I would like to add functionality to the extended mail merge feature on salesforce,
Does anybody know if I can add some apex code to it? Or if it already has built in functionality I could use to apply a template based on the value of a field?
Thank you in advance :)
Related
I have an object "Project" that has a lookup field "Account__c". In the Salesforce experience builder, I want to have a link in the Project Detail page to the connected Account.
Something like "Go back to your account".
But I tried various links like "https://our webite/s/account/{!recordId.Account__c}"
I know that this: "https://* our website"/s/project/{!recordId}" works so I feel that there is a solution to this. I hope someone can help me.
Thanks in advance
I assume you're using standard detail page components and are looking to build a formula field to expose the linked Account URL?
/s/account/{!Account__r.Id} should do the trick as a relative URL.
is there any way to show basic filter (with Sonata Admin Bundle and Symfony 4) just below title in table list view?
Something like in this picture? here
Thanks!
There is no standard way to achieve this via configuration. You will have to make extension for this thing, but we cant do this for you. If your question is if there is a default way of doing this? Then answer is NO there isnt, but I think it is possible with extension.
I am newbie to the salesforce and working on the Live Agent setup and its other useful features. Now I am looking to implement the Pre-Chat form, but I dont see the option to choose form. I see the below, Could you please guide what setting needs to be done ?
I have created a custom VF page and now I want to choose that form. But I dont see that option. I created the Pre-chart form using : https://developer.salesforce.com/docs/atlas.en-us.live_agent_dev.meta/live_agent_dev/live_agent_pre_chat_forms_code_sample.htm
For that we need to register the site for your own force.com site like below and then only you will be able to see the
And Now you will be able to see
Paste the URL of the page eg. https://cs-19.salesforce.com/apex/PreChatForm in the Pre Chat Form field
I am struggling to find where to start w.r.t my following problem.
In SFDC reports, there is an "export details" button to export a user chosen report into csv or xls formats. I want to modify this xls file (for example, encrypt it) before user downloads it.
I guess I can achieve this using Apex triggers. My questions are:
How can I add an Apex trigger which is triggered upon a user clicking this "export details" button?
How can I access the xls contents in this Apex trigger code where I want to encrypt them?
I extensively searched in Apex user guide and many other sources. I can not find how to add triggers to standard SFDC buttons.
Thank you very much in advance.
How can I add an Apex trigger which is triggered upon a user clicking
this "export details" button?
This isn't currently possible. First triggers are related to database actions and not user interface events. You can override the behavior for a lot of buttons using a view override, but unfortunately that's also not available for report buttons.
Workarounds
While you can't alter the behavior of the standard report experience, there is a new Reporting API that was just released by Salesforce that allows you to programmatically get the contents of a report. Using that you could build your own "encrypted report download" tool to accomplish this.
For more information, checkout this answer on Salesforce Stackexchange on accessing reports through the api. And in the future, post to Salesforce Stackexchange first!! That's where the community is these days ;)
Trigger can only be called when you do some dml operation in salesforce, clicking a button has no concern with the trigger calling,
I'm trying to make edit box which can provide URL/Search keyword suggestion when use type it. Do you guys have any idea where should I start ? I've review the BING API but I couldn't find it...
For your edit box I'd recommend using the AutoCompleteBox from the toolkit.
Google has a custom serch API which may be a good place to start looking for a data source for your searches.