When I create a new case and assign it to a user in salesforce, I want a popup to show up on their screen to show that they have a new case. I have tried several different things but cannot get this to work. Is this something anyone can help me with?! Thanks!
Kevin
One solution is to create a task as a reminder for the case assignee. Then when the assignee logs in or when the due date comes they get a web pop-up.
Related
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)
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.
I'm trying to create a custom button that implements a one-slick sign based on an existing template.I want to use the Custom Contact Role Map so that contact roles are automatically picked up from under the Account object and not opportunity. The code does not work.
Below is my code:
CRCL='AccountContactRoles,Email~Contact.Email;FirstName~Contact.FirstName LastName~Contact.LastName;
Role~Role,LoadDefaultContacts~0';
DST = 'CDC69B56-94D2-43F6-9994-2F4E13BBA3CB';
STB = '1';
Am I missing any steps. Please advise.
When was the last time you tested this? There was a bug in the system that was causing this recently, but that bug was resolved and the fix pushed to DfS (DocuSign for Salesforce) 2-3 days ago. Also, you need to be an active DfS user for this work, are you?
I have the next issue.
I have a custom object called 'Application', and I have this requirement:
"Show all Contacts related to an Application. Create a field on Application object, must be read only".
I solve it with apex code. 'Application' has a lookup to Opportunity, Opportunity to Account, and all my contacts have AccountId, so this way, I get all the contacts using apex code in a trigger.
But, I've been ask to change this to a Formula field in Application object.
So, my issue is next. I'm not able to get all contacts with advance formula editor, because they're not part of any object. I have no master-detail relationship.
Does any one know how can I achieve this using configuration? I should not use apex code for this req.
Thank in advance guys.
I don't think you can do it.
In formulas / merge fields syntax there's no way to go "up, up then down" (Application -> Opportunity -> Account -> down to Contacts related list). There's also nothing that would let you loop through Contacts (and display what? Ids? Names? Emails?). Roughly speaking you can only go up through dots.
You might want to explore path of "cross object workflow" rules but I imagine that when I add a new Contact to Account it should somehow "spread itself" to all related Applications? There's no straight way to fire a workflow on delete too - so you'd eventually end up with inaccurate list.
I'd say trigger was a good solution. Maybe it ws unoptimized but if it has to be in a field - tough.
There might be a fairly simple way of achieving that by embedding a visualforce page within Application page layout.
This should be doable with pure Visualforce (so technically there will be no Apex code ;))
Something as simple as
<apex:relatedList list="Contacts" subject="Application__c.Opportunity__r.AccountId" />
would be a good start (if you want your own layout and not a rel. list - you should be still able to pull it off with <apex:repeat> or <apex:pageBlockTable>.
There's one BUT here: it's not a field, just a display trick. Forget about using it in reports, mobile applications etc.
Another way - would it be acceptable to be 1 click away from these contacts? You could make a report "Account with Contacts", filter it by Id of one Account and later use "URL hacking" to change the filter depending on from which Application you'll click it. This link could be either a formula field or a real custom button/link. Technically - it's pure config, no apex & VF.
You can read more about URL hacking at Ray Dehler's excellent post and specifically about dynamic Reports here or here.
I want to create a training path for new users accessing my site. This training path must display info bubbles showing what you can do on every page, but only the first time you access it.
So, for example, if a user enters a page where there's an edit button an info box should appear next to the edit button telling the user that he can edit that page.
I will create the script myself, I just want to know what's the best method to check if the user has already seen that box or not. I was thinking about storing in database a boolean value for each info box which will be set to true if the user has seen the box. To save some queries from the DB I think I can also store the same values in localStorage or in Cookies.
What is the best practice for creating user training paths for a website?
The way I suggest is to store user id (ip or username ? ) and a bit value for each bubble like you say.
PS: for your script you can use this:
http://www.maxvergelli.com/jquery-bubble-popup/documentation/
Jérôme