I'm using Sites and have built out a Customer Portal that requires a Customer Portal login to access. 

All pages of the Customer Portal have been built in Visualforce and mimics what the standard Customer Portal looks like, but with additional components added and styling to match our company branding.

I would like to display data from a report (Support Case History report) upon login by the customer to the Customer Portal.

I know that charting capability is now possible right in Salesforce and not through Google Charts, however it seems that it's only capable with static numbers.

Is it possible by pulling in data from a report.

I'm not a professional developer. I just want to get a big picture idea if it's even possible.

Thanks in advance!

Hello,

I've created a visualforce page with a little 'coverflow' type thing going on...scroll the mousewheel and you can navigate through images.  

The page works very well when the code does not display the header or sidebar:

<apex:page showHeader="false" sidebar="false">

 However, when I try to display as it's intended to be seen...with the sidebar and header, nothing is displayed.

<apex:page showHeader="true" sidebar="true">

 All surrounding code is displayed as expected....all CSS, HTML, etc.  However, the area where the .js is being called is just a black rectangle.

I know this is somewhat vague, but I'm hoping this is a common error with a quick answer.  I'm happy to add supporting images / code as necessary.

Thank you so much for your help.  I'm racking my brain here.  It took me a while to realize that it's simply the header that's causing it and not incorrect paths to static resources, etc..

I am trying to add a custom DATE/TIME field for display on my visualforce page.  When I add the code, it displays as expected in Developer Mode.

However, when I log in to the site (Site is linked to the Customer Portal) as any user, that particular field is blank.  All other fields, however, display as expected.

Can anyone offer any suggestion?  Please let me know if you require any additional info.  Happy to provide.

Thanks again!

Hello SF geniuses...

I'm trying to create a Page in Sites with a five option menu.  Each option is meant to link to a specific page containing documentation on that specific application.  So in other words, if they click a menu item for APPLICATION A, they will be brought to a page containing documentation about APPLICATION A.  BTW, this will be done with users in the CUSTOMER PORTAL USER GROUP.  The Sites login is set up to redirect to the Customer Portal upon login.

The above I can create without a problem, however, here is the difficult part...

I’m trying to learn how to set up the permissions for that menu in Salesforce so that only users with certain permissions can access certain menu items.  So, if they hit the APPLICATION A menu item and they are in the group allowed to view content for APPLICATION A…it will take them there.  Otherwise, if they’re not in that group, it takes them to a different page letting them know they don't have the permissions to view that page.

Can anyone guide me in the right direction to set something like this up?  I'm happy to provide more information if necessary. 

Thanks so much for your help!

I have enabled the Customer Portal and the ability to view reports. The user is able to see a listing of reports availalble to them, but when they try to view the report and run it, there is no data.  When I run that same report as an administrator, I'm able to see data.

The report is created so the user can view a list of cases that are opened within a specific date range.

Any advice?  I'm tearing my hair out on this one.  Thanks.  

Please let me know if you require additional information.  Happy to provide.

I need to customize the header.  Are there examples of replacing the salesforce header with my own style links?  I need to use a format of links across the top of the page using a custom format of a bar

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I am trying to add a custom DATE/TIME field for display on my visualforce page.  When I add the code, it displays as expected in Developer Mode.

However, when I log in to the site (Site is linked to the Customer Portal) as any user, that particular field is blank.  All other fields, however, display as expected.

Can anyone offer any suggestion?  Please let me know if you require any additional info.  Happy to provide.

Thanks again!

Hi All,

   Am tring to display the date time in the site visualforce pages using the <apex:outputtext>

<apex:outputText value="{0,date,M/d/yyyy hh:mm a}">
<apex:param value="{!event.Start_date_and_time__c}"/>
</apex:outputText>

in the developer mode its working fine.but in the external pages(means external site) time is differ.

company default timezone is also same.

in the admin port time is 1/20/2012 5:39 AM but in the external Site time is 1/20/1012 10:39 AM (+5 hours).

am using <apex:ouputField> also but no luck.

why its differ any one help.

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.