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#Custom Buttons2 personnes en discutent

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Ken Tallman a posé une question dans #Flow
15 sept., 22:27
Salesforce button not opening flow in new window

I have written a flow that calculates a new value and stores it back on that same record. I would like to trigger this from a button and have that working, but not quite like I want. The flow works correctly, but after it runs, I get a full screen message saying "Your Flow Finished" (see below). There is no way that I have found to get rid of this. I don't mind the message but need a "Continue" button or something to take the user back to their original record page. I've tried all the button options and they all behave exactly the same. Is this just the way it is, or is there a way to get past this. My preference would be a small pop-up box with a button to close that pop-up and take the user back to the original record. Is this possible?   

 

Salesforce button not opening flow in new window

 

 

 

#Flow  #Custom Buttons

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Leslie Gaynor (Clean Solar) a posé une question dans #Customer Service
24 juin 2020, 17:41
The lead conversion failed because the value for the field Roofing_Job_Type__c is invalid.
Hi Trailblazer Community,

 

I'm getting this error when converting a lead with Lead Record Type: Roofing.

 

"The lead conversion failed because the value for the field Roofing_Job_Type__c is invalid. The value comes from the lead field that's mapped to the field Roofing_Job_Type__c. Ask your admin to check the field mappings."

 

Roofing Job Type is a custom picklist field that has long been mapped to the opportunity field. Until recently, when adding new values to the picklist it has now prompted this error message.

 

I queried this error on Google and Trailblazer Community and found this article: https://help.salesforce.com/articleView?id=000317614&language=en_US&type=1&mode=1

 

I followed all the steps necessary. Making sure that the opportunity custom field is mapped accordingly and that the picklist values for lead and opportunity are identical. What else can I do? it still is showing the error.

 

I also made sure both are only shown on Roofing lead record type. I know the picklist values that work and that don't... should I delete the values and retry again?
9 réponses
  1. Soumya Sharma (Quantive)
    19 févr. 2025, 23:19

    For me this case is even more weird there is a  multi select picklist list field called " Brand__c" in account layout however this field doesn't even exist in opportunity/lead/contact object and i am still getting an error saying "The lead conversion failed because the value for the field Brand__c is invalid. The value comes from the lead field that's mapped to the field Brand__c. Ask your admin to check the field mappings." I checked the mappings and there is no such field mapping that can be found in the lead mapping. What could be the issue please help. #Trailhead Challenges#leadconversion #Convert Lead #Flow #Custom Buttons #Multi-picklist Field #TrailblazerCommunity

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Anjani vineela Telukutla (TCS)
16 févr. 2024, 13:24
How to provide a button to create a task or event on Opportunity object (on Experience cloud site)

I have a requirement where I need to provide a button for users on experience cloud site to create a task on opportunities, I am using LWR framework based site.

Please let me know if anyone has any idea.

 

#Custom Buttons

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Lewis Howel (Software Systems & Salesforce Administrator chez Daikin Applied (UK) Ltd) a publié du contenu dans * Salesforce Field Service *
30 mars 2021, 11:30

Hi all, hopefully this is a simple question, and the answer is yes.....

 

Are we able to allow engineers using the FSL App to click button that would start a Conga Composer solution? We have a 'Customer Documents' button on a record page layout for browser, that starts conga composer in background mode and attaches output file to the record notes & attachments / files. Is there a way to get this available on the app? 

8 commentaires
  1. Samuel Stevens (Publicis Sapient)
    29 juil. 2022, 16:51

    @Lewis Howel were you able to resolve this issue? I have similar use case where we want to generate a service agreement for in person signing. Appreciate any direction you can provide.

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Michael Agres (Salesforce Business Analyst chez Weichert Workforce Mobility) a posé une question dans #Experience Builder
18 oct. 2021, 16:24
Add a Custom Button to an Experience Page

I have a custom button for a custom object that calls a Flow. How can I add it to an Experience Page?

 

Note: I already tried adding the Flow itself using the Flows component on Experience Builder, but it errored out on me.

 

#Experience Builder #Custom Buttons

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Prasanth R (Equiniti)
27 avr. 2022, 11:05

I want to create a button(detail page link)in the objA and i have to add a report templates in that button.how do i that?Kindly someone help me..report templates are already existing one.   #Detail Page Button #Salesforce Admin #Field Service Lightning #Good Report Template

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Bhavin Patel (Community Experience Manager chez Salesforce) a publié du contenu dans * Sales Cloud - Getting Started *
25 mai 2021, 13:16

Did you know? Custom buttons and links help you integrate Salesforce data with external URLs, applications, your company’s intranet, or other back-end office systems.

 

Click ⬇️  to learn more!

Custom Buttons and Links

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Sara Woodman (Salesforce Solutions Architect chez IDEXX) a publié du contenu dans Dynamic Forms, Actions, Lists and More!
23 mars 2021, 16:22

We are trying out dynamic actions on the account object and having issues with some of the buttons that were on the page layout converting.  Does anyone know how to convert the following:

  • Visualforce custom buttons
  • Url link custom buttons
  • Printable View
  • Related Campaigns

Thanks in advance.

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Volodymyr Suvorov (Sole entrepreneur) a publié du contenu dans Salesforce Fundamentals Online
25 oct. 2019, 12:39

Hi everybody 

Week Three Trailmix is a bit complicated and time consuming imho.

And I was not able to fulfill the Unit “Create Custom Buttons and Links” in Lightning Experience Customization Module.

Each word separately is understandable but I can’t grasp the entire instruction.

2 commentaires
  1. Volodymyr Suvorov (Sole entrepreneur)
    25 oct. 2019, 16:58
    Hi @Bill Koonce. Thank you for your offer to help. I can't catch and remember all steps in the procedure of custom button creation and how to align tasks in Challenge to examples above it. Maybe that was due my hurry. I think I should repeat all instruction one more time. ))
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Anna Adams (Salesforce Trainer chez Daikin) a publié du contenu dans * Lightning Now! *
6 août 2019, 21:09

My Domain help!!  Is there is way to do a quick scan for email templates, custom buttons, and visual force pages that might call out/reference the org instance URL?  Or do I have to go through them one by one ??

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