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Pasan Eeriyagama (ProQuest Consulting 的 Senior Technical Sonsultant) 提问于 Salesforce OmniStudio Developer
2023年3月31日 01:51
Template Word Document Error

Hi All, I'm getting error 'Template Word Document Error' when trying to upload a Word Doc (docx) which is about 400Kb in size. I'm trying to find bit more explanation around this. Really appreciate any help to understand what's causing this error message please? #

Template Word Document Error

 

Thanks!

 

#TemplateWord DocumentError

#Template

#Omnistudio

#Designer @Salesforce OmniStudio Developer 

2 个回答
  1. Pasan Eeriyagama (ProQuest Consulting)
    2023年3月31日 04:26

    Created a brand new Word doc file, copied all the text (Cmd/Ctrl+A), copied to new file and saved. Uploaded again and that fixed the problem.

     

    Unfortunately didn't have time to know what Word config. caused this issue.

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Reinhard Michel (SLALOM 的 Principal Consultant) 发布于 * CRM Analytics (fka Tableau CRM) *
2019年6月4日 02:47

Hi everyone,

 

I was wondering if anyone already had a similar issue. I created a template from a customized app and try to create a fresh app based on this template. I'm getting the following error after the Dashboards are created successfully. Not sure if I hit additional name space restrictions/ or which rule is not returning correct? (Template and original app are both in the same environment at this point)

 

" While processing Expression error occurred [Error processing expression "\${App.Datasets.${App.Datasets[Rules.CurrentNode].Name}.FullyQualifiedName}". Target unreachable, base expression [Rules] resolved to null] "

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Utkarsh Verma (Infosys 的 Senior Associate Consultant) 发布于 Salesforce CPQ
2021年5月6日 15:10

Hello All,

Unable to use 'Template Content Variable' while translating Template Content record

Requirement is I need to translate text in my template content to specific languages on quote document. I am able to translate Line Column fields to other language on quote template document. But for template content I was unsuccessfull.

Please refer to the image attached with this post.

Have also referred to this page here. The example is not clear. How can we create template content variable, get it translated and show it on quote template document?

 

https://help.salesforce.com/articleView?id=sf.cpq_translate_template_content.htm&type=5 

4.JPG
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Jill Heiremans (BRIGHTFOX 的 Salesforce Consultant) 发布于 Salesforce Surveys
2020年12月17日 16:38

Hi all,

 

Question regarding the customization of the Survey Email Template:

 

I've cloned the standard Embed_a_Survey_Link Lightning Email Template, and wanted to add Case Merge fields into this Email Template. 

 

Therefore, I've created a Lookup field to Case on the Survey Invitation, which is updated through Process Builder. Then I have created formula fields on the Survey Invitation Object, in which the values are copied from the Case Object. This way, I hoped to use these formula fields as merge fields in the Lightning Email Template.

 

However, when updating the Lightning email template, I only get the following options when including Merge fields:

  • Recipient
  • Sender
  • Organization
  • Survey Question

It looks like SF doesn't allow me to include Merge fields referring to the Survey Invitation Object.

 

Is there another workaround for this, while still using the Lightning Email Template and the Send Survey Action in Process Builder? I'm aware that this could be achieved by using a Classic Email Template + Email Alert, but I'm looking for a solution where the Lightning Email Template can be used. 

 

Thank you in advance!

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Jhan Knebel (Alcon 的 Principal Scrum Master and Agile Coach (A-CSM)) 提问于 #Quip
2021年7月12日 21:30
Quip / Salesforce Anywhere template ownership

If I convert a Quip file to a template, is there a way that I can grant "ownership" of the template to more than one person? I have a document that needs to be a template, but I have three people who manage the template.

 

#Quip  #Salesforce Anywhere  #Template

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Lukas Pfister 提问于 #Email
2021年7月6日 15:13
IF Condition Classic HTML Email Template

Hi,

 

We have linked a contact form on the website to Salesforce. When a request comes in via this contact form, a case is created. For this purpose, an email template was created, which is to be forwarded to the corresponding teams. Is there a possibility for an if condition, where certain fields which are not being filled in are hidden when forwarding?   The HTML code looks like this: 

 

Customer First name: {!Case.CP_Web_First_Name__c}

Customer Lastname: {!Case.SuppliedName}

Email: {!Case.SuppliedEmail}

Subject: {!Case.Subject}

Inquiry concerns: {!Case.cx_inquiry_concerns__c}

Inquiry Text: {!Case.Description}

  

Further information

Street: {!Case.CP_Supplied_Street__c}

PostalCode: {!Case.CP_Supplied_ZIP_Code__c}

City: {!Case.CP_Supplied_City__c}

Country: {!Case.CP_Supplied_Country__c}

Company: {!Case.SuppliedCompany}

Position: {!Case.CP_Supplied_Position__c}

Phone: {!Case.SuppliedPhone}

 

Inquiry originally sent to: {!Case.Origin}

 

#Email  #Send Email  #Email Template  #Template  #Lightning Email Template  #HTML Email  #HTML  #Classic Email Template

1 个回答
  1. Adityan Thiruchuri (Cloud SynApps)
    2021年7月6日 15:19

     Try something like below

     {!IF (NOT(ISBLANK(Case.SuppliedEmail), " Email: {!Case.SuppliedEmail} ","" )}

     

    Mark this as best if helps

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Matthew Godfroy (Lexia Learning 的 Salesforce Developer) 发布于 * Salesforce Revenue Cloud *
2021年6月2日 17:53

Does anyone know if there's a way to display the Consumption Schedule tiers on the Quote Template?  Similar to "Show Discount Schedule" option we have on the Quote Template object.

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Jackson Nordling (Salesforce 的 Sr. Instructor) 发布于 #Circles Of Success
2021年6月1日 18:38

Hi @* Quip *, and happy June!

 

We’ve got another great Circles of Success sessions coming this month! In this session, we’ll be focused on Salesforce Anywhere Templates, and  how to best use them. Templates help streamline and standardize your team’s processes and overall work, and Salesforce Anywhere adds another layer of functionality for your team to do this work faster.

 

As always, we’ll be joined by a Champion who will provide their own insight and experiences they’ve picked up along their Template journey.

 

Come ready to share about your own team’s templates have helped, what elements have worked, and any questions you may have!

 

Session Details

  • Jun 10, 10-10:45am PST
  • Register below!

 

FYI - we've got another session specifically for EMEA later this month, so if that applies to you, watch out for another post soon!

Circles of Success: Best Practices for Salesforce Anywhere Templates

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Liv Törnquist 发布于 * CRM Analytics (fka Tableau CRM) *
2021年5月24日 09:36

Feedback wanted on a new ‘Activities’ TCRM Template!  

The Tableau CRM team is working on a new pre-built template for Activities insights.

Activities cover several standard objects in Salesforce and can be challenging to extract for meaningful insights. This template will use Recipes and other recent innovations in the TCRM platform for easier customisations, such as including custom fields.

 

If you are looking to create Activities analysis using TCRM, please drop me a note: ltoernquist@salesforce.com

 

Thanks, Liv

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