Comments for Golden Insights http://www.goldeninsights.com Thinking out loud Tue, 01 Nov 2011 15:36:15 +0000 hourly 1 http://wordpress.org/?v=3.3.1 Comment on Getting Sharepoint to talk to Salesforce on the Cheap: Part II by admin http://www.goldeninsights.com/2011/03/22/getting-sharepoint-to-talk-to-salesforce-on-the-cheap-part-ii/#comment-1208 admin Tue, 01 Nov 2011 15:36:15 +0000 http://www.goldeninsights.com/?p=232#comment-1208 Thanks! To pass a PDF from Salesforce to Sharepoint, you can setup your list so that it receives emails. Go to the list settings and incoming email settings and follow the directions there. If you could email the PDF from from salesforce (as an attachment) to the Sharepoint list, you're set. There is no out of the box way to pass metadata about that PDF to the list though. I suspect you'd have to do that manually. Once I figure out an "easy" way to pass data from Salesforce to Sharepoint automatically, I'll post something here. Thanks! To pass a PDF from Salesforce to Sharepoint, you can setup your list so that it receives emails. Go to the list settings and incoming email settings and follow the directions there. If you could email the PDF from from salesforce (as an attachment) to the Sharepoint list, you’re set. There is no out of the box way to pass metadata about that PDF to the list though. I suspect you’d have to do that manually. Once I figure out an “easy” way to pass data from Salesforce to Sharepoint automatically, I’ll post something here.

]]> Comment on Getting Sharepoint to talk to Salesforce on the Cheap: Part II by Andrew Crozier http://www.goldeninsights.com/2011/03/22/getting-sharepoint-to-talk-to-salesforce-on-the-cheap-part-ii/#comment-1207 Andrew Crozier Tue, 01 Nov 2011 15:24:40 +0000 http://www.goldeninsights.com/?p=232#comment-1207 This is excellent. I have one question, do you know of a way that I could pass a PDF that is generated from Salesforce using this method? Instead of creating a new document in Sharepoint? This is excellent. I have one question, do you know of a way that I could pass a PDF that is generated from Salesforce using this method? Instead of creating a new document in Sharepoint?

]]> Comment on Getting Sharepoint to talk to Salesforce on the Cheap: Part II by admin http://www.goldeninsights.com/2011/03/22/getting-sharepoint-to-talk-to-salesforce-on-the-cheap-part-ii/#comment-1202 admin Sun, 30 Oct 2011 15:15:58 +0000 http://www.goldeninsights.com/?p=232#comment-1202 If you are using the same method to get items in Sharepoint as outlined in the post, you could create a workflow that puts the account name into a new list. Then use that new list to create lookup. Not sure that's what you are trying to accomplish. Without creating some sort of web service call you are somewhat limited as to how you share data from Salesforce to Sharepoint. If you are using the same method to get items in Sharepoint as outlined in the post, you could create a workflow that puts the account name into a new list. Then use that new list to create lookup. Not sure that’s what you are trying to accomplish. Without creating some sort of web service call you are somewhat limited as to how you share data from Salesforce to Sharepoint.

]]> Comment on Getting Sharepoint to talk to Salesforce on the Cheap: Part II by L01$Lan3 http://www.goldeninsights.com/2011/03/22/getting-sharepoint-to-talk-to-salesforce-on-the-cheap-part-ii/#comment-1156 L01$Lan3 Sat, 15 Oct 2011 11:26:03 +0000 http://www.goldeninsights.com/?p=232#comment-1156 If I wanted to create a dropdown list of the account names how can I do that? And If I suspect that's too much, if I type in the account name, how can I bring back a link to the opportunity as well as opporunity stage into sharepoint fields? If I wanted to create a dropdown list of the account names how can I do that?

And If I suspect that’s too much, if I type in the account name, how can I bring back a link to the opportunity as well as opporunity stage into sharepoint fields?

]]> Comment on Getting Sharepoint to talk to Salesforce on the Cheap: Part II by Laihui Xue http://www.goldeninsights.com/2011/03/22/getting-sharepoint-to-talk-to-salesforce-on-the-cheap-part-ii/#comment-1058 Laihui Xue Thu, 22 Sep 2011 11:09:51 +0000 http://www.goldeninsights.com/?p=232#comment-1058 My email: xuelaihui@hotmail.com My email: xuelaihui@hotmail.com

]]> Comment on Getting Sharepoint to talk to Salesforce on the Cheap: Part II by Laihui Xue http://www.goldeninsights.com/2011/03/22/getting-sharepoint-to-talk-to-salesforce-on-the-cheap-part-ii/#comment-1057 Laihui Xue Thu, 22 Sep 2011 11:09:01 +0000 http://www.goldeninsights.com/?p=232#comment-1057 it is great to hear from you. keep eyes on you know. many thanks it is great to hear from you.
keep eyes on you know.

many thanks

]]> Comment on Getting Sharepoint to talk to Salesforce on the Cheap: Part II by admin http://www.goldeninsights.com/2011/03/22/getting-sharepoint-to-talk-to-salesforce-on-the-cheap-part-ii/#comment-1041 admin Sat, 17 Sep 2011 22:44:40 +0000 http://www.goldeninsights.com/?p=232#comment-1041 Happy to hear it! Best, Doug Happy to hear it!
Best,
Doug

]]> Comment on Getting Sharepoint to talk to Salesforce on the Cheap: Part II by admin http://www.goldeninsights.com/2011/03/22/getting-sharepoint-to-talk-to-salesforce-on-the-cheap-part-ii/#comment-1040 admin Sat, 17 Sep 2011 22:44:05 +0000 http://www.goldeninsights.com/?p=232#comment-1040 Hi Laihui Xue, I'm going to have to do some digging on this. It's a great question. I have some ideas, but I'm going to need look through this at the office (didn't bring my computer home this weekend.) Doug Hi Laihui Xue,
I’m going to have to do some digging on this. It’s a great question. I have some ideas, but I’m going to need look through this at the office (didn’t bring my computer home this weekend.)
Doug

]]> Comment on Getting Sharepoint to talk to Salesforce on the Cheap: Part II by Laihui Xue http://www.goldeninsights.com/2011/03/22/getting-sharepoint-to-talk-to-salesforce-on-the-cheap-part-ii/#comment-1038 Laihui Xue Sat, 17 Sep 2011 01:26:02 +0000 http://www.goldeninsights.com/?p=232#comment-1038 Hi Douglas, do you have any idea how to delete a document in SharePoint triggered from salesforce.com? in your example above which successful upload a document to SP and keep the link in SF. so how can i delete the document in SP when i delete the SF link value record? i am grateful any help from you. looking forward to hear from you. Laihui Xue xuelaihui@hotmail.com Hi Douglas,
do you have any idea how to delete a document in SharePoint triggered from salesforce.com?
in your example above which successful upload a document to SP and keep the link in SF. so how can i delete the document in SP when i delete the SF link value record?
i am grateful any help from you. looking forward to hear from you.
Laihui Xue
xuelaihui@hotmail.com

]]> Comment on Getting Sharepoint to talk to Salesforce on the Cheap: Part II by Mohammad Afzal http://www.goldeninsights.com/2011/03/22/getting-sharepoint-to-talk-to-salesforce-on-the-cheap-part-ii/#comment-1007 Mohammad Afzal Mon, 29 Aug 2011 11:41:31 +0000 http://www.goldeninsights.com/?p=232#comment-1007 Thanks Doug, this post is very helpful. Afzal Thanks Doug, this post is very helpful.

Afzal

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