Forum Replies Created

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  • Manpreet

    Member
    April 27, 2018 at 11:08 am in reply to: How can we achieve dynamic approval process in Salesforce?

    Hi pranav,

    It is possible through apex triggers because in standard approval process, you need to define approver while creating approval process.

    Thanks.

  • Hi Pranav,

    Process builder or apex trigger can be used to initiate approval process when record is created.

    Thanks.

  • Manpreet

    Member
    April 27, 2018 at 11:07 am in reply to: Can we create a formula type in report and How?

    Hi pranav,

    Yes.
    Formula are not available in tabular reports but available for other report types.
    Formula can be only in number, currency and percent format.

    Thanks.

  • Manpreet

    Member
    April 27, 2018 at 11:06 am in reply to: What are all the things that are not supported in joined reports?

    Hi pranav,

    The following items aren’t supported in joined reports, and aren’t converted:
    Bucket fields
    Cross filters
    The Rows to Display filter

    Thanks.

  • Hi Shubham,

    This is the format - YYYY-MM-DDThh:mm:ss.00Z

    Thanks.

  • Hi Shubham,

    Export: It will fetch only active records from salesforce.
    Export All: It will fetch active as well as records from recycle bin.

    Thanks.

  • Manpreet

    Member
    April 27, 2018 at 11:01 am in reply to: Define User Managed Sharing in Salesforce?

    Hi shubham,

    Manual Sharing is used to grant one-off access. Manual sharing can be granted by record owner, any one above the owner in role hierarchy and System Administrator. Manual sharing is used to handle exception cases where access to a particular record needs to be given to a specific user. There is a Sharing button on the records page. This is used to provide manual sharing.

    Thanks.

  • Manpreet

    Member
    April 27, 2018 at 11:00 am in reply to: Records visible to users are not shown by Custom Report?

    Hi Shubham,

    It would seem that Custom Report Types drilled down to the Users Role DO NOT respect the sharing rules ADDING records that the role would not normally see with the Hierarchy alone.It seems counter intuitive but if it is drilled down to a Role then it may make sense to only show record for that role and not all visible records.

    Thanks.

  • Hi shubham,

    Okay I would start by reviewing the "Who sees what?"
    What is your Org-Wide-Default Sharing settings and Sharing Rules?
    Which Profile do these Users have?
    Do any of them have "Modify All" Permission on that Object? Or "Modify All Data" System Permission?

    Thanks.

  • Manpreet

    Member
    April 27, 2018 at 10:56 am in reply to: Permission set not working as expected in Salesforce

    Hi shubham,

    Just by giving a permission set alone with delete access is not sufficient for user to delete all accounts, you need to look into OWD and Role Hierarchy.
    For example if your OWD for Account is Private , in that case the user with delete permission can only delete records owned by the user or anyone directly below the user's role hierarchy and at the same time the User cannot delete any records owned by any other user higher in the role hierarchy or in a parallel in the role hierarchy.

    Thanks.

  • Manpreet

    Member
    April 27, 2018 at 10:55 am in reply to: Sharing rules not working on Salesforce Partner Community Users?

    Hi shubham,

    What you're attempting to create are Criteria-Based Sharing Rules. Unfortunately, you can't share records with your partners using criteria-based sharing. Instead, you can only share records based on their Role, not values in the record itself unless you use Apex Managed Sharing.

    Thanks.

  • Hi shubham,

    Profile gives you the permission too Create/Read/Edit/Delete the OBJECT as a whole.(Account, Contact, Opportunity etc). Then further the OWD restrict the access for Records belonging to that object (records not owned by you).

    Thanks.

  • Hi Shubham,

    You can give all IP Login Ranges to a particular profile but you can't give it under network access.Because Network Access is for the whole salesforce org as per the salesforce standards they doesn't allow all its users from all ip ranges.

    Thanks.

  • Hi shubham,

    You have to make  Visualforce page for this.In that VF Page you will be querying your Reports and with the help of the <Analytics:ReportChart> you can replicate your Dashboard with your number of columns.

    Thanks.

  • Hi saurabh,

    The assigned approver requires edit access to the record to edit it. If the user's profile is having "Modify All" permission on that particular Object then they will be able to edit a record during the Approval Process.

    Thanks.

  • Hi pranav,

    This not only applies to the Data Import Wizard but also when performing an operation with the Data Loader if it's used in Bulk API mode via Settings | Settings | "Use Bulk API"

    In order to view how many records have imported you will need to go to the Bulk Data Load Job Details. The click-path is as follows:

    - Click on your Name | Setup | Monitoring | Bulk Data Load Jobs or Jobs

    Now you will need to locate your import Job ID best way is by the Start Time.

    Locate Records Processed and subtract it by Records Failed. This will tell you how many records were created.

    Usually Records Failed is due to mapping issues including CSV fields missing data prior to import.

    Thanks.

  • Manpreet

    Member
    April 26, 2018 at 5:28 pm in reply to: Messaging.SendEmail Not working in Salesforce?

    Hi shubham,

    Following code works fine for me from developer console.

    Messaging.SingleEmailMessage mailTest = new Messaging.SingleEmailMessage();
    String[] toAddressesTest = new String[]{'[email protected]'};
    mailTest.setToAddresses(toAddressesTest);
    mailTest.setSubject('THIS IS A TEST____ SUBJECT LINE');
    mailTest.setHtmlBody('Hi from email');

    Messaging.SendEmail(new Messaging.SingleEmailMessage[] {mailTest});

    Thanks.

  • Hi shubham,

    While working with Visualforce Page for Salesforce1 mobile following unexpected behavior will be expected

    Navigation to Browser/New Tab
    Deviation from Salesforce1 App
    Navigation to standard detail/view page but not Salesforce1 View

    # Check for <meta> tag, if meta tag not there it won't work on mobile
    <head>
    <meta name="viewport" content="width=320; initial-scale=1.0; maximum-scale=1.0; user-scalable=0;" />
    </head>
    # Include Apex.js for loading Salesforce1 libraries
    <apex:includeScript value="/soap/ajax/32.0/apex.js"/>
    # Javascript function to identify mobile/desktop
    unction navigateTo(sObjectId) {
    if ((typeof sforce != 'undefined') && sforce && (!!sforce.one)){
    // Salesforce1 navigation
    sforce.one.navigateToSObject(sObjectId, 'detail');
    } else {
    // Set the window's URL using a Visualforce expression
    window.location.href = '{!$site.Prefix}' + '/' + sObjectId;
    // site prefix helps when navigation in community
    }
    }
    Invoking js function
    Pass object Id for <a> tag or some button like shown below,
    <a href="#" onClick="navigateTo('{!sOjbectId}');">Click Here</a>

    Thanks.

  • Manpreet

    Member
    April 26, 2018 at 5:24 pm in reply to: PageRedirection is not working in Salesforce1

    Hi Shubham,

    Salesforce1 unfortunately does not have a way to load a specific Record Type for the Edit page other than what is default. Also, try to avoid any use of the standard object URL identifiers like "006" etc. since those are only designed for the full desktop site. For Salesforce1 the following call should be used, but again it only accepts an ID and goes to the default Record Type the record is defined with:
    view sourceprint?
    sforce.one.editRecord(​recordId)

    Thanks.

  • Manpreet

    Member
    April 26, 2018 at 5:23 pm in reply to: Apex Inputfield not working in Salesforce1?

    Hi Shubham,

    It is a known limitation of Salesforce1 Mobile and is documented in the Salesforce1 App Developer's Guide.

    From the Salesforce1 App Developer's Guide section, Visualforce Components to Avoid in Salesforce1:

    Using <apex:inputField> is fine for fields that display as a basic input field, like text, email, and phone numbers, but avoid using it for field types that use an input widget, such as date and lookup fields.

    Thanks.

  • Manpreet

    Member
    April 26, 2018 at 5:22 pm in reply to: Jquery is not working with reRender?

    Hi shubham,

    Please add.
    var $j = jQuery.noConflict();

    Please refer this docS
    http://www.iterativelogic.com/using-jquery-with-visualforce-pages/
    http://developer.force.com/cookbook/recipe/using-jquery-in-a-visualforce-page

    Hope this helps.

    Thanks.

  • Manpreet

    Member
    April 26, 2018 at 5:22 pm in reply to: Onclick Javascript is not working in Salesforce Lightning?

    Hi shubham,

    Unfortunately, Javascript buttons are not supported in Lightning Experience.
    However, Salesforce has provided alternatives for these buttons based on the use cases for which we implement these buttons.
    Alternative: Custom URL Buttons

    Thanks.

  • Manpreet

    Member
    April 26, 2018 at 5:21 pm in reply to: Service Setup not showing in Salesforce Lightning Experience?

    Hi shubham,

    Service Console comes with Service-specific setup flows that help you get up and running quickly. These flows walk you through setting up Email-to-Case, integrating with Twitter and Facebook, enabling Lightning Knowledge, and creating a Lightning Community.

    Thanks.

  • Hi shubham,

    If the New button is overridden with a VF redirect page, it is not working after Winter 18 release. It was working before Winter 18 release!!

    Thanks.

  • Hi shubham,

    Resolution
    If the new report builder is not visible to all users, then most likely the new charting engine is disabled. A system administrator can go to Setup > Customize > Reports & Dashboards > User Interface Settings to enabled this feature.
    If the issue still persists, please contact Salesforce Support and request to activate the "Enable the Reports and Analytics tab".

    Thanks.

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