This article will help you if you have been trying to save a rule in the SalesWings Toolbox and are seeing the below error message:
The report base object is based on Contact
and the ADDRESS2_STATE_CODE
doesn’t seem to be correctly tracked.
Why is this happening?
Salesforce uses a field naming convention when working with columns and filters that is different from the syntax used to create SOQL queries (e.g. ACCOUNT_SOURCE
instead of Account.AccountSource
).
This might result in errors while running rules connected to certain reports. If this were to be the case there are 2 possible workaround:
What are the workarounds?
Option 1) Report The Unmapped Column to SalesWings
Report SalesWings the error message returned by the rule while trying to connect it to the offending report. We will have to include the definition for that column and release a new version to have it officially supported
Option 2) Map The Unmapped Column Yourself (Recommended)
With version 1.27
we introduced a way to solve the specific org/report problem by means of a custom setting named SalesWings Toolbox Report Column Mapping
.
By using this custom setting it’s possible to provide the correct mapping for the unrecognized column.
For example, imagine a rule returning the error shown in the screenshot below. The report base object is based on Contact
and the ADDRESS2_STATE_CODE
doesn’t seem to be correctly tracked (this is just an example because this field is currently supported).
To fix it, what is necessary to do is to create a custom mapping record with the following values:
Name
: it can be any name that uniquely identify the mappingBase SObject Type
: the base object on which the report is based (e.g.Contact
)Column Name
: the value as reported in the error message for the rule (e.g.ADDRESS2_STATE_CODE
)Field API Syntax
: the correct syntax that would be used when referencing the field in a regular SOQL query
Note: finding the correct mapping syntax could require the help of a Salesforce Administrator.
Need more help? Don't hesitate to schedule a support call with us!