Hello.


Scenario 1

One Account has made 5 orders. Each Order has it's Order Amount. Would it be possible to create a custom field to sum up all those Order Amounts?

Hello,


I am looking to create a custom formula field in Accounts to read the custom field I have created in Opportunities. While trying to insert the field in advanced formula creator, it seems that I am not able to find Opportunities and link the appropriate field. Any suggestions?

Hello,

This is a tricky one. So my problem is (All of this due to my poor knowledge of SF as a newbie). We do not have an accounting function on SF but I manipulated Quotes in a way that when I create the template to be used as a Payment Receipt as well. So I created a section with payments so everytime a payment is made I input the amount and the date of the payment received :


The month and the year are produced automatically through formulas.
My problem is that when I want a report for the payments made for each account, I would like to get something like


So the year of wedding comes out of the account of each client automatically by formula. The money taken in year is from the first picture the year received field. The booking ref, the hotel, the wedding date, the brand and the names are taken from the account details so no problem implementing them. The amount paid comes from the payments of the first picture. Also balance due comes from the totals of the Quote as a formula.

My problem is when I try to create the report through SF the result is :


As you can see for each account it has only a line with all the payments. So an account has 30 payments that will create a really huge line. 
Is there a way to get a result like the 2nd picture of excel look alike?
It might be the whole set up as well that is wrong so any suggestions will be helpfull.

( A suggestion from another SF developer was: 
1. Create a Custom Object called Quote Payment (Name - Autonumber)
2. Create an MD relationship field on Quote Payment with Quote
3. Create Payment Date field on Quote Payment as Mandatory.
4. Month and Year again formulae
5. Additionally you can also have a "Payment Made" field that called be summed up at Quote level as roll up summary.)

If I use this suggestion how do I get the report where the payments will linked with the accounts as it shows on the 2nd picture. And should I create all the payment fields that I created in the 1st picture?

Hello I have created a custom field for Quantity(under Order Product object) to get the number as integer. Through the formula-->number-->decimal=0 and had the Standard field Quantity. The result worked fine, instead of 3.0 I do get 3.

My problem is that I have tried to get the custom field into the template and when i use quantity__c , i still get 3.0 and not 3 as i get on the order product.


And a snippet of the code 

<td style="background-color: #BA4697; color: #FFFFFF">
                        <b>Description-Type of Flower</b>
                    </td>
                    <td style="background-color: #BA4697; color: #FFFFFF">
                        <b>Details</b>
                    </td>
                    <td style="background-color: #BA4697; color: #FFFFFF">
                        <b>Quantity</b>
                    </td>
                    
                </tr>
                       <apex:repeat value="{!relatedTo.OrderItems}" var="lineItem">
                        <tr>
                            <td>
                                 {!lineItem.PricebookEntry.Product2.Name}
                             </td>
                             <td>
                                {!lineItem.Description}
                            </td>
                             <td>
                                 {!lineItem.Quant__c}
                            </td>

I have created an email to merge the order product fields into it. A snippet of my Code is :

<tr>
                    <td style="background-color: #BA4697; color: #FFFFFF">
                        <b>Item/Package</b>
                    </td>
                    <td style="background-color: #BA4697; color: #FFFFFF">
                        <b>Amount</b>
                    </td>
                    <td style="background-color: #BA4697; color: #FFFFFF">
                        <b>Quantity</b>
                    </td>
                    <td style="background-color: #BA4697; color: #FFFFFF">
                        <b>Total</b>
                    </td>
                    
                </tr>
                       <apex:repeat value="{!relatedTo.OrderItems}" var="lineItem">
                        <tr>
                            <td>
                                 {!lineItem.PricebookEntry.Product2.Name}
                             </td>
                             <td>
                                {!lineItem.UnitPrice}
                            </td>
                             <td>
                                 {!lineItem.Quantity__c}
                            </td>
                            <td>
                                 {!lineItem.TotalPrice}
                            </td>
                        </tr>
                </apex:repeat>

I do get all the fields in order but do get an error for the Total price.
Error: Invalid field TotalPrice for SObject OrderItem

Any ideas?? ( the thing is that unit price and total price are under the object order item as I can understand. So its not a sum field that needs to sum up inside the email but pre-exists when you add the product and select the quantity and goes on the order products related list in Order)

Hello there.

I have created a visualforce email template and would like to have my user credentials in the bottom like my name,address,phone,fax, email,website etc.
From what I can understand i will need to use the field where I have created my profile in Salesforce. I have been trying to sort it out but sometimes I get errors and other just won't work. 

Any ideas please!!

Dear all,

I have a problem regarding the images. I followed the steps using the answers that provided in another post : https://developer.salesforce.com/forums/ForumsMain?id=906F000000096DdIAI

The thing is on the test verify I do see the image but when I email the template it shows as broken.
My steps were :
1) Created a folder named image and added the jpg.
2) Zipped the file and uploaded it into Static Resources.
3) The code used to have the jpg into the email is : 
<img src="{!URLFOR($Resource.WeddingLogo, 'image/WeddingLogoNew.jpg')}" height="75" width="350" alt="WeddingLogoNew.jpg"></img>

I do get it on the preview but not on the emails that I send. Any idea what is causing this??
 

Dear all,

I am a newbie in SFC.
I am trying to create a vf page that will get me the orders with their products. I am trying to include the account name and account number since our customers do get a different account number. 
<messaging:emailTemplate subject="Orders with Products" recipientType="Contact" relatedToType="Order">
<messaging:htmlEmailBody >
                <body style="font-family: 'Sans Serif'">
                    <h2>
                        Order with Products</h2>
                    <hr style="border: solid thin #C017BE"/>
                    <br/>
                    <table sellpadding="5" style="border-collapse: collapse" width="100%">
                        <tr>
                            <td align="right"
                                style="border-right-style: solid; border-reight-width: thin; border-right-color:#C017BE;"
                                width="20%">
                                <i>Name</i>
                            </td>
                            <td width="80%">
                                <b>{!relatedTo.Name}</b>
                            </td>    
                        </tr>
                        <tr>
                            <td align="right"
                                style="border-right-style: solid; border-reight-width: thin; border-right-color:#C017BE;" 
                                width="20%">
                                <i>Account Number</i>
                            </td>
                            <td width="80%">
                                <b>{!relatedTo.AccountNumber}</b>
                            </td>        
                        </tr>
                        <tr>
                            <td align="right"
                                style="border-right-style: solid; border-reight-width: thin; border-right-color:#C017BE;" 
                                width="20%">
                                <i>Wedding Date</i>
                            </td>
                            <td width="80%">
                                <b>{!relatedTo.Wedding_Date__c}</b>
                            </td>        
                        </tr>
                        <tr>
                            <td align="right"
                                style="border-right-style: solid; border-reight-width: thin; border-right-color:#C017BE;" 
                                width="20%">
                                <i>Wedding Time</i>
                            </td>
                            <td width="80%">
                                <b>{!relatedTo.Wedding_Time__c}</b>
                            </td>        
                        </tr>
                        <tr>
                            <td align="right"
                                style="border-right-style: solid; border-reight-width: thin; border-right-color:#C017BE;" 
                                width="20%">
                                <i>Venue</i>
                            </td>
                            <td width="80%">
                                <b>{!relatedTo.Venue__c}</b>

The error that I get is the headline of this post.
I am guessing that I will get the same error for the custom fields that I have created because wedding date/time and venue have been created in the account fields area.
Any idea how to connect these all??
Please help me!!!

Dear all,

I am trying to access the developer console but it keeps stucking on the Loading Workspace. It wont open and it is very frustrating. 
Any help will be appreciated

Hello.


Scenario 1

One Account has made 5 orders. Each Order has it's Order Amount. Would it be possible to create a custom field to sum up all those Order Amounts?

Hello,


I am looking to create a custom formula field in Accounts to read the custom field I have created in Opportunities. While trying to insert the field in advanced formula creator, it seems that I am not able to find Opportunities and link the appropriate field. Any suggestions?

Hello I have created a custom field for Quantity(under Order Product object) to get the number as integer. Through the formula-->number-->decimal=0 and had the Standard field Quantity. The result worked fine, instead of 3.0 I do get 3.

My problem is that I have tried to get the custom field into the template and when i use quantity__c , i still get 3.0 and not 3 as i get on the order product.


And a snippet of the code 

<td style="background-color: #BA4697; color: #FFFFFF">
                        <b>Description-Type of Flower</b>
                    </td>
                    <td style="background-color: #BA4697; color: #FFFFFF">
                        <b>Details</b>
                    </td>
                    <td style="background-color: #BA4697; color: #FFFFFF">
                        <b>Quantity</b>
                    </td>
                    
                </tr>
                       <apex:repeat value="{!relatedTo.OrderItems}" var="lineItem">
                        <tr>
                            <td>
                                 {!lineItem.PricebookEntry.Product2.Name}
                             </td>
                             <td>
                                {!lineItem.Description}
                            </td>
                             <td>
                                 {!lineItem.Quant__c}
                            </td>

I have created an email to merge the order product fields into it. A snippet of my Code is :

<tr>
                    <td style="background-color: #BA4697; color: #FFFFFF">
                        <b>Item/Package</b>
                    </td>
                    <td style="background-color: #BA4697; color: #FFFFFF">
                        <b>Amount</b>
                    </td>
                    <td style="background-color: #BA4697; color: #FFFFFF">
                        <b>Quantity</b>
                    </td>
                    <td style="background-color: #BA4697; color: #FFFFFF">
                        <b>Total</b>
                    </td>
                    
                </tr>
                       <apex:repeat value="{!relatedTo.OrderItems}" var="lineItem">
                        <tr>
                            <td>
                                 {!lineItem.PricebookEntry.Product2.Name}
                             </td>
                             <td>
                                {!lineItem.UnitPrice}
                            </td>
                             <td>
                                 {!lineItem.Quantity__c}
                            </td>
                            <td>
                                 {!lineItem.TotalPrice}
                            </td>
                        </tr>
                </apex:repeat>

I do get all the fields in order but do get an error for the Total price.
Error: Invalid field TotalPrice for SObject OrderItem

Any ideas?? ( the thing is that unit price and total price are under the object order item as I can understand. So its not a sum field that needs to sum up inside the email but pre-exists when you add the product and select the quantity and goes on the order products related list in Order)

Hello there.

I have created a visualforce email template and would like to have my user credentials in the bottom like my name,address,phone,fax, email,website etc.
From what I can understand i will need to use the field where I have created my profile in Salesforce. I have been trying to sort it out but sometimes I get errors and other just won't work. 

Any ideas please!!

Dear all,

I have a problem regarding the images. I followed the steps using the answers that provided in another post : https://developer.salesforce.com/forums/ForumsMain?id=906F000000096DdIAI

The thing is on the test verify I do see the image but when I email the template it shows as broken.
My steps were :
1) Created a folder named image and added the jpg.
2) Zipped the file and uploaded it into Static Resources.
3) The code used to have the jpg into the email is : 
<img src="{!URLFOR($Resource.WeddingLogo, 'image/WeddingLogoNew.jpg')}" height="75" width="350" alt="WeddingLogoNew.jpg"></img>

I do get it on the preview but not on the emails that I send. Any idea what is causing this??