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Welcome! This is a place to discuss the apps and consultants on AppExchange. Share your favorites, ask questions, and chat with Trailblazers and Salesforce employees. If you are trying to solve a problem, there is a great possibility that there is an app for that. Partners and developers are also welcome to showcase their solutions here.

Is there any way to create one custom permission set and i need to give all our namespace object permissions and field permissions to the permission set which i have created before.

2 answers
  1. Sep 4, 2023, 4:13 AM

    If you need to assign permission set to user you can do it in code: create PermissionSetAssignment records.

     

    https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_permissionsetassignment.htm

     

    Note that usually the relevant profiles receive permissions to the package components during installation, where we can choose which profiles should have access.

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Hi Trailblazers! 

 

I've just published my first AppExchange app - Buying Groups - and it's completely free. 

 

If you're working in B2B sales, you'll know the pain of trying to track buying committees in Salesforce. Accounts, Leads and Contacts from the same company end up as separate unconnected records with no way to see the full picture. 

 

Buying Groups automatically groups them together using intelligent name matching - Exact Name, Fuzzy Name, Account Hierarchy, Email Domain and Stripped Name - and gives you: 

 

  • A unified buying committee view across Accounts, Leads and Contacts
  • Real-time campaign engagement scoring
  • New Logo vs Existing Customer tracking
  • Opportunity pipeline rolled up to committee level

It's a native 2GP managed package - no external integrations, no data leaving your org, nothing to configure beyond the default settings. 

 

Would love to hear any feedback from the community, and if you try it out a review on the listing would mean the world to a solo developer just starting out on AppExchange! 

 

Find it here: https://appexchange.salesforce.com/appxListingDetail?listingId=8aaa71ce-10a4-43f5-b6cf-f54f6d56c5bd

 

Hi Trailblazers! I've just published my first AppExchange app - Buying Groups - and it's completely free.

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Hi Trailblazers,

I am currently working with the official Dropbox for Salesforce integration and running into a limitation with the UI. I am using the global action provided by the package (DropboxGlobalAction), which calls the Visualforce page of the same name.

However, when the component loads, it only displays a single button labeled "Add Image".

My questions are:

  1. Is this specific DropboxGlobalAction Visualforce page hardcoded by the package to only support image uploads?
  2. Did I miss a configuration step (such as a custom setting or passing a specific parameter) to enable all file types (PDFs, Word docs, etc.)?

Has anyone else encountered this, or do you have a workaround to allow standard document uploads via this global action? Any insights would be greatly appreciated! 

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Looking for ideas for Package

 

I am a full stack developer  , Have also worked on Salesforce integration with NopCommerce .  I have some time in hand so looking to create an open source package , I would push it to Github for the community to use . 

 

Is there any idea anyone can pitch ? or do i need into blackbaud , hubspot etc to  get some inspiration on what plugin is popular there ?  

 

Looking for ideas <3 

Rohit 

 

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Hi team, our B2C Commerce integration was submitted 2 weeks ago and is currently showing 'Setup in progress' / 'Awaiting approval'. We don't have case creation permissions enabled yet on our account to follow up. Could an AppExchange operations manager check if there is an issue or flag it for assignment? 

 

App Name: Dataships Consent Optimization Cartridge for B2C Commerce. 

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Hi All,

 

This appexchange app helps in viewing the hierarchy view of any standard/custom object. It is free and very easy to use. You can view the hierarchy of more than 300 levels. 

Aifly Hierarchy View

1 comment
  1. Jun 11, 5:54 PM

    How come I cannot display date time fields, but seems fine with Date fields.

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Hello everyone, 

We tested Lead Capture - for Facebook - for Sales Cloud a couple a weeks ago on a sandbox and it perfectly worked.  

Now we were about to install in production and got the newest release of Lead capture. Using the same installation process we were not able to make it work even after a proper deinstallation both on SF and Facebook Business side.

Installting this new release on a sandbox again, we saw that it does not work neither.

 

Furthermore, there is no connection issue since debug log shows that the apex controller sfleadcaphfprod__Lead_Capture has been executed. 

New version of Lead Capture for Facebook not working ?

 

Has anyone been able to make this new release work ?  Is there a difference in installation processing ? 

 

Thanks in advance for your help

Regards

7 answers
  1. Apr 23, 5:46 PM

    For anyone else with this issue, I tried @Borja Valenciano

    's suggestion to view frame source but when I log in again it doesn't work.  

     

    Instead, while on the view-source: page in my browser, I removed that to load the URL again directly and it worked. 

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Body: 

I am seeking help regarding a permission issue with the AppExchange package "Image Uploader."

 

[The Issue]

  

When a non-admin user clicks the delete button in this tool, the following error occurs, preventing the deletion (unlinking) of the file: "You do not have delete permission to the related record."

 

[What we have verified]

  • System Administrator: Can delete without issues.
  • Standard Profile Users: Cannot delete via the tool, even if they have "Delete" permission on the Opportunity object and are the record owner (or higher in the role hierarchy).
  • Testing: The deletion only succeeds when we grant the "Modify All Data" system permission to the user.

[Request for help] 

For security reasons, we want to avoid granting "Modify All Data" to standard users. Is there any way to bypass this error and allow non-admins to use the delete function without admin privileges?

If anyone knows of specific Apex class access requirements, hidden package settings, or a specific Permission Set that resolves this, please let us know.

2 answers
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Hi all, I'm new to omnistudio and been getting an Error:" Omnistudio :DML currently not allowed ( an unexpected error has occurred . Your solution provider has been notified)." when accessing the Omnistudio omniscripts  in the newly refreshed sandbox , How do I resolve this? @* Salesforce Administrators *@* Salesforce Developers *@* Customer Success *@All About AppExchange

3 answers
  1. Mar 19, 2:25 PM

    The custom ones that are missing probably need to be migrated from another environment - our past two sandbox refreshes have not migrated our custom omnistudio components (Omniscripts, Datamappers, etc.) into the newly refreshed org. 

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Hello,

I have a question regarding security best practices for a managed package that we are preparing for Salesforce Security Review and AppExchange listing.

We have developed a managed package that performs an external API callout from an Apex class. As part of the integration logic, the Apex class sends record data from the following standard objects to an external endpoint:

  • Lead
  • Account
  • Contact
  • User
  • Individual

The data is transmitted in the request payload to an external system for processing.

My questions are:

  1. From a Salesforce Security Review perspective, is sending standard object data (including User and Individual records) to an external API considered a security concern by default?
  2. What are the key compliance or security expectations Salesforce evaluates in such scenarios?
  3. Are there specific controls or patterns recommended to ensure this passes Security Review (e.g., explicit user consent, encryption standards, field-level filtering, etc.) ?
  4. Are there any red flags specifically related to transmitting User or Individual object data externally ?
  5. Is there limitations or concerns in sending all fields in the standard objects ?

We are planning to submit the package for Security Review soon and want to proactively address any potential concerns before submission.

Appreciate any guidance or insights from those who have gone through a similar review process.

Thanks in advance!

1 answer
  1. Mar 1, 6:07 PM

    It is legitimate to send data out to an external API. Even if it is standard objects or user-related data. 

     

    You will need: 

    1. Provide details about the endpoint and show it apply to all security requirements.  

    2. The connection details (such as keys/passwords) are stored securely. 

     

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