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Khalil MedinaKhalil Medina 
I want to say THANK YOU all. Today I certified as a Sales Force ADM and it won't be possible without you guys.  I want to say specially thanks to Steve Molis and Jeff May, you guys are a huge example for me. I cannot be more happy

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Best Answer chosen by Khalil Medina
Khalil MedinaKhalil Medina
Syam Kishore: the key for me was learning everyday something new, because since I work as a salesforce adm I have some experience. I didn't try to memorize answers and questions, I don't find this valuable. I went to real situations. 

That serie of videos named: WHO SEES WHAT is excelent:
https://www.youtube.com/watch?v=X3Hg6OXhPO8&list=PL6747B4DAE356E17C

And the next on line courses:
Online course: Administration Essentials for New Admins and Administration Essentials for the 
Service Cloud
Other helpful resources:
 Online course: Analyze Your Data with Reports
 Online course: Configure Salesforce with Custom Fields
 Online course: Customizing Profiles to Align with Your Business Needs
 Online course: Getting a Head Start with Chatter
 Online course: Getting Started with Managing Data
 Online course: Managing Users and Troubleshooting Login Issues
 Online course: Summarize Your Data with Dashboards

That's all.

Thanks!



 
Deb MartinDeb Martin 
How do I enable a Customer Commnutiy User to "View Knowledge"? This checkbox is not on the user record. Thank you!
Best Answer chosen by Deb Martin
Jeff MayJeff May
Here is a link to the Communities Implementation Guide which has a section on Enabling Knowledge:  http://na11.salesforce.com/help/doc/en/salesforce_communities_implementation.pdf

Brian O'ConnorBrian O'Connor 

Hello, I am a beginner in the realm of report building and want to create a report that tracks monthly leads created per sales executive and monthly leads converted.  Any suggestions?

Visually this would be line graph allowing me to see the monthly totals (for each fiscal year) for each rep for each month - one line for leads created and the other for converted. 
 

I searched and could not find directions to create this report (I'm sure it is simple).  Also, can anyone suggestion a good book/reference guide to teach myself some of ins and outs of SFDC report building?

Best Answer chosen by Brian O'Connor
Steve MolisSteve Molis
Okay so here's the Report and the Chart settings that I used.  I'm using a custom Tom Tobin "Power of One" field to get the count of "Leads" as opposed to to just displaying "Record Count" in the Report, here's how The Power of One works => https://success.salesforce.com/0D53000001GwrJW
 

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Tom ShannonTom Shannon 
I want to prevent users from adding Tasks, Opportunities, and Contacts to Accounts they don't own and Tasks and Opportunities to Contacts they don't own.

We currently have public read on Accounts and Contacts.

Enterprise.
Best Answer chosen by Tom Shannon
Steve MolisSteve Molis
Your child object VR would look something like this:

AND(
ISNEW(),
$User.Id <>  Account__r.Owner.Id )
Darren TrumeterDarren Trumeter 
I want to set an email alert that sends an email to key executives when a new opportunity is created or when current opportunities reach certain stages - please advise how to do this...
Best Answer chosen by Darren Trumeter
Matt BrownMatt Brown
If you have Enterprise edition or above you could create a workflow rule for this. 
  • Create an email template that you want sent to your executive team
  • Create a workflow rule to fire based on your criteria, i.e. ISPICKVAL(StageName, "Stage Name")
  • Create a workflow action (email alert) to send a your newly created email template
  • Select the recipients
  • Activate your workflow rule
Creating Workflow Rules: http://help.salesforce.com/apex/HTViewHelpDoc?id=creating_workflow_rules.htm

Email Templates: https://help.salesforce.com/HTViewHelpDoc?id=admin_emailtemplates.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=admin_emailtemplates.htm&language=en_US)
Jordan McDanielJordan McDaniel 
We are a manufacturing and repair company so we are looking for a way for ALL users to be able to see 2 different page layouts depending on the type of work applicable to that opportunity. Right now our opportunity page is cluttered with fields for both repairs and manufacturing opportunities. We have a custom picklist field (Manufacturing, Repair) and I want that to control the page layout. Our users all work with both types so assigning record types by profile isn't working well. Any ideas would be appreciated!
Best Answer chosen by Jordan McDaniel
Geoffrey FlynnGeoffrey Flynn
Under 
Setup > Customize > Opportunities > Page Layouts > Page Layout Assignment button
Then just edit as required and save.  
You can also add the Record Type field to the Page Layout to avoid confusion as to what they are looking at
Emilie LavelleEmilie Lavelle 
I am trying to calculate a number formula to return a value of 1 if true or 0 if false based on the following critera:

Picklist value (Role__c) is equal to "Governor" and
a date field (End_Date__c) is blank OR is greater or equal to 01/09/2011. 

The closest I have got to is

IF(( AND( ISPICKVAL( Role__c , "Governor"),(OR(ISBLANK( End_Date__c ),End_Date__c > ( DATEVALUE( "2011 -09-01") )) ))) , 1, 0)

This returns the correct value of 1 where End_Date__c is blank but otherwise I get the #Error! display.

The date 01/09/11 refers to the start of the academic year. If anyone can suggest ways to calculate the start of the academic year rather than hard code it in the report that would be really helpful too.

Thanks for your help!
Best Answer chosen by Moderator (salesforce.com) 
Marco (werewolf) CasalainaMarco (werewolf) Casalaina
If you copied and pasted that verbatim, I would note that there is a rogue space in your DATEVALUE call.

DATEVALUE( "2011 -09-01")

should be

DATEVALUE( "2011-09-01")

That may be causing this error.
Paul BackhousePaul Backhouse 
I would like to create Person Accounts im my DE Org. It seems as though Salesforce have disabled the ability to make support requests. Yet the documentation states that Person Accounts are available for DE Orgs.

How do I make support requests for DE Orgs?

Can anyone from Salesforce make this happen?
Best Answer chosen by Paul Backhouse
Brian RoffBrian Roff
Yes, Paul this is an issue with Dev orgs!  One thing you can try is, if you have access to a Production org, you can submit a Case through that org and put the ID of your Dev org into the case Org ID field.  Additionally, you could try to tweet the ​Salesforce support team at @asksalesforce and see if that helps.

​Hope that helps.  Good luck!
Best,
Brian
https://twitter.com/BMRideas
Best Answer chosen by Kate Kearney
Karthikeyan ChandranKarthikeyan Chandran
Thanks Kate,

Mark 'Best Answer'  and close the thread.User-added image
Ankit SinghAnkit Singh 
I have a class which implements schedulable and below class which schedules the job
public class LeadNotContactedStart{
  public void startRun() {
        leadNotContactedImplimentation dtr = new leadNotContactedImplimentation();
        String sch = '0 0 * * * ?';
        if(test.isrunningtest()){
            system.schedule('Lead not contacted Test', sch, dtr);
        }  
        else{
            system.schedule('Lead not contacted', sch, dtr);
        }
    }
}

I needed to to edit the class which implements the schedulable in order to achieve that I had to delete the existed running scheduled job. Now after editing how could I restart same job.
Best Answer chosen by Ankit Singh
Sumit KawSumit Kaw
Why dont you just use SetUp -> developer console and schedule the same job using the same class that you have provided.

I have a class which implements schedulable and below class which schedules the job
public class LeadNotContactedStart{


 This piece might help.

 LeadNotContactedStart schedulingObj = new LeadNotContactedStart();
 schedulingObj.startRun();