Sign In
All information about automation in one place
Sign in
Sign up
{{ reset.message }}
{{ reset.passwordError }}
{{ reset.passwordError }}

{{ reset.successMessage }}
Sign in

{{ nameError }}
{{ emailError }}
{{ passwordError }}
By clicking, you agree with Terms of Use and Privacy Policy
{{ agreementError }}

Congratulations! You have registered successfully. Log into your personal cabinet.

Topics

Tools

+ New post

Leaderboard

Anton Viborniy
73 answers, 9 articles
Appmaster Platform
0 answers, 29 articles
Diego Wood
25 answers, 1 articles
Howard Davis
24 answers, 0 articles
Xylona Bell
23 answers, 1 articles
Renee Carter
24 answers, 0 articles
Vermont Alexander
23 answers, 1 articles

Recommended

ActiveCampaign
Drive growth with customer experience automation
MailerLite
Take email marketing beyond the inbox with advanced tools made easy
Pipedrive
The all-in-one sales platform for growing revenue
Ads

Topics

Tools

Other topic

81 articles
650 questions
0 battles
1 posts
29820 members
Post

Type of returning data in Salesforce SELECT

Please, help me to understand which type of data is returned after SELECT? For example, we've got such request: [SELECT Name FROM Account]. Have we got Account object or only String for Name? And if we get Account could we turn to other Account fields in addition to Name?

0 2
Violet Johnson
8 answers, 0 articles
That query returns a list, regardless of how many records, if any, get returned. If you specified 'Limit 1' it would return an Account object. In either case, only the Name field would be populated. If issued from Apex, any attempt to reference other fields on the result Account would throw an error.
Bernadette Alexander
9 answers, 0 articles
If there is only one Account in your org, you can store the result of this query in Account's instance but it is recommended to store the query result in List of Account (List). A SOQL query returns a list of records of the Object on which you're querying, in this case it's Account. To access other fields you'll have to add them to the SELECT statement
Post

Selenium webdriver takes 25 mins to identify and click an element

This is Salesforce application with selenium Java. Scenario: Login to Salesforce with username, password and click on login. After that click on account tab in the Salesforce homepage. Issue: Salesforce login functionality is working fine. No issues. After login to Salesforce it take 23 mins to perform the next action (click on Account tab link) Here I used explicit wait of presence of element for 30 secs for the account tab link before click operation. My script is not getting failed. I am not getting any timeout exception or no such element exception and my script is successful only after 23 mins (it takes 23 mins to identify element and click an element). With same selenium code I tried with different Salesforce application but this time everything works as expected(after login I am able to click on account tab link). I never change the code. I just changed the application URL. I am thinking there might be an issue with application.but I am not sure about exact issue. At least I should have received timeout or no such element exception Or my script should have executed right after login without 23 mins of delay. I tried all the possible options like Page load strategy, fluent wait and explicit wait. Nothing works for me

0 1
Asher Perez
5 answers, 0 articles
If you are facing cannot read property 'defaultview' of undefined. Or If you are unable to perform any actions on Salesforce homepage or If selenium web driver takes much time to perform the actions in Salesforce home page or If your script is working fine with debug mode and not in run mode, please follow the below steps: 1 - Launch the Salesforce URL. 2 - Do not login immediately, this will create the above problems instead apply some wait ( Apply thread.sleep for 8 to 10 sec) 3 - Enter username and password and click on login button 4 - now you are all set. Your are good to perform any actions in SF home page.
Post

Lightning Flow Query

I am creating the lightning flow. In which, I need to provide the date in the 'field1' (Type : Date) in the screen component. In the screen component, the 'field1' should only accept the date value which is in the range of 3years in the past of the current date and 2 years in the future of the current date. For instance, if a user is entering the value in the 'field1' Date field on 5/13/2021 then the valid date range is between 5/13/2018 thru 5/13/2023. Can anyone please guide/assist on how to achieve this. Thanks in advance.

0 1
Kinsley Evans
6 answers, 0 articles
To create this date field you need to use following formula IF(OR( ({!Accepted_Date} <= (DATE(YEAR({!$Flow.CurrentDate}) - 3,MONTH({!$Flow.CurrentDate}),DAY({!$Flow.CurrentDate}) - 1))), ({!Accepted_Date} >= (DATE(YEAR({!$Flow.CurrentDate}) + 2,MONTH({!$Flow.CurrentDate}),DAY({!$Flow.CurrentDate}) + 1))) ), false, true )
Post

Salsforce and Plivo integration for making outbound calls

I want to integrate salesforce with plivo for making outbound calls from salesforce. I just followed the Plivo api documentation for doing this. But the Plivo api response is showing Status=Unauthorized, StatusCode=401

0 1
Howard Davis
24 answers, 0 articles
Please check if you've added the required authentication information such as Auth_Id and Auth_token of your Plivo account.
Post

Salesforce Server-to-Server integration without any user involved

I am working on a integration with Salesforce using REST APIs and, as part of the project, I need to send updates to Salesforce and these updates are not user triggered, they are system triggered. Because of that, what I expect to see on Salesforce Field History is not a user name but the name of our Connected App (the app that made the update). What I see today is the user name because the way the integration was made initially using OAuth Authorization Code flow. To change that part of the project, I followed the link (OAuth 2.0 JWT Bearer Flow for Server-to-Server Integration): https://help.salesforce.com/articleView?id=sf.remoteaccess_oauth_flows.htm&type=5. Making that, I was expeting to generate a token for a System, not for a User, but that's not what happened: when I used the token generate from the JWT Bearer Flow and ran the update, the Field History still shows the user name. What could I do then? Which are the options in Salesforce to achieve the behavior I'm expecting? The most important, in my opinion, is to have a Token for our system, not for a user. Thanks!

0 1
Deborah Carter
21 answers, 0 articles
Everybody is an user in Salesforce. Even if you access unauthenticated pages (some contact us form? case or lead capture) - it gets tracked under special Guest User. It sounds stupid but gives you unified interface to control permissions (Profiles/Permission sets). You want guests to access only FAQ articles and make cases? Sure thing, do it in profile, don't get paranoid about people trying to guess right URLs. You think an app was hacked? You can terminate the session just like any other "user". Want to allow login only in certain hours and from certain IP? Sure. An app connecting with JWT will still need username (main difference being it's "just" certificate for signing the request instead of password). Your best bet is to create dedicated "Mr System", "SystemX integration" account. It sounds like waste of license but in the long run saves you questions "why did you edit my account at 1 am" and you could even use it as backup account if you use SSO and it ever fails
Post

Is there any function that can change the column names dynamically as per filter changes in Tableau CRM

Is it possible changing the columns dynamically in Tableau crm lens as per filter changes.?

0 1
Yana Cook
7 answers, 0 articles
Not sure what exactly your issue is; but you can bind your static toggle to make the changes in columns of a lens
Post

How to connect Azure Data factory to Salesforce Commerce Cloud?

is there a way to connect to Azure Data factory to Salesforce Commerce Cloud ? In Data Factory the I only see connectors to Salesforce Service & Marketing Cloud. if it's possible I'll appreciate it if someone could show me an example Thank you !

0 1
Quenten Lopez
7 answers, 0 articles
Actually, from the Azure Data Factory connector (https://docs.microsoft.com/en-us/azure/data-factory/connector-overview) overview, we can know that Salesforce Commerce Cloud is not supported. The only way is that you must achieve that in code level. Then call the Function, Python or Notebook active to run it in Data Factory. There isn't an exist code example we can provide for you. You need design it by yourself.
Post

There are two date fields on an Object say Date1 & Date2

Now I want to Write a SOQL Query in SOQL Editor to fetch all the Object records There are two date fields on an Object say Date1 & Date2, Now I want to Write a SOQL Query in SOQL Editor to fetch all the Object records where Date 2 is Greater than Date 1. how you will do this using SOQL only?

0 1
Ivy Hernandez
7 answers, 0 articles
Best way is we can create a Boolean/checkbox formula field on that objects which has below condition Date2_c > Date1_c Then query the records where this formula field is true i.e SELECT Date1,date2 FROM object WHERE Date2_c >Date1_c
Post

Vlocity Omniscript using Docusign and Salesforce

Good Afternoon. I hope everyone is ok. I was wondering if someone could help me. I am using DocuSign within a Vlocity Omniscript. We have set up DocuSign action, which works perfectly and generates the Docusign. The issue we are facing, when an envelope ID for DocuSign is created, does this get stored within Salesforce. I am trying to find how DocuSign works with Salesforce.

0 1
Vermont Alexander
23 answers, 1 articles
To integration DocuSign and Salesforce, see the DocuSign for Salesforce - https://www.docusign.com/solutions/salesforce product line
Post

Use list of results of a Lookup activity in a 'WHERE field IN list' condition in Azure Data Factory

as the title states, in an Azure Data Factory pipeline I am trying to use the results of a Lookup activity in a WHERE condition of a query against Salesforce. To be more detailed, the Lookup activity has the option 'Select only first row' NOT selected and it looks as follow: SELECT id FROM staging_table Then I am trying to pass the output to a Copy Data activity that runs a query against Salesforce using the output of the Lookup in a condition that looks like WHERE Id IN @output, however any kind of syntax I try for the activity output results in some errors, I only managed to get it working for the first result of the array. Thank you for any help you may provide!

0 1
Kinsley Evans
6 answers, 0 articles
This is because you will get this result like this [{"id":1},{"id":2}] when you don't check Select only first row option. However, you need this output (1,2) in your SQL WHERE Id IN @output. So you need to get the output of your Lookup activity (1,2) in your first SQL or extract from [{"id":1},{"id":2}].
Post

Is there an effective way to secure access to my API from Salesforce?

I have built an API to my web application so that customers can access certain functionality without going through the dashboard. I have secured it by providing an API key to each customer that identifies them and restricts the IP address from which they can connect. I have now had a request from a customer to allow them to access this API from their Salesforce platform. I don't know much about Salesforce, and when I asked them to let me know their IP address so I could create their API key, all they could give me was the list of reserved IP addresses published by Salesforce. This IP space is huge (millions), covering all of Salesforce, meaning that if someone gained access to the API key they'd be able to use it from any Salesforce account. I have read some things about Salesforce having an OAuth service and having some kind of Application Connect service, but it mostly seems to be designed around allowing 3rd parties to connect to Salesforce - I'm getting a bit bogged down trying to determine if this is any use in my scenario (which requires authentication in the other direction). I'd be grateful for any insight into whether there's something more specific I can do identify a particular Salesforce customer beyond simply putting dozens of CIDR blocks in my API key. I could ask my customer to identify themselves in the referer header when they call my API, for example, but of course that's trivial to spoof. Thanks.

0 1
Harvey Evans
5 answers, 0 articles
IPs can be spoofed too. Salesforce has a concept of "protected custom settings" - https://help.salesforce.com/articleView?id=sf.cs_schema_settings.htm&type=5. You could make a "managed package" (Salesforce plugin, but you don't need to distribute it on their appexchange, Google Play/App Store equivalent), install it for the client and then enter the API key to the setting in a way that even client's sysadmins can't read it. It'd be bit of work to set it up but might pay off if you think you'll get more customers on the platform. How about a crude but effective iframe? or a link to your page they'd embed somewhere in their app? Do you have just api keys? If you'd expose OAuth2 endpoint SF users could login to your app and then SF code could use access_token they got back instead of api keys. Or maybe you can protect access with certificate? Calling app would have to sign requests with a certificate. Client could upload it to their SF, you'd upload to your app. You could demand the API calls to include the user's SF "session id" and you could use that to run some queries against source SF org. Org Id, user's login history etc things that are impossible to tweak even by sysadmins...
Post

Send SMS via RingCentral API by using different numbers and extensions

I have a problem of sending SMS via API within one account where we have a bunch of numbers with their own extensions. The goal is to be able to use any of these numbers for sending SMS from Salesforce via callout. I've created an app with "SMS", "Read Account" permissions. When I try to send a request from Postman using "Account" credentials with or without extension number, I receive an error: "Phone number doesn't belong to extension". I cannot log in with default account credentials and different extensions. I do not have other users credentials. I cannot add number to extension as it already have own extension. Is there any way I can solve this? Please, advice.

0 1
Whitelaw Baker
7 answers, 0 articles
For now, you need to use an access token authorized by a user (extension) that has privileges to send/receive SMS on the numbers desired. Given the scenario you describe, you will need to add a degree of indirection between the user taking the action and the user extension to which the number is associated. To do this, you will need to build an app that manages access tokens for the extensions to which the numbers are assigned. Then your user will need to separately log into the app and select the number, at which time the app will use it's separately managed access token. The authorization for user extensions associated with the numbers may be able to be authorized using OAuth 2.0 Authorization grant flow or, if your app is a private app the OAuth 2.0 Resource Owner Password Credentials grant flow.
Post

Jitterbit: target CSV-file created with only header although “do not create emtpy files” is checked

In Jitterbit Dataloader 10.37 I want to create CSV-files from Salesforce data but only if the query returns data. I checked "do not create empty files" on the target type local file but it is still creating a csv just with the header but with no data. I do not want files created with no data in it. It is not an option to not have the header at all in the files - I will need it when there is data from the query. Any suggestions? What am I missing?

0 1
Deborah Carter
21 answers, 0 articles
I've seen this happen in situations where the write operation is after a couple of other operations. In that instance a header is written in the first operation, then another header is written in a second operation. The first row is read as the header, the second row (another header) is read as data, and written out. I always add in a condition where I check if one of the fields equals its name
Post

Data types and importing in salesforce

How do I figure out the data types while importing into salesforce? I've been struggling a bit with this issue since I'm importing from excel sheet data types aren't clear and I have to set up the format of every column in it so the import doesn't give me a bunch of errors

0 1
Franklin Wood
14 answers, 1 articles
Shouldn't you tag it excel? It's up to you to figure out your source data types. In a pinch you can create bunch of Text(255) fields in SF, you won't get errors but the data can be next to useless. "Garbage In, Garbage Out". If you're loading to custom object you can try this option, maybe it offers some smart field guessing. I expect you'll need to specify the types anyway. https://www.salesforce.com/blog/upload-spreadsheets-lightning-object-creator/
Post

Salesforce Enforce login IP ranges on every request

I am attempting to improve our health check score and this is one of the items. What is the impact of enabling this option on home workers and/or community users?

0 1
Daniel Johnson
5 answers, 0 articles
You won't be able to take the open session "home". Think about guy that logs in in the office, 5 PM packs the laptop, goes home, opens it and resumes without interruption. Most of the time it's great (espec if he's on a data plan and was receiving notifications whole time, maybe chatting with customer), sometimes it's bad (terminating an employee but not freezing/deactivating the user right away - he can still download stuff with his phone for example). If you login to company VPN, do some stuff in SF, disconnect - change to home IP will mean they need to login again. Think browser but also in mobile app or Outlook plugin. If your internet is flaky today and you keep switching between home network, public wifi hotspot (train travel?) and phone's data tethering (or however it's called) - this will be a problem. If you have a background integration job on Azure, Heroku etc and it uses multiple worker nodes - it might be that each node has to login separately, can't reuse the session id if you can end up on different IP.
Post

What are the efficient ways to connect SSIS to salesforce?

I am looking for the various means of connecting my SSIS package to salesforce connector

0 1
Daniel Johnson
5 answers, 0 articles
Add a new Data Connection, and select the CData Provider for Salesforce. Enter the connection details for your Salesforce account. In this example, we are using a Salesforce Developer Account for this example. Required connection properties are User, Password, and Access Token. OAuth is also supported. Open the ADO.NET Source editor and set the following information: ADO.NET connection manager: In the Connection Managers menu, select the Data Connection you just created. Data access mode: Select 'SQL command'. SQL command text: In the ADO.NET Source editor, open the Component Properties tab and enter a SELECT command, such as the one below
Post

Does anybody know if it is possible to export "documents" and past emails from Pipedrive?

Hi guys, I am trying to fully integrate my Pipedrive with my HubSpot. Does anybody know if it is possible to export "documents" and past emails from Pipedrive? I do not see that option available. Thanks in advance!

0 2
Fisher King
4 answers, 0 articles
Why would you want to integrate two CRMs? Unless planning to switch. I'm just curious
Lukas Peterson
6 answers, 1 articles
Your emails, if you're using hosted email should still be in your hosting account, unless you set it to delete emails from the server. PD acts as a client, the real data always sits in the server. Documents get saved to Google Drive or MS Onedrive, so they should be there
Post

Please can I have some recommendations on LinkinIn Ingration software?

What does everyone use with Pipedrive and what LI licenses are required for each one please? Thank you in advance

0 2
Paula Bennett
5 answers, 0 articles
Dux soup turbo
Ezekiel Wilson
8 answers, 0 articles
Hi!! You can use Linkmatch or Linkport to import contacts.If you want lead generation and growth hacking, use dux soup
Post

Am I missing something or is the pipedrive mobile app lacking?

Hi Guys. currently using pipedrive + pandadoc for sales docs, mainly in the field. Am I missing something or is the pipedrive mobile app lacking? i see no way of launching pandadoc from the pipedrive app? if I launch pandadoc of course I have to manually add details to doc and it wont sync back to pipe drive -- any ideas? Thanks

1 4
Kinsley Evans
6 answers, 0 articles
The app isn’t “lacking”. It’s just doesn’t do it. The mobile app doesn’t do a lot the web app does. And that especially true using 3rd party integration
Noam Bailey
7 answers, 0 articles
Works like a charm, but only from your laptop. Not on mobile app
Load 2 more comments
Post

Any one using pipechat or any other WhatsApp integration for Pipedrive?

Hi guys, any one using pipechat or any other WhatsApp integration for Pipedrive, would you recommend to connect Pipedrive to whatsapp?

0 2
Bronson Nelson
17 answers, 1 articles
Pipechat
Bennett Thomas
21 answers, 0 articles
Hi, we are using Pipedrive whatsapp integration actively. We are also using automated sequence which leads receives
+ New post

Leaderboard

Anton Viborniy
73 answers, 9 articles
Appmaster Platform
0 answers, 29 articles
Diego Wood
25 answers, 1 articles
Howard Davis
24 answers, 0 articles
Xylona Bell
23 answers, 1 articles
Renee Carter
24 answers, 0 articles
Vermont Alexander
23 answers, 1 articles

Recommended

ActiveCampaign
Drive growth with customer experience automation
MailerLite
Take email marketing beyond the inbox with advanced tools made easy
Pipedrive
The all-in-one sales platform for growing revenue
Ads

You have reached the maximum per-minute rate limit.
Try again in one minute.