I'm using the Magic Mover app to convert attachments to files. The process has been successful for all objects except one. I've tried selecting a few and even just one of the files but nothing seems to work. Any reason why this would work for all objects except one? Are there other ways to convert attachments to files?
For context the object is part of the Homekeeper App.
Hi! I am new to this group! Currently working on migrating our company's old org to Lightning. Is there a great overview or info video for end users to get them excited on what Lightning for Sales can do better? I got some from salesforce's youtube channel but wondering if someone has other recommendations. #LightningExperienceTransition
Hi Jacobe,
There are many articles describing the advantages of Lightning (LEX) e.g. https://help.salesforce.com/articleView?id=sf.lex_aloha_comparison.htm&type=5
We were more concentrating on the features that Lightning does not (yet) provide compared to Classic when migrating.
This is the sort of thing I put on a dashboard which allows me to show only a subset of results. Not the exact answer to your question, it works for us because typically there are other requests around the report. Such as I'd like to see the top 10 donors last year, this year, and two years ago. Can you also show me where they're located (state) and . . . and . . . So at that point I put all the high-level info into a dashboard and set up a subscription for the people who need the data.
Hi, we still have the NPSP v2 installed in our org and we are planning the transtion to lightning.
The "convert" Lead button is overriden by a VF page that is not available to be used in Lightning.
As I cannot edit the page and check the checkbox "Available for LIghtning Experience", I'm wondering if we need to upgarde to NPSP v3 before transitioning to Lightning. Can you please help?
Hi @Simona Foschi
I don't think that there's any blocker in transitioning to Lightning before upgrading.
As you mentioned that you have a custom VF page for Lead convert, Visualforce pages must be enabled for mobile use before they can display in these areas of the Salesforce user interface:
Here's a Trailhead Badge on using VF in Lightning
cc: @* Lightning Now! * @Salesforce.org System Administrators
Akash
Thanks Eva. I had thought it was something more complicated as it seemed to switch back at one point. Anyway that seems to have solved it for now!
Hi,
We've updated the environment from classic to Lightning.
And since then we keep getting errors on a Batch Apex, see below. Can you help us out on how to get this fixed?
Van: Nonprofit Success Pack <
salesforce@leadtoday.nl>
Verzonden: maandag 3 augustus 2020 23:00
Aan:
salesforce@leadtoday.nlOnderwerp: Salesforce Error
Organization: JDRF Nederland (00Db0000000dI0CEAU)
User:
salesforce@leadtoday.nl(0050X00000AYvgIQAT)
Salesforce encountered these NPSP errors. To learn more about common errors, see "Troubleshoot the Nonprofit Success Pack" on the Power of Us Hub. If you're unsure how to resolve the errors, post a message in the Nonprofit Success Pack group:
https://powerofus.force.com/HUB_NPSP_GroupErrors:
----------
Error #1:
Error Type: Batch Apex error
Error Date: 2020-08-03 20:00:34
Message: "First error: Update failed. First exception on row 2 with id a08b000001FjjH4AAJ; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You can specify either an Organization or Contact for a Recurring Donation, but not both.: []"
Context: npsp__RD_RecurringDonations_BATCH
Stack Trace:
null
Hi James, We'll have a look to see if we can get it fixed this way. If not I'll reach out again. thanks for now.
I just started working with a non-profit and I'm fairly new to the Salesforce world. All the training I've had thus far is in Lightning but this org still has classic. However, I'm a little confused because when I login, it says they have the "Nonprofit Starter Pack" not the "Nonprofit Success Pack." I went into Settings > Installed Packages and found that the versions for "Households" and "Contacts and Organizations" is 3.12 and 3.14. Which according to Salesforce is the most up to date version. The "Nonprofit Success Pack" is also listed under Installed Packages and is version number 3.18.
My question is, under the current configs that the org has, how do I even start the process to transition to Lightning? And is it even possible if we don't actually have the most up to date version of the Nonprofit Success Pack?
We use the Lead Source field on both our Contact pages and on Opportunities, but to capture different information. I have made certain picklist values available for the Lead Source field on our Contact Record type that are not available on any of the Opportunity record types. Since we made the switch to Lightning, every time we create a new opportunity (using the 'New' button on the opportunities related list on a contact page) the lead source value from the related contact auto-populates into the opportunity, even when that value has not been made available on that opportunity record type. Note that Lead Source is a required field on our Contact pages, but not on Opportunities, where it is often intentionally left blank.
This created some errors for us before we realized that it was happening.
How do I stop the Lead Source field on opportunities from being auto-populated?
Lead Source is a required field on all Contact pages but not on opportunities.
