Ask Search:
David GoldDavid Gold 
Yes.  The CPQ and Billing teams will be monitoring all posts to ensure they are being answered in the same fashion as what you have come to expect on the Support Forum at community.steelbrick.com.  You will still be able to search old posts on the steelbrick site.  But for all new posts please ask your questions here.  Thanks!
Best Answer chosen by David Gold
David GoldDavid Gold
community.steelbrick.com will be accessible until April 2018.  
Nicole ThompsonNicole Thompson 
Hi, I am in the process of setting up Salesforce for our sales team. The Lead Convert page, looks pretty confusing to Users and I would like to reduce all the options on there and ensure it automatically creates an opportunity when it is converted. If the users are in a rush, I think they will over look 'unchecking' the box. I have googled this and found many posts on it from around 8 to 2 years ago. Surely this has a solution now, as so many people have raised this as an issue, but I can't seem to find one. I am writing instructions for my Sales Team. But this just seems like too much effort for one screen, that should simply be a button! Thanks - Nicole
Best Answer chosen by Nicole Thompson
Naval SharmaNaval Sharma
Hi Nocole,

For this scenario you will require a custom visualforce page. Then you would create a custom button to call on this VF page and replace the standard Convert button with the custom button. So, when you clicked the custom button, it would automaticallyconvert the lead instead of taking your users on standard Lead Convert page.

Do some web searches for custom lead convert page, as this topic has gone around and around. You will probably find everything you need to implement this.
Kevin SirfaceKevin Sirface 
Hey all,
I received a spreadsheet from the business to create Lead Assignment rules by zip code. There are over 43k of them so manually creating them is not an option. 
I don't see the Lead Assignment object in the data loader, so I don't think I can insert these.
Has anyone had this same issue? Is there a way to get these leads assigned to the proper sales rep by zip code?
Thanks 
Kevin
 
Best Answer chosen by Kevin Sirface
Naveen DhanarajNaveen Dhanaraj
  1. Create a custom object called ‘Zip Codes’. Create fields as necessary, including the following: Zip Code (text, 10 characters) and Sales Rep (user lookup). Make the ‘Zip Code’ field an external ID.
  2. Create a trigger which will do the follow. On creation of a Lead, use the zip code to run a query on the ‘Zip Codes’ object to identify the Sales Rep for that zip code, and assign the Lead to the Sales Rep.
  3. The solution works even better if the customer already maintains a spreadsheet of Zip Codes and associated Sales Reps. In this instance, they can convert the spreadsheet into a CSV, and upload the CSV of all Zip Codes.
Emily WalsdorfEmily Walsdorf 
I'd like to create an anniversary date 365 days from start date, and for it to then update every year.  As well, a field that would tell me the number of years that the account has been a customer.
Best Answer chosen by Emily Walsdorf
Sachin KattiSachin Katti
Refer to the post with similar requirment for anniversary date.

https://developer.salesforce.com/forums/?id=906F00000008w5ZIAQ

For Number of years you can use the formula field like below: 

YEAR(Today()) - YEAR(AnnivesaryDate__c)
Maxine LevineMaxine Levine 
Hi all - I'm sure I'm just missing a simple thing here - but I need to create a report that pulls back accounts that have had 0 activity in the past, alongside those that have had no activity in the past 90 days.

I have a cross-filter report created to pull this information back, but it's still not pulling every account that hasn't seen any activity in the past 90 days.

User-added imageWhat I am doing wrong here?

Thanks for the help!
Best Answer chosen by Maxine Levine
Steve MolisSteve Molis
Wait...  use [equals] instead of [not equals] 

User-added image
Denise CrosbyDenise Crosby 
In Salesforce1, we have buttons across the bottom for "Log a call", "New Event", "New Task" etc. What's the easiest/fastest way to access these same functions in the Lightning version of the desktop app without having to first find an Account, Opportunity, etc?
Best Answer chosen by Denise Crosby
Jeff MayJeff May
You can't.  In Lightning, the actions are all located on a record -- so you have to go to a record, then use the Quick Actions available on that record.
Felix FioravantiFelix Fioravanti 
Hello,

It would be great if someone could answer the above question.
Thanks a lot!

Regards
Felix
Best Answer chosen by Felix Fioravanti
shashikant pandeyshashikant pandey
A suppression list is a list of subscribers that you don't want to receive your communications. Suppression lists filter out email addresses and prevent those addresses from receiving your messages. Suppression lists serve as a "do not contact" list for your email sends. Examples of the types of addresses included on a suppression list are addresses with a history of spam complaints, unsubscribe lists from previous providers or advertisers, addresses of your competitors, and canceled customers.
Suppression lists differ from Exclusion lists, although the filtering logic at send time is the same. Exclusion lists are subscribers who have a status of active, bounced, held, or unsubscribed and who may want to continue receiving messages. You select an exclusion list at the time of send. For example, you send a newsletter to List A but later realize you want to send it to List B. Some of the subscribers on List A also exist on List B and you don't want to send them the same email twice. When you send to List B, you select List A as an exclusion list.
Use a suppression list to:
  • filter the audience of an email send, which ensures your publications are sent to the subscribers who want to see them.
  • show and adhere to regulatory compliance to CAN-SPAM laws.
  • control who receives particular communications from a company. In Enterprise 2.0, suppression lists can be shared between parent and child business units.
If you find it usefull then mark it as a best Answer.
Andrew StaniforthAndrew Staniforth 
We use DBAmp/pro to populate our SQL database with Salesforce data but just received the error message "Cannot obtain the schema rowset "DBSCHEMA_TABLES_INFO" for OLE DB provider "DBAmp.DBAmp" for linked server "salesforce_prod". The provider supports the interface, but returns a failure code when it is used.
What is is required to rectify.
Best Answer chosen by Andrew Staniforth
Madhanprabhu ThangaduraiMadhanprabhu Thangadurai
Hello Andrew,

I would suggest you to post your query in DB Amp support forum (https://getsatisfaction.com/DBAmp) to get it resolved. Else you can reach out DB Amp developer Bill Emerson (bemerson@forceamp.com) directly.

Please look into the similar thread posted in DB Amp support forum.
https://getsatisfaction.com/dbamp/topics/error-connectiong-to-production-only-cannot-obtain-the-schema-rowset-dbschema-tables-info-for-ole-db-provider-dbamp-dbamp

Kindly please close this thead by making best answer and keep this community clean. Thank you.
 
Parul TripathiParul Tripathi 
Hi, 
In lightning , Set up always opens in a new tab . setup in lightningI am following Trailhead , and as per their videos , their in an Option as Setup Home under the Setup icon, that does not appear in my dev org. 
Please help. I wish setup to open in the same page as in classic. 
Best Answer chosen by Parul Tripathi
Naveen DhanarajNaveen Dhanaraj
This is new improved by saleforce.you cannot change the standard functionality.

Meet the New and Improved Setup:
Shachar AvrahamiShachar Avrahami 
Hey,

I have a field called 'Churn Month' that when I change the account status to 'Lost Customer', I want to populate with a formula (as a Field Update in a workflow):

if( ISPICKVAL(Churned_at_the_end_of_POC__c,"NO"), 
if( ISBLANK(next_bill_2__c) , TODAY(), 
next_bill_2__c), 
Onboarding__c )

When the 'Churn Month' field is blank, the process works perfectly. However, for some of our accounts we already have a past value on this field (bring-back customers that churned and came back), it won't update and the old value remains.

Any suggestions why?

​Thanks!
Best Answer chosen by Shachar Avrahami
Kris RyanKris Ryan
Can you post a screen shot of the record that is failing with the data being used in the WFR?