Under Accounts, we have a custom fields for Project country and Project State, I am trying to enable to the Country/State picklist for these custom fields.
Looking for any 3rd party plugin which will implement for Country/State picklist within Salesforce on custom field.
Followed the steps from https://resources.docs.salesforce.com/204/latest/en-us/sfdc/pdf/state_country_picklists_impl_guide.pdf for Enabling the State/country picklist, however it just worked on Address Standard field.
I need to implement the same on custom fields.
Please note: I have already implemented Global value picklist, and using the field dependency created controlling picklist (Country) and Controlled (State), however the dependent picklist has a limitation of 1500 values only.
Looking for any 3rd party plugin which will implement for Country/State picklist within Salesforce on custom field.
According to me there is no standard approach or configuration you can do to achieve this. I would suggest you to have a custom metadata and lightning component.
On the Account have a text field:
1. Country
2. State
Custom Metadata:
1. Country
2. State
You can have a relationship field from State to Country. Create all the country and State records.
Build a custom lightning component to add it on the detail page of Account. On this component show the Country and State value from Account fields. Have a edit button when you edit Country and State should be displayed as picklist. When you change the Country State picklist should be populated from the metadata.
Related
We need to create a lightning web component where we would input the following fields of the Case Object (These fields would be dynamic. Can be changed without changing any code. Make all fields required):
Account
Contact
Type
Case Reason
Product
Subject
Description
And there would be two buttons Submit Case and Cancel. When user clicks on the Submit button the system would create a case in Salesforce with the values defined in the input.
I am in a Salesforce environment and trying to send out a docusign document using Docusign and Conga. I am using a 30 day trial.
1.Using Conga and Docusign works very well together and the formatting is correct except that I need to have 2 radio buttons on the form. Is there a way to add anchor tags to my Word document and hide them(white text) like I do for the Docusign signature and date tags?
I tried following the documentation for creating the radio buttons in Docusign and tie them to a picklist field in Salesforce but I have yet been able to write back to Salesforce.
How do you control the text length for a Docusign template? I have fields that make up the address but the spacing is not dynamic so depending on the field value the text may run into each other. Is there a way to have the fields adjust based on field value length?
How do I show multiple related records? I have a case with multiple activities associated to it and I need to display them. In Conga I use a table and all of the records show. But if I create a docusign template it is only showing the first record.
If at all possible I would prefer to add the anchor tags to the existing document since the formatting is cleaner.
Michael
There is. You'll want to avoid applying anchor tags directly to a DocuSign template when working in the web console. The reason for this is that when you're sending from Salesforce with or without Salesforce anchor strings you're going to receive an error message indicating that there's no text associated with an anchor string.
You can accomplish this through Custom Fields inside of Salesforce.
Basically, you place your text in white where you want the tag to attach to your document. You'll want to set the anchor string in the format of \variable{r}\ on the tag, then in the underlying document you would replace {r} with the recipient number in the signing order.
IE: \variable_{r}\ becomes \variable_1\, when Salesforce picks this up it will tag the document automatically. For more information, see here: https://support.docusign.com/guides/dfs-user-guide-use-automatic-anchor-text-with-custom-tags-user.
In terms of writing back the value of a Radio Button, as I'm sure you've noticed this can be tricky. The values for the picklist in Salesforce need to match up exactly, then be written back by adding a new line in your Connect object. A step by step guide is available on the support site: https://support.docusign.com/articles/DocuSign-for-Salesforce-How-to-update-a-Salesforce-Field-with-a-DocuSign-Radio-Button-Value.
The Width of a text field is determined in one of a few ways:
1) You can supply a fixed size in the API call being used to generate them.
2) You can save the custom field inside of DocuSign as a Custom Field after setting the width to it.
3) Set the Fixed Size flag to false, then the text field should fill itself out when text is applied to it.
Would you mind being more specific in regards to the status record?
I have a custom Object called Billing and a number of custom fields in it.
What I'm trying to do is enable Tracking Field History so that whenever one of these Custom Fields is changed, the change will show up on the history log.
So I went to Setup -> Create -> Objects, select Billing from the list of Custom Objects, select Set Tracking History and check the boxes besides the required Custom Fields.
The problem is that only changes in one of these fields show up on the log, while the rests don't.
Any idea what's wrong? Thanks.
Are you sure that you are checking the fields for which you have enabled History Tracking in the history log?
It seems to be working properly in my org for any custom/standard object.
I am new to Salesforce and need an idea how is possible that suppose I have one user named "ABC".I don't want to show the Opportunity StageName picklist when "ABC" user login in editable form or just want to show the StageName value in textfield or anything other.
I tried to set the permission under setup but not achieved what I want. I just came to know that formula field or formula will used for that, as I am new to Salesforce so I unable to create a formula field.
Thanks.
To achieve this You should try field level security settings:
https://login.salesforce.com/help/doc/en/admin_fls.htm
You can select per field /profile combination which fields are visible and which are editable.
You cannot apply FLS on system required fields neither can you make them read only on the page layouts. You also cannot remove such fields from page layout. In short you are stuck with this field for ever!
I wish Stage was not a required field.
Mitesh
I have a custom object that is used for product setup that is mapped to an opportunity. It's a one to many relationship - one opportunity maps to many setup objects, but one setup object is only mapped to one opportunity.
Opportunity has some setup fields that need to act as defaults for the related custom object. Unfortunately, I cannot just specify them in a formula - getting an error.
What I would like to do is have a custom button that would allow user to click and copy all of the related setup fields from the opportunity into the custom setup object and then edit them as needed.
Any pointers or sample code are greatly appreciated!
You can achieve this with a custom button on the related list for your custom object on the opportunity detail page.
All of the fields on a standard Salesforce new/edit screen have id's associated with them. You can specify values for fields by using these ids to set GET parameters on your URL. For example if the id on the name field on your opportunity is 'opp3', the following URL will populate the name field on your new opportunity page:
https://na2.salesforce.com/006/e?opp3=Hello+World
You would have to change na2 to the correct server for your org.
The new record page URL contains the 3 character id prefix for your particular object and then '/e'. 006 is the prefix for opportunities. You will have to attempt to create a new record to see what the 3 characters are for your custom object.
You will have to capture the id's of the fields you want to populate on your custom object. You can do this by viewing the source of the new record page. For custom fields these id's will take the form of a Salesforce Id (eg. 00N40000002QhEV).
Create a new list button on your custom object and set the behavior to without header and sidebar and set the source to URL. Build up your URL with id=value pairs separated by '&' using the id you got from the page source and the insert field functionality to select the opportunity fields your wish to add in. You should end up with something like this:
/a0U/e?00N40000002QhEV={!Opportunity.Name}&00N40000002QhEW={!Opportunity.StageName}
a0U should be replaced by the correct prefix for your custom object. Then add your button to the related list for your custom object under opportunity.