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#CRM Configuration43 discussing

Hi, 

 

I would like to have 2 different File section on the related list where one I want to use for the all the regular documents or files and another I like to use it for Inspection report. So that it becomes easy to manage this. 

 

Does anyone have any idea if there is anyway to do this? 

 

Thanks,     @Keiji Otsubo

Dhaval 

1 answer
  1. Sep 7, 10:17 AM

     Yes, but not by adding two standard Files related lists. Salesforce’s standard Files component shows all files related to the record. 

    A common solution is to use custom file categorization: 

    1.  Create a custom field such as File Type or Document Category. 
    2.  Add values such as Regular Document and Inspection Report. 
    3.  Use a custom component or Salesforce Flow to display two separate sections, each filtered by category. 

     

    If you only need to organize the files rather than display two separate sections, you could also use

    Content Libraries

    or a naming convention, but those won’t give you two filtered sections directly on the record page. 

     

    If you want the two sections to appear on your custom object’s Lightning record page,

    geometry dash, I’d recommend a custom LWC with two filtered file lists

    . 

     

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I have a specific field on a custom object that I need to update but am not able to edit it.  I've tried multiple ways including on the page, using data loader & the developer console.  I am able to update other fields on the object without any problems.  For my user profile, the field level security is set to visible and not read-only.  The field permissions on the object settings are set to Read and Edit access.  For the only permission set applicable, the field permissions on the object settings are set to Read and Edit access.  The field is not set to Read-Only on page layout.  The field is set to required though.

20 answers
  1. Sep 14, 11:39 AM

    Hi Joe, this is a frustrating one because everything you listed checks out individually. 

     

    Two things worth checking that don't show up in the usual places: 

     

    Permission set groups. If the applicable permission set is inside a group, the group can apply muting that silently overrides a field permission the individual permission set grants. You'd see Edit on the permission set itself and still lose it at the group level, and there's no single screen that shows you the combined result. 

     

    Multiple permission sets stacking. If more than one permission set applies to you and any of them explicitly restricts that field, it can take precedence depending on how they combine. Worth listing every permission set assigned to your user, not just "the only one applicable" you checked, since a second one might exist without being obvious from your own profile view. 

     

    Also double check it isn't a formula or rollup field, since those ignore FLS edit settings entirely and are never editable regardless of permissions. And if it's a lookup or master-detail, the parent record's sharing settings can block the edit even when every permission you listed is correct. 

     

    Disclosure: I'm at TwinStack, and this exact problem, being unable to see the combined effect of profile plus every permission set plus groups plus sharing in one place, is what we built Who Sees What for. It's a free AppExchange app that resolves a user's full access, object, field, and record level, in one lookup and names the specific rule responsible for each grant, rather than making you reconstruct it by checking each source separately. 

     

    Not sure if this thread is still live for you three years on, but if anyone else lands here with the same problem, checking permission set groups specifically is the one people miss most often.

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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

1 answer
  1. Sep 9, 1:29 PM

    @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

1 answer
  1. Sep 9, 1:24 PM

    @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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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

2 answers
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    Oct 2, 2021, 3:08 PM

    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!

3 answers
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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?

4 answers
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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   

1 answer
  1. Smitha Thomas (CIBC) Forum Ambassador
    Aug 13, 4:13 PM

    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.    

3 answers
  1. Steven Trumble (Strum Consulting) Forum Ambassador
    Aug 12, 5:52 AM

    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?
3 answers
  1. Aug 10, 6:39 PM

    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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