4 answers
Here's how you view it Devayan. Navigate to Collaboration > Overview then click the Show All link in the Group section. ​
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8 answers
We offer an integration between SF and QuickBooks, and while this might surprise you, we often recommend Not-for-Profit orgs do not connect the two. I'll explain why.
Most organizations that enquire with us (Breadwinner) want an integration to handle their donations. They want their donation data to be pulled out of QuickBooks and into Salesforce. As we dig deeper into their QuickBooks, we find out that their donation data is aggregated daily distributions from their credit card processor. So a number of donations from people with names and emails is represented in QuickBooks as "Authorize.Net: $647.34" or something like that. There's usually no data that's useful to them there. All the useful data (names, email addresses, individual amounts) never make it to QuickBooks and thus can't be brought into Salesforce.
In the end, most will want to integrate instead with their credit card processor, which WILL have all that rich data.
There are a couple exceptions to the above. If you are a social enterprise, i.e. a charity that operates a bit like a business, and you issue Invoices, then integrating with QuickBooks is often a good idea. And maybe you could accept high-value donations, process them in Salesforce and have that data go into QuickBooks as a Sales Order. But by and large, integrating Salesforce with QuickBooks for donation-focused charities is usually not worth it.
Hope that helps
Stony
Hi, I was wondering whether anyone could help me,
I'm due to take the test next week and came acrross a few questions that have contradicting answers, as in, in one set of questions it will be marked true and I come accross the question again in another set and it will be marked false.
Here are the 3 questions,
No.1 How many levels deep can cross-object formulas go? A. 2 B. 3 C. 4 D. 5
One set of answers says there are 10, another says 5 (I've since been told this is definitely 10)
No. 2 How many records can be deleted at once using the Mass Delete tool?
A. 200
B. 500
C. 2000
D. 5000
E. Unlimited
B. 500
Another set of answers says the answer is 250
No.3 True or False?
Steps can be added to an active approval process.
Ans-False, Steps cannot be added after the process has been activated.
(Yet another questions said the answer was True you could)
It's just been bugging me and God knos they'll probably come up in the exam knowing my luck :)I'd be kicking myself if i didnt check in advance.
4 answers
PASS4SUREXAMS made me self-confident and assured with success. Its real exam simulation and self assessment tools helped me to pass ADM-211 exam with good grades.
Anyone know how I can return the month name in this formula so it looks lke this - April 27, 2019:
TEXT(DAY(PRIORVALUE(CloseDate))) & '/' & TEXT(MONTH(PRIORVALUE(CloseDate))) & '/' & TEXT(YEAR(PRIORVALUE(CloseDate)))
Thank You!
John
5 answers
Give this a try
CASE(MONTH(PRIORVALUE(CloseDate)),
1, "January",
2, "February",
3, "March",
4, "April",
5, "May",
6, "June",
7, "July",
8, "August",
9, "September",
10, "October",
11, "November",
12, "December",
"None") + ' ' +
TEXT(DAY(PRIORVALUE(CloseDate))) + ', ' +
TEXT(YEAR(PRIORVALUE(CloseDate)))
Does anyone have any background with this and can help with the steps to making it work?
5 answers
I’ve run into this when linking survey responses back to Salesforce records. With Master-Detail fields, the key thing is that Salesforce expects the parent record ID, not a text value, so the field you pass from Qualtrics must contain the actual Salesforce record ID of the parent object.
What usually works is passing that ID into Qualtrics as embedded data (for example via the survey link) and then mapping that field in the integration so it populates the Master-Detail relationship on insert. If the value isn’t a valid Salesforce ID, the record won’t be created.
In one setup, we handled it through an integration layer instead of the native connector - we captured the Qualtrics response, matched it to the correct Contact/record by key, and then created the related record in Salesforce. We used Skyvia (https://skyvia.com/connectors/salesforce) for that step because it made the lookup and mapping easier than trying to force it through the native sync. You can also check Airbyte or Fivetran for that.
I have a Case Page Layout. I am trying to add Email so users can email from Chatter.
How can I do that?
Thanks in advance.
Nitu.
8 answers
Just check the page layout which was assigned to it make sure u added email in that page layout
When trying to paste the image we either get a broken link when the item is published or an error banner that says "Can't publish a pasted image. Add images using the images button"
What is going on?
11 answers
Michael Brown (SETGO Partners) 
Forum Ambassador
You can paste images inside rich-text fields, so that could be an option if you're logging these chatter posts on a record, where you could use a rich text field to capture certain updates and paste images.
I have a tile menu created in a customer community however the images are not visible to the Customer Community Login users. The same images are visible to those users if I place it inside a rich text editor instead of the tile menu on the same page. The profile has Read access to Document Objects. "Let guest users view asset files and CMS content available to the community" is already checked.
The menu is publicly available and the images are visible even to unauthenticated users.
Any other places I should be checking?
3 answers
Found the solution. For anyone running into the same issue if you have a profile based chatter rollout then you need to enable Chatter on the profile in order to see images in the tile menu.
6 answers
I know this is a very old thread, but at least in the new LWR Build Your Own site template, you can delete all the registration/login components on their respective pages. You can't delete the pages themselves, but I have removed the components and replaced them with a 404-style error message with a link back to the home page on my experience cloud site for anyone who happens to end up on those pages. Hope that helps!