I'm packaging a custom object to move from one Enterprise Org to another Professional Edition Org.
Because the object has record types, I need to delete the record types in order to port the package to the Professional Edition org (which can't support record types).
When I try to delete the final record type, Salesforce disallows this because the final record type is in use by a Profile called "Package License Manager". When I try to view the Package License Manager profile to disassociate that default record type from it and revert to the master record type, even though I'm a sysadmin user I get an "insuffient privileges" error.
How do I resolve this and/or get access to the "Package License Manager" profile so I can delete the final record type on this object?
I'm setting up a custom html email template for a client to be sent in a scheduled manner to their Leads. The Lead record contains a URL field called "Site Admin URL" ({!Lead.Site_Admin_URL__c}), and the values of this field are unique to each Lead record. It also contains a calculated field "Site Admin URL (no prefix" ({!Lead.Site_Admin_URL_no_prefix__c}), which = the Site Admin URL value with its "http://" prefix.
We want to insert the value for the Site Admin URL as a merge field into the template, so when the submitter of the Lead receives an email based on the template, it appears as a live URL link to the path specified as the value to the Site Admin URL field in the Lead.
For some reason, we can't quite get the syntax right to make this happen. For the approaches below, assume that Site Admin URL value = "http://www.google.com"
We've tried: 1) <a href="{!Lead.Site_Admin_URL__c}">Click here</a> But if the Site Admin URL value is "http://www.google.com" this code produces a link in the final email that points to: https://na2.salesforce.com/email/author/%3Ca%20href=
2) <a href="http://{!Lead.Site_Admin_URL_no_prefix__c}">Click here</a> But if the Site Admin URL value is "http://www.google.com" this code produces no link at all in the final email.
Perhaps this is a simple fix, but I don't know how to get the syntax right. Any ideas?
We've deployed the Self-Service Portal for a number of our
partners. We need to allow them the ability to update their own
submitted Cases in the Portal so they can mark Status = Closed and
update some other fields. when they resolve issues on their own side
without our help. How can we accomplish this?
We're trying to implement a 10-stage Opportunity process modeled by 10 Opportunity Stage values that trigger various Workflow Rule Email Alert notifications to sales, legal, and fulfillment reps and managers.
Our two challenges are:
1) Only allowing reps (users with Profile = "Profile A") to access use certain Opportunity Stages and not others
Some of our Opportunity Stage values reflect manager approvals and should never be selected by reps. We tried implementing Approvals to faciliate only managers moving Opps to these Stage values, but have found the Approvals feature to be clunky. Also, there doesn't seem to be a way to have an Approval record be submitted when a rep selects the Opportunity Stage that proceeds the approval step - rather, the Approvals feature only seems to allow for manual submission of approvals via the Approvals related list. We can't figure out how to assure that Approvals are always submitted and/or assure that Opportunity Stage values reflecting approval steps are selected prior to post-approval Opportunity Stage values being selected.
2) Making sure that each Opportunity Stage is reached individually before Closed/Won or Closed/Lost
Since each of our Opportunity Stage values denotes important internal steps to fulfill an Opportunity in our organization, we need our reps to step through each Stage value in sequence. We can't figure out a way to avoid allowing reps to bypass Stage values.
I'm interested in setting up Opportunity fields and creating a report to demonstrate product penetration.
Namely, many organizations sell multiple products via one or more Opportunities with a company. Ideally, organizations would like to sell all of their products to every customer, but obviously that doesn't happen in reality. So executives are interested in product penetration reporting, namely what % of the organization's products are being successfully sold to each customer.
I can't readily think of a way to implement a list of products in Opportunity custom fields so users can log all products sold in a Opportunity, while still faciliating the desired product penetration report. Whether I implement products as individual checkboxes or as one multi-picklist, an Opportunity Report won't sum the amount of checked product fields or mutli-picklist selections so I can calculate product penetration.
I'm trying to customize our Contracts tab to support the following requirements: 1) 7 types of Contracts that our company maintains must be support 2) All 7 types of Contracts will be entered (owned) by our Legal team 3) Our other 9 teams should be able to only read, not write/edit Contract data 4) Furthermore to requirement #3, each of the 9 teams must have only read access to some *but not all* of the 7 types of Contracts. Team 1 should be able to read Contract type 1, 2, 5 but not 3, 4, 6, 7. Team 2 should be able to read Contract type 1, but not 2-7.
I can't quite figure out how to address all these requirements using any combination of page layouts/record types/profiles/sharing rules.
We are a new Salesforce.com user (Enterprise) and could use some assistance getting things off the ground. We are in the construction business (asphalt) and located in Cincinnati Ohio. We are looking for someone with experience working with a construction company like ourselves to implement Salesforce.com in a timely fashion.
I'm setting up a custom html email template for a client to be sent in a scheduled manner to their Leads. The Lead record contains a URL field called "Site Admin URL" ({!Lead.Site_Admin_URL__c}), and the values of this field are unique to each Lead record. It also contains a calculated field "Site Admin URL (no prefix" ({!Lead.Site_Admin_URL_no_prefix__c}), which = the Site Admin URL value with its "http://" prefix.
We want to insert the value for the Site Admin URL as a merge field into the template, so when the submitter of the Lead receives an email based on the template, it appears as a live URL link to the path specified as the value to the Site Admin URL field in the Lead.
For some reason, we can't quite get the syntax right to make this happen. For the approaches below, assume that Site Admin URL value = "http://www.google.com"
We've tried: 1) <a href="{!Lead.Site_Admin_URL__c}">Click here</a> But if the Site Admin URL value is "http://www.google.com" this code produces a link in the final email that points to: https://na2.salesforce.com/email/author/%3Ca%20href=
2) <a href="http://{!Lead.Site_Admin_URL_no_prefix__c}">Click here</a> But if the Site Admin URL value is "http://www.google.com" this code produces no link at all in the final email.
Perhaps this is a simple fix, but I don't know how to get the syntax right. Any ideas?
We're trying to implement a 10-stage Opportunity process modeled by 10 Opportunity Stage values that trigger various Workflow Rule Email Alert notifications to sales, legal, and fulfillment reps and managers.
Our two challenges are:
1) Only allowing reps (users with Profile = "Profile A") to access use certain Opportunity Stages and not others
Some of our Opportunity Stage values reflect manager approvals and should never be selected by reps. We tried implementing Approvals to faciliate only managers moving Opps to these Stage values, but have found the Approvals feature to be clunky. Also, there doesn't seem to be a way to have an Approval record be submitted when a rep selects the Opportunity Stage that proceeds the approval step - rather, the Approvals feature only seems to allow for manual submission of approvals via the Approvals related list. We can't figure out how to assure that Approvals are always submitted and/or assure that Opportunity Stage values reflecting approval steps are selected prior to post-approval Opportunity Stage values being selected.
2) Making sure that each Opportunity Stage is reached individually before Closed/Won or Closed/Lost
Since each of our Opportunity Stage values denotes important internal steps to fulfill an Opportunity in our organization, we need our reps to step through each Stage value in sequence. We can't figure out a way to avoid allowing reps to bypass Stage values.
I'm trying to customize our Contracts tab to support the following requirements: 1) 7 types of Contracts that our company maintains must be support 2) All 7 types of Contracts will be entered (owned) by our Legal team 3) Our other 9 teams should be able to only read, not write/edit Contract data 4) Furthermore to requirement #3, each of the 9 teams must have only read access to some *but not all* of the 7 types of Contracts. Team 1 should be able to read Contract type 1, 2, 5 but not 3, 4, 6, 7. Team 2 should be able to read Contract type 1, but not 2-7.
I can't quite figure out how to address all these requirements using any combination of page layouts/record types/profiles/sharing rules.
