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Chris DuncombeChris Duncombe 
Was informed today that I have been named a Salesforce MVP.  I just wanted to thank everyone as I know the nomination came from within the community.  I am honored and just wanted to say thank you  :)
Best Answer chosen by Chris Duncombe
Jackie DoanJackie Doan
Chris, let's mark a best answer to keep our community clean! 

Haha - had to bust your chops. :)
Megan BlumenthalMegan Blumenthal 
Shameless plug to vote for our idea to add a toggle to the email sender workflow in Pardot for choosing if you want that email synced to Salesforce as an activity or not. Currently everything either syncs or doesn't based on your Connector settings.
Best Answer chosen by Megan Blumenthal
Pritam ShekhawatPritam Shekhawat
Hi Megan,
               You should post your idea in Pardot user group . As here maximum users  don't have pardot account for vote on this idea. Post your idea here 

Pritam Shekhawat
Bill DavisBill Davis 
We use campaigns for our annual conference (and other events) and we want to be able to use the Salesforce 1 mobile application to help us check in members that have actually attended the conference.

When using the Salesforce 1 application and open up the specific campaign that represents our annual conference, then navigate to the related list and click on campaign members I was expecting to see a list of all members.  Instead I get a single column that lists each of the members, but is only showing the 'Member Status' for that individual campaign member.

When I select a row, I get into the campaign member, but do not have the ability to update the member status from within the application. 

Two things:
  • Is there a way to configue SF1 to allow me to edit the member status for those that are on a campaign?
  • Is there a way to configure SF1 to allow me to see the member names instead of the member status?
This would solve a HUGE gap we have in how we handle the check in process and would love to know if this is possible or not.
Best Answer chosen by Bill Davis
Ahmad HelalAhmad Helal

As for your other issue, there is this idea you can vote on...

Here is a work around to ADD a member but still not edit, but again odd that it's not standard functionality:
Rebecca RallsRebecca Ralls 
I am having a great deal of trouble trying to sort this out. I have a matrix report that looks like this:

Reservation Matrix report

Where Current season and last season are formula fields and Res Pop % Growth is a Report Formula. per the recommendation of this article:  But I'm not getting the sortting and/ore the formulas right, somehow, and am not getting the results I want.

What I want is for Res pop % growth to calculate a year over year % growth, I need to find a way to get the "Current Season" and the "Last Season" - or maybe even only the "last season"? - formulas to calculate accurately for every year - not just the current year and last year.

And I am suffering a complete lack of inspiration as to how to make it do that.


Best Answer chosen by Rebecca Ralls
Steve MolisSteve Molis
Holy S#*+  

I think I might have it!  #SafeHabah
User-added image 
Karen MansellKaren Mansell 
 I am trying to create a standard report that filters out all Contacts that have text in a particular field, leaving only Contacts where the field is empty. I can't work how to do this as there is no filter called "Where field is Blank", and when I select the Filter "Equals to" and leave the field blank or type BLANK  in the filter criteria box I get no results.
Best Answer chosen by Karen Mansell
Steve MolisSteve Molis
As you can see from my screenshot using 

Filtered By:  
    Mailing Street equals  <blank>  

worked on my Dev SFDC org
Mikey JamJamsMikey JamJams 
I'm setting up Live Agent for the first time and noticed that Supervisors can have additional permissions. However, how do you indicate someone is a Supervisor? I was expecting some sort of Supervisor User permission on the user record or profile, but I haven't seen anything. I did notice a Live Agent Supervisor tab; so, does that mean if someone's profile has access to the Supervisor Tab they are a supervisor?

Best Answer chosen by Mikey JamJams
Tami EslingTami Esling
Hi Mikey,
I think is it mainly through access to the Live Agent Supervisor tab - either you have access to the Tab, or you don't.

You can assign tab visibility through Profiles, or an alternative way is through Permission Sets.

This should lead you in the right direction - 
Kevin KKevin K 
I would like to run a report that shows how long opportunities that were closed won were in certain stages.  Would like it to appear as a matrix report, similar to the below example:

 User-added image

Is this possible?  Essenitally, I would like to be able to report on how long certain opportunities were in certain stages and work with sales reps to help identify if/where there is room for imrpovement.

Ideally, we would also want to be able to use this for open opportunities, as well, so that we can see if anything is stuck and help push it through.
Best Answer chosen by Kevin K
Kevin KKevin K
Thanks, Steve.  Looks good!
Nick VastanoNick Vastano 
I am wanting to create a formula for a custom field that is completely dependent on whether or not certain check boxes have been checked or not. 

I have two columns in my object. there are five checkboxes in the left column that when checked, each one will add a value of .5 to the baseline of 2.5 (i.e. two checkboxes would add 1 point to 2.5 giving me 3.5). The right column contains 5 check boxes that when checked would subtract .5 from the baseline 2.5.

Screenshot example of the two columns is below:

User-added image

The field for Qualitative Measures Score is my custom formula field i am editing.

Basically if all five checkboxes on the right are checked and none on the left, the total Qualitative Measures Score would equal 5.

There can be a mixture of checkboxes from both columns.

Thank you to anyone who can help me create this formula.
Best Answer chosen by Nick Vastano
Deepak AnandDeepak Anand
Sure thing!

Try this - 

        IF(Left_Checkbox_1__c, 1, 0) + 
        IF(Left_Checkbox_2__c, 1, 0) + 
        IF(Left_Checkbox_3__c, 1, 0) + 
        IF(Left_Checkbox_4__c, 1, 0) + 
        IF(Left_Checkbox_5__c, 1, 0)
    ) * 0.5

        IF(Right_Checkbox_1__c, 1, 0) + 
        IF(Right_Checkbox_2__c, 1, 0) + 
        IF(Right_Checkbox_3__c, 1, 0) + 
        IF(Right_Checkbox_4__c, 1, 0) + 
        IF(Right_Checkbox_5__c, 1, 0)
    ) * 0.5
Brendan ConroyBrendan Conroy 
Just because it's been bugging me lately, I have a colleague that runs a Theater and wants to manage performances as Campaigns in order to see how many people attended and how much revenue was generated. They do concerts throughout the year with multiple performances of each concert. 

Let's say that one concert series has four dates where it will be performed (child campaigns). Each of those child Campaigns (which is based on date performed rather than the parent which aggregates all of them together in the hierarchy) has a certain amount of attendees/Opportunities that need to be tracked individually. At the same time, one Contact is likely to be a Campaign Member of multiple Campaigns (ie Brendan Conroy saw Concert A on 1/1/15, Concert B on 3/25/15, and Concert C 4/01/15 and 4/02/15 so four Campaign Members for that Contact). I'm trying to figure out the best way for him to be able to track attendees/Opportunities to these events since they will be updating the attendees so frequently. He may just have to get a developer to create an integration between Salesforce and their ticketing system, but I’m trying to think of all options.

I was originally thinking about using Campaign Influence, but one Contact can be a Campaign Member of multiple Campaigns that are treated separately, so if Brendan buys a ticket to Concert A,B, and C and thus is a Campaign Member of each, if an Opportunity is created, I don't know how it will automatically associate it to the right Campaign (outside of using Primary Campaign Source which is fine, but there are a lot of transactions happening daily, so automated would be ideal)

The only other thought that I have would be to make a custom object called "Performance" associated to the Contact, create records for each concert (ie Performance record Concert A - 1/1/15), make a Contacts with Performance report, and click the add to Campaign button in order to add those Contacts to the associated Campaigns. He is also using the Non Profit Start Pack, but this question is more about Campaign process than anything (unless someone knows of a NPSP function that makes this process easier). Thanks so much!

Best Answer chosen by Brendan Conroy
Caroline RenardCaroline Renard
I have a client that sells a lot of tickets in an external system, and uses Jitterbit to automate the process.  The ticket records are delivered nightly via an FTP folder, and they come as text files.  So the first part of the Jitterbit process involves writing the files into a SQL "staging" database to restore the relationships between records, and then everything gets written to Salesforce, table by table.  The key identifier here is the Patron ID used by the external ticketing system - it's what we use in the upsert and matching process for Contact/Account records,  and then adding their appropriate orders.   Since the client uses the NPSP one-to-one Account model, the steps go something like this:

For individual Contacts - compare the list of daily ticket buyers using the Patron ID - update any changed contact details on existing contacts,  and then create new ones.   With new Contacts, there is a trigger that writes the Patron ID to the matching Account record, so we have it there as well.
Repeat process for Accounts (not individuals - organizations and groups) - without the additional trigger, of course.
Sync the Shows object with the ticketing system one (if new shows are added, or if any have gone off sale)
Create or update Ticket Orders (this is the record of the transaction, and has a M/D relationship with Account, so that we can rollup Orders alongside donations).
Create or update Tickets (lookup to Contact and to Show, M/D with Order).
and then some general tidying up and completion of other sub-processes, like creating a related Opportunity for anyone who adds a donation on to their ticket purchase, etc.
For both Orders and Tickets, we have another unique external ID that matches to the ticketing system.  That way, if the order or ticket is modified - refunded or exchanged - we can update the Salesforce records as well.

This process is made complex by the number of events that the organization presents (over 500 shows across 3 venues each year) and by the data structure of the external ticketing system.    A lot of the refinement of the import process over the last 3 years has been to try and focus on not just recreating the box office in Salesforce.  We keep asking the question - what insights can Salesforce give us that we can't get out of **Tickets?  And if we don't need the information (for example, a breakdown of fees, when the ticket was printed or reprinted, or which type of credit card was used) we don't bring the information over.  

I've trained a much smaller organization to do a similar process using CSV files and Apsona.  They still have to look for existing contacts first (and having a consistent reference ID from the external system would make this much easier) and do the upserts, but then they just add tickets into a Campaign for each show.  Since it's only 4 concerts a season, they only need to do this process a few times a year.  I suspect your organization is going to fall somewhere between the two....  but I'd still ask them if they have to update Salesforce every day, or can just run a batch of updates each time a show or run of shows is completed.