Hi there,
I am connect to one dev org via Eclipse Force.com IDE Project. When i tries to create another Project using other org information it but it say 
Unable to fetch organization details for 'username for dev org'
unable to find valid certification path to requested target

What does that mean and how can i fix it.
 

Hi there i need some hel to create a formula to calculate coomission.
If a deal is 
<=49999 no commission
>=50000 to 99999 $100
>=100000 to 199999 $150
>=200000 to 299999 $200
>=300000 to 399999 $250

we are trying to integrate SSRS into salesforce. Data will be available at SSRS and salesofrce user will be accessing these reports. Is there any way we can achieve it.
Does SSRs have slaesforce Api integrator build in it?

Salesforce Integration Data warehouseWe are trying to build a solution based on thee creteria
1. User will log into Salesfoce.com instance.
2. Go to Account. 
3. click on button or link whichexcuetes a query and retrive data from data warehouse.
4 display this data out side of Salesforce. User can do a comparitative analysis in this temperory layout. 
5. Once done close the temp window and back in salesforce.
Is there any solution out of the box with little bit tweaking can do that.

any ssuggestions.

Hi there,
I had created a custom object ABCD.
I had created a look up field on this object for Leads and account. I have this object present as related list on Leads and accounts. 
My issue is when i populate this cutom object on Lead page and trys to convert this lead this custom object info don't flow to related list present at account object.
Is there is way i can do this?
what i wanted to do is when this custom object information is populate don lead level and lead has been converted this custom object informtion should be displyed on Account page also as related list.

Hi there,
I am new to Apex triggers. I need to write a trigger for Opportunity object. The logic is when any update is made on opportuntiy object. Means if a user make change to any fields on  opportuntiy object certain field needs to be get update on Credit App object.
Credit app  Fields to be updated:
1. Broker_Firm__c
2. Broker_Firm_Office__c
3. Primary_Contact_Role__c
4. Correspondent_Programs__c ( it is a multi picklist field)
    List of multi pick list values are 
        a. Service Type
         b. Volume Type 
here is the code i have but it is not working

trigger UpdateOpportunity on Opportunity (before update)

{
Opportunity Opp = [Select broker_firm__c, broker_firm_office__c, primary_contact_role__c from Opportunity WHERE ID In:Trigger.newMap.keySet()];
List<Underwriting__c> U=[Select Opportunity__c from Underwriting__c where Opportunity_Id__c =:Opp.Id];

if(u.isEmpty())
return;
List<Opportunity> opptoUpdate = new List<Opportunity>();
For (Opportunity O:Trigger.new){        
                 O.broker_firm__c = U[0].broker_firm__c;
                 O.broker_firm_office__c = U[0].broker_firm_office__c;               
                 O.broker_name__c = U[0].primary_contact_role__c;
                 
                 opptoUpdate.add(O);
                 }
                 
                 if(opptoUpdate.size()>0)
                 update opptoUpdate;
}
 

Hi there,
i am new to Apex triggers. I need to write a trigger for Opportunity object. The logic is when any update is made on opportuntiy object. means if a user make change to an opportuntiy object certain fields should be get update based on the value of other object Credit App.
Opportunity Fields to be updated:
1. Broker_Firm__c
2. Broker_Firm_Office__c
3. Primary_Contact_Role__c
I am trying to it thru this Apex trigger please let me know if i am doing soemthing because it is no compiling
trigger UpdateOpportunity on Opportunity (After update)
//Map broker related opportunity fields to keep credit App up to date.
{
Opportunity Opp = [Select broker_firm__c, broker_firm_office__c, primary_contact_role__c from Opportunity WHERE ID In:Trigger.newMap.keySet()];
Underwriting__c U=[Select Opportunity__c from Underwriting__c where Opportunity_Id__c =:Opp.Id];

For (Opportunity O:Trigger.new){        
                 U.broker_firm__c = o.broker_firm__c;
                 U.broker_firm_office__c = o.broker_firm_office__c;               
                 U.broker_name__c = o.primary_contact_role__c;
                 }
}
 

What i am trying to acehive here are 2 things.
1. When an Opportunity is updated this trigger should look for a custom object. If there is a custom object is available than fire other wise not.
2. Once this trigger is fired certain fields on the opportunity should be updated. 
trigger Oppupdate on Opportunity (After update)
{
Opportunity Opp = [Select ID broker_firm__c, broker_firm_office__c, primary_contact_role__c from Opportunity WHERE ID In:Trigger.newMap.keySet()];
Underwriting__c U=[Select ID Opportunity__c from Underwriting__c where Opportunity_Id__c =:Opp.Id];

For (Opportunity O:Trigger.new){        
                 U.broker_firm__c = o.broker_firm__c;
                 U.broker_firm_office__c = o.broker_firm_office__c;               
                 U.broker_name__c = o.primary_contact_role__c;
                 }
}

I have this apex trigger for Task and lead.
trigger UpdateCallCenterLead on Task (after insert, after update) {
List<Task> TId = New List<Task>();
Set<Id> LeadId = New Set<Id>();

List<Lead> UpdatedLead = New List<Lead>();

integer i = 0;    
    for(task t:Trigger.New){   
        if(t.call_disposition__c != null && t.WhoId != null){
            tId.add(t);
            LeadId.add(t.WhoId);}
    }
    Map<ID, Lead> LeadMap = new Map<Id, Lead>([SELECT Id, email, HasOptedOutOfEmail, DoNotCall, Status, Name, Company FROM Lead WHERE Id IN:LeadId]);   
    Lead l;  
    
    for (Task tas:tId){ 
    l = LeadMap.get(tas.WhoId);
        
        if( tas.action_reasons__c == 'Future Need (Potential)'){ 
            l.status = 'Contacted - Future Potential';
            UpdatedLead.add(l);}
            
        if( tas.action_reasons__c == 'Interested – Transferred to BBC'){ 
            l.status = 'Qualified';
            UpdatedLead.add(l);}
            
        if( tas.non_action_reason__c == 'Doing business with existing bank – no need to switch'){ 
            l.status = 'Contacted - No Interest';
            UpdatedLead.add(l);}  
            
        if( tas.non_action_reason__c == 'Other'){ 
            l.status = 'Unqualified';
            UpdatedLead.add(l);}
            
        if( tas.call_disposition__c == 'DO NOT contact again'){ 
            l.status = 'Unqualified';
            l.HasOptedOutOfEmail = TRUE;
            l.DoNotCall = TRUE;
            UpdatedLead.add(l);}
            
        if( tas.call_disposition__c == 'Wrong Contact Info'){ 
            l.status = 'Unqualified';
            UpdatedLead.add(l);}
                    
        if( tas.call_disposition__c == 'Second Attempt- Exhausted'){ 
            l.status = 'Exhausted';
            UpdatedLead.add(l);}

        if( l.status == 'Contacted - Future Potential' && (tas.call_disposition__c == 'Left Message'
        ||tas.call_disposition__c == 'No Answer')){
            l.status = 'Contacted - Future Potential';
            UpdatedLead.add(l);}

       if( l.status != 'Contacted - Future Potential' && (tas.call_disposition__c == 'Left Message'
       ||tas.call_disposition__c == 'No Answer')){
            l.status = 'Contact Attempted';
            UpdatedLead.add(l);}        
            
        If(UpdatedLead.size()>0){
            update UpdatedLead;}                                                 
}
}
if i use ti with jut "after Insert" it works fine but lead status i not update when task is edit.Issue is when i click on lead convert button it generates an error 
System.DmlException: Update failed. First exception on row 0 with id 00TL000000C6BChMAN; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, UpdateCallCenterLead: execution of AfterUpdate caused by: System.NullPointerException: Attempt to de-reference a null object Trigger.UpdateCallCenterLead: line 36, column 1: [] (System Code)
any suggestions what am i doing wrong.

here is the code for lead activity counter
trigger UpdateLeadCounts on Task (after delete, after insert) {

set<ID> LeadIds= new Set<ID>();
for(Task tt:trigger.new)
{
if(tt.whoId!=null && string.valueof(tt.WhoId).startsWith('00Q'))
{

LeadIDs.add(tt.whoID);
}
}

if(LeadIds.isEmpty())
return;
List<Lead> cnts= new List<Lead>();

Integer number1=1;
for(Lead ct:[select id, name, count1__c from Lead where id in:Leadids])
{

if(ct.count1__c ==null)
ct.count1__c=0;

ct.count1__c=ct.count1__c+number1;


cnts.add(ct);
}

if(cnts.size()>0)
{
update cnts;
}
}
My issue is when i am trying to del a task on lead page it generates this error.
Validation Errors While Saving Record(s)
There were custom validation error(s) encountered while saving the affected record(s). The first validation error encountered was "Apex trigger UpdateLeadCounts caused an unexpected exception, contact your administrator: UpdateLeadCounts: execution of AfterDelete caused by: System.NullPointerException: Attempt to de-reference a null object: Trigger.UpdateLeadCounts: line 4, column 1". 
 

i am trying to update a field on Lead object based on activity. Here is the code. When i create an acitvity on leads this field remain blank. Am i missing something. 
trigger UpdateLeadCounts on Task (after delete, after insert, after undelete, after update) {

set<ID> LeadIds= new Set<ID>();
for(Task tt:trigger.new)
{
if(tt.whoId!=null && string.valueof(tt.WhoId).startsWith('003'))
{

LeadIDs.add(tt.whoID);
}
}

if(LeadIds.isEmpty())
return;
List<Lead> cnts= new List<Lead>();

Integer number1=1;
for(Lead ct:[select id, name, count1__c from Lead where id in:Leadids])
{

if(ct.count1__c ==null)
ct.count1__c=0;

ct.count1__c=ct.count1__c+number1;


cnts.add(ct);
}

if(cnts.size()>0)
{
update cnts;
}
}
 

I need to create a field on contact. It should be recording how many time this contact has been contacted. Based on the activity history and put it as number on contact counter how many time the contact has been contacted.

I need to create a custom buttonon on opportunity object. When a user clicks this buttton it should gemerate an email to SFDC Que. How can do aachieve this.

What is the difference between a lead and an opportunity in SalesForce and how do leads and opps interact in SalesForce world?

Just started using SalesForce Pro for my start-up and would like some definitions so I can label leads appropriately and educate my team as well.

The error I keep recieving is this:
Challenge not yet complete... here's what's wrong: 
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.:

My screen shot is below along with a diagram:

Does anyone know why I am getting this error, when the process clearly exists and is active?

Challenge not yet complete... here's what's wrong: 
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.

I downloaded the Data Loader and when I try to login using the Data Loader app, it says my password or account is invalid, but I just used the same account on the same machine to log into Salesforce. I am a sys admin on my account, do I need to grant myself access to the Data Loader features somewhere? if not, why does the Data Loader not use my working login and account since I'm an admin?

Thanks

Salesforce Integration Data warehouseWe are trying to build a solution based on thee creteria
1. User will log into Salesfoce.com instance.
2. Go to Account. 
3. click on button or link whichexcuetes a query and retrive data from data warehouse.
4 display this data out side of Salesforce. User can do a comparitative analysis in this temperory layout. 
5. Once done close the temp window and back in salesforce.
Is there any solution out of the box with little bit tweaking can do that.

any ssuggestions.

Hi there,
i am new to Apex triggers. I need to write a trigger for Opportunity object. The logic is when any update is made on opportuntiy object. means if a user make change to an opportuntiy object certain fields should be get update based on the value of other object Credit App.
Opportunity Fields to be updated:
1. Broker_Firm__c
2. Broker_Firm_Office__c
3. Primary_Contact_Role__c
I am trying to it thru this Apex trigger please let me know if i am doing soemthing because it is no compiling
trigger UpdateOpportunity on Opportunity (After update)
//Map broker related opportunity fields to keep credit App up to date.
{
Opportunity Opp = [Select broker_firm__c, broker_firm_office__c, primary_contact_role__c from Opportunity WHERE ID In:Trigger.newMap.keySet()];
Underwriting__c U=[Select Opportunity__c from Underwriting__c where Opportunity_Id__c =:Opp.Id];

For (Opportunity O:Trigger.new){        
                 U.broker_firm__c = o.broker_firm__c;
                 U.broker_firm_office__c = o.broker_firm_office__c;               
                 U.broker_name__c = o.primary_contact_role__c;
                 }
}
 

What i am trying to acehive here are 2 things.
1. When an Opportunity is updated this trigger should look for a custom object. If there is a custom object is available than fire other wise not.
2. Once this trigger is fired certain fields on the opportunity should be updated. 
trigger Oppupdate on Opportunity (After update)
{
Opportunity Opp = [Select ID broker_firm__c, broker_firm_office__c, primary_contact_role__c from Opportunity WHERE ID In:Trigger.newMap.keySet()];
Underwriting__c U=[Select ID Opportunity__c from Underwriting__c where Opportunity_Id__c =:Opp.Id];

For (Opportunity O:Trigger.new){        
                 U.broker_firm__c = o.broker_firm__c;
                 U.broker_firm_office__c = o.broker_firm_office__c;               
                 U.broker_name__c = o.primary_contact_role__c;
                 }
}

I have this apex trigger for Task and lead.
trigger UpdateCallCenterLead on Task (after insert, after update) {
List<Task> TId = New List<Task>();
Set<Id> LeadId = New Set<Id>();

List<Lead> UpdatedLead = New List<Lead>();

integer i = 0;    
    for(task t:Trigger.New){   
        if(t.call_disposition__c != null && t.WhoId != null){
            tId.add(t);
            LeadId.add(t.WhoId);}
    }
    Map<ID, Lead> LeadMap = new Map<Id, Lead>([SELECT Id, email, HasOptedOutOfEmail, DoNotCall, Status, Name, Company FROM Lead WHERE Id IN:LeadId]);   
    Lead l;  
    
    for (Task tas:tId){ 
    l = LeadMap.get(tas.WhoId);
        
        if( tas.action_reasons__c == 'Future Need (Potential)'){ 
            l.status = 'Contacted - Future Potential';
            UpdatedLead.add(l);}
            
        if( tas.action_reasons__c == 'Interested – Transferred to BBC'){ 
            l.status = 'Qualified';
            UpdatedLead.add(l);}
            
        if( tas.non_action_reason__c == 'Doing business with existing bank – no need to switch'){ 
            l.status = 'Contacted - No Interest';
            UpdatedLead.add(l);}  
            
        if( tas.non_action_reason__c == 'Other'){ 
            l.status = 'Unqualified';
            UpdatedLead.add(l);}
            
        if( tas.call_disposition__c == 'DO NOT contact again'){ 
            l.status = 'Unqualified';
            l.HasOptedOutOfEmail = TRUE;
            l.DoNotCall = TRUE;
            UpdatedLead.add(l);}
            
        if( tas.call_disposition__c == 'Wrong Contact Info'){ 
            l.status = 'Unqualified';
            UpdatedLead.add(l);}
                    
        if( tas.call_disposition__c == 'Second Attempt- Exhausted'){ 
            l.status = 'Exhausted';
            UpdatedLead.add(l);}

        if( l.status == 'Contacted - Future Potential' && (tas.call_disposition__c == 'Left Message'
        ||tas.call_disposition__c == 'No Answer')){
            l.status = 'Contacted - Future Potential';
            UpdatedLead.add(l);}

       if( l.status != 'Contacted - Future Potential' && (tas.call_disposition__c == 'Left Message'
       ||tas.call_disposition__c == 'No Answer')){
            l.status = 'Contact Attempted';
            UpdatedLead.add(l);}        
            
        If(UpdatedLead.size()>0){
            update UpdatedLead;}                                                 
}
}
if i use ti with jut "after Insert" it works fine but lead status i not update when task is edit.Issue is when i click on lead convert button it generates an error 
System.DmlException: Update failed. First exception on row 0 with id 00TL000000C6BChMAN; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, UpdateCallCenterLead: execution of AfterUpdate caused by: System.NullPointerException: Attempt to de-reference a null object Trigger.UpdateCallCenterLead: line 36, column 1: [] (System Code)
any suggestions what am i doing wrong.

I need to create a field on contact. It should be recording how many time this contact has been contacted. Based on the activity history and put it as number on contact counter how many time the contact has been contacted.

I am trying to create a trigger that will count activities (tasks) on leads.
My code is below....

When saving I am getting the following error....

Error: Compile Error: unexpected token: '}' at line 30 column 1

But if I remove the curly bracket I get a different error

Error: Compile Error: unexpected token: '<EOF>' at line 30 column 0


trigger TaskUpdateLead on Task (after delete, after insert, after undelete, after update)
{
Set<ID> LeadIds = new Set<ID>();

//We only care about tasks linked to Leads.

String leadPrefix = Lead.SObjectType.getDescribe().getKeyPrefix();

//Add any Lead ids coming from the new data

if (Trigger.new != null) {
    for (Task t : Trigger.new) {
     if (t.WhatId != null && string.valueOf(t.whatId).startsWith(leadprefix) )
         {LeadIds.add(t.whatId);
      }
   }
}
//Also add any Lead ids coming from the old data (deletes, moving an activity from one Lead to another)

if (Trigger.old != null) {
    for (Task t : Trigger.old) {
     if (t.WhatId != null && String.valueOf(t.whatId).startsWith(leadprefix) )
         { LeadIds.add(t.whatId);
      }
   }
}
if (LeadIds.size() > 0)

Lead.Activity_Count__c.updateLeadCount<LeadIds>
}


Any guidance is very much appreciated.

I want to create a counter field at the lead level.  This field would count the total of all 'Outgoing' tasks for a lead prior to the lead reaching a 'Qualified' lead status.  Activities to be included are Call, Call: Attempted, Call: Reached, Appointment Kept, Appointment Scheduled, Voicemail left  AND Emails.  It appears that I would need to create a Trigger to do this BUT, I am not a coding man...  Any ideas?

Hi

 

    Can SSRS be integrated with Salesforce . Do Salesforce allow to develop reports in SSRS.

 

Thanks

 

Hi All,

 

I have a requirement where in no user  should be able to delete the tasks or events. Any ideas on how to achieve this?

 

Thanks

Srikanth