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  • LeslieS
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  • Member since 2007
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0 replies

Customising email templates on cloud scheduler

Hi All,
We would like to use the cloud scheduler for our environment. It's easy to get the standard templates up and running, but how do I change the emails and the website page ?

Appreciate any information you can provide.

Leslie
0 replies

Transferring multiple tasks from inactive user to active user view

Hi All,

 

We have multiple tasks created for individual users on SFDC, where the user is not the account owner (they are the Credit controller). 

 

For Holiday cover and leavers, we need to re-assign all the open tasks to another user.

 

What's the best / good approach to achieving this?

I would like a Mass transfer style function or a select all check box list if either of these would work.

 

Appreciate all comments.

 

Kind regards,

 

Leslie

 

 

3 replies

Price Books and Custom Objects

Hi All,
 
Are price books available only to the opportunity object or any custom object.
 
I have different prices for the same product across Europe and have price books set up.
I can't populate my custom object with the price book value although  I have the Product as a look up.
 
Any help would be grately appreciated.
 
Leslie
 
2 replies

ActivityDate > Created Date Formula

Hi,
 
I have a simple issue that I need to ensure that my sales reps are planning their activities in advance.
 
I thought that by checking the ActivityDate > Created date of the event record would be ideal, but I can't seem to access the ActivityDate in the formula section?
 
Any ideas for a solution?
 
Kind regards,
 
Leslie
 
0 replies

Class update of Event Record

Hi,
 
I have a simple beginners issue that I hope someone can repsond to.
I want to update the event field "Location" with the customers name & BillingPostalCode when a new event record is created.
 
As you'll see, apex coding is not my strong point yet, but we all need to start somewhere.
 
It bombs with Variable does not exist:  a.Name
 
Code:
public class EventHandler {
// This method updates the Location field on a list
// of Events
public static void addEventHandler(Event[] evnt){
for(Event e: [select Name from Account a where Id IN: e.WhatId]) {
e.Location = a.Name;
}
}
}

 
 
All help gratefully recieved.
 
Leslie
 
2 replies

Creating a recurring event from a trigger

Hi,
 
I am trying to create an event record from a custom object that hold our class registrations.
 
2 problems at present. 1st is how do I link this to a public calendar, I can so far only get it to go to my calendar (user creating the class record).
 
2nd when trying to create an event which spans more than 1 day, I hit a problem with the the recurrencedayofweekmask value, an ideas what this should be?
 
Here's my code
 
Code:
trigger ClassTrigger on Class__c (after insert) {
Map<String, Class__c> clasMap = new Map<String, Class__c>();
// after Classes are inserted
   List<Event> followupEvents = new List<Event>();// build list in memory
   for (Class__c clas : System.Trigger.new) {
    date t = clas.Start_Date__c;
          datetime xStartDate = DateTime.newInstance(t.year(),t.month(),t.day());
   Event event = new Event(
    ActivityDate = clas.Start_Date__c ,
    RecurrenceEndDateOnly = clas.End_Date__c ,
    RecurrenceStartDateTime = xStartDate,
    RecurrenceType = 'RecursEveryWeekday',
    RecurrenceDayofWeekMask = 1,
    IsRecurrence = TRUE,
    Description = 'Class Event.', 
    Event_Type__c = 'Customer Training',
    Call_Objective__c = 'training',
    Location = clas.Facility__c , 
    IsAllDayEvent = TRUE, 
    Event_Status__c = 'Not Started', 
    Subject = 'Class trigger Event');
  followupEvents.add(event);  // add to list
   }

Thanks in advance.

Leslie
 

0 replies

Offline & Vista

Has anyone started using the offline tool version 106/105 with Vista yet?
Our systems keep popping up with a scripting or ActiveX message that requires "Allow Blocked Content" to be activated.
 
Which settings do I need to change to allow this to run automatically?
What does this do to the security risk?
 
Kind regards,
 
Leslie
1 replies

workflow trigger for creating public calendar event from different object

Hi,
 
Starting to ask a few more questions of Salesforce now, and this had led us to deploy a training schedule / administration function for our customers.
We now want to give internal staff visibility of the class dates via a public calendar, but the class are already defined in a different custom object.
Is there a way of creating this event in the public calendar upon saving of the record in the custom object (Workflow?).
I have all the field information in the custom object and would need to map this to the public calendar?
 
Any pointers much appreciated.
 
Kind regards,
 
Leslie
5 replies

Custom field to create event from account view

Hi,
 
To speed up our call planning, we want to add a button to the account view the provide the user with a single click to get to the New Event page (associated with the account) in the Calendar.
 
I think that by having a custom fomula field on the Account record I am partly their.
 
I have tried adding a HYPERLINK script (as below) but this doesn't seem to work correctly.
 
 
Any Ideas. 
 
Leslie
  • September 25, 2007
  • Like
  • 0
0 replies

Offline Edition - Synchronising historic Events

Hi,
We are utlisating the Off-line edition signifcantly within our organisation and are facing the problem that not all the historic records are synchronised with copying down from the on-line version.
 
I have found the standard information that says only :
"Events dated this month, the past two months, or up to 24 months in the future " are synchronised, but we would like to have the past 6 months worth of records.
 
Is there a way of changing the period for past synchronisations?
 
FYI - Each User has around 300 active acounts that they are responsible, but these may only be visited once per quarter.
 
Kind regards,
 
Leslie
4 replies

Offline Synchronisation for non account owners

Hi,
 
In our Sales org we have account reps with around 250 accounts each which are being synchronised ok.
 
We want to expand the synchronisation to 1 level higher in the territiory hierarchy i.e. Area Sales Managers.
 
As each area sales manager can have up to 9 Reps, this gives around 1750 accounts to synchronise (well within the 5,000 limit), but here's the problem:
 
How do I populate the Area Sales Managers synchronisation list automatically to reflect the customer accounts owned by the account reps?
 
It's not feasible to manually click "include offline" on every account, can I write a task to update the list every evening?
 
 
Many thanks
Leslie
3 replies

Roll-up summaries through multiple levels?

Hey all,
The part of the project that I am working on has basically three levels of custom objects. The design looks something like this:
 
Top Level object
   |
 / | \
Middle Level Object
    |
  / | \
Lower Level Object
 
the lowest level has a number field (hours) that will be input from user. The field in middle level needs to be a sum of all hours in the lower level. Likewise, the Top level will need a sum of all the middle level hours.
 
I am looking at roll up summariesas a way to acomplish this, but i can not have the top level be the master detail for the middle and also have the middle be a master detail of lower level.
 
Is there some way to accomplish this?
Thanks in advance
2 replies

ActivityDate > Created Date Formula

Hi,
 
I have a simple issue that I need to ensure that my sales reps are planning their activities in advance.
 
I thought that by checking the ActivityDate > Created date of the event record would be ideal, but I can't seem to access the ActivityDate in the formula section?
 
Any ideas for a solution?
 
Kind regards,
 
Leslie
 
2 replies

Creating a recurring event from a trigger

Hi,
 
I am trying to create an event record from a custom object that hold our class registrations.
 
2 problems at present. 1st is how do I link this to a public calendar, I can so far only get it to go to my calendar (user creating the class record).
 
2nd when trying to create an event which spans more than 1 day, I hit a problem with the the recurrencedayofweekmask value, an ideas what this should be?
 
Here's my code
 
Code:
trigger ClassTrigger on Class__c (after insert) {
Map<String, Class__c> clasMap = new Map<String, Class__c>();
// after Classes are inserted
   List<Event> followupEvents = new List<Event>();// build list in memory
   for (Class__c clas : System.Trigger.new) {
    date t = clas.Start_Date__c;
          datetime xStartDate = DateTime.newInstance(t.year(),t.month(),t.day());
   Event event = new Event(
    ActivityDate = clas.Start_Date__c ,
    RecurrenceEndDateOnly = clas.End_Date__c ,
    RecurrenceStartDateTime = xStartDate,
    RecurrenceType = 'RecursEveryWeekday',
    RecurrenceDayofWeekMask = 1,
    IsRecurrence = TRUE,
    Description = 'Class Event.', 
    Event_Type__c = 'Customer Training',
    Call_Objective__c = 'training',
    Location = clas.Facility__c , 
    IsAllDayEvent = TRUE, 
    Event_Status__c = 'Not Started', 
    Subject = 'Class trigger Event');
  followupEvents.add(event);  // add to list
   }

Thanks in advance.

Leslie
 

5 replies

Custom field to create event from account view

Hi,
 
To speed up our call planning, we want to add a button to the account view the provide the user with a single click to get to the New Event page (associated with the account) in the Calendar.
 
I think that by having a custom fomula field on the Account record I am partly their.
 
I have tried adding a HYPERLINK script (as below) but this doesn't seem to work correctly.
 
 
Any Ideas. 
 
Leslie
  • September 25, 2007
  • Like
  • 0
4 replies

Offline Synchronisation for non account owners

Hi,
 
In our Sales org we have account reps with around 250 accounts each which are being synchronised ok.
 
We want to expand the synchronisation to 1 level higher in the territiory hierarchy i.e. Area Sales Managers.
 
As each area sales manager can have up to 9 Reps, this gives around 1750 accounts to synchronise (well within the 5,000 limit), but here's the problem:
 
How do I populate the Area Sales Managers synchronisation list automatically to reflect the customer accounts owned by the account reps?
 
It's not feasible to manually click "include offline" on every account, can I write a task to update the list every evening?
 
 
Many thanks
Leslie