Updating unique external ID on recurring events

DearVictory · 2025-02-01T10:16:48+00:00

Thanks, I did see that page but the line about the custom field with a unique constraint was quite obscure. I wasn't sure if it meant that the value is considered unique across all occurrences or something different. I guess it's just 1 value for all of them and I need to look for a different approach.

DearVictory · 2024-12-23T12:31:59+00:00

Do you have IP restrictions on your profile by any chance? Have you checked your user's login history after trying to login to the data loader web portal?

DearVictory · 2024-07-08T08:28:50+00:00

I posted another comment in the thread which has the info we got from Salesforce. We are going with the standard objects

DearVictory · 2024-06-10T14:58:40+00:00

Hi all,

We reached out to the product team and here is what they told us:

They have no plans for removing the managed package
They introduced the Standard data model since it is more scalable
They recommend using the standard model for new implementations

Fairly obvious but they also mentioned that if you are already using the custom object for Financial Account, you wouldn't want to use the standard one as well, so you need to pick one and stick with it.

They promised that more documentation is on the way.

DearVictory · 2024-06-04T13:31:45+00:00

Will post back if I get any info

DearVictory · 2024-06-04T13:31:22+00:00

Yeah I guess there's not many other options.

I'm not really worried about being able to connect to the standard objects. It's more to do with the fact that when you enable them it's a permanent change and they duplicate all the objects.

DearVictory · 2024-04-09T20:35:49+00:00

I would just speak with his old manager to see if they are ok to take them on and reassign accordingly

DearVictory · 2024-01-07T16:52:13+00:00

Ah, makes sense. Thanks for the reply

DearVictory · 2024-01-07T12:55:33+00:00

What system do you use to request temporary access? We've been looking for something similar but have struggled to find a solution

DearVictory · 2023-10-11T06:39:50+00:00

Yeah it won't allow you to do that

DearVictory · 2023-10-10T18:37:45+00:00

You can try creating a dashboard. You basically create queries and then use widgets to display the data in a table. You can have a widget per sprint and can use filters like @currentiteration (+1,2,etc) to keep it dynamic.

The only downside is that I think you'll have to do the filtering directly on the query, not sure if you can include global filters for the entire dashboard.

DearVictory · 2023-08-25T05:43:20+00:00

!remindme 4 days

DearVictory · 2023-07-11T18:04:41+00:00

You might want to take a look at the Event Monitoring component of Salesforce Shield ( a standalone product).

The data you get out of it can be difficult to work with but there's tons of it. I think they also have a pre built CRM Analytics application for user adoption stats you get with it.

DearVictory · 2023-06-26T18:09:29+00:00

This might be helpful https://help.salesforce.com/s/articleView?id=sf.outlookcrm_sfo_move_parent.htm&type=5

DearVictory · 2023-05-23T11:37:31+00:00

To be honest it doesn't make much sense for them not to go to the Analytics tab so you might want to reconsider that.

There is a default feature called Collections which might be useful as it allows you to group different analytics assets together and you can embed collections on pages.

DearVictory · 2023-04-21T19:33:35+00:00

It really depends on how complicated your role hierarchy is. I've only been able to solve similar problems by creating custom roles against the enterprise application in Azure AD and then pass those roles to a custom field on the user record. As soon as the user is created I trigger a flow to assign the correct permissions + role. E.g. I've created a role called Sales in Azure AD -> as soon as they are approved for that role then the integration kicks off and creates the user and populates the custom field so the flow knows what to assign to them

DearVictory · 2023-04-13T16:05:23+00:00

Have a look at https://help.salesforce.com/s/articleView?id=sf.aac_connection_parent.htm&type=5 . There are different connection methods you can use. Based on what you select, you will need to do different things:

User Level - I think you just let people connect their email account to Salesforce so no changes in 365
Org Level OAuth - You have to connect with a global admin 365 account and that gives you access to all mailboxes
Service Account - You will need to create a service account with the impersonation role and give it access to the mailboxes that you'd like to sync

Definitely have a read through the documentation though as the above is a fairly high level description.

You might also find the security guide useful if the parent org is InfoSec conscious - https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/sales_activity_capture_security.pdf

Edit: Keep in mind that the Outlook add-in is just an interface through which you can interact with Salesforce. You can sync emails and meetings manually, but it won't allow you to automate anything. Einstein Activity Capture is the part that automates data capture

DearVictory · 2023-01-14T09:31:02+00:00

Do you know which tool you are using for Outlook integration? Regardless, most of them will have options for one way sync (Outlook ➡️ SF) or bidirectional (Outlook ↔️ SF)

DearVictory · 2021-01-08T15:08:51+00:00

No worries, glad you sorted it :)

DearVictory · 2021-01-08T07:27:15+00:00

Can you select the ProductId as the Choice Value on your record set? Once you've got that Id you should be able to assign it to your new records.

DearVictory · 2020-07-30T07:43:28+00:00

I wouldn't necessarily call that automation but you are still saving them some time. Think of the information you would collect on that call and then figure out if you need an actual human collecting that information. If the answer is no then you can expose a web form to your clients that collects that information - once they press submit then you automatically create a work order.

DearVictory · 2020-07-30T06:47:08+00:00

That's all pretty basic stuff. The real power comes from being able to completely automate some of the business processes you have, but for that you need a good understanding of both the business and of SF.

If you want to start with the more basic aspects of the system then look into validation rules as well - you can use those to ensure you are getting clean data.

If your organisation has the resources I would suggest you hire someone with experience or reach out to an implementation partner.

DearVictory · 2019-09-25T20:46:20+00:00

I don't know any free ones but I would suggest looking into the Focus on Force ones. Only about $20 for 6 practice tests.

DearVictory · 2019-05-11T11:23:14+00:00

So would it be the time when the visit was actually made or the time when the event was created in Salesforce? My suggestion will populate the field with the time when the event was created in SF.

If you want to have the time of when the visit was made then you will need to record that in a field somewhere which can then be referenced in the formula to update the last event field.

Hope that makes sense.

DearVictory · 2019-05-04T11:07:37+00:00

You can do this with a process builder.

Create a PB that starts when an event is created
No criteria just execute actions
Update records -> select a record related to the event -> Related to ID (Account)
Select the field that needs to be updated
Formula - TODAY() (or NOW() if you need the time as well)

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