Looking for what others agree on is the best practice to connect external sites to Salesforce. Currently they are using a defined user to sync but a more robust method, api, token etc.. that would 1) remove the dependencies of a user login and 2) not require the use of a SFDC user license/profile etc.. 

Thanks for any feedback

I am building a screen flow and when I format my text temples they are showing in the format of

<p>**Last Call Notes**</p><p><br></p><p>Test of the screen flow</p><p><br></p><p><br></p>

The format in the flow set up as:

**Last Call Notes**

{!Review_Leadership_Sales_Challenges}

I've removed the extra rows, checked to that there were now random spaces and the only thing that changes is this section </p><p><br></p><p>

Any help would be great thanks

 

Trying to come up with a way to use the If And combination in a calculation. I have the following

IF( 
   And (Buyer_Present__c = false,
       ( CONTAINS(Commission__r.Name,"Ticket Commission")),
            (125 - Commission__r.Amount_to_Pay__c),
0)
)

All I am trying to get it to do is calculate the difference the dollor value of  (125 - Commission__r.Amount_to_Pay__c) when those conditions are true.

I am researching using screen pop flows as a way to check for record completion on the save or submit button. ex.. new case is created and on save a popup contains the values completed and highlights those that are needed.. from what I am finding it appears that this would need to be a apex trigger..

I am trying to see if it is possible to default a lookup field on the account object, Account Payable Control, with a value from the Financial Force custom object General Ledger "Trail Balance 4" field. Have been tryin conbinations of ispickval formuls without luck.  

In a flow that I am creating I need to be able to create a related record in a custom object based on either the user profile or role. I have a look up to the user that only has the following:


Is Active - true
UserProfile = varUserProfile
Id = varUserId

later in the process there is a decidion that should split the users up into 4 types based on the profile. Each of the 4 have varriables set with the profile id.




 everything else in the flow is working except for this one decision node.. any ideas?


 

I am researching how I can add a check box field to a current VF page and controller. This is just a simple "do you use...." yes/no box. Any ideas would be great.
Thanks for any ideas. 

Looking for anyone that may have implemented the Chronicall Recording Link API recording process.

Working on getting this up and running but I ran into an error with the VF page. I have checked for hidden characters and formatting but just can’t seem to find why I am getting the errors below:
 
VF Page to be created:
 
<apex:page controller="ChronicallRecordingAPI" action="{!init}" showHeader="false" standardStylesheets="false">
 
    <flow:interview name="Chronicall_Recording_Link_API">
         <apex:param name="externallistenlink" value="{!externallistenlink}"/>
         <apex:param name="callid" value="{!callid}"/>
         <apex:param name="agent" value="{!agent}"/>
         <apex:param name="callDirection" value="{!callDirection}"/>
         <apex:param name="externalNumber" value="{!externalNumber}"/>
         <apex:param name="callgroup" value="{!callgroup}"/>
         <apex:param name="calltime" value="{!calltime}"/>
         <apex:param name="calltag" value="{!calltag}"/>
     </flow:interview>
</apex:page>
 
 
public class ChronicallRecordingAPI {
 
    public string externallistenlink {get; set;}
    public string callid{get; set;}
    public string agent{get; set;}
    public string callDirection{get; set;}
    public string externalNumber{get; set;}
    public string callgroup{get; set;}
    public string calltime{get; set;}
    public string calltag{get; set;}
 
    public PageReference init() {
    if ( ApexPages.currentPage().getParameters().get('externallistenlink') != null )
         externallistenlink = ApexPages.currentPage().getParameters().get('externallistenlink');
         
    if ( ApexPages.currentPage().getParameters().get('callid') != null )
         callid = ApexPages.currentPage().getParameters().get('callid');
 
    if ( ApexPages.currentPage().getParameters().get('agent') != null )
         agent = ApexPages.currentPage().getParameters().get('agent');
    
    if ( ApexPages.currentPage().getParameters().get('callDirection') != null )
         callDirection = ApexPages.currentPage().getParameters().get('callDirection');
        
    if ( ApexPages.currentPage().getParameters().get('externalNumber') != null )
         externalNumber = ApexPages.currentPage().getParameters().get('externalNumber');        
 
    if ( ApexPages.currentPage().getParameters().get('group') != null )
         callgroup = ApexPages.currentPage().getParameters().get('group');                                    
 
    if ( ApexPages.currentPage().getParameters().get('time') != null )
         calltime = ApexPages.currentPage().getParameters().get('time');
 
    if ( ApexPages.currentPage().getParameters().get('tag') != null )
         calltag = ApexPages.currentPage().getParameters().get('tag');
        
        return null;
    }
}
 
 
Errors that I am getting:
 


 
I’ll be digging here as well but any help would be great.

Thanks
 

I am trying to set a picklist default in a flow screen input field. Im SFDC the field, actually 2, both have default values but in the flow the deafults are not there. I am trying to get them to preselct but cannot seem to find the correct setting. Any ideas? 

Need some ideas. I have 2 custom activity picklist fields being used as part of a flow. As only users who can access a specific function (Controlled via a button) within the activity need to complete these 2 fields I cannot make them required in the field security nor the page layouts. My question is, is that even with them both being set as required on the flow itself it is still allowing users to save the process without adding in a value. This results in a "-" in all manager reports.

Thanks for any ideas or suggests.
 

I have a custom object called ATI Innovation Ideas that I am trying to use a flow to assign to a queue once the submission has passed the aproval process. Everything up to the records being pulled into the flow words as it should be the flow is not pulling in the records after the status = approved. I have it set as:

Part 1)
Lookup: ATI Innovation IDeas
            Field Idea_Status = Approved

            I have the varID in there as the 1st ron without any changes. 
          There is a sovInnovation created that does pull in the needed fields
Part 2)
Desion:  Should devide the records based on department

Part 3)  
Bsed on #2 they would then be assigned to the related queues based on their department which then sends an email notification to the submitter..

Need some ideas as this just is not pulling for me.

Thanks
 

I crated a flow that pulles account field values into events. My issue is that it only works for the current event and will not update the series - which in most cases have been scheduled 2 years out. I was told that an trigger using the field "isRecurrence" is the way to do that but cannot find the field now how to create the trigger. Any help would be great. thanks

I need some direction.
I create a process builder flow that will update a custom account lookup fields and 4 related custom phone fields on an event. This issue that I am finding is that on older even series it will not run the update and it triggers flow errors when users do try to edit the series. I am not sure what I am missing here. Any suggestions? 

I am working on a flow that would create a new opportunity when the status and stage are set to specific values. It does run to completion on the test but will not create the actual record. I think that it might be with the lookup and assignment of the record type using the following variable:



What makes it more enjoyable is that I need to have a decision node in this that splits the record create on the value in a custom field and then the record create will assign the record type based on the value in the custom field.

The field "Channel" would be set to "A" or "B". 
If "A" then the opp would be created with record type "A" if not type "B" needs to be created

Ideas would be great,
Thanks

I am trying to create a button that will open a word doc from the local server. What I was told is that we would fist need it to open the browser and then to open the file... a bit lost on this or even if it is doable.  Thanks

I am working on trying to have a field be requiered on a VF page while not being so in Salesforce. There are flows and process buidler applications that are preventing this so here is what I have:

<td><apex:inputfield value="{!ClientProfile__c.Primary_Parts_Supplier__c}" required="true" id="PrimaryPartsSupplier" /></td>

It does show as requiered but still allow me to save the page w/o a value.

Once I can get this to work, is there a way to set it so that one of 3 fields need to be completed prirot be being saves?

Thanks

So far I have tried this as a workflow and a process builder without luck. I am trying to work out a lfow but this is what I am trying to do:

I have a recruitng app that I built contining 3 objects, applicant, candidiate and empoyee. I am trying to find a way where I can use a selected picklist value in each to change the record type and the object that the record is located in. For example: an applicants gets moved from the applicant object and record type when the picklist value "scheduled interview" is selected. It would be a similar setup to move from candidate to employee.

What is the process for resetting a password for trailhead when the email address that is there may be wrong and the reset link is not working?

I am working on deplying some changes in an apex code. I am not a coder and am learning this as I go but I am running into 1 failed issue which I cannot find out why this "is an issue". I am not sure if there is a way of turning this off, run the deployment, and then turn it back on? Any direction would be great.. thanks.

I am trying to set a picklist default in a flow screen input field. Im SFDC the field, actually 2, both have default values but in the flow the deafults are not there. I am trying to get them to preselct but cannot seem to find the correct setting. Any ideas? 

I am building a screen flow and when I format my text temples they are showing in the format of

<p>**Last Call Notes**</p><p><br></p><p>Test of the screen flow</p><p><br></p><p><br></p>

The format in the flow set up as:

**Last Call Notes**

{!Review_Leadership_Sales_Challenges}

I've removed the extra rows, checked to that there were now random spaces and the only thing that changes is this section </p><p><br></p><p>

Any help would be great thanks

 

Trying to come up with a way to use the If And combination in a calculation. I have the following

IF( 
   And (Buyer_Present__c = false,
       ( CONTAINS(Commission__r.Name,"Ticket Commission")),
            (125 - Commission__r.Amount_to_Pay__c),
0)
)

All I am trying to get it to do is calculate the difference the dollor value of  (125 - Commission__r.Amount_to_Pay__c) when those conditions are true.

I am trying to see if it is possible to default a lookup field on the account object, Account Payable Control, with a value from the Financial Force custom object General Ledger "Trail Balance 4" field. Have been tryin conbinations of ispickval formuls without luck.  

I am researching how I can add a check box field to a current VF page and controller. This is just a simple "do you use...." yes/no box. Any ideas would be great.
Thanks for any ideas. 

Working on getting this up and running but I ran into an error with the VF page. I have checked for hidden characters and formatting but just can’t seem to find why I am getting the errors below:
 
VF Page to be created:
 
<apex:page controller="ChronicallRecordingAPI" action="{!init}" showHeader="false" standardStylesheets="false">
 
    <flow:interview name="Chronicall_Recording_Link_API">
         <apex:param name="externallistenlink" value="{!externallistenlink}"/>
         <apex:param name="callid" value="{!callid}"/>
         <apex:param name="agent" value="{!agent}"/>
         <apex:param name="callDirection" value="{!callDirection}"/>
         <apex:param name="externalNumber" value="{!externalNumber}"/>
         <apex:param name="callgroup" value="{!callgroup}"/>
         <apex:param name="calltime" value="{!calltime}"/>
         <apex:param name="calltag" value="{!calltag}"/>
     </flow:interview>
</apex:page>
 
 
public class ChronicallRecordingAPI {
 
    public string externallistenlink {get; set;}
    public string callid{get; set;}
    public string agent{get; set;}
    public string callDirection{get; set;}
    public string externalNumber{get; set;}
    public string callgroup{get; set;}
    public string calltime{get; set;}
    public string calltag{get; set;}
 
    public PageReference init() {
    if ( ApexPages.currentPage().getParameters().get('externallistenlink') != null )
         externallistenlink = ApexPages.currentPage().getParameters().get('externallistenlink');
         
    if ( ApexPages.currentPage().getParameters().get('callid') != null )
         callid = ApexPages.currentPage().getParameters().get('callid');
 
    if ( ApexPages.currentPage().getParameters().get('agent') != null )
         agent = ApexPages.currentPage().getParameters().get('agent');
    
    if ( ApexPages.currentPage().getParameters().get('callDirection') != null )
         callDirection = ApexPages.currentPage().getParameters().get('callDirection');
        
    if ( ApexPages.currentPage().getParameters().get('externalNumber') != null )
         externalNumber = ApexPages.currentPage().getParameters().get('externalNumber');        
 
    if ( ApexPages.currentPage().getParameters().get('group') != null )
         callgroup = ApexPages.currentPage().getParameters().get('group');                                    
 
    if ( ApexPages.currentPage().getParameters().get('time') != null )
         calltime = ApexPages.currentPage().getParameters().get('time');
 
    if ( ApexPages.currentPage().getParameters().get('tag') != null )
         calltag = ApexPages.currentPage().getParameters().get('tag');
        
        return null;
    }
}
 
 
Errors that I am getting:
 


 
I’ll be digging here as well but any help would be great.

Thanks