QUESTION:
When using the MassEffect module of DemandTools I do not see all the fields/tables that we use in Salesforce.com.
What can I do?
ANSWER:
- Click the "Update Newly Added Fields" button in the MassEffect interface
- In the MassEffect module, along the right hand side of the application there is a button called "Update Newly Added Fields". This button will force DemandTools to reload your Salesforce.com meta data and will result in custom fields/tables appearing.
- This usually only has to be done if you recently added new custom fields/tables.
- If you have already clicked "Update Newly Added Fields" and still do not see all of your Objects, please go to your Options Menu (Edit-Options) and make sure your Salesforce Timeout (in minutes) is set to 10. After this has been updated, go in to MassEffect and click "Update Newly Added Fields."
NOTE: This also applies to any fields that have been changed (i.e. field names/field types/visibility changes).
- Other possible reasons expected fields are not shown in MassEffect (including standard fields):
- Field visibility settings for those fields
- Ensure that all are checked as "Visible" for the DemandTools user's Salesforce profile
- System Administrators can only see the fields marked as visible for their profile (cannot automatically see all fields)
- Fields do not have to be on the page layout but DO need to be marked as visible in Salesforce.
- Field visibility settings for those fields
- Insert vs. Update mode
- Some fields/tables are only able to be inserted into and as such will only show in insert mode (e.g. Read Only fields)
NOTE: Fields that CANNOT be directly inserted/updated WILL NOT BE SHOWN. Examples include: auto-number, formula, system fields (e.g. created/modified by fields)