALID_STATUS, invalid convertedStatus: Qualified --> Account: []"
I know "Qualified --> Account" is what is getting returned by the query to LeadStatus, but the option is a valid for the converted status during the lead conversion in the UI. I also tried hard coding in another option from this list to no avail. Any suggestions?
- David Wright
- August 05, 2011
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soql filter with 2 columns
Maybe I am overlooking the obvious here...
I have 2 objects Obj1 and Obj2 that are related by 2 fields (fld1 and fld2)
I have List<Obj1> which contains records and I have List<Obj2> which contains records.
I want to create a 3rd list that contains only records from Obj1 where Obj1.fld1 = Obj2.fld1 AND Obj1.fld2 = Obj2.fld2
In basic sql it would be 2 joins between the 2 tables.
Any help would be greatly appreciated.
Thanks!
- kevinvw2000
- March 19, 2011
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- 0
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Trigger code Error: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY
- Jim_morrison
- May 15, 2008
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