Does anyone know how to build a report with a time frame "This Day Last Year"? Something like ((Today)-365). I am trying to run a report for activity that occured the same day last year (and possibly years prior).
Alternatively, I would also welcome "this week last year".
Your help is appreciated.
I have created a workflow below and it is only triggering when it meets all of the criteria, what do I need to change in the filter logic to meet this requirement below.
- Where Interest field is equal to Benchmarks or Certification AND employee count is less than 5000 AND revenue is less than $1B
- Lead Source Details Equals “2016 Benchmark Report”
- All leads below 200 employees or Below $50 M in revenue
If you are looking for a report to show accounts that havent had activity in the last 12 months you can just replicate the below screen shot. Just run the report based on accounts. When you say sales within the previous 12 months are you saying that there is an activity stored for this?
Best of luck!
I dont have any accounts w/ activities later than that date but if I did they would appear!
We currently utilise email services opposed to standard email-to-case.
Whenever an email comes through as a case, all inline images appear as this:
These images are attached to the case (as we setup in the code / controller) however the inline images are not displaying in the feed view of the email? Please advise
Does anyone do this? Just wanted to know what anyone does with this on SF in regards to risk. Best practices, how to set the SF database up to alert when a good customer is being lost etc.
You may need to write a workflow rule with certain conditions which denotes your good customer being lost. Along with workflow, you can write an email alert to be sent out once workflow condition is true.
If there are more complicated conditions, then you can also use Process Builder.
I would like to add a button to the Activity History related list, such that when the button is clicked, it opens the "Send an Email" standard page, but it prepopulates the To, or Additional To, with the email address of all the non-blank 10 User fields.
I assume this is a URL hack, of which I have done a few, but would love some guidance.
- Is it feasible to do this using URL hack?
- if so, would you have some URL hack button code that I could start with?
All help appreciated.
Here is some more information on creating URL buttons:
Right clicking on the field in your browser and clicking 'Inspect Element' is usually the quickest way to build these types of buttons.
Also, note that to add the custom button to the Related List make sure you have created is as "List Button". Then go to the Activities History related list, click the wrench to edit, then scroll to the bottom for buttons.
I made a mistake on a trailhead exercise, is there any way to get my DE account fixed so I can finish the module?
I have a custom object called Project Task Assignment. In that object, I have a custom field called Status (picklist). A request has come in to set up a workflow rule that will email a team when a user modifies the Status field and changes the following values to something else:
- Awaiting Assets
- On Hold
- In QA
I'm creating a formula that will be evaluated to determine when an email alert goes out, and I'm trying to determine if I should be using PRIORVALUE or ISCHANGED, and how the formula might look?
hence I was looking for alternative preparation resources.
Below are the two resources which seemed to be quite helpful.
Suggested by the agile cloud consulting blog(for practicing of skills acquired in trailheads):
Salesforce Study guide - https://na1.salesforce.com/help/pdfs/en/sf.pdf
It would be great if you guys can provide your views on the relevance of this material.
Further, it would be really helpful if you could recommend any study resource which would fulfill the purpose of consolidating my preparation for the admin examination.
You really don't need to sit for the classroom trainings, well surely, unless you can afford them!
I would advise the below:
- The workbooks that you have mentioned are great to get deeper understanding of their respective subjects. I advice that you performa all the exercices in these workbooks.
- The guide: https://na1.salesforce.com/help/pdfs/en/sf.pdf is not the study guide, but in fact the WHOLE Salesforce user guide. It contains around 6000 pages of documentation. You can look at it as the whole Help documentation. It is surely very handy to refer to, but surely not needed as a whole for the Admin exam.
- First thing: Get the official Study Guide: http://certification.salesforce.com/SG_CertifiedAdministrator.pdf
- Get 1 or more free Developer orgs: https://developer.salesforce.com/signup
- Check this Free Udacity course by Salesforce: Intro to Point & Click App Development: https://www.udacity.com/course/intro-to-point-click-app-development--ud162
- Make sure you get EACH concept of the study guide. For example, open the Study Gudie, and randomly select a topic, read it, and try to explain it to yourself. Like, Security: what is a Profile, Role? What is Permission Set? If in doubt, you gotta get back again to this topic to make sure you get it 100%.
- Check out these flash cards:
- Check out this page, it contains some good quizes: http://sfdcstudy.org/adm-201-certification/
- Finally, I left my whole Admin notes here: http://sfdcnotes.com/admin-0-introduction/ They are sorted out as per the Study Guide above. I get back to them when in doubt! You may check them.
- Feel free to PM me. I have tons of private resources!
Let me know if this helps!