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#Custom Buttons1 discussing

Hi Trailblazer Community,

 

I'm getting this error when converting a lead with Lead Record Type: Roofing.

 

"The lead conversion failed because the value for the field Roofing_Job_Type__c is invalid. The value comes from the lead field that's mapped to the field Roofing_Job_Type__c. Ask your admin to check the field mappings."

 

Roofing Job Type is a custom picklist field that has long been mapped to the opportunity field. Until recently, when adding new values to the picklist it has now prompted this error message.

 

I queried this error on Google and Trailblazer Community and found this article: https://help.salesforce.com/articleView?id=000317614&language=en_US&type=1&mode=1

 

I followed all the steps necessary. Making sure that the opportunity custom field is mapped accordingly and that the picklist values for lead and opportunity are identical. What else can I do? it still is showing the error.

 

I also made sure both are only shown on Roofing lead record type. I know the picklist values that work and that don't... should I delete the values and retry again?
9 answers
  1. Feb 19, 11:19 PM

    For me this case is even more weird there is a  multi select picklist list field called " Brand__c" in account layout however this field doesn't even exist in opportunity/lead/contact object and i am still getting an error saying "The lead conversion failed because the value for the field Brand__c is invalid. The value comes from the lead field that's mapped to the field Brand__c. Ask your admin to check the field mappings." I checked the mappings and there is no such field mapping that can be found in the lead mapping. What could be the issue please help. #Trailhead Challenges#leadconversion #Convert Lead #Flow #Custom Buttons #Multi-picklist Field #TrailblazerCommunity

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I have a requirement where I need to provide a button for users on experience cloud site to create a task on opportunities, I am using LWR framework based site.

Please let me know if anyone has any idea.

 

#Custom Buttons

1 answer
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    Feb 19, 2024, 6:47 AM

    Perhaps use a Flow for this 

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Hi all, hopefully this is a simple question, and the answer is yes.....

 

Are we able to allow engineers using the FSL App to click button that would start a Conga Composer solution? We have a 'Customer Documents' button on a record page layout for browser, that starts conga composer in background mode and attaches output file to the record notes & attachments / files. Is there a way to get this available on the app? 

8 comments
  1. Jul 29, 2022, 4:51 PM

    @Lewis Howel were you able to resolve this issue? I have similar use case where we want to generate a service agreement for in person signing. Appreciate any direction you can provide.

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I have a custom button for a custom object that calls a Flow. How can I add it to an Experience Page?

 

Note: I already tried adding the Flow itself using the Flows component on Experience Builder, but it errored out on me.

 

#Experience Builder #Custom Buttons

5 answers
  1. Oct 18, 2021, 4:35 PM

    Problem solved -- I added the Record Banner component to the page.

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I want to create a button(detail page link)in the objA and i have to add a report templates in that button.how do i that?Kindly someone help me..report templates are already existing one.   #Detail Page Button #Salesforce Admin #Field Service Lightning #Good Report Template

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Did you know? Custom buttons and links help you integrate Salesforce data with external URLs, applications, your company’s intranet, or other back-end office systems.

 

Click ⬇️  to learn more!

Custom Buttons and Links

3 comments
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We are trying out dynamic actions on the account object and having issues with some of the buttons that were on the page layout converting.  Does anyone know how to convert the following:

  • Visualforce custom buttons
  • Url link custom buttons
  • Printable View
  • Related Campaigns

Thanks in advance.

7 comments
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Hi everybody 

Week Three Trailmix is a bit complicated and time consuming imho.

And I was not able to fulfill the Unit “Create Custom Buttons and Links” in Lightning Experience Customization Module.

Each word separately is understandable but I can’t grasp the entire instruction.

2 comments
  1. Oct 25, 2019, 4:58 PM
    Hi @Bill Koonce. Thank you for your offer to help. I can't catch and remember all steps in the procedure of custom button creation and how to align tasks in Challenge to examples above it. Maybe that was due my hurry. I think I should repeat all instruction one more time. ))
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My Domain help!!  Is there is way to do a quick scan for email templates, custom buttons, and visual force pages that might call out/reference the org instance URL?  Or do I have to go through them one by one ??

11 comments
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Hi All,

 

We are currently preparing to migrate over to lightning and are conducting some tests in one of our Dev sandboxes.  I have tried to convert about 5 custom buttons that call Javascript using the Lightning Experience Configuration Converter tool and have received the error in the attached screen shot each time I select the convert or convert and deploy options.  I clicked on the link to contact support however, Lightning is not one of the options.  MyDomain is enabled in production.

 

Any ideas as to who I can talk with to address this issue?  I would rather not have to recreate these buttons if i don't have to.

Thanks,

Adam

2 comments
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