Our company currently has Riptide Popup Alerts in our Salesforce Classic org. We are in the process of re-platforming and are being advised that this functionality is not available in Lightning. Is this true, and if it is, is there a solution in place at all for a Lightning org without manually coding the pop-ups?

I have a custom button that executes Javascript which validates that each field in the address is completed, and if so, is populating an email with a specific VF template.  We have found that in Accounts where the address contains line breaks ( see below ), the button fails with the dreaded Unexpected Error: ILLEGAL message.  If we fix the address, the button works great.

Just wondering if there is a way to change the button so that it will work by either programmatically removing the line breaks or otherwise allowing the validation?

This Address will not work:
123 Main Street
Building 456
Suite 789

This Address will work:
123 Main Street, Building 456, Suite 789

Current button:
{!REQUIRESCRIPT("/soap/ajax/20.0/connection.js")}
{!REQUIRESCRIPT("/soap/ajax/20.0/apex.js")}

var criteria1 = "{!Account.BillingStreet}"; 
var criteria2 = "{!Account.BillingCity}"; 
var criteria3 = "{!Account.BillingState}"; 
var criteria4 = "{!Account.BillingPostalCode}";
var criteria5 = "{!Account.BillingCountry}"; 

if ( criteria1 == "" ) {
   alert ("Please ensure that Street, City, State, Postal Code and Country are complete.  This information will be passed to the client contact for validation during the CDD Acknowledgment process.");

} else if ( criteria2 == "" ) {
   alert ("Please ensure that Street, City, State, Postal Code and Country are complete.  This information will be passed to the client contact for validation during the CDD Acknowledgment process.");

} else if ( criteria3 == "" ) {
   alert ("Please ensure that Street, City, State, Postal Code and Country are complete.  This information will be passed to the client contact for validation during the CDD Acknowledgment process.");

} else if ( criteria4 == "" ) {
   alert ("Please ensure that Street, City, State, Postal Code and Country are complete.  This information will be passed to the client contact for validation during the CDD Acknowledgment process.");

} else if ( criteria5 == "" ) {
   alert ("Please ensure that Street, City, State, Postal Code and Country are complete.  This information will be passed to the client contact for validation during the CDD Acknowledgment process.");

} else {

location.replace('_ui/core/email/author/EmailAuthor?p3_lkid={!Account.Id}&retURL=%2F{!Account.Id}&template_id=00X8A000000DboK&new_template=1');

}

I am trying to build a Visualforce template, which will populate our Clicktools survey through the URL parameters.  Our org has Data.com Clean and the DUNs Number (DunsNumber) and Year Started (YearStarted) are available in our Account records; however, I am not able to call them in the Visualforce template.  The code works for all other fields, but for these two fields I get the dreaded "Invalid field {insert field name here} for sObject Account" error. 

            <apex:param name="q7" value="{!relatedTo.YearStarted}" />
            <apex:param name="q13" value="{!relatedTo.DunsNumber}" />

Does anyone know if there is a way to capture this information? 

We have a formula field that pulls the value from a custom field called Account Market on the Account that a case was opened from.  That field is hard-coded with all of the markets that were considered when the field was created.  For example,

 

Case ( Account.Market__c ,
"Albania","Albania",
"Angola","Angola",
"Argentina","Argentina",
"Australia","Australia",
"Austria","Austria",
"Bangladesh","Bangladesh",
"BeLux","BeLux",
"Bosnia","Bosnia",
"Brunei","Brunei",
"Cambodia","Cambodia", "Unknown)

 

The problem is that there are new markets in our business all the time.  Is there any way to program that field to just pull in whatever the Account Market field on the Account says, rather than having to constantly update the hard-coding with new markets all the time?

Is there any way to tell in the Case History HOW a record was assigned to a queue / individual?   I know that if it is assigned at creation via Assignment Rules, we will see the Created and Assigned history immediately ... but what if the assignment rules are overwritten (by unticking the box at the bottom) on creation, and then re-enabled later?  I have a case and I need to figure out whether this happened (they unticked the box and then reticked to activate assignment rules), or whether the case was manually assigned out.  From what I can tell, it doesn't look like the history changes based on how it was assigned ... is this correct?  Maybe something to request for future releases?

I have a case record type with 3 page layouts.  The Type field is required on all of the page layouts, and is a controlling field for a custom field called Request Reason.  This field is also required on all page layouts.  However, every once in awhile (not very often), cases are saved, submitted and even closed and the Request Reason field is not completed.  We don't find out about it until we pull reports, but I can't figure out how this is happening.  How would someone be able to save a record without filling in a required field?

 

I am tracking history on this field, and the history shows no changes to that field.  There is no common thread that I can see betweeen three records that I found within a month's time that came through without the field completed.

I am trying to build an email template that will pass across some merge fields to ClickTools for a survey.  Because I want to pass across the Case Owner name and the Request Type name, I need to use the URLENCODE function to ensure that they are sent in the email as a hyperlink.  However, when trying to encode the Request Type, I am getting stuck.  Here is the URL I am using:

 

http://www.clicktools.com/survey?iv=[CLICKTOOLS ID]&q1={!Case.Date_Submitted__c}&q2={!urlencode(Case.OwnerFullName)}&q3={!urlencode(Case.Type)}

 

Here's what gets populated in the email:

 

http://www.clicktools.com/survey?iv=[CLICKTOOLS ID]&q1=1/18/2011&q2=Toni+Mangone&q3=

 

If I take the encode out of the hyperlink, it works --- but cuts off at the space in the Request Type field.  For example, for a Request Type of Enhancement Request, I want to pass the following:

 

http://www.clicktools.com/survey?iv=[CLICKTOOLS ID]&q1=1/18/2011&q2=Toni+Mangone&q3=Enhancement+Request

 

but without the URLENCODE I end up passing

 

http://www.clicktools.com/survey?iv=[CLICKTOOLS ID]&q1=1/18/2011&q2=Toni+Mangone&q3=Enhancement

 

What am I doing wrong with the syntax?  How do I get the case Type field to pass across correctly?

In searching through help and this board (thanks to all you SFDC experts), I found that there is a picklist value limitation of 15,000 characters.  This can be found in the Help document here --> https://help.salesforce.com/apex/HTViewHelpDoc?id=picklist_limitations.htm&language=en

 

However, what it doesn't tell me is what happens when you hit that limit.  I have a fairly long picklist that I just added another value to.  However, no matter what I do I cannot get that value to display in the picklist.  I have :

 

  * Made sure that the new picklist value is available on the record type in question

  * Made sure that the new picklist value is associated with the correct value on the controlling field

  * Made sure that the new picklist value is, indeed, in the picklist.

 

Yet ... when I create a case and try to find that picklist value it just isn't there.  Am I missing something simple (it is fairly late here ... )?  Does anyone know if Salesforce will just not display it once you've hit your character limitation?  Or will you get an error?  Is there an easy way to count the characters?  I know I have to add two (2) to each line value ... but how do I count everything?

 

Thanks in advance.

HI --- I asked this question before but I think the answer and my reply got buried over the holidays, so I will try one more time before telling my users that it can't be done .... :smileytongue:

 

I need to add a Predefined Case Team to specific cases at case creation, rather than case assignment.  Basically, we're trying to get to the point that if a case is opened for ANY (thus can't use assignment rules) support team, anyone on the team of the person that CREATED the case (thus no sharing rules) can see it. 

 

I thought that a Workflow Rule might work, but I can't figure out how to write it.  Now, I'm guessing that an Apex Trigger is the only solution (which I haven't learned yet).  Can someone confirm that this is the only solution, or is there something that I'm missing in order to be able to do that?

I have created a recurring daily task in Salesforce, and have ticked the Send Notification Email box.  I did receive the initial notification that a task was assigned to me ... however, am I supposed to receive a notification every day, for each recurrance of the task?  I am not receiving this and would like to ...

If an email is sent to a client contact and the sender BCCs their "email to SF" address, the e-mail goes into an unresolved Task.  This task automatically defaults to being related to an opportunity, although if SF identifies the client contact's e-mail address as one logged in SF it will automatically associate the Task to the Contact Record.

 

Is there a way to configure the email to SF feature to detect a Case # and automatically associate it to the Case?

Is there a way to write a validation rule that only allows a specific number of options to be chosen in a multi-select field?  We are using a field on multiple record types, and on one of the record types the requester can choose as many as he/she wants.  On the other, we would like to limit it.  Can this be done?

 

If it helps ... in Lotus Notes the formula was @Elements ...

I have a user that is trying to build a dashboard to see the progress of cases for those individuals that report to her.  She is able to do this by filtering by Case Owner Role ... however, when we clone that dashboard and allow another manager to view it as the running user, Manager #2 also sees Manager #1's people.  This makes sense, based on the filter ... but how do we build a report that is dynamic, based on the person viewing it.

 

If I am Manager #1, I want to see the cases for those people that are below me in the role hierarchy.  Same for Manager #2, Manager #3, etc.   Choosing My Team's Cases only shows cases for which each Manager is on the Case Team, NOT cases for which the case owner is below that person in the role hierarchy.

 

We know that without dynamic dashboards (which we haven't been set up with yet), we have to clone the dashboards for each user ... but is there a way to do this without building separate reports as well?

I know that a user can customize the dashboard that they see by going to Setup --> Change My Display ... but I have some users that don't want a dashboard on their home page at ALL ... is this possible?  Can you remove the dashboard display completely?

I know this might seem like working backwards, but I have some users who are wondering if it's possible to create a case from a task.  Some of them have tasks that they set up to do on a regular basis, and oftentimes when completing those tasks, they run into issues or items that need to be further reviewed.  They would like to be able to take the details of the task and move them into a case.

 

Is there an easy way to do this? 

We are having an issue with users selecting the wrong case record type, because rather than selecting one they simply choose the default.  Because they may need to submit cases under different record types, we don't want to remove the other options --- but want them to have to CHOOSE which type of case to submit.

 

Is there a way to have NO record type as the default for specific profiles?  I have tried to delete the record type from the default with no luck and just am not sure whether I'm missing something.  Or, is there a way to create an option for

--- Choose Record Type ---

 

that forces them to choose the right one?

I have a rule written that will notify users when a case is closed, based on specific criteria.  However, it doesn't appear to be working ... at least not all the time.  I have a feeling it is the IsClosed function --- does anyone know if this works in Workflow Rules?  Did I use it right?  Does it matter if the record goes through an approval process at all?  Because these are the records that don't seem to work ....

 

As a note ... I know I could probably add every closure status, but because we have multiples (and others may be added in the future), I would rather have a generic "Is this a closed case" option.

 

It should:

1./  Send if it is a closed case on record type 0124000000012xH where either the business unit of the submitter is GIPS or the status reason is not GIPS Resolved.

 

2./  Send if it is a closed case on any of the below record types where either the business unit of the submitter is The Bridge, the status is Rejected or the status is Unable to Complete.    

             012400000001335

             0124000000012vQ

             01240000000134S

             01240000000130z

             012400000001314

 

3./  Send if it is a closed case on any of the below record types (any status or business unit)

             0124000000012yt

             0124000000013P6

             0124000000012xC

             012400000001330

             0124000000012uX

Here's the code I'm using .... please let me know what I'm missing.

 

 

OR ( 

         AND ( $RecordType.Id = '0124000000012xH',
                     IsClosed,
                     OR (ISPICKVAL( Submitted_By__r.Business_Unit__c, "GIPS"),
                             NOT (ISPICKVAL( Status_Reason__c , "GIPS Resolved")))),
 
         AND ( IsClosed,
                    OR ($RecordType.Id = '012400000001335',
                            $RecordType.Id = '0124000000012vQ',
                            $RecordType.Id = '01240000000134S',
                            $RecordType.Id = '01240000000130z',
                            $RecordType.Id = '012400000001314'),
                    OR (ISPICKVAL( Submitted_By__r.Business_Unit__c, "The Bridge"),
                            ISPICKVAL ( Status, "Rejected"),
                            ISPICKVAL ( Status, "Unable to Complete"))),

          AND ( IsClosed,
                     OR ($RecordType.Id = '0124000000012yt',
                             $RecordType.Id = '0124000000013P6',
                             $RecordType.Id = '0124000000012xC',
                             $RecordType.Id = '012400000001330',
                             $RecordType.Id = '0124000000012uX')))

I want to pull a report that compares a custom field (Submitted by) with the creator of the case, to see if the Submitted By field is being changed during case creation.   Is there a way to filter based on Submitted by <> Created By in the Advanced report filters?

I need to pull a report (or view) that shows all cases that have been open more than 14 days.  I realize that we can pull a view and sort by the Date Opened ... but the management team would like to pull a report.  Is there a filter that I can pull without hard-coding a date?  Can I put into a report Date Opened is more than 14 days ago?

I am trying to build a Visualforce template, which will populate our Clicktools survey through the URL parameters.  Our org has Data.com Clean and the DUNs Number (DunsNumber) and Year Started (YearStarted) are available in our Account records; however, I am not able to call them in the Visualforce template.  The code works for all other fields, but for these two fields I get the dreaded "Invalid field {insert field name here} for sObject Account" error. 

            <apex:param name="q7" value="{!relatedTo.YearStarted}" />
            <apex:param name="q13" value="{!relatedTo.DunsNumber}" />

Does anyone know if there is a way to capture this information? 

 

The complete error is:

A problem witht he OnClick JavaScript for this button or link was encountered:

{faultcode:'soapenv:Client',

faultstring:"2013-04-30T20:00:08.263+06.5:30' is not a valid value for the type xsd:dateTime',}

 

We have a Take Case button with the following code:

{!REQUIRESCRIPT("/soap/ajax/13.0/connection.js")} 

var caseObj = new sforce.SObject("Case"); 

caseObj.Id = '{!Case.Id}'; 
caseObj.OwnerId = '{!$User.Id}'; 
caseObj.Status = 'In Progress'; 

var roleName = '{!$UserRole.Name}'; 
if((roleName.indexOf("Tier 3") != -1) || (roleName.indexOf("Field Operation") != -1) || (roleName.indexOf("Service Engineer") != -1))
 { 
caseObj.Substatus__c = 'Open with Product Specialists'; 
} 
else 
{ 
caseObj.Substatus__c = 'Open with Support Advocates'; 
} 

if('{!Case.Incident_First_Response__c}'=='') 
{ 
caseObj.Incident_First_Response__c=new Date(); 
} 

var result = sforce.connection.update([caseObj]); 

if (result[0].success=='false') { 
alert(result[0].errors.message); 
} else { 
window.parent.location.href="/{!Case.Id}"; 
}

 

 

 

 

If a users PC time zone is set for any that are +6:30 or +5:30 (not on the hour, but the half hour) and they try to click this button they receive this error.  Is there a way to correct this?

I have a case record type with 3 page layouts.  The Type field is required on all of the page layouts, and is a controlling field for a custom field called Request Reason.  This field is also required on all page layouts.  However, every once in awhile (not very often), cases are saved, submitted and even closed and the Request Reason field is not completed.  We don't find out about it until we pull reports, but I can't figure out how this is happening.  How would someone be able to save a record without filling in a required field?

 

I am tracking history on this field, and the history shows no changes to that field.  There is no common thread that I can see betweeen three records that I found within a month's time that came through without the field completed.

If an email is sent to a client contact and the sender BCCs their "email to SF" address, the e-mail goes into an unresolved Task.  This task automatically defaults to being related to an opportunity, although if SF identifies the client contact's e-mail address as one logged in SF it will automatically associate the Task to the Contact Record.

 

Is there a way to configure the email to SF feature to detect a Case # and automatically associate it to the Case?

We are having an issue with users selecting the wrong case record type, because rather than selecting one they simply choose the default.  Because they may need to submit cases under different record types, we don't want to remove the other options --- but want them to have to CHOOSE which type of case to submit.

 

Is there a way to have NO record type as the default for specific profiles?  I have tried to delete the record type from the default with no luck and just am not sure whether I'm missing something.  Or, is there a way to create an option for

--- Choose Record Type ---

 

that forces them to choose the right one?

I have a rule written that will notify users when a case is closed, based on specific criteria.  However, it doesn't appear to be working ... at least not all the time.  I have a feeling it is the IsClosed function --- does anyone know if this works in Workflow Rules?  Did I use it right?  Does it matter if the record goes through an approval process at all?  Because these are the records that don't seem to work ....

 

As a note ... I know I could probably add every closure status, but because we have multiples (and others may be added in the future), I would rather have a generic "Is this a closed case" option.

 

It should:

1./  Send if it is a closed case on record type 0124000000012xH where either the business unit of the submitter is GIPS or the status reason is not GIPS Resolved.

 

2./  Send if it is a closed case on any of the below record types where either the business unit of the submitter is The Bridge, the status is Rejected or the status is Unable to Complete.    

             012400000001335

             0124000000012vQ

             01240000000134S

             01240000000130z

             012400000001314

 

3./  Send if it is a closed case on any of the below record types (any status or business unit)

             0124000000012yt

             0124000000013P6

             0124000000012xC

             012400000001330

             0124000000012uX

Here's the code I'm using .... please let me know what I'm missing.

 

 

OR ( 

         AND ( $RecordType.Id = '0124000000012xH',
                     IsClosed,
                     OR (ISPICKVAL( Submitted_By__r.Business_Unit__c, "GIPS"),
                             NOT (ISPICKVAL( Status_Reason__c , "GIPS Resolved")))),
 
         AND ( IsClosed,
                    OR ($RecordType.Id = '012400000001335',
                            $RecordType.Id = '0124000000012vQ',
                            $RecordType.Id = '01240000000134S',
                            $RecordType.Id = '01240000000130z',
                            $RecordType.Id = '012400000001314'),
                    OR (ISPICKVAL( Submitted_By__r.Business_Unit__c, "The Bridge"),
                            ISPICKVAL ( Status, "Rejected"),
                            ISPICKVAL ( Status, "Unable to Complete"))),

          AND ( IsClosed,
                     OR ($RecordType.Id = '0124000000012yt',
                             $RecordType.Id = '0124000000013P6',
                             $RecordType.Id = '0124000000012xC',
                             $RecordType.Id = '012400000001330',
                             $RecordType.Id = '0124000000012uX')))

We have a custom field in our case called Submitted By.  This field was originally built as Read Only, defaulting to the creator of the case.  However, this was causing workflow issues so we changed it to an editable field.  It is a lookup to the User Table, and the idea is to choose the name of the individual originating the request (often not the creator).  However, any time we choose a name from the table, it changes it back to the creators name.  It must be updated 2x before it will save.  Can anyone help with this?

We have a workflow rule that routes cases to a queue upon creation, based on some criteria.  The rule does not include an email notification, and the queue is not set up to notify users (with the checkbox).  However, on some case creations, every member of the queue is receiving an email. 

 

We have narrowed it down to happening only when a user adds information into an Internal Comments field, which through a workflow rule, populates the Case Comments.  We do have a email notification when Case Comments are added --- however, the email that is firing is our Case Assigned Template email, not our Case Comment Notification email.

 

Does anyone have any ideas about how to stop the assignment email from firing off (other than not adding anything into the Internal Comments field)?

This seems like it should be simple, but I just can't find it.  I would like to change the default master picklist value on an existing field to a formula that looks at the Business Unit field in the User profile.  I can write the formula ... I just can't find where to do that.  I have looked at the field within the Case Record Type and within the Case Fields and the only default option is a drop down of all the picklist values --- nowhere to write a formula.

 

I know that I could create a new Record Type for a specific group and then give that record type to different profiles ... but with a go-zillion profiles in our org and multiple picklist options ... that wouldn't be worth the work.

 

Is there a way that I can determine the default picklist value on an existing custom field via formula?  If so, can someone send me the steps?  Thanks!

Hi,

I have a specific requirement where the we need to create a report using the mail merge functionality which will get data from a custom object in SF and its related data from its various related objects.

For e.g. if i have a custom object named "Company" and its related object as Contacts and "Locations" (having a status field in the related list showing active/inactive). Can I create a mail merge template showing the list of locations in the related list which are active for the company (and get details of the location from the location object as well) and get the show all the contacts associated with each location?

Your help is highly appreciated.

Thanks

I also posted this on the New to Cloud Development Board ...

 

It would be great if we could assign an owner to a case at the creation of the case, rather than having to first save the case and then change the owner. Is there a setting or any way to do this in the standard case object?

I also posted this on the New to Cloud Development Board ----

 

We would like to allow the team of a case owner to be able to "take over" a case, in the event of a case owner's absence from the office.  I know that SFDC rules are that only the case owner and those above that person in the role hierarchy are able to change the case owner ... can we put a read/write sharing rule in effect that will also allow certains groups to change ownership?

We would like to allow the team of a case owner to be able to "take over" a case, in the event of a case owner's absence from the office.  I know that SFDC rules are that only the case owner and those above that person in the role hierarchy are able to change the case owner ... can we put a read/write sharing rule in effect that will also allow certains groups to change ownership?

It would be great if we could assign an owner to a case at the creation of the case, rather than having to first save the case and then change the owner.  Is there a setting or any way to do this in the standard case object?