Salesforce Developer Forums - Architecture

Quote Account Id field

Abbas Kazmi — Fri, 03 Nov 2023 11:13:45 +0000

Hi,

I have come across a strange issue. There is a field in Quote (standard object) which get enabled when we allow creation of quote without a related opportunity. The field is a lookup to Account and API name is QuoteAccountId. The problem is, I can access this field in apex triggers, making a describe schema calls in apex classes but the field is not available while doing SOQL, reports and not availble as well in Data Loader.

I searched a lot but could not find any resource on this. Any help will be highly appreciated.

How can I import metadata into a new Org? This metadata was extracted using inspector.

NELSON AFONSO 6 — Thu, 26 Oct 2023 18:40:37 +0000

How can I import metadata into a new Org? This metadata was extracted using inspector.

Unable to connect to AWS when setting up Sentiment Insights on Feedback Management

C3C Software — Thu, 21 Sep 2023 16:27:28 +0000

I've configure an AWS account with permission to user amazon comprehend and I've set it up as a named credential in my org.
But whenever I try to use it to setup Sentiment Insights for Feedback Management I get the following error:
"We couldn't save the named credential. Edit the credential or select a different one and try again."

Has anyone faced the same issue?

To create the named credential i followed this doc (https://help.salesforce.com/s/articleView?language=en_US&id=sf.ev_relay_create_named_credential.htm&type=5)
To setup sentiment insights I'm following this doc (https://help.salesforce.com/s/articleView?id=sf.concept_survey_sentiment_insights.htm&type=5)

Can I create 2 Users for the same contact for Customer Community licence?

Pratiksha Shevade — Mon, 18 Sep 2023 09:32:08 +0000

We want to create 2 users for the same contact. This is a customer community user. We want to give access to 2 different communities for the same contact.
While creating the second user with same contact we are getting below error-

Database.SaveResult[getErrors=(Database.Error[getFields=();getMessage=portal user already exists for contact;getStatusCode=PORTAL_USER_ALREADY_EXISTS_FOR_CONTACT;]);getId=null;isSuccess=false;]

Is there a workaround for this issue?

Post chat survey form in enhanced BOT using MIAW

U Chauhan — Wed, 30 Aug 2023 08:47:02 +0000

Can we show vf page or lwc component inside enhanced BOT as we need to show survey feedback form after chat ends in enhanced BOT.
For standard bot in chat button e can have post chat url but since enhanced bot does not connect with button so is there any work around so that we can get survey form insite enhanced bot

Can I use managed package inside my own managed or unmanaged package that i am creating ?

kamil kamran — Wed, 23 Aug 2023 14:38:29 +0000

Manually unlinking cross cloud trusts in SFCC and SF Core?

Josh Michaud — Mon, 07 Aug 2023 21:11:24 +0000

My company did a code refresh from production to all of our Sandbox environments. We are using Omnichannel Inventory, and we did not unlink our B2C/SFCC instance from the Core instance before doing the refresh.

I tried recreating the B2C Commerce Connection link for Omnichannel Inventory a few hours ago. There was an existing link, and I authorized the new link to replace the existing link. But both links appear in SFCC under the "Administration > Global Preferences > Cross Cloud Trust" page under the "Peer to Peer" tab.

I found this article (https://help.salesforce.com/s/articleView?id=000393018&type=1), saying that I could manually unlink them by doing the following:

If you have refreshed your Omnichannel Inventory sandbox without disconnecting the B2C tenant, please clear the 'Trust Relationship' information in B2C Commerce by following the instructions below:

1. Log in to Business Manager (SFCC).
2. Navigate to Administration >> Global Preferences >> Cross Cloud Trust.
3. Click on the Disconnect button.

But nobody has a "Disconnect" option on this page. I also can't remove the B2C Commerce Connection on my SF Core environment.

Is my only option to have Salesforce do it? I can't just manually disconnect these? It's a sandbox, and it's our dev team's first refresh. Did not think we would need SF's involvement.

Thanks.

hi I am Implementing FSL for a client where there are different work departments, the client has different technicians for each department and work order will have multiple departments .How to build this type of setup using FSL objects?

Rishi Kapoor — Sat, 05 Aug 2023 15:27:56 +0000

opportunities on custom objects

Alex Husted — Tue, 01 Aug 2023 00:15:27 +0000

So we have 2 Account objects. The standard one Account, and a custom one called Wholesale Account. (yeah, I know this is not really the best design but we are kinda stuck with it.)

We added Opportunity as a child of the custom object, but it still wants to always have an Opportunity connected to an Account. Is there some way to make an Opportunity that is attached to something other than a standard Account object?

Contact Duplication and Opportunity Sharing

Stefano Porcari — Mon, 31 Jul 2023 10:59:56 +0000

Hi,
I'm having a big problem with the duplication of contacts and the possibility of sharing opportunities, let me explain:

Items used:
Accounts
Contact
Opportunities
Quotes

OWD :
Accounts & Opportunities private
Contact controlled by parents

Contacts to Relate to Multiple Accounts enabled

Account "A" it's owned by the sales "Jonh" and it has 3 contacts related to that account

The sales "Mike" own another account(account "B") that has a common contact between Account A & B defined by external key.

The problem is that when the second sales create the same contact, we avoid to generate another contact record to avoid duplications and we create in the backend an accountContactRelations to handle the two different link to both account.

But the first Sales "jonh" will lost the sharing on the contact caused by the controlled by parent that will be changed with the second account "B"
So we tried to create an ContactShare record to allow both sales to have the visibility of the common contact but Salesforce triggher an errore caused by the OWD.

So we tried to remove the controlled by parent from the contact object but we got another excption that indirect relations need a contact that's not private.

we are stuck.... the only way to handle this sharing problem is to duplicate the contacts...

We can set the account OWD to public because they cointain just public information but the opportunity needs to be private.Making the account public is a great solution but we are facing problem to hide the opportunity to other sales(just the owner can see the opportunity)

Do anyone has the same problem? Could you please help me?

Need help with XLS (Not csv) file creation using apex programming/3rd part application

Megsy — Mon, 26 Jun 2023 16:38:45 +0000

Hello Everyone!
Help!! I am looking for solution to a business requirement which we are not able to solve.
Requirement: Client sends an excel file with 3 types of data (Type A, Type B and Type c).
We upload that excel to salesforce related list (Its done). However, we need to split the file into 3 different excel files(One for each type) and attach to opportunity.

Solution 1: able to create csv files but the csv files are not user freidnly to read. All cells of same size and no color. difficult to read for the end user.
Solution 2: create excel files with cell size and color formated. The problem here is, when opening the file its showing an alert saying "The file can be corrupted or unsafe" becasue as you guys know, salesforce tried to convert the html version to excel while opening.

In both scenarios, we are at the deadlock. We also have an option for the Google clound functions to create the files for us. Is there a solution where we can get those files into the system in realtime?
Any type of solution is of great help. Be it a third part app or ecternal system or solution with in SF itself.
Thank you so much!!

How to control the chat transcript button in salesforce?

Ragnar Lothbrok 7 — Sun, 18 Jun 2023 09:11:07 +0000

Hi there,

I ran into one problem, and it is related to the chat transcript. So whenever the customer selects to chat with a live agent, then the agent selects that request then it opens the conversation page. Under the same conversation page(window where the customer and agent do the chat) there 3 buttons that I can see, out of which i want to remove the 1st one you can see in the below image for the same. If anyone is aware of how to do so or remove these buttons, please guide me through this.

Error while running a flow builder

Mohamed Bashir — Mon, 12 Jun 2023 16:43:26 +0000

Hello,

I have a Lead Gen process that is failing because it isn't bulkified, and need it bulkified.

I am getting an error (The flow failed to start because the provided values were not valid: You can't launch a record-triggered flow from within Flow Builder. To launch this flow, activate it and then create, delete, or update a record, depending on the trigger configuration.)

Deploying SFDX project with all it's component fails

Nedim — Mon, 05 Jun 2023 11:22:53 +0000

Hey,

So we are working on creating a CI pipeline in our org when developing new stuff. Problem is that whenever we create a Scratch Org that the pipeline is supposed to run against the Scratch Org is scratched as the name implies, fair enough we can get define the Scratch Org to contain what we need when creating it we are past that now, meaning we know now that we have to install all 3rd party packages and whatever we use manually by running "sfdx package install ..." Anyway once packages and so on are installed we want to do a "sfdx project deploy start --target-org test-somerandomid@example.com -d force-app" This is where we have the problem at hand right now.

So everytime we do this we are getting hundreds of errors like Custom Fields not existing Global Value Set not able to be resolved and so on. The only way to get rid of these errors are to deploy each Custom Field etc. individually so ex:

sfdx force source deploy -p force-app/main/default/objects/Lead/fields/Deleted__c.field-meta.xml --target-org test-somerandomid@example.com

this deploy of the Custom Field removes all the errors related to that field in the deploy of "force-app" as the root of the deployment. but this means that we need to do this for hundreds of custom fields, global set etc. This is not optimal. How come that

deploy force-app

does not see that all the custom stuff is contained within the deploy?

Refused to connect error on Visualforce page in the community using I frame

Shatrughna Salunke 23 — Sun, 04 Jun 2023 07:24:35 +0000

Hi ,

I'm having problems with the partner community for an Iframe Visualforce page that claims "mydomain-mydomain--TL252013.sandbox.my.salesforce.com refused to connect."

Now the true problem is that when I login from contact logged in as a partner user, I don't have any problems, but when I try to login using my site URL with user name and password, I have problems.

My site URL is : "https://el-testName--testName.sandbox.my.site.com/sffpartnerportal/s/"

My Visualforce page code : (Note : I am calling Ifarme for my LWC with VF page below link)

src="https://el-testName--testName.sandbox.my.site.com.vf.force.com/apex/PieChartVFpage"
class="slds-iframe_full-height slds-iframe_full-width custom-slds ">

I configured the following settings but no luck .

1. CSP configuration
2. Remote site configuration
3.Activated clickjack protection
4. Whitelist the domain
5. Apex class and VF page access for community users.

Which will give better performance? Calling APIs in parallel from LWC and all in single auraEnabled method?

Mark SFDC Developer — Fri, 26 May 2023 23:46:31 +0000

I have to do 4 external REST APIs calls to get different data in LWC.
These API calls are not dependent of each other.

Is it better to have 4 auraEnabled methods and call them from LWC as LWC will bundle them and all 4 calls will happen parallelly so quicker response OR calling them all synchronously one by one in one auraEnabled method will give overall better performance?

Does the External Apps Starter license support manual sharing?

Jürg Steudler 20 — Mon, 15 May 2023 17:21:31 +0000

We want to use External Apps Starter license on an experience cloud portal. We have a use case where we share records own by the portal user to each other. Therefore, we want to use manual sharing. Does anyone have experience if this is supported by this license type? And if not, are there any other alternatives for sharing records to specific portal user?

Account Skew in Service and Experience Implementation

Gabriel Argenal — Wed, 26 Apr 2023 00:29:16 +0000

Hi, I'm relatively new to Experience Cloud. If I anticipate a very large number of portal customers (potentially millions of contacts) will need to get created eventually when users register, what is the best way to avoid account skew? If I configure the experience cloud site in such a way that contacts get created under 1 bucket account, then we will for sure have skew problems right? So how do people typically sol\ve for this? Do they write some apex in the registration handler to create new bucket accounts? or do they do this through batch apex? If anyone can share some insight or post a blog article that would be great.

commerce cloudd

Kishore Agarwal — Sun, 23 Apr 2023 06:45:19 +0000

How can I enable commerce cloud in my org.
https://documentation.b2c.commercecloud.salesforce.com/DOC1/index.jsp

https://trailhead.salesforce.com/content/learn/trails/develop-for-commerce-cloud

I found these documentation, I am not sure how can I get commerce org for learning

Package version creation failed Invalid type: EntitySubscription

Saurabh Pareek 9 — Fri, 21 Apr 2023 13:15:28 +0000

I am getting the below error when I am trying to create a patch version.

Package version creation failed with an unknown error. Invalid type: EntitySubscription.

This Sobject is available in the previous release and the package creation worked fine. But during patch version creation it fails.

I am using the below command for package creation

sfdx force:package:beta:version:create -d force-app/main --wait 60 -x -c -f config/project-scratch-def.json

project-scratch-def.json

{
"orgName": "Abcd",
"edition": "Partner Developer",
"language": "en_US",
"hasSampleData": "true",
"features": [
"DebugApex",
"StreamingAPI",
"AnalyticsAdminPerms",
"EventLogFile",
"PlatformCache",
"LightningSalesConsole"
],
"settings": {
"chatterSettings": {
"enableChatter": true
},
"lightningExperienceSettings": {
"enableS1DesktopEnabled": true
},
"emailAdministrationSettings": {
"enableEnhancedEmailEnabled": true
}
}
}