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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: 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. :)
Lewes LeungLewes Leung 

Need help in creating a report that I can use for a dashboard in table format which includes 3 columns;  Account name, Count of Open Cases, Average Aging Days

Best Answer chosen by Miglena ( 
Chris ThompsonChris Thompson
 You need to configure your source report so that it includes a chart which displays both metrics.  Follow the steps below to adjust your existing report and the dashboard table.

1. Click Customize or Edit on your source report to enter the report builder.
2. If your report already includes a chart, click Edit Chart, otherwise click Add Chart.
3. Select Vertical Bar Chart (the second graph option) as your chart type.
4. Set Y-Axis to the first value you wish to display (e.g. Record Count).
5. Set X-Axis to the appropriate grouping value (e.g. Account Name).
6. Select Plot additional values in the Combination Charts section.
7. Set Display to Line.
8. Set Value to the other value you wish to display (e.g. Average Aging Days).
9. Select Use second axis.
10. Click Ok.
11. Verify the chart displays the correct values and click Save.
12. Edit the dashboard which includes the table in question.
13. Click the wrench icon for the appropriate table to edit its attributes.
14. Select the Formatting tab (if not already selected).
15. Click Customize table.  It should appear beneath Maximum Values Displayed if you followed steps 1 - 11.
16. Ensure that Column 1 is your grouping value (Account Name).
17. Set Column 2 to one of the two values you wish to display (e.g. Record Count).
18. Set Column 3 to the other value you wish to display (e.g. Average Aging Days).
19. Click Ok.
20. Verify the table displays the correct values and click Save.
Lindsay WhitbreadLindsay Whitbread 
I have turned on the New Notes and unable to search for Notes in Reports through File and Content Report. How do you report on the New Notes?
Best Answer chosen by Lindsay Whitbread
Lindsay WhitbreadLindsay Whitbread
I did follow the guide from Create a Report on Your Notes ( and my report showed blank. This morning, I removed all the fields that the report is filled with by default and just kept the set of fields per the guide, and that did it!

Then I added back all the fields and discovered that the New Notes won't show if you have below fields selected:
  • Downloaded By
  • Download Date
  • Download User Type
  • Link Name
  • Link Created Date
  • Link Expiration Date
  • Password Protected Link
  • Link Last Accessed Date
  • Total Link Accesses
Best Answer chosen by Liz Horton
Sandeep Kumar GaddamSandeep Kumar Gaddam
Hello Liz,

unfortunately you dont have this option as of now. there is an idea which you can vote for :

Marketing Cloud - DO NOT FOLLOWMarketing Cloud - DO NOT FOLLOW 
Im trying to get a high level explanation on the difference between Automation Studio and Journey Builder.
Best Answer chosen by Marketing Cloud - DO NOT FOLLOW
Marketing Cloud - DO NOT FOLLOWMarketing Cloud - DO NOT FOLLOW
Same question here--looking for some practical experience with both tools. Are there any clients that have any feedback?
John SellersJohn Sellers 

Trying to help a team that is using a custom object.

Requirement: Use Search terms to identify records related to values found in multi-select and picklist values.

These field types are not searchable fields, so my quesiton is, can I transfer these to text area fields using a formual, and then make the picklist values searchable?

Before I start chasing this rabbit, I was hoping someone in the community may have done this before and provide advice/recommendation.

Was going to use a ispickval type formula and place it into a text area field.

Best Answer chosen by John Sellers
Cameron AmesCameron Ames
Hi John,

You certainly can. You can set the lightning process to fire on insert/update and have the text field value determined by a formula using the same syntax as a regular formula field. I believe the formula would look something like TEXT(MyTextField__c).


Cameron Ames
Sunil NandipatiSunil Nandipati 
I have triggers below my case (after insert).  These seem to be not executing when I my cases are coming from the customer portal (especially when they are created by the users with the high volume customer portal users). 

Any ideas!
Any alternative ways to ensure the triggers fire!

Best Answer chosen by Moderator ( 
KC ShaferKC Shafer
Have you confirmed that it is only when the user is a high volume portal user? Have you run any debug logs to confirm that the apex really isn't running? 

Charles PlumblyCharles Plumbly 
Is it possible to access Campaigns with Chatter plus? And if not why are you able to add them to it?

Best Answer chosen by Charles Plumbly
Ilya S.Ilya S.
Hi Charles,

No, it is not possible to view campaigns with chatter plus.
Here are few links to help you with it.

I hope that helps a bit =]. If it was best answer, click on best answer!

Jose María Nicolás ArfelisJose María Nicolás Arfelis 
Hi all,

my Person Account has two related lists related to custom objects having both a field called "Name of the Applicant" (translated into English).
When I go to the page layout of the Person Account --> go to the Admission related list and want to choose "Name of the Applicant" in that related list, I can not see it for selection.
Name of the Applicant is a lookup field.

Is there any form (besides using formula) to let it appear on the related list for the Person Account?
Best Answer chosen by Jose María Nicolás Arfelis
Jose María Nicolás ArfelisJose María Nicolás Arfelis
This is how it works:

The object Admission has a lookup to Account, say, Name of the Applicant. The object Account has a related list called Admissions (related to the object Admission). So, what I was trying to achieve was to add the field Name of the Applicant to the columns to be shown in the related list Admission, what was not working, because the lookup field was / is not available.

In my screenshot what I tried to do is to modify the page layout of the object Account (Person Account to be more exact) and then I went to its related list Solicitud de Información (another related list which also has a lookup to Account), I couldn't find the lookup field under the available fields.

But gave me the answer.