Resources - Page 2 of 6 - LuminosityCRM

March 4, 2017

How do I resolve the error that says I’m not being ‘recognized as a SysAdmin’ when trying to install the app?

This error can happen when trying to install an AppExchange package into an environment that you have logged into using Environment Hub’s SSO authentication. Try using the credentials of the Environment Hub org when a login is requested in the AppExchange’s install process.

March 4, 2017

Where can I add an additional user license to the app subscription?

Adding additional user licenses for an app subscription can be done in the Salesforce appExchange on the appExchange’s MyAccount page. https://appexchange.salesforce.com/myAccount A list of apps installed in your environment will be displayed. Click on the ‘Modify Subscription‘ link, and a popup window will prompt you to with the app’s license and subscription information. Enter the new user license count information into the popup window, and click the ‘Save’ button.

March 4, 2017

Where can I view Salesforce appExchange Invoice/Payment history for an app subscription?

Invoice and payment history can be found in the Salesforce appExchange on the appExchange’s MyAccount page. https://appexchange.salesforce.com/myAccount A list of apps installed in your environment will be displayed. Click on the ‘More Actions‘ link to view additional options, and click the ‘View Payment History‘ link. A popup window will appear links to the invoice and payment information.

March 12, 2017

How To: Make an Opportunity clone for each Opportunity Contact Role

This example code will clone the opportunity for each opportunity contact role. It uses the ‘selectwhere’ url parameter to filter the contact roles, and each new opportunity will have a single contact role record. A Javascript custom button is used with Salesforce Ajax toolkit. The Ajax toolkit queries the OpportunityContactRole object by the opportunity record id. Javascript logic loops through the results to build the url, and then it loads the […]

March 30, 2017

Will Super Clone and Super Clone Pro run in the Lightning Experience?

Yes. The latest versions of both Super Clone and Super Clone Pro work in the Salesforce Lightning Experience. They both typically use a URL custom button, and this type of button will show in the Record Highlights component of a Lightning page. If the custom button is not showing on the Lightning Page, then the Lightning Page must be adjusted to reference the pagelayout that the Super Clone button was […]

March 30, 2017

What does the ‘Warning: Please select records to be cloned’ message mean on the Mass Clone page?

The Mass Clone page allows records to be searched, selected, and cloned. The search results section of the page has a checkbox column to select which record in the search results should be cloned. The warning message ‘Please select records to be cloned’ will display when none of the records are selected by checking the checkbox and the clone button is clicked. Select records before clicking the clone button.

March 30, 2017

Will Super Clone Pro clone Opportunity Partners?

Yes. Opportunity Partner records can be cloned using Super Clone Pro. In the clone configuration, select the partner relationship to be cloned with the opportunity. When cloning the Partner, Salesforce requires that either the Account or Opportunity to blank. You may receive the exception message,”Opportunity: Cannot specify both Opportunity and AccountFrom”. In the configuration, try setting the field action for “Account From ID” to “Leave Empty”. The platform will then populate […]

March 30, 2017

Will Super Clone Pro clone related Notes, Attachments, and Files?

Notes and Attachments: Yes. Super Clone Pro can clone the Notes and Attachments related to standard or custom object. The binary data of the note and file is duplicated into a new Attachment record. Enhanced Notes and Files: Super Clone Pro can clone the reference to an Enhanced Note and File. Salesforce stores Enhanced Notes and Files in the Content Document object, and the Content Document Link object that references the Content Document […]