In Salesforce, I am using the Salesforce Gmail extension tool to associate emails to the user object (not the contact object). But in Salesforce I can only find the email if I search for it specifically; I cannot see emails associated to a user from the user screen/form similar to how you can see related activities under a contact. Question: is there a way to see emails associated to a user object on the user screen/form? Can this feature be enabled somehow? Thanks in advance.
it is not possible in a standard way because the email shows up that subsist in your user object in user object all data like username password exist but I can create logic in custom apex class to do this with some triggers .its sound like integration with Gmail https://help.salesforce.com/articleView?id=app_for_gmail_setup_considerations.htm&type=5
Related
I'd like to get the behavior change notification, but I have no idea to do so.
https://community.snowflake.com/s/article/Behavior-Change-Policy
This page says, snowflake sends email notification of behavior changes to a mailing list of users who are authorized to submit support cases.
In order to get the autlirized to submit support cases, I did this way:https://community.snowflake.com/s/article/How-To-Submit-a-Support-Case-in-Snowflake-Lodge
I expect I can check the pending behavior change like this page:
https://community.snowflake.com/s/article/How-to-Use-the-Notification-Center, but the checkbox doesn't apper.
How can I get the notificaiton? and, what point in my process is wrong?
You must be a Community Enabled Customer e.g. you can submit a support ticket via the community page.
Alternatively, you must have Organization enabled and be the Orgadmin of your company, then you can opt-in to receive the notification described here:
https://docs.snowflake.com/en/user-guide/ui-snowsight-admin.html
The Notification Contacts page of Snowsight lets you set email addresses to receive security, privacy, and product notifications.
Emails are sent in accordance with the Snowflake Policy Notice.
Note
Only users with the ORGADMIN role can view contact information. Other users will not see Admin » Contacts. The role need not be currently active but only granted.
I have a Powerform that people sign online. I want users to be able to send that same Powerform from SFDC account object. How do I pass account id to the Powerform. I have added merge field, but it is throwing error saying subject doesn't exist.
Using the PowerForm URL, you can set tab values in the document and meta-data (Envelope Custom Fields) in the envelope.
Example: You have a tab in the template's document with the data name "accountID". The role name for the signer is signer.
Set the tab to be locked. This prevents any of the signers from changing it. (Makes it read-only.)
Create a PowerForm from the template. Receive back the PowerForm URL.
Example: https://demo.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=8883&env=demo&acct=7a9312b8&v=2
Program Salesforce to send the PowerForm with the accountID set to "123":
Example: https://demo.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=8883&env=demo&acct=7a9312b8&v=2&signer_UserName=Larry%20Kluger&signer_Email=larry.kluger#example.com&signer_accountID=123
In step 3, you are programming Salesforce to dynamically create a URL that includes data from the current Account object. If you don't know how to do that, ask a new question in the Salesforce stackOverflow channel.
More information
See the Programming PowerForms video.
This previous question seems similar:
Can we use merge fields(populate data from SFDC) using DocuSign Powerforms?
Does that help?
I created a report in DataStudio and embedded it on my website. I activated the option "anyone with the link can view" so this report will be visible to my website users.
But I need to show my website users different data depending on their user ids and more important I don't want users would be able to see other users' data so if I used URL filtering users would be able to breach and search another user id to see his data.
Does anyone have a solution for this scenario?
In Google documentation I saw an option to limit the report to users in my domain, I assume this will solve this issue, but I don't find how to restrict other domains.
Users are logged onto Google
If users of your website are already logged onto Google, use the Filter by email address guide from Data Studio help center. This requires you to setup FILTER BY EMAIL and then have a field in your data can be directly used as an email filter.
Users are not logged on to Google
If you want a solution where the users don't have to be logged onto Google, you will need to:
Create a Community Connector to pass the filtered data to your users. The connector should accept a short lived token as part of the config.
Create a dashboard with your connector and pass unique short-lived tokens for each user.
You should have an endpoint that returns the current user's data based on the token provided. Alternatively, the endpoint can return only the user's identify and you can query a secondary data source with a service account filtering for the user's identity.
Your connector should call your endpoint to fetch data only for the user/for the user's identity.
This official guide demonstrates how to implement this in more details.
Disclaimer: I work in the Data Studio team and wrote the above guide.
First option is to add extra 2 fields to your data source.
User_ID
Password
For example:
Data, User_ID, Password
$10,Daniel,123
$20,Alex,456
In your dashboard, you need to create two parameters:
User_ID_Parameter
Password_Parameter
Both parameters can set the default value to null, and accepts any values.
Then create a new calculated field:
CASE
WHEN REGEXP_MATCH(User_ID,USER_ID_Parameter) AND REGEXP_MATCH(Password,Password_Parameter) THEN 1
ELSE 0
END
Then create a new filter to the chart that you want to hide:
To include the above calculated field Equal to 1
Second option is to use the Data Studio default Row Level Security
The only caveat is the users need to sign in before they can view the report.
user story: a anonymous user should be able to create survey, paste in survey participants' email from their outlook, these participants will become valid user in AD, with their emails as primary search key as extension property in AD. User will get mail, being notified that a survey is ready for them......etc.
Since Azure Email property is only readable, I can only add the user mail as an extension property. When extension property such as "SkeypID", "Email" is added, the searchability is also available?
ex. DirectoryService.users.Where(it => it.myproperty!= null && it.myproperty.Equals('test#gmail.com')).SingleOrDefault();
Let's assume that I want to give access to anonymous user creating user in Active directory, (Sorry, did not try this one myself before asking), does it work without using a user identity as company administrator?
Yes, extension attributes are searchable. Use a query like the one referenced at the GitHub README for my OrgChart extensions sample application. The link should look something like this:
GET https://graph.windows.net/contoso.com/users/joe#contoso.com?api-version=1.21-preview&$filter=extension_d8dde29f1095422e91537a6cb22a2f74_skypeId+eq+'joe.smith'
To allow an anonymous user to create a user in ActiveDirectory you could create an application with write permissions to your directory and have that application allow anonymous access. My OrgChart extensions sample application allows you to create and delete users, but you need to provide it application credentials and a tenant where that app has write consent.
I have a problem that no one has been able to help with yet.
I have created a "Send Agreement" Account button in Salesforce that is linked to my default Docusign template ID using their DST command. This works, but what I need to do is to pull the signers (contacts) who need to sign the document based off of a custom field named, "Signing Role". The button should pull only those account contacts who have a signing role defined in their respective contact records.
Can anyone help?
Thanks in advance!!
Shaun
You can filter out the signers based on their Contact Role by using the custom button parameters CCRM and CCTM.
Say that you have several Contact Roles in an Opportunity, but you only want to pull out those contacts with role Business User. The partial script might look something like this:
// CCTM Maps Salesforce Role with a DocuSign TYPE (Signer, Carbon Copy, etc.)
// CCRM Maps Salesforce Role with a DocuSign ROLE (Signer 1, Signer 2, etc.). Usually used with DTS to call template
CCTM=’Business User~Signer’;
CCRM=’Business User~Signer 1’;
So the code above implies that the Business User will be Signer 1 and will act to sign the document. If he is using a custom field SigningRole created in Opportunity to determine the role, it might look look something like this:
CCTM=’{!Opportunity.SigningRole}~Signer’;
CCRM=’{!Opportunity.SigningRole}~Signer 1’;