How to correct the Account Partner Pick List data issue that impacts inserting opportunities.

This article is written to help Saleslogix customers to take corrective actions for a known data related issue that applies to the web client only upon Opportunity creation.  We have found the issue is not consistent from one implementation to another, but wanted to make this available for immediate impact.  When you are planning to move from a v7.5.x Saleslogix to v8.x/v8.1.x, here is a set of  proactive steps to ensure one less issue for the users of Saleslogix.  Our goal is to always maximize the experience of the end user.

Note:  This correction helps to avoid an error message while inserting opportunities.  The error message description encountered would be like below:

We’re sorry, your request could not be completed.
We’re sorry, you’ve encountered an error. If applicable, please try again.
Saleslogix Error Id: SLXA8C623EF13DC193D
URL: http://domain.com/slxclient/InsertOpportunity.aspx?modeid=Insert

When you receive an error in the browser like the one above it is always a good idea to find the matching Windows Event viewer entry for the more complete information on the issue.  Once the issue is determined to be the Account Partner Picklist issue then follow the steps below for the potential issue resolution.

1. How to find the records that may need updated. In SQL Server Enterprise Manager, on the Tools menu, click SQL Query Analyzer to run SQL Query Analyzer connected to the Saleslogix database.

Note:  The SQL can be ran in the Execute SQL in the Administrator as well.

2. Run the following select statement to identify the potential records for correction.

select * from sysdba.picklist where text = ‘Account Partner’

Note:  If more than one row is returned from the above query, remove the extra listings through Pick list Manager and rerun the previous query.   You may need to drop the table owner reference, sysdba.picklist vs. picklist,  depending on how the statement is being ran.

3. If duplicate records exist, then open the Saleslogix administrator and go to Manage | Pick lists and remove any duplicate pick lists.

Note:  If the result set has the itemid as ‘kSYST0000346’, there is nothing more to do.  If the Itemid is another value then, save the current itemid value and run the following SQL statements.  Maybe copy to a notepad file or similar tool.

4. Run the following update statements, be sure to replace Itemid and PicklistID with the saved  ItemID value.

update sysdba.Picklist set ItemId = ‘kSYST0000346’ where ItemId = ‘<Retained ItemID>’

update sysdba.Picklist set PicklistId = ‘kSYST0000346’ where PicklistId = ‘<Retained ItemID>’

5. Verify the results of the changes, by running the SQL statements below.

select * from sysdba.picklist where text = ‘kSYST0000346’

select * from sysdba.picklist where PicklistID = ‘kSYST0000346’

Note:  The first query should return 1 row, and the second query should return all the values/items from your Account Partner pick list.

6. Validate in the web client that the insert opportunity feature does not produce an error.

Ask the user who initially ran into the issue to confirm the problem or business analyst as needed.

7. Communicate the results

Let people know the problem was corrected.  In the unlikely case the problem persists,  contact your Saleslogix implementation partner or Saleslogix support if you have an active business care plan.  When you take the time to proactively check and ensure that your end users will not hit data issues  it is like fixing a leaky faucet – ultimately it will help you save energy, water, and money.  For IT, you are adding value to your environment and helping your systems to run smoothly.  The key is to work with a Saleslogix business partner who has the insight and experience to help provide answers and solve problems.

I like to encourage people to realize that any action is a good action if it’s proactive and there is positive intent behind it.  —  Quote by Michael J. Fox

For more Saleslogix tips and tricks, stay tuned to our blog!

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