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#CRM Configuration26 debatiendo

I have done a couple of FULL Data EXPORTS for SETUP/ADMIN/DATA/DATA EXPORT and I get the same issue where the first few ZIP files cannot be opened, there are 54 ZIP files created and the middle ZIP files are readable but there are no CSV files in them 

 

Has anyone encountered this?

Is there a solution?

 

I have raised a support case but thought I ask the community.

 

many thanks in advance 

 

#Salesforce Developer  #Data Management  #CRM Configuration

1 respuesta
  1. 10 oct, 12:26

    Try downloading the first few ZIP files again, as large exports often get corrupted during download. If they still will not open, check the export status in Setup to make sure it finished fully before you downloaded. For the readable ZIPs with no CSV files, those objects likely have no data to export, which is normal. If re-downloading does not help, your support case is the right path since they can check the export on their end.

0/9000

What is the best way to mass update the descriptions and helptext of fields across different objects in Salesforce.

 

I am referring to the metadata of fields (refer picture)

How can we mass update the description and helptext of fields

7 respuestas
  1. 10 oct, 11:42

    You can create a record triggered flow; which updates the descriptions but in case if you want to add different descriptions to different records you should use data loader feature.

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I "inherited" lightning knowledge to manage it as Admin, and was checking permission sets.

I have a permission set for articles author (with no publish permission, as this is done by somebody else in the org) and also I have the standard Knowledge LSF perm.set.

 

My question is, if I delete Knowledge LSF will this somehow cause harm to the knowledge seetings (as it's a standard permissions - that is why I'm wondering)? I just don't like to have permission set that is not in use.

4 respuestas
  1. 4 mar 2024, 16:26

    @Anna Michalska-Nowak Thanks for providing screenshot, as mentioned in screenshot it would disable above permissions and you can delete if you do no required.  However I would recommend you to delete in sandbox to analyze if there are any impact and do good round of testing in sandbox to make sure nothing is breaking.

     

    Thanks! 

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Is there a way to clone a custom object and copy all the files in the related list as well?

2 respuestas
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so currently I'm making my own chatbot app, I'm training my own AI using machine learning and NLP for that app but how am I supposed to implement that AI model into Salesforce.. basically I want to make a UI and provide a database for that app, so what kind of salesforce technologies can help me to make a UI and to provide an overall backend + any additional tips?

#Sales Cloud #Salesforce Developer #Service Cloud #Experience Cloud #Integration #CRM Configuration #Automation 

2 respuestas
  1. 2 oct, 10:54

    For a chatbot interface, I would keep the first screen very simple. Give users a few clear options and an obvious place to type their question. A visible route to human support is important too. Then test the interface with ordinary users. Their confusion will quickly reveal what needs changing.

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Any help or guidance on this would be greatly appreciated!  On our Opps we have a related "Product" list.   When viewing all the Products there is a drop-down at each line item that allows a person to edit or delete that product line item.  I want to make sure they can not delete that line item.  How do I remove the delete button here? I tried going into the opp page layout, related list and it does not give me the option to remove this standard delete button.  Is there any other way around this?  

 

I already removed the Delete button from the Oppty Product Layout page so when they click on the actual product they can't delete it. I can't seem to remove it from this list view though.   thanks! 

 

Remove Delete Button from Related Products on an Opportunity

3 respuestas
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Hi, 

 

I would like to have 2 different File section on the related list where one I want to use for the all the regular documents or files and another I like to use it for Inspection report. So that it becomes easy to manage this. 

 

Does anyone have any idea if there is anyway to do this? 

 

Thanks,     @Keiji Otsubo

Dhaval 

1 respuesta
  1. 7 sept, 10:17

     Yes, but not by adding two standard Files related lists. Salesforce’s standard Files component shows all files related to the record. 

    A common solution is to use custom file categorization: 

    1.  Create a custom field such as File Type or Document Category. 
    2.  Add values such as Regular Document and Inspection Report. 
    3.  Use a custom component or Salesforce Flow to display two separate sections, each filtered by category. 

     

    If you only need to organize the files rather than display two separate sections, you could also use

    Content Libraries

    or a naming convention, but those won’t give you two filtered sections directly on the record page. 

     

    If you want the two sections to appear on your custom object’s Lightning record page,

    geometry dash, I’d recommend a custom LWC with two filtered file lists

    . 

     

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I have a specific field on a custom object that I need to update but am not able to edit it.  I've tried multiple ways including on the page, using data loader & the developer console.  I am able to update other fields on the object without any problems.  For my user profile, the field level security is set to visible and not read-only.  The field permissions on the object settings are set to Read and Edit access.  For the only permission set applicable, the field permissions on the object settings are set to Read and Edit access.  The field is not set to Read-Only on page layout.  The field is set to required though.

20 respuestas
  1. 14 sept, 11:39

    Hi Joe, this is a frustrating one because everything you listed checks out individually. 

     

    Two things worth checking that don't show up in the usual places: 

     

    Permission set groups. If the applicable permission set is inside a group, the group can apply muting that silently overrides a field permission the individual permission set grants. You'd see Edit on the permission set itself and still lose it at the group level, and there's no single screen that shows you the combined result. 

     

    Multiple permission sets stacking. If more than one permission set applies to you and any of them explicitly restricts that field, it can take precedence depending on how they combine. Worth listing every permission set assigned to your user, not just "the only one applicable" you checked, since a second one might exist without being obvious from your own profile view. 

     

    Also double check it isn't a formula or rollup field, since those ignore FLS edit settings entirely and are never editable regardless of permissions. And if it's a lookup or master-detail, the parent record's sharing settings can block the edit even when every permission you listed is correct. 

     

    Disclosure: I'm at TwinStack, and this exact problem, being unable to see the combined effect of profile plus every permission set plus groups plus sharing in one place, is what we built Who Sees What for. It's a free AppExchange app that resolves a user's full access, object, field, and record level, in one lookup and names the specific rule responsible for each grant, rather than making you reconstruct it by checking each source separately. 

     

    Not sure if this thread is still live for you three years on, but if anyone else lands here with the same problem, checking permission set groups specifically is the one people miss most often.

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I work with a large contact database that currently exists in Excel format, and the file contains tens of thousands of records. I need to convert the contacts into VCF files for another system. Most of the online converters I have found seem designed for small files, and I am not comfortable uploading a huge customer database to an online service because of privacy concerns. 

I am therefore looking at desktop-based Excel to vCard conversion tools. Has anyone tried

SysTools Excel to vCard Converter

with a very large Excel file? I would like to know whether it can handle thousands of contacts without crashing or skipping records. 

 

#CRM Configuration  #Data Management

1 respuesta
  1. 9 sept, 13:29

    @mathew0406 micheal

      

    Of all the things to do in the world, literally ALL of the the options available (here's just a few)     

     

    • Teach a child to read 
    • Help an elderly person
    • Donate to a food pantry
    • Adopt an animal from a shelter 
    • Plant a tree

     

    Instead, you chose to post spam in this Community.  Your parents must be so ashamed of you.

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 I was looking for a way to convert my DWG/DXF files to HTML without installing or using AutoCAD. I wanted a simple solution that could preserve the original CAD drawing structure and make the files easier to view and share. I came across SysTools CAD Converter

and tried it for the conversion. The process was straightforward, and I found it useful for converting CAD files into HTML without depending on AutoCAD.  

 

#CRM Configuration

1 respuesta
  1. 9 sept, 13:24

    @Kanishka Vohra

      

     

    Of all the things to do in the world, literally ALL of the the options available (here's just a few)     

     

    • Teach a child to read 
    • Help an elderly person
    • Donate to a food pantry
    • Adopt an animal from a shelter 
    • Plant a tree

     

    Instead, you chose to post spam in this Community.  Your parents must be so ashamed of you.

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