Ask Search:
Jack RoseJack Rose 
Hi All, 

I know that canned responses can be done in service cloud, utilising quick text. Is there any way to do this directly in Social Studio?
Best Answer chosen by Jack Rose
PrateekPrateek (TZ Org) 
Hi Jack, 

The social studio can help you in publishing tweets in advance. I don't think canned response feature is available via social studio.

Check out the below link for more information on social studio:

Georgina SaezGeorgina Saez 
Hi All,

The users of Data Loader in my org are unable to use Data Loader since yesterday.  
  1. We are all using Macs, the application opens and we are asked to login.  
  2. We select the OAuth option and select our Production environment.  
  3. Once we enter our credentials, we get a pop-up for Allow Access? Select Allow.
  4. Then we get a pop-up that says, File Download (attached)User-added image
  5. After clicking Save, the application hangs on the following screen (attached)User-added image
  6. When you close out of it an error appears on the regular login screen saying to check your username and password; however, when I go to the Setup -> Manage Users -> Login History it shows that the Status of the Dataloader Partner application was a Success.
Best Answer chosen by Georgina Saez
Georgina SaezGeorgina Saez
That worked!  Thank you!  We had tried appending the token to our password, but I think it was a combination of changing the url to, choosing Password Authentication option, and appending the security token to my password.
Roberto FainiRoberto Faini 
is it possibile create a Report that show me only leads that in a specified time chang their status?

for example, i want a report that show me only leads that today change from "new leads" to "contact lead" (field status)

thank you!
Best Answer chosen by Roberto Faini
Sathishkumar PeriyasamySathishkumar Periyasamy
Enable Field Tracking history for Lead object and enable the field history for Lead Status Field.

Create a new report with Lead History report type (no need to create report type, once enable Lead field tracking you will see the report type in report)

User-added image

User-added image

you can't add old and New value in report filter area. You have download the report in to excel file and do the shorting.
Terry HenryTerry Henry 
Hi All,

Interested to hear any different methods that people may use - we currently have monthly training sessions held by one of our administrators where we go through basic navigation and functionality. 

I would like to change this as I believe that Salesforce training should be integrated when learning about other aspects and processes, I'd like to replace this with 

> WalkMe Guided Tours of Functionality
> YouTube/Videos embedded into a VF page for 'refreshers'
> Department Champions who would handle queries and training for their respective users

Interested to hear how others approach this

Best Answer chosen by Terry Henry
Terry HenryTerry Henry
@Sourav - thanks but I think we have a misunderstanding here.

I am not hosting training for Admins - this is training for End Users - they do not need to see the admin processes that Trailhead provides (indeed, they will not even have the permissions to perform them). They need to be trained in basic functionality of Salesforce; Navigation, how to convert a lead, what are accounts/contacts/opportunities etc

I am looking for methods of training to replace traditional 1:1 classroom training

That's why I am interested in how others deliver training, maybe through:
> WalkMe Interactive tutorials
> Recorded Webinars
> Chatter Tips&Tricks Posts
> Regular email newsletters
Katelyn ShelleyKatelyn Shelley 
I found the Mass Delete app on the appexchange which looks like the perfect solution however it is only with certain standard objects. This would be extremely useful for me and would help me avoid using the data loader. 

Best Answer chosen by Katelyn Shelley
Deepak AnandDeepak Anand

I am sure you can re-purpose the 'Delete' button that came with the AppExchange package. Anyway I am just posting the one that I created:
  1. Go to Setup | Create | Objects
  2. Click on the Name of the Custom Object
  3. Scroll down to the Buttons, Links & Actions section.
  4. Click on New Button or Link
  5. Name it as Delete
  6. Select the Display Type: List Button [Do check the option: Display Checkboxes (for Multi-Record Selection)]
  7. Behaviour: Execute JavaScript
  8. Content Source: OnClick JavaScript
  9. JS: 
      var selectedRecords = {!GETRECORDIDS( $ObjectType.Lead )};
        alert('Please Select at Least One Row !');
        userConsent = confirm(
            selectedRecords.length + 
            ' Record(s) will be Deleted. Continue ? '
        if(userConsent == true)
          delResult = sforce.connection.deleteIds(selectedRecords);
          if (delResult[0].getBoolean("success"))
            alert('The Record(s) were Deleted Successfully.'); 
              'The Record(s) Could Not be Deleted. Error Message: ' + 
      alert('The Action Could not be Completed. Error Message: ' + e);
  10. Remember you'll have to replace: Lead in the above snippet with the API Name of the Custom Object
  11. Hit Save
Now, we've to add it to the List View. Here you go:
  1. Go to Setup | Create | Objects
  2. Click on the Name of the Object
  3. Scroll down to Search Layouts section
  4. Click Edit next to List View Layout
  5. Move our new button from the Available Buttons to the Selected Buttons List
  6. Hit Save
  7. You should be good to go!
Let me know how it goes!
Michael MinnekeerMichael Minnekeer 
I am in a sandbox of my existing org that has person accounts enabled, while in lightning experience I can still create a person account and see the record type under object manager for accounts however I cannot find page layouts for Person Accounts. The Winter 17 documentation states "From Setup, enter Person Accounts in the Quick Find box, then select Page Layouts", however nothing comes up for me. 

User-added image
Best Answer chosen by Michael Minnekeer
Geoffrey FlynnGeoffrey Flynn
Same behaviour here.  I think you'll have to switch back to Classic to make the page layout change
Debra ShoupDebra Shoup 
I read on an Idea thread that it is possible to set the Pricebook via process builder, but there is no mention of how to go about this. I’ve given it a go, but it’s not working, so I’m obviously doing something wrong. We use record types and we have several different pricebooks. Can someone give me any advice on how to do this? Alternatively, is there a better way to get the result I want?

Best Answer chosen by Debra Shoup
Karthikeyan Thangavel (TK)Karthikeyan Thangavel (TK)
Below is what I tried in my Dev Org and it updates the price book of the opportunity:

Step1: Specify Object to Start the process
User-added image
Step2: Criteria Node- If the Opportunity Type = New Customer
User-added image
Step3: Setting the Price book ID with the 18 digit ID of the Active Price Book Record
User-added image

This seems to work! 

In Step2, instead of Type, change the filter to the Record Type ID and use the 18 digit record type ID and check if it works! 
Sara MonksfieldSara Monksfield 
I have activated the feature to allow users to relate contacts to multiple accounts. My user can see the account record for a particular account, and can see all contact records for the account if they search for them by name.  However, they cannot see all the contacts on the Related Contacts list against the account, and on the contact page of some, there is no account under Related Accounts.

So they can see both records, but for some contacts they can't see the relationship between them on the Related Contacts/Related Accounts lists. 

Our OWD is set to private, but this user's profile overrides Account and Contact sharing, they have view all and modify all ticked.

What can I do to correct this?
Best Answer chosen by Sara Monksfield
Sara MonksfieldSara Monksfield
I've found it, the owner of the contact was missing from the sharing rules.
Eugene WonEugene Won 
Can you share a list view with just one user?  If so, how?

I know you can share with groups, but I need to share a list view with one specific user.
Best Answer chosen by Moderator ( 
James GarfieldJames Garfield
Hey ewon,

You'd need to create your own grouping that would just contain the user and yourself (or roles and other hierarchies). One thing that I do (instead of creating a new group) is just log in as the user via the 'Grant Login Access'. 

Setup > Manage Users > Find the User and Click Login....this all assuming that they've given you access to login as them.

Might save you the hassle of creating a bunch of groups!

Best of luck!
Kate KadijevicKate Kadijevic 
I have have two values in a pick list that I need to merge.  For exmple I have "St. Martin" and another one is "St Martin" (no period).  I do not need both but am afraid to simply delete one as they are both currently being used.  Is there a way to merge them?
Best Answer chosen by Kate Kadijevic
Steven FoilesSteven Foiles
When you delete the picklist value from the field setup it wil give you the option to replace the value you're deleting.