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#Custom Fields토론 중인 항목 3개

Hannah Guttman 님이 #Campaign Influence에 질문했습니다

Hi everyone,  

 

I'm trying to pull direct and influenced donations in a campaign hierarchy. I built the report for

all time, but i also need to narrow the report down to a specific timeframe (Q1, Q2, etc). The report type i made for all time is called "Campaigns with Influenced Donations (Customizable Campaign Influence)". I need to copy the report i made to include payment page fields but i don't see this available and I don't know if i have the ability to make this myself. 

 

 

#Campaign Influence  #NPSP  #NPSP Admins  #Campaign Influence Models  #Reports & Dashboards  #Reporting  #Reports  #Custom Fields

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댓글 2개
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Ramu Jallu (ICE/NYSE Senior Developer) 님이 #Salesforce에 글을 올렸습니다

Create Bulk Object Fields using Metadata API

 

The Metadata API allows you to programmatically create, retrieve, update, or delete metadata components, including custom fields. You can use tools like Workbench or Salesforce CLI to interact with the Metadata API, or you can use the below Apex script to automate the field creation process.

 

https://sfdcpulse.wordpress.com/2024/03/08/salesforce-create-bulk-multiple-custom-fields-using-metadata-api/

 

 

#Salesforce  #Custom Fields

댓글 1개
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Hi, 

We have been using SalesForce for a couple of years and today added a new field for a data entry. This appears on any new page layouts but wanted to retrospectively add data into this field on forms that have already been submitted but is does not appear on these. 

Is there anyway we can add to older forms that have already been submitted. We will manually add the data in but we need the field there to be able to add.

Thanks. 

 

#Custom Fields

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Ola B (-) 님이 #Trailhead Challenges에 질문했습니다

Hi all,

 

I have a field called 'Contract Expiry Date' on the Account object. This is field is should for me but is not showing for other Users (even with the same Profile as me = System Administrator')

 

Diagnosis steps:

- Checked Set Field-Level Security for 'Contract Expiry Date': Confirmed Visible is tick on the profile (Sys Admin)

- Logged in as User and I can see the field

- Added the field to all Account Page layouts

- Added the field to the Lightning Record Account layout

- Logged in as the User and the field was there

- Got the User to screen share with me and the field truly wasn't on the Page Layout

 

This is head-scratching... Am I missing something else obvious? The User has the same Profile and Profile as me.

 

I did notice that the User doesn't have 'Marketing User' ticked on their User profile. Could this be a possible reason?

 

Thanks!

 

#Trailhead Challenges #Sales Cloud #Salesforce #Marketing Cloud #Salesforce Field Service #Custom Fields

답변 8개
  1. 2025년 10월 11일 오전 8:26

    Hi Ola,  

    Do you know how to solve this issue? 

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Olga González (Accenture IT Director) 님이 #Agentforce에 글을 올렸습니다

We have noticed that the SOQL queries Agentforce Assistant builds, sometimes truncate the __c at the end of the custom fields' API names so it throws an error response. Recommendation is to add an agent instruction that specifies what to do with custom fields as a workaround but we are hoping it gets solved in the core product. We raised a ticket, but wanted to let the community know so you can apply the same workaround until its fixed 

 

#Agentforce  #Custom Fields

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Hi All! I'm wanting to make use of Contracts in Salesforce, but I need to recreate the logic for Contract Start, Term Length (months), and Contract End Date. We're using "Term" instead of Contract, but I can't edit the out of the box field names. 

 

So the formula I need is based on following fields:

Terms_Start_Date__c + Terms_Length__c = Terms_End_Date__c

 

Terms_End_Date__c is formula field calculated on save. Its also a number field (4,0). Term Start is Date field; Term End Date is formula/date field. Thanks in advance for any help! Not finding formulas online that are getting this done. 

 

#Formulas  #Custom Fields  #Sales Cloud

답변 4개
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Hi all,

I have a custom object X, and I need to create a new custom object Y that is a clone of A (all fileds).

Is ther e a way to clone all field of a custom objects?

 

tks

 

#Custom Object #Custom Fields

(no code solution tks)

답변 4개
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Can we create another line for Street address? I have a custom address "Home Address" and want to add another field Home Address ( Street Line) to include Apt, Suite, etc.

 

#Custom Fields #Sales Cloud #Salesforce

답변 2개
  1. 2024년 2월 9일 오전 12:57

    The Street is already a multiline field. You can specify Apt on a separate line.The Street is already a multiline field. You can specify Apt on a separate line.

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