So I have this idea to add a field to Contacts, where they autofollow Users they are associated with. My Idea is to be able to have User A create Contact A, and Contact A to be associated with (And hence autofollowing) User A, B, and C.
Does anyone know of a plugin that does this/have any idea of where I should start doing this? I just can't figure out how to edit the Chatter code on an enterprise account, or add functionalities to the Chatter codebase.
Is this possible? Any ideas of where to start would be awesome.
Exact method would depend a bit on your contact-users association. You could write a trigger on contact insert/update and make userEntitity records between the user who made the contact record and the associated users.
Have a look at the chatter cheat sheet: http://developerforce.s3.amazonaws.com/website/pdfs/Chatter-cheatsheet_final.pdf
ps: you may get more response at https://salesforce.stackexchange.com/ , which is specialized on salesforce subjects.
Related
i'm creating a marketplace with the MERN stack and i'd like to know what would be the most simple way to create a payment system between two users. I have my own Users API, and i would like to add a way so when User A lists a product, User B can make an online payment of that item directly to User A. Would be really greatful if you could direct me to any tutorials or generally what to look for.
Thanks in advance.
I am looking for ways to restrict record visibility in case record owner profile changes in the system in salesforce. I have come across restriction rules which works in salesforce lightning. I need a solution which can work both in lightning and salesforce classic. Any help would be appreciated.
We have a situation where some of our DocuSign documents do not get signed within the DocuSign system. We have someone that manages these "paper signatures" and then uploads them to DocuSign which connects to Salesforce.
We need to relate these envelopes to either an Opportunity or a Quote to get them to populate fields on these records.
When creatng the envelope, we have the option to "Relate to Salesforce" objects: Leads, Contracts, Opportunities, etc. We tried to use Opportunities and then use the Search to find the Opportunity to attach it to. However, if the Opportunity is in a Closed status (which it is 99% of the time), it will not show up in the search to select.
We could also attach to a Quote, however, there is no option on Salesforce Connect to relate to this object.
Does anyone know a workaround for this that will still allow our person to upload through DS and connect to the appropriate record?
Thanks,
Shannon
It will not unfortunately work with closed ops or quotes.
The only way I can think to do it would be to add a non-required envelope custom field in your account called ##SFOpportunity and when uploading that wet signed doc into DocuSign add the objectID as that envelope custom field (it's how the manage package relates back to proper objects when sending from SFDC).
It's a bit of manual process, but it should work.
We now have one site running but we will need to build a branded site for our client soon. The client site will have exactly the same data set as our current site expect for the user data. The client site must have totally separated user info which allows only the client to use the site.
I don't see the need for setting up a new database or creating a new user table for the client. My tentative solution is add a "Company" column for the user table so that I can differ which site the user data row is on.
I do not know if this approach will work or not or if it is the best practice. Could anyone with experience like this shed some light on this question?
Thanks,
Nigong
P.S. I use LAMP with AWS.
Using an extra column to store a company / entity id is a common approach for multitenant system. In general you will want to abstract the part that that verifies you can only retrieve data you're allowed to a piece that all queries go through, like your ORM. This will prevent people new to the project from exposing/using data that shouldn't be exposed/used.
I'd like to create visualforce page that inserts a record into salesforce account object. However, I expect some of the page users won't have salesforce accounts. Can they still access it? If not, what are the alternatives that can be used to visualforce page in this case? (Please don't consider Web to Lead Forms).
Thanks,
Yes, it's possible. Go read about Salesforce Sites. For a start:
http://wiki.developerforce.com/page/Websites
http://wiki.developerforce.com/page/An_Introduction_to_Force.com_Sites
(of course it's also possible to write that page in say Java/.NET/PHP and use integration via SOAP or REST to talk to Salesforce... but these 2 main links will keep the whole solution within SF so no need to need to learn new language, have extra maintenance effort etc)
Sites are VF pages that expose a bit of your company's data without need to log in. You can use them to input data too, just remember that in theory anybody could learn the link and spam you (not too different from web2lead, inbound email handlers etc). You specify security in a way similar to Profiles, the records will have "Created By = {site name} Guest User".
I don't think there's anything out of the box to restrict visibility, they're open to whole world. So if you would want something similar to login IP ranges (so only sales reps from your office's network can enter data) - you might have to write some logic in the controller.