maybe this is not a good quetion posted on this site, but I am trying to upload a presentation to SalesForce (https://test.salesforce.com/). I understand that at first I have to create "Key messages" which represent each slides in the presentation, then I create new CLM presentation and select presentation slides.
But then I am stucked. Is this everything to uploading the presentation or I have to migrate the presentation somewhere, upload somewhere else using FTP, etc.
I hope my question is understandable (because my English is not very good).
Thanks for help.
AFAIK, follow these steps to upload a presentation with single slide..
Create a Key message and upload the media (zip file). (Simply give key message name and upload proper well-formed zip)
Create a Presentation Slide (Just slide name)
Now, create a CLM Presentation, in which you need to browse and select the above 2 objects against their respective fields.
That's it on salesforce.
Now sync iRep app on device/iPad and it should come down in "Media".
Try this,
1.Create a new presentation
2.Go to CLM Key Messages tab and here, before creating a new key message you might need to create a new view("Create New View" link button) to group these key messages(at least that's how I do it).
Here you need to make sure that the filter method is set correctly otherwise I won't be able to see those key messages attached to this view.
So you can set sth like this(on step 2):
Field | Operator | Value
Message | contains | slide_prefix
On step 3 you need to add "Message" in "Selected fields" Tab
3.Now create a "New CLM Message" and make sure that it has "slide_prefix" on his name composition(Ex: if slide_prefix is "EXSlide" then clm message should be named like: EXSlide myslide01 or EXSlide_slide01)
4.After creating CLM key message you will be redirected to his info page where you need to upload the ".zip" file.
5.Last step is to create "New Presentation Slide"(On the bottom of the page). Here you need to input the Presentation(presentation name created on step 1), key message name(you can search for them) and a display order
Now sync the ipad and it should appear.
In addition to sTx answer, you can take a look at the "Veeva Content Creation Guidelines" (Link below). This will fit most of your developer needs.
Veeva Content Creation Guidelines
Keep in mind that often client groups have special region codes and labeling rules (see also: sTx answer to "Prefix" rules), that you have to follow, to match users and contents in a global account. If you dont, nothing will appear on the iPad. Example: yourID + Language + Country (YourID_ENG_UK.zip)
Also companys often split thier environment in two, a sandbox and a production section - Make sure you have the permission to see sandbox contents. For this purpose, activate the "Training Content" checkbox on the presentation object, to see your presentation without a migration.
All contents you create in the backend are by default visible to you on the iPad. Check the "Config" > "Media" list and look for your Zips files; if they get downloaded.
Related
Question about Marketing Cloud Connect - In case of Individual Email Result in Salesforce, an email preview is sent from MC to SF object along with a thumbnail preview of the email template (as base64 encoded image). This thumbnail has two problems.
a. isn’t clear enough for the sales agent to see what was sent to customer
b. can’t find what offer percentage was given to customer as the preview has ampscript value instead of actual value.
There is no way to change the default configs of MCC to increase the thumbnail size. To solve this and improve the image resolution, I’ve thought of below solutions. Is there any other possible way that you’ve done?
From customer send log, take ‘view_email_url’ and get the html using a visual force page and remove all the ‘https://click…xx.com/’ links to ensure click/ open counts aren’t impacted. Downside - # of api calls to make are higher
For every email, create a jpg preview of the email template and store it in MC and store this in SF in a custom object as ‘EmailName vs EmailPreviewUrl’. And, whenever a marketer creates a new email, they have to ensure that they create a jpg copy in MC and update associated record in Saleforce custom object. Downside - sales agent will not know what % of offer is given to customer (ps - % of offer is decided in MC automation based on raw order information we’ve about this customer). To manage this downside, we can send the offer details of each customer to SF using updateSingleSalesforceObject method everytime an email is sent. To do this, all the campaigns should be standardized to some extend.
Any other thoughts? is there any configs that I can flip to increase the image size?
To answer this question, we ended up creating a cloudpage code resource (similar to API) that returns the complete HTML of 'view_email_url' (aka view as web page) for a given email + Subscriber + datesent + BU. We used SSJS to query sendLog DE using these inputs to figure out the view_email_url value. To avoid counting view_email_url opens to tracking opens, we wrapped the open counter pixel inside a context variable - something like below.
%%[
IF _messagecontext != 'VAWP' THEN
]%%
<custom name="opencounter" type="tracking" />
%%[ ENDIF ]%%
I have a website - and the website redirects the users automatically to its mobile site when the users access using mobile devices.
The problem is, Google Analytics treats those two pages as a separate page.
For exmaple,
http://story.pxd.co.kr/917 and
http://story.pxd.co.kr/m/post/917
are same page but GA shows statistics as two different pages.
How can I merge the data from the two pages?
(When I want to see mobile data only, GA already supports various ways for it)
Thank you in advance.
Jay
Untested as far as the regex goes and might need a little refinement, but the principle works like this:
Go to admin, views, filters. Create a new filter , custom, advanced.
In "Field A" select "Request Uri" from the dropdown.
In the text field at the right (extract) enter "./m(.)" (without quotes). This extracts everything to the right of /m via and stores it (via the brackets) in variable (if it does not work at the first go you have to look up regexp with Google and refine). The values of that variable now should be in your example "/post/917", it is accessible later via the placeholder $A1 ("A" because it's from field A, "1" because it is the first value extracted. If you use more than one bracket you might also have $A2, $A3 etc).
Leave Field B empty.
In "Output To" select "Request Uri". Enter your hostname http://story.pxd.co.kr/ . Append the placeholder $A1 - this contains the page path without the "m".
All steps combined will change "http://story.pxd.co.kr/m/post/917" to "http://story.pxd.co.kr/post/917" and thus unify the urls so they will be displayed as the same page in the reports (you might want to include some custom dimension to discern if this was a mobile view or a desktop view, or you can use the "device category" as second dimension to see which was which).
Btw. data that has already been recorded will not be changed, filters do not work on historical data. And be sure to keep a view without filters (filters are destructive and if you make a mistake you won't be able to recover the data).
Thank you Eike,
With your hint, I found better way.
I used 'Advanced Filter' with 'Search and Replace'
So let the GA search /m/post/ and replace with /
Thank you!
I installed "Organic Groups" and "Feeds". I have 2 content type (feeds and articles).
Feeds works fine, it imports the items well.
I assign feeds and articles content to a group (both have group reference field), but when I import with Feeds, the items doesn't have group reference.
I tried to configure the importer, but I can not map the reference group.
Any idea? Thanks ^^
(Sorry for my english)
I know this is an old post, but I think I have a solution (I had a similar experience earlier). It's a little complicated, but it definitely works!
Install both [Feeds] (https://www.drupal.org/project/feeds) and [Feeds Tamper] (https://www.drupal.org/project/feeds_tamper)
Create a content type to receive the feed entries.
*I'll call this new content type "Blog post"
Add a text field to BOTH the new content type AND to your OG form.
*I'll call this field "Feed nickname"
On your OG form, fill in the field with the appropriate feed nickname.
*I suggest making this a one-word nickname
Under Structure>Feeds Importers>Edit>Node processor settings, select "Blog post" as the chosen bundle to receive the feed. Click save.
Under Structure>Feeds Importers>Edit>Node processor mapping, add a new mapping with "Blank source" as the source and "Feed nickname" as the target. Click save.
Under Structure>Feeds Importers>Tamper, scroll to the section "Blank source-> Feed nickname" and click "add plugin."
Choose the plugin called "Set default value" and set the default value to your chosen feed nickname. Click save and make sure the plugin is enabled. Click save at the bottom of the tamper form.
Add the feed importer as usual, under yoursite.org/import
Short explanation:
What this process does, essentially, is to assign all of the incoming feeds a default dummy value (in this case, the "feed nickname" you chose), and then match that value to the one you put in your content type. Having the same field and field value shared among the feed, the content type, and the OG links them together, and makes it possible for you to relate them in Views, etc.
Hope this helps!
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'm using Filestore to make uploads in a form.
It's a great implementation but I've a doubt about associating that file uploaded with a register in a table.
When I run the filestore.001.sql, it add 4 tables in Database (filestore_image, filestore_file, filestore_volume, filestore_extension).
Then in anoter table I have:
id
field1
idfile
I was thinking in how to do that association when I submit the form.
Maybe a dsql() and then selecting the last inserted file, but I don't know if this is the best option.
Thanks
Alejandro
When you add a image field to a form, it will return you ID (or list of uploaded file id's) on submission. So theoretically user can upload image and never submit form, hence it wouldn't be associated.
You can have the following table:
id
name
picture_id
and define picture as type image, there should be examples on the site - it will automatically receive ID from the filestore_file table.
There is another way you can do and it's exactly how Filestore_Image is being built. You can make your own model, and link it with necessary image and use that for your image field. Since it's your model, you can now control what happens before inserting, you can override beforeInsert and afterInsert events to build the proper associations.
Both methods have their own uses, pick the one which you like.