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#Collaboration12 debatiendo

Hello - 

 

I am looking for the best / easiest way to mass edit records from within a related list on custom objects.

 

I found this: https://appexchange.salesforce.com/listingDetail?listingId=a0N300000018mbBEAQ (https://appexchange.salesforce.com/listingDetail?listingId=a0N300000018mbBEAQ) but the documentation to expand to custom objects seems outdated as I can't find the templates noted to clone. 

 

 
5 respuestas
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Hi,

 

I am trying to mass delete files from SalesForce Content using the contentdocumentid (obtained from an export of the ContentWorkspaceDocument object).

 

The error message that I am getting is the following: "Cannot complete this operation. You cannot remove a document from its owning workspace. :  "

 

Thanks for your suggestions.
15 respuestas
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Is anyone done this earlier?  as we cannot merge 2 pdf files into 1 pdf file with apex, i would like to use any third party open source javascript libraries , what is the best approach or options to do this kind of requirement, any suggestions are appreciated , TIA
7 respuestas
  1. 27 jul, 10:12

    pdf-lib is what most people use for this. Upload it as a static resource, load it in an LWC with loadScript, pull the files' base64 VersionData from Apex, merge in the browser, then save the result back as a new ContentVersion.

    Main reason to do it client-side rather than Apex: you skip the 6MB/12MB heap limit, so large files still work.

     

    const merged = await PDFLib.PDFDocument.create();for (const b64 of base64Files) {  const doc = await PDFLib.PDFDocument.load(b64);  const pages = await merged.copyPages(doc, doc.getPageIndices());  pages.forEach(p => merged.addPage(p));}const out = await merged.saveAsBase64();

    If the library misbehaves under Lightning Web Security, the usual workaround is running pdf-lib in a Visualforce page inside an iframe and passing data with postMessage.

    If you'd rather not host the library, Api2Pdf and Adobe PDF Services both do merge via callout — but the files leave your org, which rules them out for most healthcare/finance work. 

     

    https://hicglobalsolutions.com/blog/how-to-merge-and-brand-pdf-files-in-salesforce-using-lwc-visualforce-pdf-lib/

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Getting the following error: The following record failed to process. OrderItem MAS_CO2-... The issue was: Required fields are missing: [PricebookEntryId].Order Products must have a Price Book Entry that belongs to the Price Book related to the parent Order.: Price Book Entry ID. Enter a List Price.: List Price.

 

These products have a list price of 0. What do we need to do to remove the error? Please help! Thanks : )

 

 
4 respuestas
  1. 22 jul, 13:57

    For this error , Salesforce allows users to update ListPrice(UnitPrice) on PricebookEntry. But it won't automatically reflect in OrderItem. So the ListPrice value here becomes different.  

     

    So users have to manually update to the historical value on PricebookEntry??

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When we refereshed our sandbox, most of the users email addresses were appended with ".invalid". I need to remove that for some of the users, however whenever i try to edit the user and save, it returns again with the ".invalid." How can I update the sandbox user emails? 
13 respuestas
  1. 16 jul 2020, 17:23
    Hi Mike,

     

    One way is to click on Edit, change the email address to remove invalid and check 'Generate new password and notify user immediately' option on the user record and then Save.

     

    This option lets you change the Email address instantly, but the users will have to reset their password using the link that is sent out to them which you can't avoid
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I have a homeowner age 61, will turn 62 in three months, can she go through reverse mortgage counseling prior to turning 62?
2 respuestas
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I have a global sales meeting next month and I am trying to put together a game for them to play for the hour that I will be spending with the salesteam.  I want to "teach" them to better use salesforce and learn that this is a great tool for them.  but make it a fun game, idea's I had were trivia or fact vs fiction.  Didn't know if anyone else had made games such as this? 
4 respuestas
  1. 20 may, 11:20

    Hi, 

    Trivia challenges, role-based simulations, and “fact vs fiction” quizzes can work really well for helping sales teams learn Salesforce in a more engaging way. Gamified learning usually improves retention because people interact with real scenarios instead of reading long documentation. That same creativity-driven approach is why sandbox gaming communities stay active too. I recently explored

    https://minecraftpatchedi.com/ and liked how much emphasis it puts on customization and interactive gameplay.

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Currently we have 1 case record type that is restricted to supervisor staff and above (case object is set to private with criteria based case sharing rule to allow visibility to public group that contain all managment staff) . This case record type has the ability to upload a file however of those users who have access to this case record type, there is a subset of users who would like the ability to restrict visibility of files even further (so that only the subset and executive management team have access) to this case record type if they choose. How can I accomplish restricting visibility of sensitive/private files that are attached to this case type?
3 respuestas
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We have a trigger upon insert of a Salesforce File, we are setting the ContentVersion.SharingOption = 'R'   //restricted

 

This is to restrict the file from being shared.  Upon doing a query of the ContentVersion record after the file is uploaded we can see that the SharingOption is set to 'R'

 

However, a user and other users are able to edit the sharing of the file.

 

Ultimately, we are trying to prevent a user that doesn't have Modify All rights the ability to edit the sharing of certain files.  

 

Per this documentation it seems that setting the SharingOption would accomplish what we are trying to accomplish.  

 

Please let us know what we are missing here and suggestions to resolve.

 

https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_contentversion.htm
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I was accepted into a few local and California state groups. There doesn't seem to be a way to navigate to view a list of those groups...
4 respuestas
  1. 25 feb 2017, 03:01
    Here's how you view it Devayan. Navigate to Collaboration > Overview then click the Show All link in the Group section.

     

    Here's how you view it Devayan. Navigate to Collaboration > Overview then click the Show All link in the Group section.
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