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Piya FiedlerPiya Fiedler 
Whenever one of my end users clicks "Export Details" or "Printable View" on a report and chooses .xls (default), the report will download. When she clicks on it to open, Excel opens but the area where the report should be is blank and gray. This happens will all Salesforce reports she exports. Exporting to .csv is working just fine.

I logged in as her from my laptop and was unable to replicate the issue as everything worked fine for me. We did a screensharing session and I logged in as myself on her computer, but we still encountered the issue.

Any other .xls files are opening just fine for her in Excel. She mentioned she did a Windows update yesterday and that might have something to do with it. It's just curious that it's only happening with Salesforce reports.

Has anybody else encountered this issue? Do you think this is more of a laptop problem or a Salesforce problem?
Best Answer chosen by Piya Fiedler
Piya FiedlerPiya Fiedler

Contacted Salesforce Support and this is the article they gave for a temp fix: support.microsoft.com/en-us/kb/2994633. They also said "R&D team has investigated this matter and logged a New Issue for it to be repaired. Unfortunately, I cannot provide a timeline as to when this repair will be implemented due to Safe Harbor constraints."
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. :)
Dave PatriccaDave Patricca 
I'm trying to find out if it's even possible to customize the unsubscribe page so I can add a survey to help better understand why individuals are unsubscribing. There doesn't appear to be any documentation for the Marketing Cloud, so I'm thinking this isn't possible. Has anyone else tried to do this / knows how to do this?
Best Answer chosen by Dave Patricca
Dave PatriccaDave Patricca

Figured this out. I ended up having to build a landing page with a SmartCapture Form that acts as a survey. Action 1 in the form processing steps unsubscribes the user and action 2 inserts their unsubscribe reason into a Data Extension. So far it's working flawlessly. 

Pretty disappointing that Marketing Cloud doesn't offer something like this out of the box since it promotes itself as a solution for every channel and leader in e-mail. 

Erica PalmerErica Palmer 
Here is my use case: When the Account Status is changed to "In Implementation" create 10 tasks assigned to the Account Owner to handle the implementation process.

I've gotten the tasks to create just fine, but where I'm getting stuck is every time from then on the Account record is edited and saved and the Account Status is "In Implementation" still, it triggers the tasks to regenerate all over again.

How do I get it to just run the first time the Account Status is changed to "In Implementation"?
Best Answer chosen by Erica Palmer
Matt BertuzziMatt Bertuzzi
On the node for fire criteria these is a checkbox at the bottom under advanced.

User-added image

More info here: https://trailhead.salesforce.com/en/business_process_automation/process_builder

Click Advanced and select Yes (6).When you select this option, the process ignores record changes that aren’t relevant to your defined criteria. For example, if a user edits the record by adding a description, the process won’t execute the associated actions. Note: This setting isn’t available if:
  • Your process starts only when a record is created.
  • Your process starts when a record is created or edited and the criteria node doesn’t evaluate any criteria.
  • The criteria node evaluates a formula, but the formula doesn’t include a reference to the record that started the process.
  • Your process uses the Is changed operator in a filter condition.
Rob LilleyRob Lilley 
Hello, I wonder if anyone can advise please?

I have a custom object "Monitoring Report" which has date field 'Due Date' and a Picklist 'Monitoring Report Stage' with 'Overdue' as one of the picklist entries.

I would like this picklist to automatically update to 'Overdue' when Due Date < Today ()

I think if I use a
1 - Workflow to do this a user will have to go into the monitoring report record and edit it in some way to 'trigger' the change to the picklist? However, if I use a

2 -Flow or Process Builder to do this it will happen automatically without a user going into the monitoring report record?

I wanted to check if my understanding is correct as I would like (2) to happen and wondering what the best best approach is?

Many thanks, Rob
 
Best Answer chosen by Rob Lilley
Kamalpreet BhatiaKamalpreet Bhatia
Hi Rob,

I would Suggest best approach is going for workflow for this scenario, just create a workflow and if the condition met with criteria it will automatically  update the picklist value.

Step 1: Create a workflow on the 'Monitoring Report'.
Step 2: Give a name to the workflow and also select 'created, and any time it's edited to subsequently meet criteria' from Evalution criteria.
Step 3 : In Rule Criteria select 'Formula evalutes to true'.
Step 4: Give Formula Due_Date__c  <  TODAY() and then click save and next button.
Step 5: Select workflow action 'New Field Update' .
Step6: Select specific value from your picklist i.e 'Overdue'.

I think, This will help you, when ever is due date is less it automatically update the value to overdue.

 
Brent WagnerBrent Wagner 
I would love to include the "Internal Comments" added when closing a case to the email template that is send to the case requester when closed. Is there a simple way to do this?
Best Answer chosen by Brent Wagner
Deepak AnandDeepak Anand
Well the Workflow Rule / Field Update will be on the Case Comment - 
  1. Object: CaseComment
  2. Eval. Criteria - created or edited to subsequently meet the criteria
  3. Rule Criteria - criteria are met
  4. Criteria - 
    IsPublished equals TRUE
  5. Immediate Action Field Update
  6. Field to Update:
    Case -> Published Case Comments
  7. Select Use a Formula to Set the New Value
  8. Formula
    Body
  9. Save
  10. Activate
So every time a Case Comment is Published, the Case Comments will be copied to the parent Case record. So at the time the Case is closed the time Comments will have been copied already and we will be good to go!
Satheeskumar ISatheeskumar I 
Hi,
   I am planing to give ADM201 Exam within this week.
   As preparation alone not sufficient for the exam I need MOCK exam papers for ADM201 which will help me to clear this exam.
   If you have MOCK Exam papers for ADM201, please provide me.

Many thanks
Satheeskumar
Best Answer chosen by Moderator (salesforce.com) 
Matthew LambMatthew Lamb
Per Eric JohansenPer Eric Johansen 
Have anyone picked up on any info on when (if ever) Ligtning Voice will be available for EU countries?

PEJ
Best Answer chosen by Per Eric Johansen
Karthikeyan ChandranKarthikeyan Chandran
Lightning Voice is expected to be available in beta for Sales Cloud users. Pricing will be announced at the time of general availability.

 https://www.salesforce.com/blog/2016/06/introducing-lightning-voice.html 

Lightning Voice is expected to be generally available in July 2016 for Sales Cloud Lightning users with Lightning Professional Edition and above in the U.S. and Canada.
Krisztina UgrinKrisztina Ugrin 
Hi!

I want to create a formula that evaluates three different (picklist) fields. If Type is target company then (and only then) run the formula / evaluate two additional picklist fields and return yes or no. I got the second part of the formula working, but am struggling with adding the first condition (if Type is "Target Company"). Could you please help?

IF(
OR(
ISPICKVAL(Status__c, "Out of business"), 
ISPICKVAL(Sector__c , "10. Other - not software")
),
"No",
IF(
OR(
ISPICKVAL(Status__c, "Out of business"), 
ISPICKVAL(Sector__c , "9 - B2C, Games, Apps")
),
"No",
"Yes"
))

Thanks!
Best Answer chosen by Krisztina Ugrin
Sunil SarillaSunil Sarilla
Hi Kristina,
The formula will be as below
IF(
TEXT(Type) = "Target Company",
  IF(
     OR(
        ISPICKVAL(Status__c, "Out of business"), 
        ISPICKVAL(Sector__c , "10. Other - not software")
        ),
    "No",
    IF(
       OR(
          ISPICKVAL(Status__c, "Out of business"), 
          ISPICKVAL(Sector__c , "9 - B2C, Games, Apps")
         ),
     "No",
    "Yes"
    )
  ), 
NULL
)
Please use the insert field button to select the field API Name of Type field.
 
Arun ManchandaArun Manchanda 
HI

I have created a image through formula but i am unable see image in custom object:-

i follow below step to create


Steps to create a Formula Field that displays an image

1. Create a public folder to hold your image files
   
      1. Click the Documents tab.
      2. Click Create New Folder.
      3. Type the folder name (e.g., "Public Images").
      4. Give users "Read-Only" access to the folder and make it accessible to all users.

2. Upload your image file to your Documents storage area

      1. Click the Documents tab.
      2. Click New.
      3. Enter the document name to be displayed on the browser.
      4. From the Folder dropdown list, select the folder you created in step #1.
      5. Click on Browse to look for and select the file to upload.
      6. Click Save.

3. Repeat step # 2 to upload all your image files

4. Create a new Formula Field of type text (it must be of type text or it won't work)

      1. Go to Setup | Customize | <Object> you are going to customize (Accounts, Case, etc.).
      2. Click on Fields.
      3. Click on New" in the "Custom Fields" section.
      4. Select Formula.
      5. Click Next.
      6. Type your custom field name, and then select type Text.
      7. Click "Next."
      8. In the "Enter Formula" screen, click on "Advanced Formula."

5. Obtain the URL to the file(s) you uploaded

      1. Click the Documents tab.
      2. From the Folder dropdown list, select the folder you created in step #1.
      3. Click Go.
      4. Click on the "View" link next to the name of the file you are going to use.
         -A new browser window/tab will open.
      5. Go to the address bar, highlight and copy the URL.

6. Go back to editing your formula field. Use the IMAGE function to fetch the image from your folder

      1. In the text area, enter your formula using IMAGE to retrieve the image file you uploaded in step # 2. 
      2. Paste the image document URL into the 'image_url' part of the IMAGE function.

7. Repeat steps # 5 & 6 until you have all the URLs to all your image files in your Formula Field

8. Grant the appropriate Field-Level Security to your Formula Field

9. Include the Formula Field in all the relevant Page Layouts

Advance Formula




IMAGE NOT ABLE TO SEE
Best Answer chosen by Arun Manchanda
Nishad KallingalNishad Kallingal
Hi Arun,

In IMAGE(image_url, alternate_text, height, width), replace image_url with the full path to the image .Use 
"/servlet/servlet.FileDownload?file=01528000002Exwt" instead  of  “01528000002Exwt"
Try like this:
IMAGE("/servlet/servlet.FileDownload?file=01528000002Exwt", "ADMIN" ,100, 100)
Refer: Use images in Formula Fields (https://help.salesforce.com/HTViewSolution?id=000007604)

Regards