• dlamp
  • 5 Points
  • Member since 2011

  • Chatter
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 5
  • 8

I need to allow users to indicate their preference for items in a multi-select list.  Say there are 10 options, and the user chooses 3.  ideally they could order the 3 selected ones to indicated that the first one is their first preference, the second one is their second preference, and the third one is their third preference. 


It seems there's no way to do this in the standard multi-select picklist type (unfortunate).  However, this pattern is common throughout the SFDC Sales application (e.g., selecting and ordering the fields for a View List). 


What might be good ways to implement a View List-like select/order UX?

  • April 04, 2013
  • Like
  • 0

Anyone know if it's possible to add a character counter (count down) to a Visual Workflow text area field?  We have a number of audit flows into which users tend to get carried away typing things....only to be told upon submit that their missive is a bit too long (e.g., we have a validation rule set to warn on character overflow).


But we'd like to take that one step further and clue them as they approach the limit.



  • April 01, 2013
  • Like
  • 0

We use PersonAccounts.

On the standard Opportunity object, I have created a Lookup field on Contact, and this field is also added to a Opportunity Page Layout. In edit mode on this page, I can select a PersonAccount as the Contact. Dataloader shows that the value placed in the Lookup field is the PersonContactId of the Account associated with the Opportunity.

All is good--this is just what I want.

Extending the above, I want in Apex to set the Opportunity Lookup field to the same value as I did via the Page layout--which means when I'm done, I want that to be the PersonContactId of the Account associated with the Opportunity. Is this possible? If so, how?

  • March 04, 2013
  • Like
  • 0

Several users have latched on to VWF within our organization, and things were going swimmingly well until the came to me opining that there was no " -- Select One --" as the initial dropdown choice option.  No problem, I thought, just add another choice and put it at the top.


Bummer.  Doesn't look like one can do that without reassigning all of the subsequent choices.  Perhaps just annoying if there are only a handful of choice.  But downright maddening if it's several dozen dropdowns with several of them having >25 options.


Have I just missed something obvious, or is there really no way to reorder choices without reassigning them? 

  • August 17, 2012
  • Like
  • 0

I want my partners to use something like https://partners.mycompany.com/partners to access the SFDC Partner Portal (PP).

My PP and a configured PP user can access the PP at an address something like this:  https://na1.salesforce.com/secur/login_portal.jsp?orgId=00D34200000a6II&portalId=06036345600ogqe

I was hoping that by setting up a Site with a CName record pointing the
Custom Web Address of partners.mycompany.com to my Site URL
(mycompany.force.com) and then enabling the Site for Partner login and
creating a Site URL Redirect to the secure PP URL + orgId and portalId
params, I could get the login form for the Portal to display, log the PP
user in, and render the PP home page.

It almost works, but regardless of whether I do:




I end up with the Site.Login page being http://blahblah instead of https://blahblah.  The Site URL Redirect 301 rule has the https:// full URL.  But the form renders in the clear.  Manually add the "s", refresh the page, and the login works, followed by the PP home page.

Should I be able to use Sites enabled for Partner Portal log-in to work
via an branded URL?  If so, any pointers as to what I might be doing

  • October 09, 2011
  • Like
  • 0
I'm trying to write a rule that will update a field based on the following criteria:

Update a checkbox on Opportunity to TRUE when an Event of a certain Record Type is created.

I have an Event Record Type called "Demo".  When a "Demo" is created and associated to an Opportunity, I want a checkbox on the corresponding Opportunity to update to TRUE.

Any thoughts.....?




Is it possible to auto attach a pdf (generated from visualforce) with the workflow email?




  • September 05, 2012
  • Like
  • 0

I want to run a VWF multiple times.  The first time, it should create a new object instances (which it does just fine).  Subsequent flow runs I want to pre-populate the screen Radio Buttons with the previously stored values.  I can retrieve the instance attribute stored values just fine into VWF variables, but I don't see a way to assign a variable to a radio button screen choice field. 


Example:  Radio Button screen choice field (20 of them in total) each with 3 choices (Pass, Fail, Needs Review as the stored choice value).  For each Radio Button screen choice field, there's a custom field (type Text) that has one of Pass, Fail or Needs Review strings assigned to it. 


I don't see it as practical (20 x 3 = 60 Decision) to try to work out which choice relates to the custom field's stored value and set the screen choice value at the choice element level.  But that appears to be the only option.  Am I missing something?

The '12 summer release notes state that you can alter the look and feel of flows with visualforce page/css etc.

Is there any documentation on how to accomplish this?

What is the best method to create questions for checkbox Data type fields in flow? The "Yes/No" option isn't available in the cloud designer. Thanks

  • January 31, 2012
  • Like
  • 0
Is there a way to implement the "Help Orb" with help text in a VF page?

I have an orb in place and it activates and deactivates per usual. By giving it "Title" text I can display my help message when the user mouses over the orb. The span Id is correct for my object and field but that doesn't do anything. While this hack works pretty well, I would prefer to have the real thing.

<span class="helpButton" id="01I70000000AHdm.00N70000001gKpH">
<img src="/s.gif" alt="" class="helpOrb" title="Please enter a number between 0.00 and 100.00" />

Any suggestions?