I have tried searching for answers but I could not find anything that worked yet. I am trying to add the field for "Line Item Description" to the Quotes object because the ultimate goal is to add it to the Quote Template so that our Sales people can add the Product Description and the Line Item Description together.
The use case is that when a sales person adds Products to a quote, it will populate the default Product Description as written on the Product Level. However the sales person would like to add specific notes to each product that are custom to each item, as shown in the Quote. The Line Item Description is a standard field in the Quote Object.
How can I make this happen? I tried creating a formula field but with no luck with "TEXT(Product2.Description)"
I would appreciate your help!
Report on Knowledge Articles is possible but the Data Category is only available as a filter. Not as an actual column. Create a report of type Knowledge Articles and add a filter. You will see an extra filter for this type of report which makes it possible to filter on data categories. But it won't allow you to create, for instance, a summary report on Data Categories.
Im trying to set up escalation rules for our cases in Salesforce.
Unfortunately there are not working, cases never get escalated. I tried it with all possible options, I think that the business hours might be the problem.
I ignored the business hours (because we have 24/7)
I set up new business hours (7 am - 6 pm)
But nothing happens in the end. When I check the shedule for the "Case Escalation Rule Queue", there a zero actions ...
What I want to do is the following:
- Case should be escalated after a certain time (lets say 30 minutes for the testing)
- Case should be transferred to another user and user shall be informed via e-mail (email template has been created)
So I have done the following:
Criteria: Typ of case, status and subject (is all correct!) + filter logic (1 AND 2 AND 3)
Set business hours (7 days a week 7 am to 6 pm)
Based on last modification time of case
Specified time criteria for the escalation rule: 30 minutes
User selected, template selected (both step 2 and 3)
Notify case owner - check
Is there anything I have to active after specifying the criteria?Im working with the Sandbox, not the live version at the moment.
Thank you so much for your help.
check the sandbox tips & consideration documents.
Escalation features is disabled in sandbox.
Then create a Formula(Checkbox) field on the Invoice with a Cross-Object Formula like this
InvoiceDate__c = Account.Last_Invoice_Date__cThen use the Checkbox as your Report Filter
Here's the link that explains Workbench: https://developer.salesforce.com/page/Workbench
1) Official Salesforce Certified Admin Study Guide (https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=1&cad=rja&uact=8&ved=0ahUKEwiNvfih16bRAhWqjlQKHd8fBbcQFghCMAA&url=http%3A%2F%2Fcertification.salesforce.com%2FSG_CertifiedAdministrator.pdf&usg=AFQjCNG2Ugm9b6LC9qRFE71glRxz4VbLAQ)
2) Trailhead (https://trailhead.salesforce.com/): Get your hands dirty!
3) CertifiedOnDemand (https://certifiedondemand.com/): great site with consolidated content, practice quizes, and exams.
Hope this helps! If so please hit that Best Answer button! =)
Case View in Production Instance
- Go to Cases -> Create New View
- Name the View “My Community Cases” the Unique name will be My_Community_Cases
- Under Specialty Filter Criteria select the radio button “All Cases”
- If you only want your customers to see cases that are “Open” or Cases that are of a certain status, you can use the “Filter By Additional Fields” to narrow down what the view will output.
- You do have the ability to have multiple case lists in Communities. This would allow you to have “Open Cases” on the Home page, and Closed cases somewhere else. If this is what you want to offer, repeat creating views using the instructions in this section. You can use the “Save As” function to speed up the creation of the views.
- Decide what fields you want your customers to have the ability to view, and the order you want them to see them in. If you are using Napili, the recommended Template for those setting up a service type of community using SFDC templates, the Case list is not very wide. There might be coding you can do to make more columns visible. We will not get into that with this documentation. So choose the columns visible to your customers sparingly.
- Under Step.4 in the view set up screen, select the radio button “Visible to certain groups of users”
- Search “Public Groups”
- From the drop down pull over (Add) “All Customer Portal Users”
- “All Customer Portal Users is added as soon as you become Community Users by SFDC / purchase Community Licenses
- Save the View and take note of the Unique Name, (Item 2 in this section)
Case View in Community Builder
- Go to Community Builder: Setup ->Type “Communities” into the Quick Find box -> Select All Communities
- Select the “Builder” link from the Community you are setting up case visibility
- The Community will open up in Builder mode
- From the left had menu select the page editor (second option)
- If you have not already, drop the Case List Lightning Component into the page you are editing
- When you click on the Case List –or when you first drag and drop it into your page a small “Case List” box appears. The only * (mandatory field) is the Case Filter Name or ID. This will default to “AllOpenCases”, this is where you need to drop in your unique case view name from “Case View Production Instance” section 2.
- Make sure you select “Publish” so that the changes will take affect. The community should also be active.
- Go to Setup-> Type Sharing Settings into the quick find box -> Select the Sharing Settings under “Security Controls”
- You will see the Organization-Wide Defaults.
- If it is not already, change the Default External Access on Accounts to “Private”
- Double check to make sure that the Contact standard object, the Opportunity standard object and the Case standard object are also set to Private (typically this is automatic because they are controlled by the account).
- If you are going to allow your customer users to view any other objects (e.g., work orders, assets, etc) also move those to private in the Default External Access.
- Scroll down to the related list section of this page to Account Sharing Rules.
- Select New
- Use the Account Name to create a name for the Label. E.g., Customer Name Community Visibility
- Select “Based on Criteria”
- Use the Account Name field, equals, and then enter the account name for the criteria
- In Step 4 decide who will get to see these records.
- From the drop down select “Portal Roles and Subordinates”
- The second drop down will show you a role name that coincides with the name of the account where you ‘ve just granted access to a contact.
- In Step 5 decide what visibility / control they will have over Account / Contracts/ Opportunities / Cases. If anything is labeled private, the customer contacts will still not have the ability to see those records. A best practice for most orgs is “Read Only” access to Accounts and Contracts and “Read Only” or “Read/Write” access to Cases.
- Select Save
- Go to the contact that you have set up in your production instance
- Use the Manage External User to log in as the contact you gave access to
- Confirm that the user can only see records from their assigned Account
I hope someone can help.
I decided to try to re-write this button with Flow. The idea is to 1) Display a message to a user ina screen, 2) Lookup to Account from Sales Order to get ID and other related values.; 3) Get a list of Contacts from this Account (additional filters may apply); 4) Display this list to users and let them choose an appropriate contact; 5) Create a new Case that is related to this Sales Order (custom relationship), to the same Account, and to the chosen Contact. I can't figure out how to do this with the Flow? Do I have to use Visualforce for this? Can someone give me a little direction on how to do that? Thank you in advance!!!
1) Screen element
2) Take the value from the Account lookup field on the Sales Order object (assume you would pass the Sales Order object ID into the flow, if you're using a button from the Slaes Object tab). Put this value into a variable and then use this variable in a record lookup element
3&4) you can create a dynamic choice object: Create a screen element, and add a picklist, under field settings->Choice you create a dynamic choice, of type text for each 'Contact' that meets your filter criteria
5) Use all the values and variables gathered so far to then create a new Case object
This is kind of high-level but that's the approach. Remember: you're tucking your record values away into variables with each Record Loookup. Variables are definitely toeing the waters of developer concepts/skills and begin to move you beyond 'button-click' admin stuff, so don't give up too soon - once they click for you it'll be clear as day and a LOT of new options will open for you in terms of solution design!
For some more details and examples, go to my profile and the 'Overview' tab has 2 presentations on Flow - in there are some illustrative examples as well as links to other videos and webinars that will help you understand the foundation for Flow.
Let me know if you get stuck I'd be happy to help further. Good luck!
As I am trying to change logo for apps in my develop.force.com account, which i can change all apps logo at a time. Please help in this, I got other solution for invidual app logo change...
But I want to change all apps like Sales, Call Center, Marketing, App Launcher, ...etc.,
do this for each of the Lookup(User) fields.
Then send me some of these ->