All I want to do is,
Add Salesforce as destination
From the Track Object, get a field
Update to Salesforce
I created a custom action
But it does not work
everytime it inserts a lead
My action is not executed
What am I doing incorrect?
Below image I am testing to create a case to see if that works.
It throws and error for not including Salesforce:true.
Not sure where to include that
I think the issue is that you are using the Create operation for the action. Instead of creating a new case, you should use an Update operation. As the form says:
If the CRUD Operation is Update an ID field mapping is required.
I can't see that you have included an ID field in your field mappings there either. You will need that ID, so that you can update your customer.
Related
Hi #all I have lightning record edit form which are showing specific value one of them is a recordtype. I want to update the recordtype from the same as other fields are updating but when I click on recordtype field it shows me the below error:-
[LWC component's #wire target property or method threw an error during value provisioning. Original error:
[Field: RecordTypeId is not a valid lookup field.]]
Record Type change is a critical operation that messes everything up. Potentially you're looking at new page layout (incl required/readonly fields), new picklist dependencies... There's reason why you select it first before any layout is displayed. And why record type change is a special button, not a field visible on normal edit action.
If you know what you're doing, are confident the requirements won't change / you'll know how to represent the changed layouts, picklists etc...
Use getObjectInfo to pull (among others) the Map of record types.
Use this data to build lightning-combobox that onchange updates a helper variable (you'd ideally have that variable bound to <lightning-record-edit-form record-id={recordId} record-type-id={recordTypeId}
Have a custom handleSubmit in the record-edit-form in which you'd intercept the save, prepopulate the field and then submit.
So, I've been attempting to gather picklist dependencies per Opportunity record type for my lightning components. I have been able to retrieve Standard Field dependencies by RecordType, but it the Tooling API will not return the custom field dependencies. Standard calls and queries will not work either, as they state that the field has no controlling value or dependency.
Given this information I suspected that there was a table that is hidden somewhere that contains the keys for the RecordType and FieldDefinition, hopefully with a nested Metadata object.
I found an Id in one of the parameters in the setup menu for a Record Type and Id.getSObjectType() on it. The table name is CustomFieldDefinition. However, it is not accessible via SOQL or the Tooling API.
Has anyone accessed this table? Or has anyone been able to retrieve the field-record type picklist dependencies on custom fields AND standard fields?Tooling API ResponseDebug Log with SObject Name
I think you're doing it wrong.
"Controlling field" would be another picklist or a checkbox for example, something you change during same edit action. If you have dependency to record type - in that sense it's not a controlling field. Sure, you change record type and picklist changes - but really everything would change, it should be a different page layout (different fields shown, marked readonly/required etc). There's a reason that record type change is not done on normal edit screen, you do it by clicking special link on detail view and then everything "explodes".
Have a look at "User Interface API" - set of tools meant to help your custom app (mobile? desktop?) steal recreate a normal page layout. This one might be especially useful: https://developer.salesforce.com/docs/atlas.en-us.uiapi.meta/uiapi/ui_api_resources_picklist_values_collection.htm
There's even a Trailhead: https://trailhead.salesforce.com/en/content/learn/modules/user-interface-api (skim through whole set but especially read last module)
And since you mentioned Lightning Components - are you aware of these ready tools:
https://developer.salesforce.com/docs/component-library/documentation/lwc/lwc.reference_ui_api
getPicklistValuesByRecordType
https://developer.salesforce.com/docs/component-library/documentation/lwc/lwc.reference_generate_record_input_create
or maybe you don't have to code it all and stuff like <lightning-record-edit-form> with recordtypeid passed to it will solve all your problems
Have a look, if I didn't give you a working solution then at least you have some keywords to Google around. If you're still stuck - try to post a code sample as new question?
I am trying to make a batch update to Salesforce as part of a data masking project and am getting the error INVALID_FIELD_FOR_INSERT_UPDATE when I try updating fields of a particular custom object via API.
Our custom object has a few standard fields and a few custom fields. The custom fields are what I'm trying to update but I keep getting denied.
Each field that I'm trying to update is either Long Text Area(32768) or Text(255). There are no lookups, controlling fields, validation rules, nor are there field dependencies.
I am able to make modifications to other objects (Account for example) via the masking process. I am also able to make modifications to the values through the web UI on the values for this custom object.
I've tried as members of the API group as well as System Administrator.
Can anyone please point me in the right direction? I don't have access to the source code of the masking tool, but I do have elevated rights in SF.
Thanks in advance for your advice.
The exact error:
INVALID_FIELD_FOR_INSERT_UPDATE Error message: Unable to create/update fields: Name. Please check the security settings of this field and verify that it is read/write for your profile or permission set.
The funny thing is that I'm not trying to update the field "Name". Name seems to be an auto-number field on the object, but I'm not sure why this field would change value on an update to a different column.
If some one facing the same issue of not able to update the Name column because it has data type as Name.
There are 2 solutions:
If you want to push the name of human then try pushing FirstName and LastName instead. "Name" will get populated automatically.
If you want to push the name of a product then try changing the type of Name field to Text. If that doesn't work then you can push the name to either FirstName or LastName, whichever is mandatory(Just A work around).
I have a managed field from a package. The requirement is such that I can not add this field to page layout. But when I create or clone a record some managed code throws the error that the particular field is required. Since it is not included in page layout, users can not set any value.
Is there any way I can set a default value for this field?
You can't set a default value the easy way like you would with one of your custom fields. First I would try it with a simple Workflow Rule / Field Update combo. For the Workflow Rule you could use a formula condition like ISBLANK(PKG_Field_c). Choose your default in the Field Update. I'm a little worried that the error will be raised before your workflow has a chance to populate it. If so, you could resort to a Before Insert trigger.
I'm trying to get over a limitation in Salesforce where Lead objects can't have related lists that convert with the Lead over to Opportunity, Contact and Account. I have set up 4 objects of type Lookup Relationship, and created a dummy record in each.
I want to use Custom Settings to store the id of each of these dummy records, so that when the Lead converts, any custom objects can also convert to objects with Master/Detail relationships on the respective standard objects.
My trigger on Lead(after update) tries to create a Map of the Custom Settings:
Map cs = AcctId__c.getAll();
AcctId__c is the Custom Setting api name. Compile time is giving me the above message.
Now, I copied this code directly from the Salesforce documentation. What am I forgetting?
I believe that you must include the actual map definition <String,AcctId__c> after the word Map.
Check out this page.
http://www.salesforce.com/us/developer/docs/apexcode/Content/langCon_apex_collections_maps.htm