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Corey BakerCorey Baker 
Hello Kind Folks,

I'm bashing my head against a Partner Community limitation on Lead conversion with existing Accounts.

Specifically, to convert a Lead to an existing Account, one must own or have write access to the Account. But of course, we can't let any one partner own an Account, and we sure as hell can't open up write access to all of our Accounts to the wild wooly world.

The net is that Partners either have to let an insider convert for them, or the Partner creates a dupe Account during Lead conversion. (We have lots of Leads converting into existing Accounts)

I'm secretly hoping that I am misunderstanding the limitations on conversions. How do you all prevent these Account dupes from Partner Community Lead conversions?
Best Answer chosen by Corey Baker
sakshi nagpalsakshi nagpal
Hi Corey,

 Unfortunately, you are right, there is an idea for this-:
https://success.salesforce.com/ideaView?id=08730000000Bpw7

 I have a suggestion if you use custom lead conversion then you will be able to overcome this issue , create a custom lead conversion button. On click of button  call apex class for lead conversion.If you use this cusom functionalityfor lead conversion, user will not require create permission on Account.

Let me know if it was helpful!
Evan PonterEvan Ponter 
I've figured out a workaround for those interested in grouping report results by a date field and want to count the number of "groups" between the highest date value and the lowest date value, inclusive. This also includes any groupings in between those date values that aren't showing any records (desirable in some situations, not all. Just something to be aware of). While this isn't truly counting "the number of groups that you see in your report", it does work for a lot of situations where you have sequential groups of dates with data - e.g. records with January, February, and March dates on them and your report time frame is set to only show January, February, and March.

I will point out that Salesforce might be developing something to address this natively (https://www.salesforce.com/blog/2019/02/ideaexchange-formulas-dates.html). They mention that:
[The] team paired the two ideas together when scoping the feature, which helps report users organize and summarize data to answer questions such as:
  • When was the last time we contacted a customer?
  • How long, from the project start date, did it take to close an opportunity?
  • What’s the average number of records created within a given timespan?
The article goes on to say:
The initial beta functionality for the Summer ‘19 release will allow comparisons via date/time functions, and is currently in development for the Lightning Experience. Additional functions will be supported upon the general availability of the feature, planned for the Winter ‘20 release.

Which sounds like we should cross our fingers for a Winter '20 release. Until then, try this out:

You will need to create a formula field to correspond with the time frame for your group (see #1 below). This formula field assigns a number sequence to the record based on the date field. The starting number and actual values are arbitrary - this just needs to be a sequential series of numbers that are consistent for all records on the object so that you can calculate a difference between two records.

1. Create a formula field on the object in question.
Formula Field

Use the "number" data type with no decimal places.
Number Formula Options

Anything surrounded by brackets [ ] (including the brackets) needs to be replaced with your value.

- - - 1a. For fiscal year groupings, name the field "Fiscal Year of [date field name]" and use this formula. I'm using a fiscal-year-ending model here. You may want to use fiscal-year-beginning if your organization does so that there's no confusion (see below the code snippit), but it really doesn't matter since we are interested in the difference between two records. Also, I recommend storing your fiscal year start month and start day in custom settings so you don't hardcode those values here:
YEAR([date_field_API_name])
+
IF(
    MONTH([date_field_API_name]) > [Fiscal Year Start Month]
    ||
    (
        MONTH([date_field_API_name]) = [Fiscal Year Start Month]
        &&
        DAY([date_field_API_name]) >= [Fiscal Year Start Day]
    ),
    1,
/*ELSE*/
    0
)
For Fiscal Year Beginning, swap the plus sign for a minus sign on line 2, then swap the 1 and 0 on lines 10 and 12

- - - 1b. For calendar year groupings, name the field "Year of [date field name]" and use this formula:
YEAR([date_field_API_name])

- - - 1c. For calendar quarter groupings, name the field "Sequenced Quarter of [date field name]" and use this formula (works for fiscal quarters too as long as your fiscal months start on Jan 1, Apr 1, Jul 1, and Oct 1 - e.g. your fiscal year starts on Apr 1 and you have 3-month quarters resulting in fiscal months starting on Apr 1, Jul 1, Oct 1, and Jan 1):
IF(!ISBLANK([date_field_API_name]),
    CEILING(MONTH([date_field_API_name]) / 3)
    +
    4 * YEAR([date_field_API_name]),
/*ELSE*/
    NULL
)

- - - 1d. For calendar month groupings, name the field "Sequenced Month of [date field name]" and use this formula (works for fiscal months too as long as your fiscal months start on the 1st of each calendar month - e.g. Apr 1, May 1, Jun 1, etc):
IF(!ISBLANK([date_field_API_name]),
    MONTH([date_field_API_name])
    +
    12 * YEAR([date_field_API_name]),
/*ELSE*/
    NULL
)

- - - 1e. For calendar week groupings, name the field "Sequenced Week of [date field name]" and use this formula. This is for Sunday - Saturday weeks. To change which day of the week you want to start on, see below code snippit. I chose January 1, 1905 as my magic date because it's the beginning of a year pretty far in the past that falls on a Sunday. Even if your date value is before January 1, 1905, the calculations will still work since we are only concerned with the difference between two records:
IF(!ISBLANK([date_field_API_name]),
    FLOOR(([date_field_API_name] - DATE(1905,1,1)) / 7,
/*ELSE*/
    NULL
)
To start the week on Monday, replace line 2 with:
FLOOR(([date_field_API_name] - DATE(1905,1,2)) / 7,

To start the week on Tuesday, replace line 2 with:
FLOOR(([date_field_API_name] - DATE(1905,1,3)) / 7,

To start the week on Wednesday, replace line 2 with:
FLOOR(([date_field_API_name] - DATE(1905,1,4)) / 7,

To start the week on Thursday, replace line 2 with:
FLOOR(([date_field_API_name] - DATE(1905,1,5)) / 7,

To start the week on Friday, replace line 2 with:
FLOOR(([date_field_API_name] - DATE(1905,1,6)) / 7,

To start the week on Saturday, replace line 2 with:
FLOOR(([date_field_API_name] - DATE(1905,1,7)) / 7,

- - - 1f. For daily groupings, name the field "Sequenced Day of [date field name]" and use this formula:
[date_field_API_name] - DATE(1905,1,1)


2. In your report, create a custom summary formula.
To calculate the date groupings between the highest date and lowest date, specify the MAX of your formula field from #1 above, then subtract the MIN of your formula field from #1 above, then add 1 (since we want to count both the first and last group, not just what's in between).
[YourObjectHere].[YourNewSequenceFieldHere]:MAX
-
[YourObjectHere].[YourNewSequenceFieldHere]:MIN
+
1
Here's my example - I want to know how many "week" groups are in my report (Just for demo purposes to prove this method is calculating the right number):
Custom Summary Formula Counting Weeks
(this can be displayed at all levels or only at the grand total level)

Here's what it calculates when you run the report:
Report Showing Number of Weeks

Then here's a formula to calculate Average Number of Records per Week:
RowCount
/
(
    [YourObjectHere].[YourNewSequenceFieldHere]:MAX
    -
    [YourObjectHere].[YourNewSequenceFieldHere]:MIN
    +
    1
)
Display this at the grand total grouping only. You should see an accurate average calculation that takes into account how many date groupings you have in your report. Here's what mine looks like:
Average Records per Week

Hope this helps anyone out there trying to calculate something similar in their reports. Comment below with suggestions for improvement, or to celebrate when Salesforce builds this in natively.

Shout out to SteveMo for suggesting I post this. Also his tweet (https://twitter.com/SteveMoForce/status/1130904510833090560) was my motivation to buckling down on this endeavor
Best Answer chosen by Evan Ponter
Evan PonterEvan Ponter
Couple of improvements since I wrote this. Here are revised formulas for step 1. PLUS a few bonuses...


1a "Fiscal Year of [date field name]"
For consistency, this should only resolve to a value if there is a date in your date field.

I'm using a fiscal-year-ending model here. You may want to use fiscal-year-beginning if your organization does so that there's no confusion (see below the code snippit), but it really doesn't matter since we are interested in the difference between two records. Also, I recommend storing your fiscal year start month and start day in custom settings so you don't hardcode those values here:
IF(!ISBLANK([date_field_API_name]),
    YEAR([date_field_API_name])
    +
    IF(
        MONTH([date_field_API_name]) > [Fiscal Year Start Month]
        ||
        (
            MONTH([date_field_API_name]) = [Fiscal Year Start Month] 
            &&
            DAY([date_field_API_name]) >= [Fiscal Year Start Day]
        ),
        1,
    /*ELSE*/
        0
    ),
/*ELSE*/
    NULL
)
For Fiscal Year Beginning use:
IF(!ISBLANK([date_field_API_name]),
    YEAR([date_field_API_name])
    -
    IF(
        MONTH([date_field_API_name]) > [Fiscal Year Start Month]
        ||
        (
            MONTH([date_field_API_name]) = [Fiscal Year Start Month] 
            &&
            DAY([date_field_API_name]) >= [Fiscal Year Start Day]
        ),
        0,
    /*ELSE*/
        1
    ),
/*ELSE*/
    NULL
)


1b "Year of [date field name]"
For consistency, this should only resolve to a value if there is a date in your date field.
IF(!ISBLANK([date_field_API_name]),
    YEAR([date_field_API_name]),
/*ELSE*/
    NULL
)


1c. "Sequenced Quarter of [date field name]"
No changes needed. Same description from above:

For calendar quarter groupings, name the field "Sequenced Quarter of [date field name]" and use this formula (works for fiscal quarters too as long as your fiscal months start on Jan 1, Apr 1, Jul 1, and Oct 1 - e.g. your fiscal year starts on Apr 1 and you have 3-month quarters resulting in fiscal months starting on Apr 1, Jul 1, Oct 1, and Jan 1):
IF(!ISBLANK([date_field_API_name]),
    CEILING(MONTH([date_field_API_name]) / 3)
    +
    4 * YEAR([date_field_API_name]),
/*ELSE*/
    NULL
)


1d. "Sequenced Month of [date field name]"
No changes needed. Same description from above:

For calendar month groupings, name the field "Sequenced Month of [date field name]" and use this formula (works for fiscal months too as long as your fiscal months start on the 1st of each calendar month - e.g. Apr 1, May 1, Jun 1, etc):
IF(!ISBLANK([date_field_API_name]),
    MONTH([date_field_API_name])
    +
    12 * YEAR([date_field_API_name]),
/*ELSE*/
    NULL
)


1e "Sequenced Week of [date field name]"
This should really be using the MFLOOR function to handle dates before January 1, 1905. Plus my original post was missing a parenthesis on line 2 (oops!!). Use this instead for a Sunday - Saturday week:
IF(!ISBLANK([date_field_API_name]),
    MFLOOR(([date_field_API_name] - DATE(1905,1,1)) / 7),
/*ELSE*/
    NULL
)
Here's line 2 for a Monday - Sunday week:
MFLOOR(([date_field_API_name] - DATE(1905,1,2)) / 7),
Here's line 2 for a Tuesday - Monday week:
MFLOOR(([date_field_API_name] - DATE(1905,1,3)) / 7),
Here's line 2 for a Wednesday - Tuesday week:
MFLOOR(([date_field_API_name] - DATE(1905,1,4)) / 7),
Here's line 2 for a Thursday - Wednesday week:
MFLOOR(([date_field_API_name] - DATE(1905,1,5)) / 7),
Here's line 2 for a Friday - Thursday week:
MFLOOR(([date_field_API_name] - DATE(1905,1,6)) / 7),
Here's line 2 for a Saturday - Friday week:
MFLOOR(([date_field_API_name] - DATE(1905,1,7)) / 7),


1f "Sequenced Day of [date field name]"
For consistency, this should only resolve to a value if there is a date in your date field.
IF(!ISBLANK([date_field_API_name]),
    [date_field_API_name] - DATE(1905,1,1),
/*ELSE*/
    NULL
)


AND NOW INTRODUCING...
1g "Sequenced Business Day of [date field name]"

That's right, claiming the 1g spot is the "Sequenced Business Day of [date field name]" field. This will allow you to count the number of Business Days (Monday - Friday) in your report. You are still creating a number field with no decimal places, and you'd use this formula:
IF(!ISBLANK([date field name]) && WEEKDAY([date field name]) > 1 && WEEKDAY([date field name]) < 7,
    (MFLOOR(([date field name] - DATE(1905,1,1)) / 7) * 5)
    +
    WEEKDAY([date field name]),
/*ELSE*/
    NULL
)
Saturdays and Sundays will evaluate to a null value - which means they will be ignored completely even if they appear in your report. The weekdays will each be numbered in sequence. I checked this one for syntax, dates before 1/1/1905, etc so it should be an easy copy-and-paste for you. Then follow step 2 from the original post to create the custom summary formula in your report.


BONUS TIP 1:
You don't need to group your report results by the timeframe you are averaging. Confused? Here's my example. I am calculating the average number of records per week and I want to know that "weekly average" for a time frame spanning the whole fiscal year. I don't need to group my report results by week, only by fiscal year. The custom summary formula will take care of calculating the correct averge for each fiscal year, and the overall time frame in the total column
Average Per Week for Fiscal Years


BONUS TIP 2:
When using multiple groupings, you can use the custom summary formula as-is to find the difference between the maximum and minimum dates in each grouping, or use the PARENTGROUPVAL function to get the maximum and minimum dates from a higher grouping. This allows you to factor in the entire timeframe regardless of the data present in each grouping.

This example is for a report with row and column groupings (formerly known as a Matrix Report). This will need to be displayed at a grouping level (in my case Hostel/Community for the row and Start Date for the column).
RowCount
/
(
    PARENTGROUPVAL([YourObjectHere].[YourNewSequenceFieldHere]:MAX, ROW_GRAND_SUMMARY, [YourColumnGroupingFieldHere])
    -
    PARENTGROUPVAL([YourObjectHere].[YourNewSequenceFieldHere]:MIN, ROW_GRAND_SUMMARY, [YourColumnGroupingFieldHere])
    +
    1
)

There have been 9 weeks in FY 2020. Austin had a record each week, their average per week is 1. Nice.
Eastham had a record in each of the first 3 weeks, but none after that. The calculation for Eastham uses 3 as the numerator (the number of records for that group) and 9 as the demoninator (which is taken from the row grand summary for that column) and results in 0.33. For the completed years, each hostel is getting an average calculated based on a 52-week year regardless of having records in the first and last (or any) week of that year.
Average per Week for Entire Time Frame
Sridhar VynojuSridhar Vynoju 
"filters": [ [ "OneDate", "{{row(OneDate_1.selection, [0], [\"min\", \"max\"]).asDateRange(\"date('OneDate_Year', 'OneDate_Month', 'OneDate_Day')\")}}", "><" ] ]
 
{
    "label": "test2",
    "mobileDisabled": false,
    "state": {
        "steps": {
            "OneDate_1": {
                "type": "aggregateflex",
                "datasets": [
                    {
                        "name": "OneMeasureCaseData",
                        "url": "/services/data/v46.0/wave/datasets/0Fb1P000000bw6hSAA",
                        "id": "0Fb1P000000bw6hSAA"
                    }
                ],
                "query": {
                    "groups": [
                        "OneDate"
                    ],
                    "measures": [
                        [
                            "count",
                            "*"
                        ]
                    ]
                },
                "broadcastFacet": true,
                "receiveFacet": true,
                "isGlobal": false,
                "useGlobal": true,
                "selectMode": "single",
                "visualizationParameters": {
                    "options": {}
                }
            },
            "OneDate_Year_1": {
                "type": "aggregateflex",
                "query": {
                    "measures": [
                        [
                            "count",
                            "*"
                        ]
                    ],
                    "groups": [
                        "OneDate_Year"
                    ],
                    "filters": [
                        [
                            "OneDate",
                            "{{row(OneDate_1.selection, [0], [\"min\", \"max\"]).asDateRange(\"date('OneDate_Year', 'OneDate_Month', 'OneDate_Day')\")}}",
                            "><"
                        ]
                    ]
                },
                "visualizationParameters": {
                    "options": {},
                    "type": "chart",
                    "parameters": {
                        "visualizationType": "hbar",
                        "autoFitMode": "keepLabels",
                        "theme": "wave",
                        "title": {
                            "label": "",
                            "fontSize": 14,
                            "subtitleLabel": "",
                            "subtitleFontSize": 11,
                            "align": "center"
                        },
                        "showValues": true,
                        "axisMode": "multi",
                        "binValues": false,
                        "bins": {
                            "breakpoints": {
                                "low": 0,
                                "high": 100
                            },
                            "bands": {
                                "low": {
                                    "label": "",
                                    "color": "#B22222"
                                },
                                "medium": {
                                    "label": "",
                                    "color": "#ffa500"
                                },
                                "high": {
                                    "label": "",
                                    "color": "#008000"
                                }
                            }
                        },
                        "dimensionAxis": {
                            "showAxis": true,
                            "showTitle": true,
                            "title": "",
                            "customSize": "auto",
                            "icons": {
                                "useIcons": false,
                                "iconProps": {
                                    "column": "",
                                    "fit": "cover",
                                    "type": "round"
                                }
                            }
                        },
                        "measureAxis1": {
                            "sqrtScale": false,
                            "showAxis": true,
                            "customDomain": {
                                "showDomain": false
                            },
                            "showTitle": true,
                            "title": ""
                        },
                        "measureAxis2": {
                            "sqrtScale": false,
                            "showAxis": true,
                            "customDomain": {
                                "showDomain": false
                            },
                            "showTitle": true,
                            "title": ""
                        },
                        "legend": {
                            "show": true,
                            "showHeader": true,
                            "inside": false,
                            "descOrder": false,
                            "position": "right-top",
                            "customSize": "auto"
                        },
                        "tooltip": {
                            "customizeTooltip": false,
                            "showDimensions": true,
                            "dimensions": "",
                            "showMeasures": true,
                            "measures": "",
                            "showPercentage": true,
                            "showNullValues": true,
                            "showBinLabel": true
                        },
                        "trellis": {
                            "enable": false,
                            "showGridLines": true,
                            "flipLabels": false,
                            "type": "x",
                            "chartsPerLine": 4,
                            "size": [
                                100,
                                100
                            ]
                        },
                        "applyConditionalFormatting": true,
                        "showActionMenu": true,
                        "columnMap": {
                            "trellis": [],
                            "plots": [
                                "count"
                            ],
                            "dimensionAxis": [
                                "OneDate_Year"
                            ]
                        }
                    }
                },
                "datasets": [
                    {
                        "id": "0Fb1P000000bw79SAA",
                        "name": "OneMeasureClosedCaseData",
                        "label": "OneMeasureClosedCaseData",
                        "url": "/services/data/v46.0/wave/datasets/0Fb1P000000bw79SAA"
                    }
                ],
                "useGlobal": true,
                "isGlobal": false,
                "broadcastFacet": true,
                "receiveFacet": true,
                "selectMode": "single"
            }
        },
        "widgets": {
            "dateselector_1": {
                "type": "dateselector",
                "parameters": {
                    "defaultFiscalMode": false,
                    "calendarTypeSwitchingAllowed": true,
                    "absoluteModeEnabled": true,
                    "relativeModeEnabled": true,
                    "presetsEnabled": true,
                    "title": "OneDate",
                    "instant": false,
                    "showActionMenu": true,
                    "displayMode": "filter",
                    "filterStyle": {
                        "titleColor": "#54698D",
                        "valueColor": "#16325C"
                    },
                    "step": "OneDate_1"
                }
            },
            "chart_1": {
                "type": "chart",
                "parameters": {
                    "visualizationType": "hbar",
                    "autoFitMode": "keepLabels",
                    "theme": "wave",
                    "title": {
                        "label": "",
                        "fontSize": 14,
                        "subtitleLabel": "",
                        "subtitleFontSize": 11,
                        "align": "center"
                    },
                    "showValues": true,
                    "axisMode": "multi",
                    "binValues": false,
                    "bins": {
                        "breakpoints": {
                            "low": 0,
                            "high": 100
                        },
                        "bands": {
                            "low": {
                                "label": "",
                                "color": "#B22222"
                            },
                            "medium": {
                                "label": "",
                                "color": "#ffa500"
                            },
                            "high": {
                                "label": "",
                                "color": "#008000"
                            }
                        }
                    },
                    "dimensionAxis": {
                        "showAxis": true,
                        "showTitle": true,
                        "title": "",
                        "customSize": "auto",
                        "icons": {
                            "useIcons": false,
                            "iconProps": {
                                "column": "",
                                "fit": "cover",
                                "type": "round"
                            }
                        }
                    },
                    "measureAxis1": {
                        "sqrtScale": false,
                        "showAxis": true,
                        "customDomain": {
                            "showDomain": false
                        },
                        "showTitle": true,
                        "title": ""
                    },
                    "measureAxis2": {
                        "sqrtScale": false,
                        "showAxis": true,
                        "customDomain": {
                            "showDomain": false
                        },
                        "showTitle": true,
                        "title": ""
                    },
                    "legend": {
                        "show": true,
                        "showHeader": true,
                        "inside": false,
                        "descOrder": false,
                        "position": "right-top",
                        "customSize": "auto"
                    },
                    "tooltip": {
                        "customizeTooltip": false,
                        "showDimensions": true,
                        "dimensions": "",
                        "showMeasures": true,
                        "measures": "",
                        "showPercentage": true,
                        "showNullValues": true,
                        "showBinLabel": true
                    },
                    "trellis": {
                        "enable": false,
                        "showGridLines": true,
                        "flipLabels": false,
                        "type": "x",
                        "chartsPerLine": 4,
                        "size": [
                            100,
                            100
                        ]
                    },
                    "applyConditionalFormatting": true,
                    "showActionMenu": true,
                    "columnMap": {
                        "trellis": [],
                        "plots": [
                            "count"
                        ],
                        "dimensionAxis": [
                            "OneDate_Year"
                        ]
                    },
                    "step": "OneDate_Year_1"
                }
            }
        },
        "filters": [],
        "gridLayouts": [
            {
                "name": "Default",
                "numColumns": 12,
                "rowHeight": "normal",
                "version": 1,
                "pages": [
                    {
                        "label": "Untitled",
                        "name": "ec349400-d7b5-45cf-bb26-d777f45295c4",
                        "widgets": [
                            {
                                "row": 0,
                                "column": 0,
                                "rowspan": 1,
                                "colspan": 3,
                                "name": "dateselector_1",
                                "widgetStyle": {
                                    "backgroundColor": "#FFFFFF",
                                    "borderEdges": [
                                        "all"
                                    ],
                                    "borderColor": "#E6ECF2",
                                    "borderWidth": 1,
                                    "borderRadius": 4
                                }
                            },
                            {
                                "row": 1,
                                "column": 0,
                                "rowspan": 5,
                                "colspan": 7,
                                "name": "chart_1",
                                "widgetStyle": {}
                            }
                        ],
                        "navigationHidden": false
                    }
                ],
                "selectors": [],
                "style": {
                    "backgroundColor": "#F2F6FA",
                    "gutterColor": "#C5D3E0",
                    "cellSpacingX": 8,
                    "cellSpacingY": 8,
                    "fit": "original",
                    "alignmentX": "left",
                    "alignmentY": "top"
                }
            }
        ],
        "dataSourceLinks": [],
        "widgetStyle": {
            "backgroundColor": "#FFFFFF",
            "borderEdges": [],
            "borderColor": "#E6ECF2",
            "borderWidth": 1,
            "borderRadius": 0
        }
    },
    "datasets": [
        {
            "name": "OneMeasureClosedCaseData",
            "url": "/services/data/v46.0/wave/datasets/0Fb1P000000bw79SAA",
            "id": "0Fb1P000000bw79SAA"
        },
        {
            "name": "OneMeasureCaseData",
            "url": "/services/data/v46.0/wave/datasets/0Fb1P000000bw6hSAA",
            "id": "0Fb1P000000bw6hSAA"
        }
    ]
}

 
Best Answer chosen by Sridhar Vynoju
Akshay AhujaAkshay Ahuja
Hello Sridhar,

Can you try the following syntax for the Date filter:
"filters": 
[
    [ "OneDate", 
      "{{row(OneDate_1.selection, [], [\"min\",\"max\"]).asObject()}}", 
      ">=<=" 
    ]
]

Best Regards,
Akshay
Alex HorstAlex Horst 
Our org was just upgraded to Summer 19 and we have discovered a new feature that we're not sure we buy into yet. When clicking on an email address on a contact record or within an account, Salesforce is opening send email in the utility bar not outlook direct. I have rifled through the release notes but can't seem to find a solution to default the email back to Outlook. Any ideas?
Best Answer chosen by Alex Horst
Alex HorstAlex Horst
Turns out this was a Summer '19 enhancement that was brought to my attention from support. It is also not something that can be updated administratively so you have to direct all of your users to update if you don't want them using the send email through Salesforce.

To change/update, you may refer to the steps below:

- Login to Salesforce
- Click on your profile icon (located on the upper-right side) then click on Settings
- On the left pane, kindly follow this path: Email > My Email Settings
- At the bottom part of the page, you'll see this settings "When you click an email address to compose an email, which email editor do you want to use?"
- Select "Default Email Application"
- Click Save
 
Aleksandra RadovanovicAleksandra Radovanovic 
I created Classic email template and attached a file to it, but when I use template in Outlook outgoing email (through Lightning for Outlook plugin), they file ends up not being attached. I go to Lightning for Outlook side window, select Email template and click on the template I built. Email template is added without any issues, including letterhead photo, but the attachments are not added. I test it and sending email template with attachmennt is working from within Salesforce, but for some reason not when used through LFO. Is it possible to use email template with attachments in Lightning for Outlook for outgoing emails? Am I missing something here?
Best Answer chosen by Aleksandra Radovanovic
Aleksandra RadovanovicAleksandra Radovanovic

Since nobody here asnwered my question, I am posting the anwer I got from Salesforce. The template attachment cannot be uploaded into Outlook at the moment. One solution is to use a link to point to a file, instead of an actual file, as an alternative. You can create a public link in Lightning which acts like a delivery but doesn't have all of the options. Using enhanced emails will create public links for larger files. You can also use Content Delivery instead of attachments (the option I decided to use). 

Jim HouseJim House 
I am using Form Assembly to create cases. We are currently writing in the Record Type ID for the case we are creating using a formula. The Record Type ID is 18 characters long. I am now trying to add a second Record Type ID to the formula, but the only Record Type ID I can find in Salesforce is 15 characters long and fails in Form Assembly when I try to use it. How can I find the 18 character Record Type ID for this Record Type?
Best Answer chosen by Jim House
Deepak AnandDeepak Anand
Well then I guess the Profile of that User account that is being used for the integration(Form Assembly) doesn't have access to the Record Type - 
 
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Roma SadhuRoma Sadhu 
Hello
I am trying to complete my assignment of Set up My Domain for your Developer Edition, but it is giving me below mentioned error message repeatedly.

Could not find the setup of your My Domain in your org. Ensure that you have properly set the Background Color. Make sure that you've received an email from Salesforce notifying you that your domain is ready for testing before running this challenge.

Can someone please help me.
Best Answer chosen by Roma Sadhu
Om PrakashOm Prakash
Sure,
You have already credintials of the org where you have did custom domain configuration.

Before clicking "Check Challanges To earn 500 points", click on "Login To Developer Edition"

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Once you will login then before checking challanges need to ensure that your recently linked User name is selected:

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Anony PPAnony PP 
Hi all,

I am setting up cases and getting stuck at the auto response, So after a case has been created and assigned to a case owner i want to send email to the sender notifying that ur case has been assigned and when sender replies something the case owner should get notified too.
Best Answer chosen by Anony PP
Harold CarlsonHarold Carlson
You have several things going on here.

1) Auto-Response
a) Create an auto response template.
b) Create a Case Auto Response Rule (Cases > Case Auto-Response Rules)
c) In the rule, use attach the template from a.

2) Case Assignment Notification - In Case > Support Settings, check the box "Notify Default Case Owner"

3) Send Replies - In the auto-response template include the Thread ID string (at least in the body, we include it in the subject line as well).  That way when the sender replies to the email, it will append the email to the case.

4) Notify case owners of new emails - go to the Case > Email-To-Case, and check the "Notify Case Owners on New Emails" at the top.
Steve MolisSteve Molis 
Best practice tip:
Whenever you’re creating a Formula Field, Workflow Rule, Process Builder (or posting a Question about your Formula in the Answers Community), create a List View that includes all of the Fields that your Formula is evaluating side-by-side along with your Formula Field result (if it’s a Cross-Object Formula create a Report).  

Just because you clicked that Check Syntax button and you got that little green message saying “Congratulations!!!  No syntax errors in merge fields or functions. (Compiled size: 4998 characters)” doesn’t mean you’re home free. It just means you have the right combination of AND’s, OR’s, &&’s, ||’s, etc. you could still have a flaw or loophole in your Formula Logic.  

If you think getting a Syntax Error sucks, just wait’ll you have to explain to your boss why their Pipeline and Forecast Reports and Dashboards are wrong because you didn’t check the results of that shiny new Formula Field you built.
 
[Insert Winston Wolfe’s parable about premature self-congratulation]
https://www.youtube.com/watch?v=mxuHYVmWlmU

Formula with QC List View
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Cross-Object Formula with QC Report
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Best Answer chosen by Steve Molis
Adam MarksAdam Marks
Steve, please make sure to mark a best answer! #keepourcommunityclean!


(that felt so ditry to type)
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.