Salesforce Archives - Page 2 of 3

January 21, 2019

Categories

How To Case Comments in Case Object Without The Public Checkbox in Salesforce?

Problem Description: Salesforce users/customers have an issue with Case Comments(Internal comments) as it shows up for all users. Challenges to User/Developer: A workaround is to create a custom object which replicates the behavior of the standard Case Comments object.

January 21, 2019

Categories

Challenges on Multi Select While Reporting in Salesforce!

Problem Description: Salesforce doesn’t allow users to create a report based on an individual multi-picklist field or group the reports based on individual multi picklist. Challenges to User/Developer : A workaround for this is to create a custom object which holds the multi-picklist values of the object you are trying to build a report on.

January 21, 2019

Categories

Unable To Set a Record Type in Salesforce Object in Salesforce Community

Problem Description : Salesforce users/customers have issues with seeing record types in community page. Solution : If all the page layouts and permissions are assigned correctly and yet there is no record type shown in the community. Then, contact the Salesforce customer support and make sure it is enabled from their end.

January 21, 2019

Categories

Changing Case Owner Assignment Email Template in Salesforce

Problem Description : Salesforce customer/users receive the standard/default email every time a case is assigned to him/her. The template cannot be modified as the user will not have access to that email template. Challenges to User/Developer : A workaround for this is to create a brand new workflow with a custom email template.

January 21, 2019

Categories

Kanban Salesforce for the Objects Which Doesn’t Have Picklist Values

Problem Description : Salesforce users cannot create Kanban views on formula fields. Challenges to User/Developer : A workaround is to create a picklist field that imitates the formula field.

January 21, 2019

Categories

Salesforce – How to Prevent Auto-Reply for an Email to case in Salesforce ?

Problem Description : Salesforce customers/users have issues adding email to the activity tab and customizing the email to send new mail every time. Challenges to User/Developer : Enable Email-to-Case and then create a custom email action

January 21, 2019

Categories

How Salesforce Platform License Users Can Access Case Object?

Problem Description: Salesforce Customers/Users face problems when using case objects with partner community login licenses and Salesforce platform licenses, as there is no access to case objects in partner community login licenses and Salesforce platform licenses. Challenges to User/Developer: A workaround for this is to create a permission set which grants access to the case object.

January 21, 2019

Categories

Best Way to Indicate Custom Image Indicators Salesforce Lightning

Problem Description: Salesforce Users/Customers face performance issues with image formulas in Salesforce Lightning. Images can be stored in documents and can be used in Salesforce Classic and Lightning, but it is not efficient since most of the time it requires multiple page refreshes to make the image appear in Salesforce Lightning.

January 21, 2019

Categories

How to create a custom button for salesforce or More Records in a Table Form in Salesforce?

Problem Description: Salesforce doesn’t provide out-of-the-box functionality to compare multiple records on a single screen. If a user/customer has to compare records then he/she has to open a record in one browser tab and the other record in another browser tab. However, this is not a feasible solution. Challenges to User/Developer: Create a button in the list view which compares the records dynamically.