Sunday, April 22, 2007

Required information

When creating information in Salesforce, there are 'required' pieces of information that must be included in the form. The table below gives you a list of required fields for some common objects in a standard Salesforce implementation:

Account: Name

Contact: Last Name

Lead: Last Name, Company

Campaign: Name

CampaignMember: (i.e. Adding a Contact to a Campaign): Contact ID, Event ID, Status

Event: Subject, Date, Time, Duration (usually defaults)

Task: Subject, Priority, Status

Opportunity: Name, Close Date, Stage

Case: Status (usually defaults to New), Origin

Solution: Solution Title

Product: Product Name

In terms of some common AppExchange applications, here is the required information for a few popular installed Salesforce Lab Apps:

Class Enrollment:
Class: Class Name
Enrollment: Class ID, Contact ID

Project/Issue Management:
Project: Project Number
Issue: Project ID

Recruiting Manager:
Candidate: Candidate Name:
Applicants: Applicant Name

I hope you find this useful. Don't forget, this includes the information you MUST include, you are likely to want to include much more than this...

Monday, April 09, 2007

When responses don't auto-synch...

Sometimes, it's possible that form/survey responses don't auto-synch. Unfortunately, it's really not possible to guarantee 100% auto-synchronization 100% of the time. The main reasons for this, in order from most to least likely, are:

1. The mapping is incorrect or some information is missing. Try the manual synch to see what is causing the error.
2. The person does not complete the survey and does not press the submit button. When this happens the response will sit in the manual queue waiting for completion or you to manually synchronize.
3. None of the information that is required for synchronization is completed. Note - If this happens then the survey is 'tagged' as being synched and will not be placed in the manual queue.
4. The credentials (username and password) against the survey instance are incorrect (or have changed - this is common when, for example, a password is changed).
5. You have exceeded the maximum number of API calls your organisation is allowed to make during one day.
6. The Salesforce API is not available and we cannot 'activate' a session (i.e. login) to automatically synch.
7. You have exceeded your Clicktools licensed responses and so responses are not available for auto-synching.