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Abby M 提问于 #Salesforce Developer
10月22日 19:58
Quote - Add Product Issue/Bug

Is anyone else having this issue? When I go to add a product to the quote (after already adding one previously), I cannot go back in and add another. The pricebook comes back up, I click "save" and nothing happens. The ONLY way I can add another product is if I hit "view all" and add from the product button there. It's never done this to me before. Seems like a glitch?   

Quote - Add Product Issue/Bug

  #Salesforce CPQ & Billing

 

#Salesforce Developer  #Salesforce Admin  #Salesforce  #Data Management  #Reports & Dashboards  #Products

1 个回答
  1. Danish Hameed (Arhamsoft LLC)
    今天，21:48

    Hi Abby, since it works from "View All" but not from the related list, the issue is most likely the related list action rather than your data. From your screenshot, the Choose Price Book window is reappearing, which is a good clue. Things to check: 

    1) Open the Quote and confirm the Price Book field is still populated. If the picker keeps showing, the related list may not be reading it. 

    2) Check for validation rules or required fields on Quote or Quote Line Item that could be failing without showing an error. 

    3) Try an incognito window or another browser, and clear your cache to rule out a cached Lightning component. 

    4) If the Quote page uses a Dynamic Related List, re-add the Add Products action or switch back to the standard related list. 

    It's also worth searching the Salesforce Known Issues site for "Quote Add Products" in case this came with a recent release. Hope this helps!

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Jenna Haber
2016年1月7日 21:43
Internal Inventory Management
I'm researching ways to manage internal inventory in Salesforce. I just want to track who owns which different office supplies in three office locations. Any suggestions for building this out? Should I create products on an opp to keep track? Is there a way within Service Cloud? Thank you.
2 个回答
  1. Maksim Paslauski (ANYITY)
    10月23日 13:09

    If the items are equipment rather than consumables (monitors, headsets, docks and so on), ITAM App is a native package that tracks who holds each item and at which location, with history and standard reports. It's not built for consumable stock with reorder points; for that, James's custom-object suggestion fits better. Disclosure: I'm one of the makers. https://anyityapp.com/ITAM_App

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Kyle Enke 提问于 #Customer Service
2012年8月29日 17:07
IT support - Asset tracking and case management
I am looking for a solution for our IT team within Salesforce. Currently they are not using salesforce to track assets or log our internal cases. The solution is for internal company use only, to deal with assets given to users and issues that occur within our company's IT spectrum.

 

Does anyone know of an app or standard Salesforce capability for 1) tracking internal assets against employees 2) logging standard internal cases with assets 3) low cost

 

I am confident in my ability to develop a custom object or customize current objects to do this, I was just wondering if there was a solution that exists and has worked well for anyone. Thanks.
2 个回答
  1. Maksim Paslauski (ANYITY)
    10月23日 13:05

    For anyone finding this now: ITAM App is a free native package built for exactly this. It tracks internal hardware and software licences assigned to employees, keeps assignment history, and links assets to Cases in Service Cloud, so internal IT tickets carry the asset they're about. Employees holding equipment don't need Salesforce licences, only the IT admins do. The free plan covers 20 owners and 100 assets with no time limit. Disclosure: I'm one of the makers. https://anyityapp.com/ITAM_App

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Jonathan Friedl (Annex Wealth Management 的 Salesforce Administrator)
2021年1月27日 00:29
Conditional Formatting Custom Object List View
In my Custom Object List View in Lightning I would like to set some conditional formatting to change the background color of field cells based on numeric value.

 

Simple Example

 

0-5% = Red

 

5-8% = Yellow

 

8%+ = Green
6 个回答
  1. Bryan W Snyder (Volvo Group)
    2021年1月27日 11:43
    I beleive that you have too many IMAGE statements.  Try..

     

    IF(At_Risk_C,

    IMAGE("/img/samples/flag_green.gif", "At Risk"), 

    IMAGE("/img/samples/flag_red.gif", "Not at Risk")

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Audrey Lesui (JPD)
2012年5月4日 17:20
Conditional Highlighting
Is there a feature similar to Conditional Highlighting, but list views?
15 个回答
  1. Steve Molis (You Owe Me a Beer, Inc.)
    2012年5月4日 18:31
    Okay, if they HAVE to use a Liast View then the easiest thing to do would be to just create a Formul(TEXT) field on the object in the List View that evaluates the fields on the record and returns an image like a light or a flag, etc.  Kinda like this:

     

    Okay, if they HAVE to use a Liast View then the easiest thing to do would be to just create a Formul(TEXT) field on the object in the List View that evaluates the fields on the record and returns an i
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Abby M 提问于 #Trailhead
10月22日 20:10
Attach LinkedIn profiles in Salesforce

Is there a free version to do this on the Contact object? 

 

If there's a first name/last name match via LinkedIn?  

 

#Trailhead  #Salesforce Developer  #Salesforce Admin  #Salesforce  #Data Management  #Sales Cloud

1 个回答
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    10月22日 22:27

    Hello @Abby M, if you do not plan to request LinkedIn, and just navigate to it, you may create a custom field that will host the linkedin identifier of the contact, with a hyperlink formula to create the link to the linkedin page, on your contact detail page.  

    Example : https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A9C2QSAV

    Eric

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Joy Wallis
2011年6月17日 18:23
Can a quote be locked and the sync button still be available to standard users?
We have designed our quote approval workflows to lock a quote after the discount on it has been approved.  We would like our sales team to have multiple approved quotes per opportunity (approved prior to sending the price to a customer), and then once the customer agrees to one of them, the rep syncs the approporaite quote.  Problem we have is that when the quote gets locked, the sync button does as well.  Is there a way to enable the Start Sync button for all users but maintain the lock down of all other quote features?
6 个回答
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Matheus Carbonera (Matheus santos) 提问于 #Trailhead Challenges
3月4日 23:56
Create a Permission Set to Handle Field Access

Hello Everyone! I'm trying to finish the challenge Create a Permission Set to Handle Field Access

And Im facing a problem here is.

 

Create a Permission Set to Handle Field Access

I try to solve it from many ways

 

image.pngwhat am'I doing wrong? 

 

#Trailhead Challenges  #Data Management

7 个回答
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Jassie Cave (DRS Softech 的 web developer)
2025年9月19日 10:03
Which tool is best to fix SQL Server log full due to backup?

The DRS SQL Database Repair Tool is among the best solutions to fix issues when the SQL Server transaction log is full due to LOG_BACKUP. Unlike manual methods, which can be risky and complicated, this tool ensures safe recovery of SQL database files without compromising integrity. It supports all SQL Server versions and restores complete database objects with 100% accuracy. The software also provides a preview feature to check recovered data before saving. With its robust recovery engine and user-friendly interface, it is ideal for both IT professionals and beginners.    

4 个回答
  1. Shiv Gupta
    10月20日 06:37

     When a SQL Server database returns a "transaction log is full due to 'LOG_BACKUP'" error (Error 9002), the best tool to fix it is Microsoft SQL Server Management Studio (SSMS) using native T-SQL commands

    . 

    If your SQL Server data actually becomes

    corrupted or unreadable while trying to fix the log issue, you should use Recoveryfix SQL Database Repair tool.  It bypasses SQL Server entirely to scan damaged database files, repairing and restoring tables, triggers, indexes, and deleted records without risking further data loss. 

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Shubham Baghel 提问于 #Salesforce Admin
9月24日 09:48
I want to clean up old or unnecessary files from my Salesforce records. What tool can I use to delete multiple files at once?

#Salesforce Admin  #Salesforce Developer  #Data Management

2 个回答
  1. Deepak Sharma (Cloud Solution)
    9月24日 09:56

    Hi @Shubham Baghel 

     

    You can use Salesforce Data Loader to bulk delete old or unnecessary Salesforce Files. 

    For Salesforce Files, export the ContentDocument records (make sure you have the Query All Files permission), review/filter the CSV to keep only the files you want to remove, and then use Delete in Data Loader with the Id column. 

    Deleting a ContentDocument also deletes its related ContentVersion records, so make sure to take a backup and carefully verify the IDs before performing the deletion. 

    In short: 

     Data Loader → Export ContentDocument → Filter IDs → Delete using Data Loader 

    For production orgs, always take a backup and test with a small set first.  

     

    https://help.salesforce.com/s/articleView?id=000387186&type=1&utm

     

     Hope This Helps!! 

     

      If you find this response helpful, please mark it as the Accepted Answer, as it may also help other Trailblazers. 

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