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Jaclyn NguyenJaclyn Nguyen 
Is anyone else encountering a similar issue? I noticed that when I export a a report "formatted", my close date is changing to one day prior to what is shown on screen. When I export the same report "details only", my close date matches what is displayed on screen.

I set my report date range to this year and my report displays correctly within SF.
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When I export the report "formatted", the dates change.
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Any ideas?

Thanks!
Best Answer chosen by Jayson (salesforce.com) 
Aurora TerryAurora Terry
Hey everyone,

Just wanted to let you know that this behavior is related to the following known issue: 

Spring 19 Lightning Report [Formatted Export] Date and DateTime fields values are not consistent with the ones shown in the run page. 
https://success.salesforce.com/issues_view?id=a1p3A000000BMnUQAW 

Hope this helps!


 
Hayk HovhannisyanHayk Hovhannisyan 
Hi all, 
For some reason unauthenticated guest users in our community can see the "Title" and "URL Name" fields on Articles on the community. We use the Napili template that includes OOTB Article detail component. 
We would like to hide the Title and URL Name fields from public view. 
Now.. the Guest User profile has Read and Edit access to those fields on Knowledge object.
When going to modify access, I can't take-off checks from checkboxes on. Any idea how could I control Guest user Profiles access to to these fields, or maybe define and switch the community to a different profile that would not have read access to Title and URL Name fields?
Best Answer chosen by Ed (salesforce.com) 
Carol CiceroneCarol Cicerone
After reading through the commuinty and stackexchange cases, our Salesforce Admin actually ended up implementing this alternative solution:

"(Worried about how displaying articles in a custom component would affect our view statistics and ability to turn on voting). I am sure all of that can be coded around, but then it would have become a much bigger undertaking. Eventually what I settled on was some CSS to hide the title and url name: 

article.content .forcePageBlockSectionRow ~ .forcePageBlockSectionRow{
    display:none;
}

This is a bit of a hack - it just hides everything but the first field in the article. So if we just use this, then articles should only have one publicly available field, which I think is okay for our purposes, but let me know if you disagree and you'd still like a custom component. We also always need page layouts to show the article body first. 

I also took the liberty of adding some more CSS to hide some things I think we don't want: 

Hide the field label ("Article Body")   
.test-id__field-label{
    display:none;
}

Hide the login/username and profile info (I am hiding the stuff inside the div because otherwise it messes with the position of the search bar) 
.cProfileCon > div{
display:none;
}

The CSS is in the theme section, Colors>Edit CSS"
 
Paul BarylskiyPaul Barylskiy 
It seems like Winter '19 Enhanced Run Page report interface does not support search (Ctrl+F) for values that are not currently displayed on the page? Is there a way around this limitation besides scrolling down to where the search value is displayed or exporting the report?

This was a known issue after Spring '19:
https://success.salesforce.com/issues_view?id=a1p3A000000BMnKQAW&title=lightning-experience-search-reports-only-searches-displayed-records-currently

Thank you!
Best Answer chosen by Paul Barylskiy
Cynthia Bell McGillisCynthia Bell McGillis
This is relevant information: https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001okuCAA&fId=0D53A00004ESDVPSA5 (Apparently coming Summer '19?)
Martin O.Martin O. 

The problem?

I took over operations at my org recently and the data model is a mess. There are tons of objects that are not used and there have been fields created here and there that are abandoned, not set up properly or partially populated a long time ago. Just to give you an idea, for leads there are almost 30 standard objects, but 80+ custom objects, but on contacts, 30 standard and 47 custom objects. On accounts we have 24 standard and 35 custom fields, with barely any validations and there are definitely missing relationships between objects.

What do I need?

Now, to start an overhaul I want to get a view of the big picture - list all objects, bucket them in "used", "will probably delete" and "have to investigate". Due to the high number of custom fields and messed up or missing relationships I am looking for a way to use Schema Builder on steroids - I need to be able to see the all objects with their full list of elements (Schema Builder allows you to see a full list only when you click Show more if the list is longer, which is the case with most objects I deal with), differentiate system, standard and custom, display both element names and element labels ideally, show all elements and distinguish between custom and standard, show which fields are mandatory, what the field types are, what the relationship between a specific field and fields from other objects is (lookup and master record relationships), tell managed packages apart (since I need to get rid of a bunch of those too). The bolded bits aren't possible in Schema Builder.

What did I try?

I did try to use the only really usable related plug-in/app ERD Tool https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003KNErEAO&tab=r but I need to work with at least 6 objects to start with, 11 would be the expanded bunch I really need to evaluate for the job to be complete and this tool is cumbersome in the way it visualizes it, has no way to save them, has no way to print them and does not use the naming that SFDC gives objects which makes it even harder to work with as I have to examine each Standard Object I'm granting it access to. It also doesn't fulfill most of the features Schema Builder now has.

I also managed to use SchemaPuker to get the PostgreSQL Schema Output for our Salesforce ERD. The problem is - where do I plug this in? I tried to use LucidChart, but when I dump 6 objects on it makes it impossible to work with already, not to mention that most of the things Schema Builder does are lost in the process and I'd have to reinvent them, so an inconvenient UI is a dealbreaker. I read that I could use a Visio export from LucidChart but hit a wall with actually getting access to that. First I use a Mac and Visio by MSFT is available on the web only for viewing, not to mention that my org doesn't seem to have a VIsio license.

Can anyone help? If I don't have this foundation it would take me significantly more time to nail down the areas I want to improve and prioritize.

Best Answer chosen by Martin O.
Devanand ManiraoDevanand Manirao

Hi Martin,
Since you have so many fields it may not be a good idea to depend on any visual tools.
If you an excel person, you can look dumping all your objects, fields into an excel and analyse them one by one.

Tools and Ways to fetch metadata into an excel...
You can run this from workbench and export as CSV
workbench.developerforce.com/query.php


Here is a sample query that can give you a list of fields on the account object.

select id,DataType,NamespacePrefix,DeveloperName 
from FieldDefinition 
where EntityDefinition.QualifiedApiName = 'Account'

To get a list of objects (entities) you can use this SOQL 

SELECT DeveloperName,DurableId,Id,QualifiedApiName,RunningUserEntityAccessId FROM EntityDefinition limit 100


Refer to 
https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/tooling_api_objects_entitydefinition.htm




https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/tooling_api_objects_validationrule.htm?search_text=validation

select id from ValidationRule - list of all validation rules (doesn't work from workbench) but can try from query editor in developer console (Enable Tooling API checkbox)




Workbench gives u a list of all metadata components but cannot downloaded i guess.

https://workbench.developerforce.com/metadataDescribeAndList.php?type=ValidationRule


If you manage to make use of this and create some smart excel templates please do share with the wider community will be handy .

There are other ways to get metadata but i feel for the type of review you want to perform and cleanup excel is better ., you can easily add some columns to mark which fields you want to remove, which are retained etc.. 
Thanks,
Devanand
Leah KoppermanLeah Kopperman 

I'm sure this is answered elsewhere, but I couldn't find the information.

I have a longstanding "Trailblazer Community" (formerly "Success Community") account--the account that I'm using right now to post this question on https://success.salesforce.com

There is also the "Trailblazer Community Groups" site https://trailblazercommunitygroups.com. As far as I can recall, the only time I ever use this site is when I RSVP to attend a local user group in person. I may be mis-rememberhing, but I swear that when I've done this in the past I was able to log into https://trailblazercommunitygroups.com by using the same Salesforce instance that I use to log into the Trailblazer (Success) Community.

Last week I got an invitation to a local community group that I want to attend, and they seemed to have changed the login interface for https://trailblazercommunitygroups.com. Now when I try to log in it doesn't prompt me to log into a Salesforce instance, it just asks me to fill in an email address and password directly on the page (see screenshot). Alternatively, I can use LinkedIn, Facebook, or Twitter to log in.

When I enter the email address an password associated with the Salesforce instance that I use for my Trailblazer (Success) Community account, I get an error message that says "the e-mail address and/or password you specified are not correct."User-added image

Separately--on Trailhead https://trailhead.salesforce.com--my account is tied to my LinkedIn credentials instead of a Salesforce instance. When I encountered the above error I tried the LinkedIn option to log into Trailblazer Community Groups"; this got me in, but it set up a brand new account from scratch instead of logging me into my existing account.

Can anyone tell me what's going on here? Is there a way to log into https://trailhead.salesforce.com using a specific Salesforce instance like we do here? If so, how do I do that?

Best Answer chosen by Leah Kopperman
Tom HoffmanTom Hoffman
This is fun, this was the #1 question at the Community Kiosk at Dreamforce last week. 

Soo...we used to use a platform called 'SplashThat' to manage our user group meetings, I can say amongst the User Group leader set I don't recall it winning a popularity contest. 

At the end July, the Success Community was rebranded and with that came the new TrailblazerCommunityGroups.com site & branding.  This is entirely different from the platform where you used to sign in (SplashThat) that was connected to your success trailblazer community credentials. 

With this new platform, you can register with an email or social sign-on, which is great for all attendees that may not have a specific salesforce login that are interested in learning more about Salesforce, WiT groups, etc. 

To summarize:

1) Success Community = Trailblazer Community
2) ^ these credentials are still the same, you can access your Community Group chatter page, answers, etc through them
3) SplashThat uses to use these same credentials, but was retired in August. 
4) There is a new platform, Bevy, that requires you to register with your email or social logins and all previous ones do not work. 

 
Chloe RizzoChloe Rizzo 
Hi I am trying to write a validation rule for if ANY of these fields picklist =NO 
Approved by Client Success
Approved by Finance
Approved by Sales

THEN 
They cannot not move to the Approval stage. 

I believe it will start with 

And( 
ISPICKVAL( StageName , "Approval"), 
ISCHANGED(StageName), 
OR( 

BUT I am not sure how to write = NO for the 3 fields. 

Thank you!!
Best Answer chosen by Chloe Rizzo
Sarah KhalidSarah Khalid
Try this: AND ( ISPICKVAL( StageName , "Approval"), OR( IF(TEXT( Approved_by_Client_Success__c) = "NO" || ISBLANK(TEXT((Approved_by_Client_Success__c))) , TRUE, IF(TEXT( Approved_by_Finance__c ) = "NO" || ISBLANK(TEXT((Approved_by_Finance__c ))), TRUE, IF(TEXT( Approved_by_Sales__c ) = "NO" || ISBLANK(TEXT((Approved_by_Sales__c ))), TRUE , FALSE) ) ) ) )
Jill TraceyJill Tracey 
I'm having trouble creating a validation rule on a picklist field.
I need to say "if the picklist value is "Smart Hospitality" or "Moving Venue", then the field is required

Here is my current formula which doesn't appear to work:
OR(ISPICKVAL(If_Listed_is_Group_Caterer_Listed__c ="Moving Venue"),ISPICKVAL(If_Listed_is_Group_Caterer_Listed__c ="Smart Hospitality"))

Thanks for you help!
Best Answer chosen by Jill Tracey
Raju KonaRaju Kona


TRy this

AND(
ISPICKVAL(If_Listed_is_Group_Caterer_Listed__c, "Moving Venue" ),
ISPICKVAL(If_Listed_is_Group_Caterer_Listed__c , "Smart Hospitality"),
ISBLANK(Put your field that needs to be required here.)
)

Cindy JokinenCindy Jokinen 
We have been using Pardot for about 6 months and have accumulated 1.5 MILLION tasks, one for each email we've sent through Pardot.  How do other orgs manage this?  Is there a way to not have a task created in SF when an email is sent?  I know we can't report on the emails from within SF, but we can get that from Pardot. Thanks for any ideas!
Best Answer chosen by Cindy Jokinen
Daniel van KleyDaniel van Kley
Hi Cindy,

Do you have the "Sync emails with the CRM" option enabled in the Salesforce Connector settings in Pardot? http://help.pardot.com/customer/portal/articles/2128368-salesforce-connector-optional-settings-reference
If so, try disabling that and see if it helps.
Canio CaputoCanio Caputo 
My brain is numb. I need to create a task and set the reminder date to be based off of a date field.  
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If the Delivery Date is >30 days from the Closed Date I want to set the reminder date to 14 days after the closed date.

If the Delivery Date is <30 Days I want to set the Reminder Date to be based off the Effective date

I can't seem to figure out the formula
Best Answer chosen by Canio Caputo
Steve BainesSteve Baines
OK, close...

You can wrap your date values with the DATETIMEVALUE() function.

IF(Delivery_Date__c - CloseDate >30, DATETIMEVALUE(CloseDate +14), DATETIMEVALUE(EffectiveDate))
Stas TaraschanskyStas Taraschansky 

Dear Fellow Trailblazers,

Need your help figuring out if this is even possible. And if it's possible, then how exactly can we implement it:

We want to be able to create Cases in SalesForce from a 3d party site using JavaScript. Presumably, make an Ajax call to REST endpoint.

We went through REST API docs (https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_what_is_rest_api.htm) but are still confused if we need to authenticate, or get the token, and if it's even possible to do with JavaScript, or we have to invoke Node's jsforce objects.

Please advise.
Thank you!

Best Answer chosen by Stas Taraschansky
Stas TaraschanskyStas Taraschansky
Sakthivel, thank you so much!
We were able to get response on the dev forums.
Here's the thread: https://developer.salesforce.com/forums#!/feedtype=SINGLE_QUESTION_DETAIL&dc=Lightning&criteria=OPENQUESTIONS&id=9062I000000QwFIQA0