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#Ask An Expert20 discussing

We've created a running total column, but it's not displaying when I try to apply a sliding window function on it.  

I also tried using a sliding window inside another sliding window, but I’m getting the error: 'We can't have a sliding window inside a sliding window.'

image (11).png

 

  Is there any other approach to achieve this? Any insights would be appreciated!  

 

 

#Analytics  #Learning  #Ask An Expert  #Tableau  #Tableau CRM

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Hello,

 

I'm preparing for my Service Cloud Consultant certification.

 

Do you have any links for preparing materials (like samples of test questions)? 

 

P.S. I have already done Trailmix 

 

Thanks in advance for your help.
3 answers
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Hello everyone,

 

I have tried to access the sharepoint documents in salesforce but I can only see the Document Libraries not the documents and folders we have inside the library.

 

Can anyone help me?

 

I went through all of the documents in SFDC and Microsoft, and I am sure that I did all what they say, the only thing I am not sure is the API Permission in Azure. Anyone knows the minimum permission reuirement for SFDC to work?

 

Thanks in advance
3 answers
  1. Feb 20, 10:09 AM

    Hi Ali, I'm having the same issue. Did you manage to resolve it?

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Hi All

 

I've searched and searched but seem to be hitting a wall here. I'm busy setting up partner portal for and we have the partner adding leads. Submitting for approval and they can only convert to Opportunity, Account, and Contact. 

 

Everything is working but we are getting an "invalid cross reference id" error when converting the lead after approval. I've enabled debug logging (see below) but I can't make any sense of it.

 

User-added image

Log

42.0 APEX_CODE,FINEST;APEX_PROFILING,FINE;CALLOUT,FINEST;DB,FINEST;SYSTEM,FINE;VALIDATION,INFO;VISUALFORCE,FINER;WAVE,NONE;WORKFLOW,FINER

09:29:32.0 (70702)|USER_INFO|[EXTERNAL]|0050Y000002NyjK|ross@juiceit.co.za.snapt|South Africa Standard Time|GMT+02:00

09:29:32.0 (112493)|EXECUTION_STARTED

09:29:32.0 (116300)|CODE_UNIT_STARTED|[EXTERNAL]|DuplicateDetector

09:29:32.0 (129720)|DUPLICATE_DETECTION_BEGIN

09:29:32.0 (195614)|DUPLICATE_DETECTION_RULE_INVOCATION|DuplicateRuleId:0Bm0Y000002u9YM|DuplicateRuleName:Duplicate Account Information|DmlType:

09:29:32.0 (68257229)|DUPLICATE_DETECTION_MATCH_INVOCATION_DETAILS|EntityType:Account|ActionTaken:|DuplicateRecordIds:

09:29:32.0 (68274294)|DUPLICATE_DETECTION_MATCH_INVOCATION_SUMMARY|EntityType:Account|NumRecordsToBeSaved:1|NumRecordsToBeSavedWithDuplicates:0|NumDuplicateRecordsFound:0

09:29:32.0 (68444289)|DUPLICATE_DETECTION_END

09:29:32.0 (68450511)|CODE_UNIT_FINISHED|DuplicateDetector

09:29:32.0 (68459804)|EXECUTION_FINISHED

09:29:32.86 (86328010)|USER_INFO|[EXTERNAL]|0050Y000002NyjK|ross@juiceit.co.za.snapt|South Africa Standard Time|GMT+02:00

09:29:32.86 (86350044)|EXECUTION_STARTED

09:29:32.86 (86352791)|CODE_UNIT_STARTED|[EXTERNAL]|DuplicateDetector

09:29:32.86 (86363042)|DUPLICATE_DETECTION_BEGIN

09:29:32.86 (86401227)|DUPLICATE_DETECTION_RULE_INVOCATION|DuplicateRuleId:0Bm0Y000002N026|DuplicateRuleName:Standard Contact Duplicate Rule|DmlType:

09:29:32.86 (161824231)|DUPLICATE_DETECTION_MATCH_INVOCATION_DETAILS|EntityType:Contact|ActionTaken:|DuplicateRecordIds:

09:29:32.86 (161842253)|DUPLICATE_DETECTION_MATCH_INVOCATION_SUMMARY|EntityType:Contact|NumRecordsToBeSaved:1|NumRecordsToBeSavedWithDuplicates:0|NumDuplicateRecordsFound:0

09:29:32.86 (161881295)|DUPLICATE_DETECTION_MATCH_INVOCATION_DETAILS|EntityType:Contact|ActionTaken:|DuplicateRecordIds:00Q0Y00000FwKdr

09:29:32.86 (161887982)|DUPLICATE_DETECTION_MATCH_INVOCATION_SUMMARY|EntityType:Contact|NumRecordsToBeSaved:1|NumRecordsToBeSavedWithDuplicates:1|NumDuplicateRecordsFound:1

09:29:32.86 (162152442)|DUPLICATE_DETECTION_END

09:29:32.86 (162158615)|CODE_UNIT_FINISHED|DuplicateDetector

09:29:32.86 (162166301)|EXECUTION_FINISHED

09:29:32.203 (203247084)|CUMULATIVE_PROFILING_BEGIN

09:29:32.203 (203247084)|CUMULATIVE_PROFILING|No profiling information for SOQL operations

09:29:32.203 (203247084)|CUMULATIVE_PROFILING|No profiling information for SOSL operations

09:29:32.203 (203247084)|CUMULATIVE_PROFILING|No profiling information for DML operations

09:29:32.203 (203247084)|CUMULATIVE_PROFILING|No profiling information for method invocations

09:29:32.203 (203247084)|CUMULATIVE_PROFILING_END

 

 
3 answers
  1. Feb 17, 10:38 AM

    Hey,  

    Any luck on this? Owners are the same for me too and I am getting the same error!

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I am looking for a dependable VOIP solution for a SMB that is integrated tightly into Salesforce. Any suggestions? Currently using Aptela.
3 answers
  1. Feb 7, 4:20 PM

    As someone with extensive experience working with RingCentral, I can confidently say that their Voice over IP (VoIP) integration with Salesforce is far from being a useful or efficient solution. Regrettably, RingCentral provides minimal support when it comes to Salesforce, and there is a complete lack of access to APIs that would enable seamless data integration between the two platforms. This makes it impossible to establish a smooth, automated workflow for transferring data into Salesforce. 

     

    Furthermore, the RingCentral app itself is frustratingly unreliable and poorly designed, which adds to the overall disappointing experience. Based on my personal experience, I am genuinely puzzled as to why anyone would recommend this service. If you're looking for a more flexible and dependable solution, I strongly advise exploring alternatives such as AWS or Zendesk, particularly if efficient data capture and seamless integration are important for your needs.

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User-added imageDoes anyone know how to fix this? 

 

When I go to create a new record the fields are completely non existent. You can still create a blank record and then edit it in the page layout but it's just the editor seems to be blank. 

 

I've tried changing browsers and clearing the cache. 

 

I'm a system admin and have all the permissions for that object. 

 

There's only one page layout and record type. 

 

It's not happening for other objects. 
11 answers
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We would like to use form assembly in our lightning community, we are using customer community plus logins and when logging in we are using SAML such that our community usernames are user@email.prod.community  but are production salesforce usernames are user@email.tld form assembly is authenticated to our org using user@email.tld

 

When trying to embed a form using the lightning component and setting the processing to be community user - we cannot get to the form after logging in - we get a Salesforce authentication failed (probably the callback url is not set correctly in the Customer Portal).

 

Has anyone experienced this - form assembly support has been less than helpful
7 answers
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I am creating a component which will acccept object name and dispays its field in dual list box. Here i want to calll a apex method which will return all field of object. So I need to give apex name dynamically to component. 

 

How I can acheive this?
3 answers
  1. Jun 18, 2019, 10:03 AM
    Hi Nitin,

     

    I agree with Payal, create one attribute with component using @api which should be passed to apex method.
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I have a user who consistently gets locked out of Salesforce after logging into Docusign. As far as I can tell, this user's experience is isolated - no one else with DS credentials has this issue. The user can send a Docusign and access all of the envelopes, then continue to work in Salesforce. The next time she attempts to log in to Salesforce (usually the next day), she gets an invalid password error. For the life of me, I cannot figure this out. I don't see any differences between her permissions and other users. 
4 answers
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I am looking to make a Data Dictionary of our Org but can't find any tool to pull the description into Excel. I used Field Dump til recently to get all the information I need but still cant get the description of the field where we store alot about the Field.

 

Are there any tools out there that can get all the information I need?
9 answers
  1. Dec 5, 2018, 3:27 PM

    Hey Conner,

     

    I think you can get what you are looking for with the metadata api by querying "CustomField" https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/customfield.htm

     

    If you use developer console (with the "use tooling api checkbox selected ) you could run:

     

    SELECT Id, EntityDefinition.QualifiedApiName, DeveloperName, Description, InlineHelpText, DefaultValue

     

    FROM CustomField

     

    Where EntityDefinition.QualifiedApiName = 'Case'

     

    Which would show the information for all custom fields on object case.
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