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SharePoint Online - Can't access external source - External data source is unavailable because of an error
Hi everyone ... I found a post here (https://success.salesforce.com/answers?id=9063A000000iXQIQA2) with several people who are having the same problem I am with SharePoint online setup. I thought I'd repost to hopefully catch some brilliant person's eye.
I've followed all of the documentation (haven't found any more recent than 2017) to no avail. I thought I would repost the question to see if there are any definitive solutions. Here's what I'm getting.
I've followed all of the documentation (haven't found any more recent than 2017) to no avail. I thought I would repost the question to see if there are any definitive solutions. Here's what I'm getting.
Best Answer chosen by Julie SteinloskiAfter much headbanging, I found the best video. https://www.youtube.com/watch?v=SMLtxs0E9Vc. It's old, but it did the trick!
Write an answer or comment...
What Debug Level Do I Need?
We have ZenDesk tied to our account, as well as Marketo. We have a dedicated Marketo user that occasionally gets an error of APEX CPU time limit exceeding for various Process Builders. We have A LOT of PB's that I think can be cut down, but I'm curious what's the best Debug level to figure this out?
Here is the error:
Error element myRule_3_A1 (FlowRecordUpdate).
The flow tried to update these records: null. This error occurred: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY: Zendesk.TrgrZendeskUserFromLead: System.LimitException: Apex CPU time limit exceeded. You can look up ExceptionCode values in the
Here is the error:
Error element myRule_3_A1 (FlowRecordUpdate).
The flow tried to update these records: null. This error occurred: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY: Zendesk.TrgrZendeskUserFromLead: System.LimitException: Apex CPU time limit exceeded. You can look up ExceptionCode values in the
Best Answer chosen by Stephen CraneHi Stephen,
You can use the workflow category FINER level to get the flow related errors in the debug log for the user. Refer to the additional details about respective log categories and levels.
Debug Log Levels (https://help.salesforce.com/articleView?id=code_setting_debug_log_levels.htm&type=5)
You can use the workflow category FINER level to get the flow related errors in the debug log for the user. Refer to the additional details about respective log categories and levels.
Debug Log Levels (https://help.salesforce.com/articleView?id=code_setting_debug_log_levels.htm&type=5)
How do I create a customer community that does not require a login?
I am looking to create a community page. The page will be a message board. Open to anyone with the URL, not looking to have login required. Is this possible or is there a better way? We will require a login on the page in the future.
Best Answer chosen by Timothy SmithHi Timothy,
You can use the public access settings and guest user profile settings to enable the community without login.
Refer to the articles below for any additional information.
https://help.salesforce.com/articleView?id=community_builder_page_access_settings.htm&type=5 (https://help.salesforce.com/articleView?id=community_builder_page_access_settings.htm&type=5)
https://help.salesforce.com/articleView?id=networks_public_access.htm&type=5 (https://help.salesforce.com/articleView?id=networks_public_access.htm&type=5)
You can use the public access settings and guest user profile settings to enable the community without login.
Refer to the articles below for any additional information.
https://help.salesforce.com/articleView?id=community_builder_page_access_settings.htm&type=5 (https://help.salesforce.com/articleView?id=community_builder_page_access_settings.htm&type=5)
https://help.salesforce.com/articleView?id=networks_public_access.htm&type=5 (https://help.salesforce.com/articleView?id=networks_public_access.htm&type=5)
Log a Call button does not appear in Lightning Activities
After a little research, I have tried everything and the log a call button still does not display in the Activities component of Lightning.
- Log a call been added to Salesforce1 and Lightning experience Actions
- No activity record type
- Global Publisher layout includes log a call
- No additional buttons have been created (so no duplicates)
Best Answer chosen by Bridget AbercrombieFinally got it to work after finding this knowledge artical: https://help.salesforce.com/articleView?id=000247872&type=1
For what ever reason in the Global Actions it was not showing "Task" in the record type field. Once added it worked.
For what ever reason in the Global Actions it was not showing "Task" in the record type field. Once added it worked.
how to make a new item in the Stage picklist field
How to make a new item in the Stage picklist field in the Opportunity object.
Best Answer chosen by Imo Ji
Eshu KannaHi Imo Ji,
Adding New item in the Stage PickList Field.
I have added a Test value here in the above screenshot.
to do that:
step 1: Go to Opportunity object > Fields and Relatioinship > select the "Stage" field (type Picklist)
step2: scroll down to "Opportunity Stages Picklist Values" click "new " button to add new items to the Pick List.
Step 3: fill in the details Stage Name ,type , Probalility and Category and SAVE it.
Hope this will help you. :)
Adding New item in the Stage PickList Field.
I have added a Test value here in the above screenshot.
to do that:
step 1: Go to Opportunity object > Fields and Relatioinship > select the "Stage" field (type Picklist)
step2: scroll down to "Opportunity Stages Picklist Values" click "new " button to add new items to the Pick List.
Step 3: fill in the details Stage Name ,type , Probalility and Category and SAVE it.
Hope this will help you. :)
Dashboard Error
Hello,
I'm getting the below error when i try to create a dashboard, the report is saved in a folder that the running user has access to
Also the running user has access to all the fields for the Opportunity Object (that's the report type) and all of the other components of the dashboard are savec in the same folder everything else is working expect this specific component
We can't show this table because the "Viewing as" person doesn't have access to all the fields.
Any ideas please?
Thanks,
Hemdène.
I'm getting the below error when i try to create a dashboard, the report is saved in a folder that the running user has access to
Also the running user has access to all the fields for the Opportunity Object (that's the report type) and all of the other components of the dashboard are savec in the same folder everything else is working expect this specific component
We can't show this table because the "Viewing as" person doesn't have access to all the fields.
Any ideas please?
Thanks,
Hemdène.
Best Answer chosen by Hemdène Ben HammoudaHi Tommaso,
Now it's working fine : what i had to do is to delete the compenent and re create it again
Now it's working fine : what i had to do is to delete the compenent and re create it again
Getting error "invalid email address: FromAddress"
Hi,
As a System Admin I am able to send list emails in Lightning, but my users cannot. I have checked and re-checked the settings as suggested but can seem to find anything wrong - any suggestions?
Thanks,
Joe Biegler
As a System Admin I am able to send list emails in Lightning, but my users cannot. I have checked and re-checked the settings as suggested but can seem to find anything wrong - any suggestions?
Thanks,
Joe Biegler
Best Answer chosen by Joe BieglerProblem solved! Under "My Email Settings" I switched from "Send Through Office 365" to "Salesforce", saved, and then switched back. Now sending List Emails works for this user.
Workflow vs. Assignment Rule (Case)
Hello, this is more of a general question here. Attached are three pictures, one of my workflow rules (email), one of an inside look at the workflow rule (it is for email to case and sends an incoming email to the desired queue, based on which email address was sent an email), and the third picture is my case assignment rule. The case assignment rule is not active, however the workflows are.
My question, don't they essentially do the same thing? Is it better practice to have the case assignment rule activated and in place and deactivate my workflow rules? or should I leave it be and delete the assignment rule I don't have active?
I will be adding more departments to this process and something tells me that I shouldn't just make tons of workflow rules over and over
Thank you in advance for your guidance!
My question, don't they essentially do the same thing? Is it better practice to have the case assignment rule activated and in place and deactivate my workflow rules? or should I leave it be and delete the assignment rule I don't have active?
I will be adding more departments to this process and something tells me that I shouldn't just make tons of workflow rules over and over
Thank you in advance for your guidance!
Best Answer chosen by Peter ReidHi Peter,
Let's say you only need initial 'assignment', then using Assignment Rules makes a lot of sense. However, if you also want to 'assignments' during a Case lifecycle, you will have to use Workflow Rules (which means duplicating the rules).
It really depends if you want to use Assigment. The pattern I usually suggest is to use Assignment Rules to 'filter out' the garbage records (send them to a Queue, for example), then use Workflow Rules for your actual 'real' assignments. You only have 1 set of rules to maintain, and you can create a custom view on the Workflow Screen to show you only your 'Assignment' rules if you use a naming convention.
All your assignment rules will be in one place, managable all in one screen (with workflows & field updated you will end up creating multiples and cannot view them all the rules in one screen.)
"Assigment rules they dictate which Salesforce user becomes the owner of a record, based on some criteria.
Workflow rules they make things happen like creating tasks, sending emails or updating fields based on things that happen to records that already exist in the system."
It is indeed better to choose one. Personally I use more assigment rules for leads and cases. Once the data has moved further in the system, workflow rules and process builder take over.
Cheers
Ilya
michele tancorra change dataset in a dashboard
Hi all,
I have a dashboard that is based on a dataset (A).
I want to change dataset A with dataset B (this datasaet have the same fields but different values).
Is possible to change dataset without change the entire dashboard? (es. modifing the JSON of the dashboard)
tks
I have a dashboard that is based on a dataset (A).
I want to change dataset A with dataset B (this datasaet have the same fields but different values).
Is possible to change dataset without change the entire dashboard? (es. modifing the JSON of the dashboard)
tks
Best Answer chosen by michele tancorraHello Michele,
Yes. You can change the dataset reference in the dashboard JSON. Here are the steps:
1. Open the new dataset as a lens. Press Ctrl + E on Windows (or Cmd + E on Mac). This will open the JSON code for that lens. Go to the bottom and copy the dataset definition. Looks something like this:
2. Go to the dashboard and open it in JSON mode (Press Ctrl + E on Windows or Cmd + E on Mac). Go to the bottom section and replace the dataset definition. Basically remove definition for dataset A and add daatset definition for B.
3. Search for the reference of dataset A in all the steps. You can do a Ctrl + F and serach for dataset A. Replace each one of them with Dataset B. If it a step in compact form, then the dataset definition will be in above form (as shown in screenshot). If the step is is in SAQL form, then you just have to replace the name of the dataset in the load statement.
4. Click Done. If done correctly, the dashboard would reference the new dataset.
Before doing this, make sure that all the field names in both datasets are same.
Hope this helps. Thank you.
Best Regards,
Akshay
Yes. You can change the dataset reference in the dashboard JSON. Here are the steps:
1. Open the new dataset as a lens. Press Ctrl + E on Windows (or Cmd + E on Mac). This will open the JSON code for that lens. Go to the bottom and copy the dataset definition. Looks something like this:
2. Go to the dashboard and open it in JSON mode (Press Ctrl + E on Windows or Cmd + E on Mac). Go to the bottom section and replace the dataset definition. Basically remove definition for dataset A and add daatset definition for B.
3. Search for the reference of dataset A in all the steps. You can do a Ctrl + F and serach for dataset A. Replace each one of them with Dataset B. If it a step in compact form, then the dataset definition will be in above form (as shown in screenshot). If the step is is in SAQL form, then you just have to replace the name of the dataset in the load statement.
4. Click Done. If done correctly, the dashboard would reference the new dataset.
Before doing this, make sure that all the field names in both datasets are same.
Hope this helps. Thank you.
Best Regards,
Akshay
formula as text not id
Hi all - new admin here... trying to add some mapped fields from an opportunity to a custom object (project brief) - want to take a look up for a supporting BD associate and map this into the custom object. when I use the below syntax it only loads the ID of the user instead of their name:
Opportunity__r.Supporting_BD__c
Adding TEXT () does not have the correct syntax, and adding FirstName & " " & ... LastName renders the field I am referencing results in the below error:
Field Supporting_BD__c does not exist.
Appreciate any help / guidance as I am going to try and map several fields from our opportunities to the brief to save sales from entering redundant information.
Opportunity__r.Supporting_BD__c
Adding TEXT () does not have the correct syntax, and adding FirstName & " " & ... LastName renders the field I am referencing results in the below error:
Field Supporting_BD__c does not exist.
Appreciate any help / guidance as I am going to try and map several fields from our opportunities to the brief to save sales from entering redundant information.
Best Answer chosen by Shirah Brown@Shirah,
You means that you have "Supporting Sales Rep" formula field on Project Brief object. If yes, it should get Supporting_BD__c name on Project brief object from Opportunity, right? If yes,then use following formula in "Supporting Sales Rep" field on Project Brief object,
HYPERLINK("/"&Opportunity__r.Supporting_BD__c, Opportunity__r.Supporting_BD__r.FirstName + ' ' + Opportunity__r.Supporting_BD__r.LastName)
You means that you have "Supporting Sales Rep" formula field on Project Brief object. If yes, it should get Supporting_BD__c name on Project brief object from Opportunity, right? If yes,then use following formula in "Supporting Sales Rep" field on Project Brief object,
HYPERLINK("/"&Opportunity__r.Supporting_BD__c, Opportunity__r.Supporting_BD__r.FirstName + ' ' + Opportunity__r.Supporting_BD__r.LastName)
