Ask Search:
Jose SousatelesJose Sousateles 
Anytime I create a new TP hands-on org, I click launch and sends me to the login page, since this is the first time logging in to this org, I haven't set the password. Also note I have tried the forgot password link but it doesn't work for the newly created org.
Best Answer chosen by Jose Sousateles
Yuvaraj PalaniYuvaraj Palani
Hi Jose, 
Have you tried creating new org again to check whether it logs in ? 

FYI. there is also a limit on number of TP for a trailhead account . I think it is 10. But I don't really think that is causing this issue. 

May be you can try do this.
  1. Log in from a different browser. Just to ensure this is not a cache issue.
  2. Try creating new TP to see whether it works out. 
  3. If 1 & 2 doesn't work for you, then raise a case to Salesforce.

Regards
Yuvaraj Palani
Leanne ArdleyLeanne Ardley 

I know it's possible to auto-approve a record with standard Approvals, but how can I auto-approve a record with Advanced Approvals? 

Example, a Rep has created a Quote with Product A, which requires approval by management if the discount is over certain thresholds. If the discount is under these thresholds though, they can approve it themselves, that is the Quote is auto-approved. 

Rep Approval 0-10% (A rep can auto-approve a Quote if the discount is 0-10%)
Regional Sales Manager 11-20% (Regional Sales Manager must approve the Quote if the discount is 11-20%)
VP Sales 21-30% (VP Sales must also approve the Quote if the discount is 21-30%)
 

Ideally, the Rep would ALWAYS submit for approval, no matter what discounts are applied, and it would be approved automatically if it was 0-10%. But as this wasn't working, I also tried to add an Approval Rule in, where the Rep was the approver themselves. I did this with the CreatedBy field on the Quote, and also tried a custom Quote_Creator__c field, but neither of them worked. I got an error in the Preview Approval window stating "Unable to find Approver for Rule ID".

Any help would be greatly appreciated. I would be really surprised/disappointed if this cannot be done in Advanced Approvals, since it can be done in Standard Approvals. 

Cheers, 
Leanne

Best Answer chosen by Leanne Ardley
Leanne ArdleyLeanne Ardley
Opened a Case with a Salesforce and they got back to me with how to do this. All you have to do is Submit for Approval and make sure that your record doesn't meet the conditions of any of the approval rules. If it doesn't, then it will be set to Approved. It's a little confusing in that the Preview Approval page says "No Approval Required", but they said this message cannot be changed. Anyway, thanks Salesforce! 
John StanczakJohn Stanczak 
How would I write a Valdiation rule to set an Upper limit on a number/currency field for specifc users.

For example User A: can set this filed to a max of 25,000
                     User B: 50,000
                     User C: 10,000
Best Answer chosen by John Stanczak
Steve MolisSteve Molis
Can you post the exact Formula (use the Code Clipboard) that you are using and also post a screenshot of the error?

I don't get any Syntax errors on mine and it works fine 
User-added image
Claire LuotoClaire Luoto 
Hello, we have a standard field that displays to applicable users on a page layout. I want to "hide" this field only when specific criteria are entered (e.g. the channel is X, hide the field. But if the channel is Y, don't hide the field)

Is this possible?
Best Answer chosen by Claire Luoto
Narender SinghNarender Singh
You will need to create two record types, say A and B.

Now create two page layouts, one with field on it (say X) and second without the field(say Y).

Now assign X to A and Y to B.

Now create a workflow, to change the record type to B, when your criteria is met.

And that should do it. :)
Lily BluntLily Blunt 
Is it possible to change the Salesforce logo to our own company logo, in Lightning Experience?  I know you can do that by using a custom app in Salesforce Classic.  But does that work in lightning experience?  Didn't work for me.  Any work arounds?
Best Answer chosen by Lily Blunt
Kshitij TahilianiKshitij Tahiliani 
I've completed the 'Admin Beginner' & 'Learn CRM Essentials' trails for beginner admin certification exam. Next step is to take classroom training ADM 201 & CRT 101 which isn't feasible for me at the moment & 
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):
  • http://www.salesforce.com/us/developer/docs/workbook_security/workbook_security.pdf
  • http://www.salesforce.com/us/developer/docs/workbook_analytics/workbook_analytics.pdf
  • http://www.salesforce.com/us/developer/docs/workbook/forcecom_workbook.pdf

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. 
 
Best Answer chosen by Kshitij Tahiliani
Walid El HorrWalid El Horr
Hi Kshitij,

You really don't need to sit for the classroom trainings, well surely, unless you can afford them!

I would advise the below:
Let me know if this helps!
Walid
 
Kevin PerryKevin Perry 
I have a user who is assigned to a profile with Lightning Experience checked and Lightning enabled for the whole org, however, they do not have access to switching the interfaces when they click on their name in Classic.  Every other user with this profile has access to Lightning except this specific one.  Also, when I log in as the user I can change the interface from lightning to classic, but when the user logs in, they can't see the link to switch to Lightning.
Best Answer chosen by Kevin Perry
Jeff MayJeff May
If you can do it when logged in as them, then you know the permissions are right. Have them log out an back in, and if that doesn't work, have them try a different browser.
Jillian TapiaJillian Tapia 
How can I edit the Salesforce button "Log A Call" so that when I click it, it goes to a picklist with our company's specified values? It's probably simple, but I need some help. Thank you in advance!
Best Answer chosen by Miglena (Salesforce.com) 
Steve DoddSteve Dodd

OK, thanks...just wanted to be sure.

Subject on Activities is a special "combo" field that acts as both a Text and a Picklist field.

You can modify the fixed list of subjects by going to Setup > Customize > Activities > Task Fields > Subject

Also, if you want to enforce the picklist side of the Subject field and not allow users to enter their own Text subject, you could create a validation rule:

Go to Setup - Build - Customize - Activities - Task Validation Rules

The syntax would look like this:

AND(
Subject <> 'Picklist Value 1',
Subject <> 'Picklist Value 2',
Subject <> 'Picklist Value 3',
Subject <> 'Picklist Value 4',
Subject <> 'Picklist Value 5'
)


Let me know if you have any questions and I can help walk you through it.

If this solves your problem, please select as "Best Answer" to close out the thread and so others can refer to it as a potential solution in the future.


Thanks,

Steve D

Best Answer chosen by Nate Schaufler
Mary TaglerMary Tagler
Lots of folks have been looking at Cloudingo and Apsona as replacements to the features. Clouding I think will replace what you're looking for.
Eric DreshfieldEric Dreshfield 
Is it possible to get a report of users by license type ?  

I need a listing of which users are "Salesforce" versus which are "Salesforce Platform".

I've tried a custom field on the user object:  TEXT(Profile.UserType)  
     but that only returns the following values: CsnOnly; Guest; Standard
and based upon the counts the "Standard" includes both my Salesforce and my Salesforce Platform users.

How can I break that out separately so I know which users hold which license ?
Best Answer chosen by Moderator (salesforce.com) 
Eric DreshfieldEric Dreshfield
I got it worked out....a custom formula field on the object that has this as the fomula:

Profile.UserLicense.Name

Thanks to @Nick_Whitney for replying to my tweet with this question !