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Buenas tardes,   

 

Requiero heredar datos de los campos que he creado en Cuenta hacia un Contrato, sin embargo, no he encontrado la manera de hacerlo. Es decir, yo ya tengo los campos creados en ambos objetos pero al momento de crear un "Nuevo" contrato quisiera que los datos ya se vincularan desde la cuenta.   

 

Esto se puede hacer mediante un flujo? o requiere programación?  

 

Muchas gracias. 

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I'm manually adding a WOLI to a WO, and I cannot find Pricebook Entries from the PB on the WO. 

I'm searching the exact product code or name, and it always comes up with nothing. 

What I've noticed is that I have to explicitly go to the Pricebook Entry record once (not the Product record).  Only then would the Pricebook Entry show up as a "Recent Price Book Entries". This is ridiculous! 

Is there a fix/workaround for this?

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Whenever I try to create a Contact, instead of the New Contact page, I get what looks like the New Individual page. This happens when I click  

1. "+ New Contact" from the Contacts tab 

2. "New" from a Contact List View 

3. "+ New Contact" from another object's lookup field of type Contact. 

 

I have reviewed permissions and everything looks like I should be able to access the correct page. I checked the following: 

1. Profile has Modify All on both Contacts and Individual 

2. Field-level security has Read and Edit enabled on all required Contact fields. 

 

I'm out of ideas. Any help will be GREATLY appreciated. Thanks in advance. 

 

#SFDC Individual Object

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Hi Developer Trailblazers! 

 

Three questions: 

1) When someone logs in as an Experience user it is logged in the Setup Audit Trail.  Is there a way to have an audience that can detect that an "impersonation" is being used?  I would like an Experience page to know that a "Log in as" has been used to add some different content from when a person logs in with username and pw. 

 

2) We are turning off the Header in the community this gets rid of the Profile dropdown including logout. I don't see a way to show the User Profile component other than in the header.  Is it possible?   

 

3) Again with Log in to Experience as user, to log out I have tried to create a component with a Logout button, but it is not working to return the user to standard SF page? Could some one help with this?

1 answer
  1. Today, 11:18 PM

    I tried https://developer.salesforce.com/docs/atlas.en-us.exp_cloud_lwr.meta/exp_cloud_lwr/advanced_custom_logout.htm

    , but that wasn't working. 

     

    I also tried the code below, which does log out of the community, but doesn't navigate back to Salesforce "agent view"

    async logout() {

    // Logout

    console.log('about to get url...');

    const logoutUrl = await getLogoutUrl();

    console.log('url: ' + logoutUrl);

    await fetch(logoutUrl);

    console.log('about to navigate...');

    // Login page (or could navigate to some other URL)

    this[NavigationMixin.Navigate]({

    type: 'standard__webPage',

    attributes: { url: 'https://workforcesoftware--staging.sandbox.lightning.force.com/' }

    });

    }

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Has anyone had to migrate a lot of Classic scheduled reports to Lightning report subscriptions? We have about 75 scheduled reports/dashboards which we need to change into report subscriptions in Lightning. Is there a tool available to help automate this, or do we need to configure the report subscriptions manually?

2 answers
  1. Today, 11:10 PM

    Thanks for your reply @VINAY KUMAR K. I did find this post already but as it's 5 years old I was wondering if there is any more recent information, or if anyone has developed any tools for migrating report schedules to subscriptions. 

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Hi Everyone

 

When I add a report with a unique count to a dashboard, I am able to choose between Record Count and Unique Count  for the Metric Chart component. However, when I change it to table, I am unable to see the unique record count.

 

How can I make it show this?

 

Thanks!

James

3 answers
  1. Today, 11:08 PM

    I stumbled on this question because I ran into the same problem today as well. If anyone else comes across this, what I found most useful to resolve this was the reminder about a 'Power of One' field at the end of this help article: https://help.salesforce.com/s/articleView?id=000382344&type=1 (A formula field on the target object that just returns the number 1, so that my dashboard table can do a 'sum' on that field.)

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Hi, I am new to Experience Cloud and I was asked why the text "Passport Help" was shown under a component that says "Passport Help."  When I view on my end, I do not see the text.  I spoke to Support and they said it was likely due to cache/browser issue.  I am double checking if people think that is correct.  I know it could be tied to a Flow but I did not see any text, though being new I am might not be troubleshooting correctly.  Thanks for any help!  Aron 

 

This is what I see when I am signed in

Exp.PNG

This is what the other user sees 

 

Exp2.PNG

 

 

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2 answers
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Enhanced CMS has the ability to preview content. However, most of us build custom LWCs using the experience/cmsDeliveryApi getContent module and that only retrieves published content. The LWC I have uses a string property that has the contentKey passed in using a data binding expression {!Item.contentKey}. How should a LWC be built to support content authors to preview content from a CMS workspace while also supporting efficient LWC development? Is there a REST API method that would allow this? 

cc: @David Green @George Abboud @Geno Mathew @* Experience Cloud *

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