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#CRM Configuration토론 중인 항목 43개

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

답변 1개
  1. 9월 9일 오후 1:29

    @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

답변 1개
  1. 9월 9일 오후 1:24

    @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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Jared Soell (N/A Director) 님이 CMTD에 질문했습니다

We use a custom Object called "Account Affiliations". This Object has a Master-Detail relationship with Accounts, and this is where we would like to show our Enhanced Related List. There are two Lookup fields on the Account Affiliation Object:  1. (Account) "Consultant/Broker" 

2. (Contact) "Consultant/Broker Contact Name"  When the Enhanced Related List is added to the Account Lightning Page, the "Consultant/Broker" and "Consultant/Broker Contact Name" are displaying as those Record IDs. 

 

#CRM Configuration

Enhanced Related List showing Id of Lookup field values

 

If possible, we would like these to display as the actual NAME of the "Consultant/Broker" and "Consultant/Broker Contact"  For reference, I've added screenshots of the Metadata Labels and Lightning Page Component  

Active Account Affiliations - 2.jpg

  

Active Account Affiliations - 3.jpg

Active Account Affiliations - 4.jpg

답변 2개
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    2021년 10월 2일 오후 3:08

    Hello, 

     

    In the database the values are stored as IDS so it does makes sense that the list is is simply displaying what is stored. 

     

    There are a few workarounds to this that I can think of of the bat;

     

    (1) Create a formula field that references the name of the related object and then display that formula field in the related list linked to the ID

     

    (2) Try to how to adjust the syntax so you tell the component to display the name for example Contact__c.Name 

     

    You'd have to try option two for yourself as I'm not sure this will actually work, option 1 should work without any issues. 

     

    Thanks Tom

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I'm trying to update records directly from a related list in Salesforce, but I'm encountering some difficulties. Could someone please guide me on the best approach to achieve this? Specifically, I'd like to understand:

 

1. How can I enable editing of records within a related list?

2. Are there any considerations or limitations I need to be aware of when updating records this way?

 

 Any insights or pointers to relevant documentation would be greatly appreciated. Thank you in advance for your help!

답변 3개
  1. 9월 4일 오후 1:01

    In the Winter '27 release, this new feature can solve what you're looking for: 

     

    Process Multiple Records with Screen Flows from List Views and Related Lists -

    https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_screen_mass_quick_action_264.htm&language=en_US&release=264&type=5

     In the Winter '27 release, this new feature can solve what you're looking for: Process Multiple Records with Screen Flows from List Views and Related Lists - I just completed a new screen flow for one

     

     

     

    I just completed a new screen flow for one of our long-term requests here and it came out beautiful!

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Is there a way to query the list of all the lightning record pages that a profile has been assigned to without having to go to each of the objects?

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Hello, I am looking for Alerts feature on Scale Center product. As per the document Configure Alerts | Salesforce Help we should be able to subcribe to following alerts, but I cant access this feature. Wondering if this only for Signature Success Plan customer.   Thanks   

답변 1개
  1. Smitha Thomas (CIBC) Forum Ambassador
    8월 13일 오후 4:13

    Hi @Shrivaths Kulkarni

     

    Scale Center is available at no additional cost for all Unlimited Edition (UE) Production and Full Copy sandbox orgs, as well as for customers with Signature Success Plans. Can you check email logs to see if there were any failures.

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We want to turn on State and Country picklists, but we had some questions. Would we need to update any automation, or adjust validations?    When this is turned on, do country values default to full words? Meaning United States, instead of US? And so on. We currently have a few web forms pushing in leads and contact with 2 digit codes.    

답변 3개
  1. Steven Trumble (Strum Consulting) Forum Ambassador
    8월 12일 오전 5:52

    I built these invocables a while back to help with handling turning full name back to the codes:

    https://github.com/s-trumble/CountryAndStateCodes
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Hi,

I have the field name and I need to find the object to which it belongs to?

example:

field name: Status

I need to find the object to which this field belongs?
답변 3개
  1. 8월 10일 오후 6:39

    The query works fine if ordinary single quotes are used: 

     Select Id, Namespaceprefix,developername,TableEnumOrId from customfield where developername LIKE '%(FIELDNAME)%' 

    Otherwise you get :  

    Unknown error parsing query 

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Hi Everyone, 

 

Can anyone tell me how Edit option is available on the visit record page of Life Science Commercial App on iPad. Need Edit button from the 3 dots available on bottom right corner.  Edit Button is not visible even when the visit status is planned and not completed or submitted.

How Edit option on Visit record page on iPad is available in Life Science Cloud.

 

 

 

#CRM Configuration

답변 4개
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We use the standard quote object for quoting and have a custom text field to use for extended line item information. However, this field keeps cutting off the text arbitrarily; in this particular example it is after 195 characters. The field is a rich text area with a 3000 character limit. Can anyone explain why this is happening? 

 

Quote PDF Field Cut Off

 

full line item description.png

 

 @* Sales Cloud - Best Practices * @* Sales Cloud - Getting Started *

 

  

 

#CRM Configuration

답변 3개
  1. 8월 4일 오후 2:18

    Hi Lisa, 

     

    The short version: this is a limitation of standard quote templates rather than something misconfigured on your end, and the reason it looks arbitrary is that the character count isn't counting what you see. 

     

    Rich text area fields store HTML behind the scenes — paragraph tags, line breaks, bold, font styling, all of it. Character limits in quote templates count those hidden formatting characters along with the visible text. So your 195 visible characters plus the markup wrapping them is hitting the renderer's internal ceiling. That's also why the cut-off point moves around between records: content with more formatting truncates sooner, plain content goes further. Your field's 3,000 character limit governs what Salesforce will store, not what the PDF engine will render. 

     

    A quick way to confirm it: take the same content, strip all formatting so it's plain unformatted text, paste it back in and regenerate the PDF. If it runs noticeably further before cutting, markup overhead is your culprit. 

     

    On what to do about it: 

     

    If you can live without formatting, switching to a plain Long Text Area removes the markup overhead entirely and gets you meaningfully more usable characters, with a predictable cut-off instead of a moving one. 

     

    If you need the full 3,000 characters per line item, standard quote templates aren't going to get you there. The usual routes are a Visualforce quote PDF template, where you control the rendering, or a document generation tool — S-Docs, Conga, Nintex DocGen and similar all handle long per-line-item text properly. More work up front, but it's the only way to stop fighting the limit. 

     

    One thing worth ruling out first: check field-level security on that field for the profile generating the PDF. If a field isn't fully visible to the user, it can render oddly or not at all on template PDFs. Less likely given you're seeing partial text, but cheap to verify. 

     

    Hope that helps. 

     

    Lisa — also worth saying: if the extended line item info is genuinely long, it may be worth asking whether it belongs on the PDF as a line item column at all, versus a terms or details section further down. Line item columns are narrow by design and long text tends to look cramped even when it does render. 

     

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