Hi,

We enabled Lightning Experience for a few pilot users, but now all Salesforce Classic users get below message: 'You can't access Lightning Experience'. We don't want to enable Lightning yet for all users. Can we stop displaying this message for Salesforce Classic Users?



Thanks!
Veerle

In case you select an email in Outlook, the side panel shows you already the correct contact and account in the side bar.
When create a new case in the panel, you need to find and fill the account and contact person again. Is it possible that this can be defaulted automatically as the system knows the contact person already?

How can we add custom fields to the create contact page in lightning for outlook? Is it possible to cusomize this page?

Hi, Does anyone have experience linking surveyforce surveys to an opportunity instead of case?

Hi,

I have set-up surveyforce to use surveys related on case and contacts.
Sharing settings and apex access has been configured correctly  for my Gues Site user.

When using below url in a text email template, it is getting merged correctedly and works fine:
http://config-config.cs3.force.com/surveyforce/TakeSurvey?id=a1vQ0000000kVMgIAM&cId={!Contact.Id}&caId={!Case.Id} 
In the sent email this displays as:
http://config-config.cs3.force.com/surveyforce/TakeSurvey?id=a1vQ0000000kVMgIAM&cId=003Q000000XOqLE&caId=500Q00000066Kma
and when clicking the link it opens in browser as:
https://config-config.cs3.force.com/surveyforce/TakeSurvey?id=a1vQ0000000kVMgIAM&cId=003Q000000XOqLE&caId=500Q00000066Kma
It works fine and when an external user complets the survey, the thank you page appears and the answers are registered in Salesforce.

When we try to achieve the same using an html-template however, the external user gets an 'authorization required' error message when trying to submit.
Link in the template:
http://config-config.cs3.force.com/surveyforce/TakeSurvey?id=a1vQ0000000kVMgIAM&cId={!Contact.Id}&caId={!Case.Id}
Displayed in the email:
http://config-config.cs3.force.com/surveyforce/TakeSurvey?id=a1vQ0000000kVMgIAM&cId=003Q000000XOqLE&caId=500Q00000066Kma
But when clicking this link from the email, the ID's are not merged:
https://config-config.cs3.force.com/surveyforce/TakeSurvey?id=a1vQ0000000kVMgIAM&cId=%7b!Contact.Id%7d&caId=%7b!Case.id%7d

=> when submitting answers on this link, the user gets an authorization required message.
In the user log debug for Guest Site user I can see an error:
2:31:37.0 (31994164)|METHOD_EXIT|[503]|01pQ00000003Jev|ViewSurveyController.AddSurveyTaker() 12:31:37.0 (31999450)|SYSTEM_MODE_EXIT|false 12:31:37.0 (32076237)|FATAL_ERROR|System.StringException: Invalid id: {!Contact.Id}

Hoow can we make sure the ID's are merged correctly using html templates?

​


 

Hi,
I added below url in an html email template. The intention is to merge the contact ID and case iD into the url.
http://config-config.cs3.force.com/surveyforce/TakeSurvey?id=a1vQ0000000kVMgIAM&cId={!Contact.Id}&caId={!Case.Id}

The merging correctly displays the merged ID's in the link in the email as below:
http://config-config.cs3.force.com/surveyforce/TakeSurvey?id=a1vQ0000000kVMgIAM&cId=003Q000000XOqLE&caId=500Q0000007DwwM

But when I click this url it opens in the browser without the Id's of the merged fields:
https://config-config.cs3.force.com/surveyforce/TakeSurvey?id=a1vQ0000000kVMgIAM&cId=%7b!Contact.Id%7d&caId=%7b!Case.id%7d

When I use a text email template instead of an html template it works fine.

Any idea why this happens?

Thanks,
Veerle
 

Hi, we have successfully used Surveyforce to send out surveys lionked to case and contact record. Is it also possible to link surveys to a custom record + what are the steps needed to achieve this?

 

We have a custom button on event which triggers a visualforcePage. The custom button is also displayed in Salesforce1, but we need to update the icon linked to the button to make it clear to the users what the icon does.
event is not supporting actions, so I cannot create an action for this. How can we give our custom button an own icon in Salesforce 1?

Hi,

We enabled Lightning Experience for a few pilot users, but now all Salesforce Classic users get below message: 'You can't access Lightning Experience'. We don't want to enable Lightning yet for all users. Can we stop displaying this message for Salesforce Classic Users?



Thanks!
Veerle

How can we add custom fields to the create contact page in lightning for outlook? Is it possible to cusomize this page?

Hi,
I added below url in an html email template. The intention is to merge the contact ID and case iD into the url.
http://config-config.cs3.force.com/surveyforce/TakeSurvey?id=a1vQ0000000kVMgIAM&cId={!Contact.Id}&caId={!Case.Id}

The merging correctly displays the merged ID's in the link in the email as below:
http://config-config.cs3.force.com/surveyforce/TakeSurvey?id=a1vQ0000000kVMgIAM&cId=003Q000000XOqLE&caId=500Q0000007DwwM

But when I click this url it opens in the browser without the Id's of the merged fields:
https://config-config.cs3.force.com/surveyforce/TakeSurvey?id=a1vQ0000000kVMgIAM&cId=%7b!Contact.Id%7d&caId=%7b!Case.id%7d

When I use a text email template instead of an html template it works fine.

Any idea why this happens?

Thanks,
Veerle