Category Archives: Point and Click

Email-to-Case Issue

26 Thursday Mar 2015

Posted by in Email-to-Case, Point and Click, Salesforce Configuration

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In this post, I will discuss about one of the issue which we faced in Email-to-Case(On Demand).

Issue:

On Demand Email-to-Case was configured correctly, but the Case was not getting created in Salesforce.

Analysis:

1. Checked Email-to-Case Routing address configuration and it looked fine.
2. Tried sending an email to the configured routing email address(Salesforce generated email address) and the case was not getting created in Salesforce.
3. Tried increasing Debug logs but Salesforce didn’t log anything.

Solution:

We made few custom fields required at Cases(Required at field level) and this is the reason why Case was not getting created since we didn’t supply values for them. Made required at Page Layout instead of Field level so that the custom fields became mandatory only for the Cases created through UI.

Comments are welcome, as usual.

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Block lead conversion unless Lead Status is Qualified

16 Monday Mar 2015

Posted by in Point and Click, Salesforce Configuration

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Requirement:

If Lead status is other than Qualified, don’t show Convert Button in Lead Page.

Solution:

Again, we want to achieve this functionality only through Configuration(Point and Click) and not through Visualforce/APEX.

Steps are as follows:

1. Create 2 Record types as “Non Qualified Lead” and “Qualified Lead” for a Lead object under Customize -> Leads -> Record Types. Screenshot is given as below.

Lead Record Type

2. “Non Qualified Lead” will be set as default for all the profiles under Manage users->Profiles as per the below screenshot and “Qualified Lead” will not visible to any profile.

Default Record type

3. Create 2 different Page Layouts, one with Convert button displayed and other one without Convert button.

4. Create two workflows as given below.

The first workflow updates the Lead record type from “Non Qualified Lead” to “Qualified Lead” when a lead status gets changed to Qualified.
Firstwf

Firstwfaction

The other workflow does vice versa.i.e. Change the Lead Record type to “Non Qualified Lead” when a Lead Status is not equal to Qualified.
Secondwf

Secondwfaction

If we had a requirement to restrict Lead Conversion(though show the Convert button in Lead Page) process by showing an error message when user clicks on Convert in Lead Conversion Page, we would have written the following Validation rule under Lead Object as given below:

AND( IsConverted, NOT( TEXT( PRIORVALUE(Status) ) = “Qualified”) )

IsConverted field returns true for a Converted Lead else return false.
PRIORVALUE returns the previous value of the field.

This Validation rule will throw an error as given in Error Message field, if the previous value of the field Status not equal to Qualified and IsConverted=True.

Validation Rule

Please share your comments/suggestions on this.