When you add a price book in salesforce.com, as a administrator, you will find that right off the bat you have no troubles seeing and using this newly created price book but alas your users will find that they cannot. This is because you have to share the price book out to a role, group,…
Category: Salesforce.com
Salesforce.com User Sort Disappears
This probably only happens to me and every time this stumps me is because I do it so infrequently that I forget that the fix is simple but when I sort the users list by a different field other than name the ABC short cut bar disappears. In any org with more than 50 users…
Comparing Salesforce.com Record ID’s
Salesforce.com record ID’s are case sensitive so Comparing data sets using Microsoft Excel can be tricky as you will quickly learn Microsoft Excel does not handle comparing and looking up values that require case sensitivity. Microsoft Solution You will find a couple of options fairly quickly with this Microsoft Support page “How to Perform a…
Interaction Log Hidden.
While working with my company to implement the “Service Cloud Console”, which btw is not the same as the old school “Console” app…much cooler, we came across a funny little bug. While trying to set the case to open as a subtab of the related account, the Interaction Log was not opening up. No matter…
Required Lookup Filter Error
ERROR: Value does not exist or does not match filter criteria. Sounds like an easy enough error to troubleshoot but the message was deceiving. I work in Salesforce.com a bit for work and while doing some field cleanup we started running in to this message. Of course we started getting it several days after the changes…