Hi,
I'm trying to create a lightning component to add records to the campaign object and I keepo getting an error message that I can't seem to find sufficient information on.
I'm using the lightning:recordEditForm component and because it automatically generates the picklist or input field based on the field data type and doesn't need a controller.
Here is the code I have written.
When I try to add the component to the appropriate page I get the error message shown in red.
Has anyone else solved a similar problem?
I'm inclined to believe it's a permissions issue but I'm not sure. If there's any more information I can give let me know.
I would really appreciate some assistance.
Thank you
Make Sure that your Profile has all necessary Object Permissions for Campaign Object.
For Campaigns: check if you have enabled "Marketing User" checkbox in the relevant User's profile.
This is one of annoying Salesforce Gotchas.
Check whether the user has access to create the record.
Try checking it in Profiles --> Campaign --> make sure Read, Create, Edit are checked (True)
Also make sure you have enabled Marketing User (Setup --> Users)
Related
could really use some serious help on this. Below is the current business case:
We have the standard accounts, contacts, and opportunities objects. We've also created a custom object, and let's call it 'Customers.'
As of now, 'customers' are related to accounts.
Our users have einstein activity capture on, so all the email interactions get logged to the 'Account' level that the contact is related to, which makes sense.
The problem is that I want those emails tracked on the 'Customer' activity feed too, not just the 'Account' or 'Contact' activity feed.
Will creating a junction object between contacts and customers allow this activity to be shown in the 'customer' field? Or is there a simpler way to do this? Thank you in advance as this is a major roadblock I am facing right now.
I haven't worked with Einstein Activity Capture yet. What does it save stuff as? EmailMessage? Task? Either allows adding custom fields so you could add lookup to your Customer__c. With Task it's even simpler, it has that mutant lookup thing, Customer should appear as available option if it has "Allow Activities" ticked in setup.
Assuming that gives you something - next step would be to maybe make a custom quick action with some fields prepopulated, maybe a trigger to go "up" to Account and then to Customer(s)... Because out of the box
https://help.salesforce.com/articleView?id=aac_limitations.htm&type=5
Custom objects aren’t supported. When emails are sent from a custom
object, the email is logged on the activity timeline of the associated
contact.
You can upvote an idea: https://trailblazer.salesforce.com/ideaView?id=0873A000000EAIiQAO
I'm trying to add a related record to a lightning page layout for BAN but don't have an update/new action to associate with it
My goal is based on the BAN entered into the Case to show the BAN page on the Case lightning page for a custom object
Carolyn
We don't know what BAN is (some custom object specific only to your Salesforce org?) and how they're related to each other ;)
You have a lookup field on Case that points to BAN and you want to show more details than just the name/link? Check if what I did in https://stackoverflow.com/a/61280895/313628 is any help. You edit the Lightning Page, find "record detail" component, drop it somewhere, configure a bit, job done?
I have a Profile Type attached to a user. In there I have a Entity Reference Field of Program Manager. I have Live Events(content-type) that people can register for. I set up a Rule to Email the Program Manager every time someone registers.
My problem is I am trying to pull information from the Profile based on the the entity reference for the Program Manager.
I have the field printing out by using this pattern...
[registration:entity:field_program_manager]
However when I try to pull the first name, email of phone I can not get it to show up.
Does anyone have any ideas to share?
Many Thanks!
Okay so I was trying to solve for sending the email to the Author of the page but was having issues. So I created a new fields hoping it would be easier. In trying to solve for this I solved the original issue.
To print the Author of a node to an email through Rules actions us this.
[registration:entity:author]
So for first name it would be:
[registration:entity:author:profile-main:field_first_name]
Hope it helps someone else.
If you're using entityform instead of a node and referencing the default user info (not the 'Main Profile' profile type), then you want to use something like
[entityform:field-staff-entity-ref:field-work-email]
In this case, 'field-staff-entity-ref' is the entity reference field in the entityform and 'field-work-email' is the field in the user's account settings.
Is it possible to display an alert message (not error message) through a trigger? I have written a trigger that checks for duplicate accounts in the system. The trigger at the moment gives an error message to the user telling that there is a duplicate account. But, if the user changes the value of a field "Is record near to duplicate?" to YES, the trigger allows the user to save the record.
But, I want to display the error message in an alert pop up box like "Account with this Name exists,are you sure you want to continue" and then user clicks Yes and the record gets created. Any thoughts on how I can do this. My code is below:
for(Account account: System.Trigger.New)
{
if(accountMap.containsKey(account.Physical_Street__c)==accountMap2.containsKey(account.Phone))
if(accountMap.containsKey(account.Physical_Street__c)==accountMap3.containsKey(account.Name))
if(account.Is_record_near_to_duplicate__c.equals('No'))
{
account.addError('Account with this Name,Street and Phone Number already exists. If you still wish to create the agency change the value of field "Is Record Near To Duplicate" to YES');
}
}
If you really need an alert box then you could create a custom javascript button that uses the ajax toolkit to replace the standard save button.
However, as Baxter said you are getting pretty far from standard salesforce look and feel. I would recommend instead to add an error on the checkbox field instead of the object so it is clear to the user what they need to select.
if(account.Is_record_near_to_duplicate__c.equals('No'))
{
account.Is_record_near_to_duplicate__c.addError('Agency with this Name, Physical Street and Phone Number already exists. If you still wish to create the agency change the value of field "Is Record Near To Duplicate" to YES');
}
Unless you write a custom visualforce page that processes the error message and then displays it as a popup there's no way to do this.
If you wanted the alert to modify the data you may look at using the ajax api to set the Is_record_near_to_duplicate__c field to 'Yes' but either way you're getting pretty far from the standard functionality and interface with this.
It is not straight forward to implement a pop-up alert for a trigger error, and pop-ups went out-of-fashion a long time ago. If you are going through the hassle, you might as well implement a custom soultion on a VF page.
Throw a custom exception(for dupe accounts) from the trigger, and catch it in your controller. When you catch this exception, you can dynamically displayed section on the page which asks the user to confirm his/her action. When the user confirms the action, the page will do the rest.
Hope this makes sense!
Anup
I'm developing a web with CakePHP 1.3.7. Everything is going fine and I love it, but I just came accross a problem (probably because of my lack of knowledge) that I can't figure out how to fix.
This is my problem:
In the website, there's the typical 'manage my account' area, where users can only access when they're logged in. In this area, there's a link that calls to an action in the same 'users' controller called 'edit_items'. So when a user goes to edit_items, the action receives as a parameter the user's id (something like domain.com/users/edit_items/45, where 45 is the user's id), and shows the information in a form. The problem comes if I go directly to the address bar of the browser and change that 45 for any other user's Id, then the information of that other user is also shown, even if that user is not logged in. This is obviously a big security issue.
I've been trying to avoid passing the user's id as a parameter and getting it from the Auth component (which I'm using) with $this->Auth->User('id'). For whatever reason, I can read the logged user's info into the form fine, but when I try to save the changes on the form, I get an error as if the save action had failed, and I have no clue why.
Is there any other way to avoid my problem? Or to figure out why the save is returning an error?
Thanks!
EDIT
SO the problem comes from the validation, here's the deal: when the user fills out the form to create a new item, there are certain fields, some of them with validation rules applied. However, when the user goes back to edit the item, not all the fields are editable, only some. Is it possible that, since some fields that required validation when creating the item are not available when editing, that causes the error? How can avoid that? Can I change the validation rules only for the edit action?
Example of what's happening: when creating an item,one of the fields is item_name, which has some validation applied to it. When editing the item, its name can not be changed, so it's not shown in the edit form. I believe this what may be causing the error, maybe because the item_name is missing?
You are turned on the right direction - passing user_id on the url is a bad idea when the users need to edit their own details.
You can use following: when saving your form before the actual save you can pass the user_id to the posted data. Something like this:
if (!empty($this->data)) {
$this->data['User']['id'] = $this->Auth->user('id');
... //Some extra stuff
if ($this->User->save($this->data)) {
... //success
} else {
... //error
}
}
This way the logged user will override it's own record always. Check if you have some validation rules in your model which give you this error.