Nonprofit Salesforce.com Practitioners Google Group

Re: help with ID fields

2010-01-08T20:42:50Z

I see... here is how you can do what you want.
1. Create "First Name" and "Last Name" fields on the Child object
2. Add a field update to update the "Name" field when either the First
or Last is changed. You'll need a formula something like CONCATENATE
("Child.FirstName__c"+" "+"Child.LastName__c")... I've done this

Re: [NPSF] Re: help with ID fields

2010-01-08T20:02:13Z

Not sure I follow you Nick. If I'm missing something obvious, let me know.
The Enrollment object needs the ID of the Child object so that if you
go to a child's record you see their enrollments. Therefore I do want
the ID of the Child object as a field on the Enrollment object, but I
want the Child's ID to be the combination of the two fields: (first

Re: help with ID fields

2010-01-08T19:52:42Z

You could use the Child's full name as the lookup and then add two
formula fields that pull the First and Last Names over to the
Enrollment object.

Get mass emails out of activity history related lists

2010-01-08T19:22:33Z

Hi all,

I need your help - I'm looking for a way to have Mass Email activities NOT
appear in a Contact's Activity History related list, but still show up on
the HTML Email Status related list (we don't send out any mass emails in
text only format).

My co-workers and I find it beyond annoying to have to scroll through lists

help with ID fields

2010-01-08T19:00:20Z

Hi all,
I have a custom object called "Child". I also have another custom
object that tracks enrollments. The Enrollment object has lookups to
the following:
Contact (std obj)
Household (std obj)
Child (custom obj)
When I create a new Enrollment, I can type the Contact name and the
Household name right into the fields, but for the Child I have to

Re: CMS and Salesforce Integration

2010-01-08T17:41:32Z

Interesting conversation. We are in the same boat, if from the other
side. We are looking at things from the consultant side trying to
define a product offering that meets the criteria you outlined above,
but there are a number of challenges with every approach.
Historically we have worked with a product called Ektron which is a

Re: Custom Objects and related lists

2010-01-08T17:14:04Z

If you looking for the ability to relate many responses to many
contacts (i.e a Response can have many contacts, and a Contact be
linked to many responses), then you'll need an intersection custom
object to link the together...
If you go to the SF Help, and do a search for "intersection", an
article comes up called "Is it possible to create many-to-many

Re: [NPSF] Re: Custom Link Code - Editing a lookup relationship record

2010-01-08T03:04:37Z

Re: Custom Link Code - Editing a lookup relationship record

2010-01-08T02:06:49Z

/{!Contact.Id}/e?retURL={!Case .Id}
or something to that effect.

Custom Objects and related lists

2010-01-08T01:29:50Z

I need some assistance with a custom object we have built for tracking
responses for our Red Cross chapter. Currently the object is related
to Organization (primary city where response occured) and what I'm
looking to do is also be able to related it to many contacts
(employees and volunteers who responded). I know I can created a

Re: [NPSF] Re: Data Access

2010-01-08T01:05:09Z

Not that I am aware of, no, only owners (who you allow delete access) and
those with the "modify all data" checkbox checked (administrators for
example have this checked) can delete objects. Unless the object is set in
sharing settings as public (not private), in which case the profile and not
the role controls delete ability, with a "delete" checkbox per object

Re: Best Practices - Adding one's own organization as an organization/account

2010-01-08T00:19:42Z

One thing that we did was to add a section of checkboxes to the
contact object that has a description of what type of contact a person
is (e.g. Staff Member, Board Member, Former Staff Member, Former Board
Member, Program Leader, etc.). This allows us to look at all the
contacts to determine all of a particular type of contact, which is

Re: Data Access

2010-01-07T23:08:00Z

Is there a way to allow users within the same role/profile to have
full access to each other's contacts (ie. read.write and delete)? The
sharing rules only allows users to share contacts/orgs with read/write
access. Users can see the shared contacts/orgs but unable to delete
because they do not own the record.

CMS and Salesforce Integration

2010-01-07T23:00:19Z

If you are starting from scratch, more or less, with Salesforce and are not
currently using a particularly CMS, are there any resources out there
comparing the options for the integration between Salesforce and Drupal,
Joomla, Plone and other CMSes to consider?
As often the question is then asked "What are you trying to do?" here are

Re: GmailForce - Gmail to Salesforce

2010-01-07T21:49:13Z

I am also looking for a Gmail to SalesForce option. Our problem with
VCS is that we need to connect emails sent from a contact's secondary
email address to their contact page. Is there anything out there to
fulfill that need?
Thanks,
Sara