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Hi there,

 

I have 2 lookup fields on our opportunities that are updated via a process builder. We want the leave these fields as lookup fields so users can click and go to that record however we dont want the users to be able to edit these fields.

 

Since you can't make lookup fields read only is there another way I could prevent the users from editing these fields.

 

I though about a validation rule but wasn't exactly sure how to set that up.

 

When the system makes an automated record update like that which user does it look like the update came from?

 

TIA!
2 réponses
  1. 22 oct. 2019, 21:29
    Hi Lindsay,

     

    You can make a lookup field as read-only at the page layout level if not at the global level. As you can see in the below screenshot Partner Contact is a lookup to contact object and can update as Read-only at the page layout level. Let me know if this works.

     

    Hi Lindsay, You can make a lookup field as read-only at the page layout level if not at the global level.
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Is there any way to upload SCORM files to Salesforce within the Rich Text tool? Not using an LMS, just as a video to view within our app.

 

For example, I'm able to upload a YouTube link in there but is there any way to do a SCORM file? 

 

Thank you. 

 

 
3 réponses
  1. 4 févr. 2021, 21:27
    I did a quick search in the Help Toolbar: SCORM and after a quick review of the results, my fastest conclusion would be to go to the AppExchange for a solution.

     

    That being said, there are other alternatives that you could use to accomplish your goal (which I'm not 100% sure I understand, but feel free to clarify).

    If all you want is a video, you could use the Rich Text Component to simply put up a link to the videos.

     

    I've also recommended CircleHD.com, it will provide detailed feedback on your users interaction with the videos you want them to watch... Contact:  Asmara Hagos, asmara.hagos@circlehd.com, 817-655-5501. Let her know I sent you.

     

    Good Luck, and please remember to mark this as the "Best Answer" if it solved your problem. 

     

    -Dominic
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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 réponses
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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 réponses
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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 réponses
  1. 27 juil., 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 réponses
  1. 22 juil., 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 réponses
  1. 16 juil. 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 réponses
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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 réponses
  1. 20 mai, 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 réponses
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