Tips and Tricks: Unable to Process Request Error When Editing a User

Username
Username

You might receive this “Unable to Process Request” error message whenever you attempt to edit a user’s information under Name | Setup | Manage Users | Users. The error may appear regardless of the information you’re trying to edit, and this could potentially impact your business.

The truth is, this “Unable to Process Request” issue has already been listed as a Bug, and Salesforce’s R&D Team are already working on it in order to provide a permanent fix to the issue.

While they can’t provide a permanent fix yet to the issue, there is a workaround available in order enable you to edit and save your user’s updated information. The workaround is to disable the Feed Tracking of Address Field on User Object.

Here are the needed steps:

  1. Click Setup | Customize | Chatter | Feed Tracking
  2. Click User
  3. Uncheck Address
  4. Click Save

This workaround can temporarily be considered while there is no permanent fix yet.

Keep yourself updated with the latest Known Issues with suggested workarounds at https://success.salesforce.com/issues_index or get in touch with this website’s administrator at info@cloudjedi.com to seek help and assistance.

Is Your Organization Prepared for the New Year?

Few days from now, we will welcome the New Year with new hopes, new opportunities, and new milestones. It will also open another door for improvement and another chance to do the things that we should have done this year. 2013 has been tough and challenging for most of us; thus, it is imperative to prepare not only your business, but also yourself, for the new challenges that is waiting for the coming year. We all learned from our mistakes, and we wouldn’t want to commit the same in 2014. Since Salesforce is an innovative tool, it is expected that it will introduce and integrate new features and functionality for the coming year. We, at Salesforce Support, commonly receive cases regarding features that the users are not familiar with, or worse, features that could potentially impact their business performance.

Here are some of the tips on how to prepare your organization for the upcoming changes in the Salesforce environment for the year 2014:

Train Users

It is important to make sure that all of your users are familiar with the basic Salesforce functionality. They should know how to deal with common Salesforce issues, be familiarized with your business process, and are updated with the current Salesforce trends. If you haven’t done it this year, then it is important to make sure that a training, seminar, or webinar is conducted at least once every quarter to discuss the latest updates and releases.

Training your users effectively will prevent frequent contact with Support; and will help in increasing their productivity. Frequent interaction with your users will also increase collaboration that will let you hear their common concerns and issues. If all of your users are well-trained and prepared, then it will be easier to introduce new advanced features.

Manage Storage

As your business continuously grows every year, you might not notice your storage usage that could potentially impact your business. As a best practice, your records should always be backed up at least every 6 months, or for some, every year. Your records could be exported by the Data Export Service (Name | Setup | Data Management | Data Export |Export Now), and then deleted afterwards to allow space for new records.

Introduce New Marketing Strategies

In order to welcome new prospects for your business, it is important to always be innovative and creative in advertising your business. Salesforce can definitely help you with this! You can take advantage of Web -to-Lead feature to create online forms where your customers could easily reach you. You could also generate mail merge templates if you would like to deal with customers who have weekly or monthly email subscriptions.

With the integration of new features like Salesforce1, it would also be easier for your marketing team to get in touch with their customers. There are different ways on how to maximize Salesforce as a marketing tool and it would be important to consider this as you prepare your organization for the upcoming year.

Salesforce Releases

Salesforce will once again have its Summer, Spring, and Winter releases this coming year. The introduction of new features and updates are causing major issues for some users that is why it is important to be familiar and prepared with each release beforehand.

You may review the latest releases and features in this site http://www.salesforce.com/newfeatures/.

Utilized Resources

You should start subscribing to different Salesforce pages or blogs in order to get updates, releases, current trends, and best practices with the Salesforce CRM.

As what they always say, prevention is always better than cure. The secret to have a good business process is to efficiently forecast potential issues, challenges, and threats. This information could be used to improve the weaker side of your organization and turn it into something positive and productive.

2014 offers new hope for all of us. Let us all have a prosperous new year!

Tips and Tricks: Resolving Common Salesforce Problems

Untitled
Untitled

Salesforce Support has always been helpful in dealing with their customers' concern. However, there are issues that could easily be dealt without waiting for 24-48 hours for a Salesforce Support to respond. It is also important to be familiar on the initial steps that should be taken into consideration for common Salesforce problems, especially for business impacting features. Here are some of the common Salesforce problems that should be considered before logging a support case:

1. Cache and Cookies

Cache and Cookies store some information from the internet; however, these information could also affect system performance. It is important to make sure first that your issue is not something related to cache and cookies.

You might experience log in issues; your interface might not display correctly; or some features might not properly work. These issues are not necessarily Salesforce-related .

The steps on how Cache and Cookies can be deleted can be found here: https://help.salesforce.com/HTViewSolution?id=000001102.

2. Supported Browsers

browsers-icons
browsers-icons

You should also consider the compatibility of your browser's version with Salesforce. When browsers do an update to their version, some Salesforce features may not be compatible to the version yet. It usually takes few weeks or months before the compatibility is fixed.

As of today, here are the supported browsers:

a. Internet Explorer - versions 7,8,9, and 10.

b. Mozilla Firefox - most recent stable version.

c. Google Chrome - most recent stable version

d. Apple Safari - versions 5.x and 6.x on Mac OS X

3. Salesforce Edition

60-80% of the issues being received by Salesforce Support are Edition-related limitations. If it seems that you're missing some features and functionality, or if your 3rd party applications from the Appexchange fail to install, then you might want to check first if they are supported with your edition.

Here are the common issues that are reported and found to be Edition-related:

a. Custom Profile - Cloning or Customizing Profiles are not available for Professional Editions and below.

b. Mass Email - This feature is only available for Professional Editions and above.

c. Permission Sets/ Sharing Rule - Although Account and Contact Sharing Rules are available in Professional editions, sharing rule to other objects are only available for Enterprise Editions and above. Consequently, Permission Sets are only available for Enterprise editions and above.

d. Workflow and Approvals - Although this feature may also be available for Professional Editions with additional cost, it is only available by default for Enterprise editions and above.

e. API - Some applications might require you to have an API enabled. API is only enabled by default for Enterprise editions and above.

To get the complete list of features and limitations, please check this documentation: https://help.salesforce.com/HTViewHelpDoc?id=limits_general.htm.

4. Unable to Receive Emails from Salesforce

If you aren't receiving important emails from Salesforce, like Password Rest emails, you should initially check if your network setting is blocking any IP addresses coming from Salesforce. To determine: Name | Setup | Email Administration | Test Deliverability | Enter your Email Address | Click Send. You should receive a total of 52 emails. If you receive less than that, then you confirm that you are blocking IPs from Salesforce.

To check the IP addresses that need to be whitelisted, please refer to this site: https://help.salesforce.com/HTViewSolution?id=000003652&language=en_US.

5. Setup Audit Trail

Salesforce Support is also receiving lots of cases regarding the questionable changes in the customization of their organization. These changes are not always Salesforce-related, most of the time Support would just figure out that one of the company's System Administrators were the one who did the change. Setup Audit Trail could help you in determining the configuration changes that had happened in the past 180 days. To run an audit: Name | Setup | Security Controls | View Setup Audit Trail.

6. Recycle Bin

For missing records, you may want to check if they were just accidentally deleted by one of your users. Your recycle bin stores deleted records for 15 days.

7. Blogs, Community Pages, and Help and Training Portal

You could also consider finding your answers first from one of Salesforce experts in different blogs in the internet. Most of your answers could also be found on the Help and Training portal. These resources are readily available and should be maximized to find answers to your questions.

If all of these recommendations fail, then you might want to consider logging a Support Case. In order to resolve issues that could potentially impact your business, you should be familiarized on the first steps that should be taken into consideration. As you become expert in handling these common issues, soon you will turn into a walking Salesforce encyclopedia!

Minimize Clicks with Publisher Actions in Salesforce1

Publisher Actions - OverviewSalesforce1 is the new feature introduced by Salesforce during the last DreamForce. It is an advanced mobile application that will particularly benefit developers who would like to integrate Visualforce onto their end-users' mobile dashboard.

It comes with enticing new features; improved interface, layout, and graphics. One of the highlights of Salesforce1 application is the Publisher Action, which is designed to have a one-click interface that easily allows users to create and update records.

Using the Feature

Publisher Actions
Publisher Actions

By just clicking on the  icon on the lower right side of the screen, the Publisher Action interface will be shown to let you update your Chatter posts, create new records, new tasks, share a link, or even create a poll in just one interface; thus, minimizing clicks.

publisher interface
publisher interface

Publisher Action is available on both Standard and Custom Objects where the Chatter feed is enabled. To verify if Chatter feed is enabled on your objects: Name | Setup | Customize | Chatter | Feed Tracking | Navigate on Each Object to ensure that "Enable Feed Tracking" is checked | Save.

Enabling Publisher Action

The feature is enabled by default in Salesforce1. However, the feature will not work if Chatter feature is disabled under Name | Setup | Customize | Chatter | Settings.

Summary

As Salesforce continues to improve Salesforce1 features, the integration of Publisher Action is a huge milestone in maximizing the use of mobile and smart phones for your business.  The feature is ideal to every organization as it will increase productivity by minimizing clicks and navigation.

Visualforce page could also be integrated in order to customize how you want your Publisher Action to work.

To know more about Salesforce1's features, you may watch the Salesforce1 demo on http://www.salesforce.com/salesforce1/demos/demo-salesforce1.jsp.

Scheduled Report - Missing Users

No Report Recipients
No Report Recipients

Have you ever encountered a scenario where you would like to send a scheduled report to a specific user but they are not in the list of options? This is  mainly because the user doesn't have access to the report because of the report folder settings.

In order to solve this issue, we just need to do the following steps:

  1. Pick a time when there are lease number of people using the system since we will
  2. Go to the report folder where the report to be sent is stored and then change the setting to "This folder is accessible by all users, except for portal users"
  3. Go back to the scheduler page of the report and you should be able to see all the users in the system
  4. As soon as the report is scheduled, go back to the report folder settings and then put back the old security settings

The process is a bit kludgy but its the only way to do it at this time until Salesforce fixes the issue.

List size based message Visualforce

If you're developing in VisualForce for a while, most likely you've encountered the scenario where you would have to show a list of records. In order to make the page user friendly, we would add a text of "No records found." if there aren't any records to show. Before v27 of VisualForce, we could easily just use the following code to display the text if there aren't any records found.

<apex:outputText value=”No records to display” rendered=”{!myObjectList.size==0}”/>

Starting VisualForce v27, Salesforce will throw out an error if there aren't any records. Issue is because the myObjectList.size is null and it is being compared with a number.

One quick solution for this scenario is the use of the NULLVALUE or the BLANKVALUE to substitute the null value with zero.

<apex:outputText value="No records to display" rendered="{!NULLVALUE(myObjectList.size, 0) == 0}"/>

 

Formula: Business Days between dates

Have you ever needed to get the number of business days between two dates? Here is a quick formula for you to do this.

Weekday Count Formula:

  CASE(MOD( StartDate__c - DATE(1985,6,24),7), 

  0 , CASE( MOD( EndDate__c - StartDate__c ,7),1,2,2,3,3,4,4,5,5,5,6,5,1), 
  1 , CASE( MOD( EndDate__c - StartDate__c ,7),1,2,2,3,3,4,4,4,5,4,6,5,1), 
  2 , CASE( MOD( EndDate__c - StartDate__c ,7),1,2,2,3,3,3,4,3,5,4,6,5,1), 
  3 , CASE( MOD( EndDate__c - StartDate__c ,7),1,2,2,2,3,2,4,3,5,4,6,5,1), 
  4 , CASE( MOD( EndDate__c - StartDate__c ,7),1,1,2,1,3,2,4,3,5,4,6,5,1), 
  5 , CASE( MOD( EndDate__c - StartDate__c ,7),1,0,2,1,3,2,4,3,5,4,6,5,0), 
  6 , CASE( MOD( EndDate__c - StartDate__c ,7),1,1,2,2,3,3,4,4,5,5,6,5,0), 
  999) 
  + 
  (FLOOR(( EndDate__c - StartDate__c )/7)*5) 

Weekend Days Count Formula:

  CASE(MOD( StartDate__c - DATE(1985,6,24),7), 
  0 , CASE( MOD( EndDate__c - StartDate__c, 7),1,0,2,0,3,0,4,0,5,1,6,2,0), 
  1 , CASE( MOD( EndDate__c - StartDate__c, 7),0,0,1,0,2,0,3,0,4,0,5,2,2), 
  2 , CASE( MOD( EndDate__c - StartDate__c, 7),0,0,1,0,2,0,3,1,2), 
  3 , CASE( MOD( EndDate__c - StartDate__c, 7),0,0,1,0,2,1,2), 
  4 , CASE( MOD( EndDate__c - StartDate__c, 7),0,0,1,1,2), 
  5 , CASE( MOD( EndDate__c - StartDate__c, 7),0,1,2), 
  6 , CASE( MOD( EndDate__c - StartDate__c, 7),6,2,1),
  999)
  +
  (FLOOR(( EndDate__c - StartDate__c )/7)*2)

 

Credits to Julie Nguyen from the answers community for the tip.

 

Single Email Limit

SINGLE_EMAIL_LIMIT_EXCEEDED If you've reached this page because you've encountered one of the governor limits imposed by Salesforce, this post will describe some of the reasons why you've reached the limit. One reason why we have this limit is because Salesforce wants to avoid having users use Salesforce as a marketing tool. If you try to ask Salesforce.com Support to increase the limit, they can only do so temporarily.

What COUNTS towards the limit

  • Mass Emails to Contacts
  • Mass Email to Leads
  • Emails send via the API to email addresses
  • Emails send via the API to contacts (Both single and mass emails)
  • Emails send via API to Leads (both Single & Mass Emails)

What DOES NOT COUNT towards the limit

  • Mass emails to Users
  • Emails via API to User ID’s
  • Emails send from the “Send Email” button on contacts (single emails/email author)
  • Emails send from the “Send Email” button on Leads (single emails/email author)

The TO and CC will both count if the recipients are external email addresses. If you send a mass email to 1,000 external recipients, that will use up the email limit in the same way as 100 emails to 10 external recipients.

Mass emails also have limits on the number of recipients you can specify through one mass email call:

  • Professional = 250
  • Enterprise = 500
  • Unlimited = 1000

Also, emails sent with workflow triggers to not count against your email limit, even if sent to a contact or lead. The drawback is that the workflow-generated emails do not create activities associated with the recipient. Also, this is monitored somewhat. If "abused" (and abused is undefined), you could get a response from salesforce.com.

The other BIG problem is that salesforce.com does not expose your daily count of emails. You just a message that you exceeded the limit at some point. If the count were exposed, you would know when to stop.

Source: Bob Buzzard from the DeveloperForce forum and David Claiborne from the Salesforce.com Certified Professionals LinkedIn Group

Add RSS Feed on Home Page

This quick guide will allow you to add a RSS Feed on the Salesforce Home Page where you could post the latest news and have them automatically appear in the home page.

  1. Have your RSS feed you want to display on your home page
  2. Go to http://feed2js.org/index.php?s=build to convert your RSS feed into JavaScript
  3. Edit the settings to fit your needs
  4. Click the Generate Code button and copy the code
  5. Go into Salesforce and create a new HTML home page component (Select show HTML)
  6. Add component to your home page layout.
  7. Visit your home page and see the glory of your new RSS feed!

Sources:

What is my Salesforce Edition?

One of the common questions that contributors ask when answering in the answers community is the edition that the user is on since it will determine the functionality available to them. Here is a quick guide on how to find out  the edition of Salesforce you are using:

Click on Your Name >  Setup > Administration Setup

It should show you a screen similar to the one shown below.

Determine Salesforce Edition
Determine Salesforce Edition

Another alternative is to hover over the tab name of your browser and you should be able to see the edition

Here are some of the possible editions:

  • Developer Edition
  • Group Edition
  • Professional Edition
  • Enterprise Edition
  • Unlimited Edition