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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. :)
Khalil MedinaKhalil Medina 
I want to say THANK YOU all. Today I certified as a Sales Force ADM and it won't be possible without you guys.  I want to say specially thanks to Steve Molis and Jeff May, you guys are a huge example for me. I cannot be more happy

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Best Answer chosen by Khalil Medina
Khalil MedinaKhalil Medina
Syam Kishore: the key for me was learning everyday something new, because since I work as a salesforce adm I have some experience. I didn't try to memorize answers and questions, I don't find this valuable. I went to real situations. 

That serie of videos named: WHO SEES WHAT is excelent:
https://www.youtube.com/watch?v=X3Hg6OXhPO8&list=PL6747B4DAE356E17C

And the next on line courses:
Online course: Administration Essentials for New Admins and Administration Essentials for the 
Service Cloud
Other helpful resources:
 Online course: Analyze Your Data with Reports
 Online course: Configure Salesforce with Custom Fields
 Online course: Customizing Profiles to Align with Your Business Needs
 Online course: Getting a Head Start with Chatter
 Online course: Getting Started with Managing Data
 Online course: Managing Users and Troubleshooting Login Issues
 Online course: Summarize Your Data with Dashboards

That's all.

Thanks!



 
Chad MoutesChad Moutes 
I just wanted to announce that I finally stopped being lazy and went out and took the Dev 401 certification test, and would like to tell you all the I am officially a Certified Force.com Developer. Thank you all for your help and support, and teaching me so much over the past year!

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Best Answer chosen by Chad Moutes
Chad MoutesChad Moutes
For me personally. I scheduled the test for today about a week ago. I studied everynight after work from 6 to 11, I worked through the entire Force.com fundementals book that you can get form salesforce 

http://www.salesforce.com/us/developer/docs/fundamentals/salesforce_creating_on_demand_apps.pdf

Then I just studied all of the different sections of the study guide.
Akshay KalariaAkshay Kalaria 
Hello

I am looking to only allow specific users or profile to change "Stage" value to "Closed Won" if that is possible. Only three people in my company are able to close deals in are sales process this would help to make sure they are only ones closing deals
Best Answer chosen by Akshay Kalaria
Deepak AnandDeepak Anand
In that case you can write a Validation Rule like this - 
AND(
    ISCHANGED(StageName),
    TEXT(StageName) = "Closed Won",
    $User.Id <> "ID OF THE FIRST USER",
    $User.Id <> "ID OF THE SECOND USER",
    $User.Id <> "ID OF THE THIRD USER"
)

Here the IDs should be that of the Allowed Users.

Also, if you can use Profiles instead of the UserId then I would highly recommend using Custom Permissions to do this. This blog post deals twith the exact same use case - http://thewizardnews.com/2015/01/08/custom-permissions-the-joy-of-flexibility-in-validation-rules-and-workflow/
Jodi MartinJodi Martin 
I have been reading documentation, reading through questions and STILL can't figure out how to do this.  Here is what I need...

I have created a custom field on the Account object and I need to have it pushed out to the Opportunity object. Basically, I want to be able to enter the data at the Account level and have it automatically populated on the Opportunity.  The field I created is a Look-up relationship based on information from the Contract object. 

How do I get this field to appear on the Opportunity page? I have been wracking my brain on how to do this and it's something I need to get done ASAP as an absolute priority project depends on this.  Any help or direction is GREATLY appreciated!!

Jodi
Best Answer chosen by Moderator (salesforce.com) 
Aiden MartinAiden Martin
Hi Jodi,
Let's start from the beginning.

If you are generating your document with S-docs from the Contract or Opportunity and you can't see Account level merge fields, you can create formula fields on the Contract/Opportunity object which will display Account data.  You should be able to use these formula fields in your S-doc merges.  These formulas are possible because the Account object is the parent of the child Opportunity/Contract objects.

There isn't a direct link between Contracts and Opportunities.  So if you want to use Contract info on a merge document originating from an Opportunity record (or vice versa), you'll need to link those two objects with a Look-up relationship field first.  Once that relationship/link has been created, you'll be able to create formula fields or maybe even S-docs will allow you to use direct merge fields.  

Aiden
Chad MoutesChad Moutes 
I am trying to integrate Google Analytics with my Salesforce, but i havent been able to find anything on this integration, other than different companies that have created connectors that they want you to pay for.

Has anyone accomplished this task that might be able to lend a helping hand and point me in the right direction as to what is hould do from here.

Any help or advice would be greatly appreciated.
Best Answer chosen by Chad Moutes
David HindmanDavid Hindman
Hi Chad - Have you seen this pretty in-depth post (https://www.e-nor.com/blog/google-analytics/the-ultimate-guide-to-universal-analytics-integration-with-salesforce) on linking Universal Analytics via custom fields in Salesforce and hidden form data? Certainly not as easy as installing an app, but it would be a very comprehensive solution.

What exactly are you trying to gain from the integration? Maybe there is a simpler way.
G sindhuraG sindhura 

Hi,

          I am having problems logging into the Excel Connector the 1st time for Salesforce Professional Edition after installing.

 

           After adding the Excel Connector to my list of add-ons within Excel 2007 and attempting to run the add-on, I receive a Microsoft Visual Basic error message which reads "Can't find project or library."

  

           I am then prompted for a sf_connector Password.  When I enter my Salesforce password (with my security token added to it), I have received a Project Locked error message which reads "Invalid Password".

 

          Can anyone point me in the right direction and let me know how I can get the Excel Connector to work on my machine?

 

Thanks in advance

Best Answer chosen by Moderator (salesforce.com) 
Santosh MurthySantosh Murthy
Hi Sindhura,

I would like to know which version of excel connector are you using?

Please click on the link and follow the steps, the problem you are reciving is beacuse you have not installed the MSI.zip file try this and let me know.
http://code.google.com/p/excel-connector/ 

Install the below link first:
http://code.google.com/p/excel-connector/downloads/detail?name=SForce_Office_Toolkit_MSI.zip

Since you have added the plugin you need not add the connector and now try using the connector or else remove the old plugin from the addin section and add this
This plugin is for ee edtion:
http://code.google.com/p/excel-connector/downloads/detail?name=sforce_connector_ee_1603.zip 
This plugin is for PE edition:
http://code.google.com/p/excel-connector/downloads/detail?name=sforce_connect_pe_winter11.zip 
Based on your sfdc edition please choose the plugin.


If the above steps did not work then install one more file from your salesforce :
Login to salesforce ---> go to setup-->Desktop integration---> Connect for Office  
Install this plugin and try i am sure it will work, please update me on the same.

Please close all microsoft products and install(Outllok,excel,word etc)




Please let me know if you need any assistance from me i would be more than happy to help you.

Regards
Santosh
www.kvpcorp.com
If this answer helped you please select 'Yes' 
Mehdi CherfaouiMehdi Cherfaoui 
Hi all,

Could anyone tell me what's this new green counter in Salesforce1?

SF1
Best Answer chosen by Mehdi Cherfaoui
Steven FoilesSteven Foiles
This does not tell you how much data you are receiving but rather it does tell you how much of the phone Memory salesforce 1 is using.This was included in the last version 7.
Steve AndruszkaSteve Andruszka 
Hi All,

Is it possible to capitalize the first letter in a field?  The field is First Name.  I don't want to enforce this, but rather upon tabbing off the field, capitalize the first letter.  Similar to the Phone # fields, which automatically format.

Possible?  Thanks!
Best Answer chosen by Steve Andruszka
Deepak AnandDeepak Anand
Hey Steve,

With the assumption that you have Workflow Rules on your edition(with ref. to old questions), here you go:
  • Setup | Create | Workflows & Approvals | Workflow Rules.
  • New Rule.
  • Select the Object.
  • Evaluation Criteria: created and every time it's edited.
  • Rule Criteria: formula evaluates to true.
  • Formula:
AND(
    NOT(ISBLANK(FirstName)),
    OR(
        ISNEW(),
        ISCHANGED(FirstName)
    ),
    LEFT(FirstName, 1) <> UPPER(LEFT(FirstName, 1))
)
  • Save & Next.
  • From under Immediate Workflow Actions, click Add Workflow Action to select Field Update.
  • Select the Field to Update: FirstName.
  • Select User a Formula to Set the new Value.
  • Click Show Formula Editor.
  • Formula:
UPPER(LEFT(FirstName, 1)) &
MID(FirstName, 2, LEN(FirstName))
  • Save
  • Done
  • Activate
Best,
Deepak
Katherine RoweKatherine Rowe 
Whoa, Power Query in excel has a limit of pulling 2000 rows in a Salesforce report? That's crazy, that makes it useless for us and I would think most people?
Best Answer chosen by Katherine Rowe
Deepak AnandDeepak Anand
That is correct. It will return only 2K rows. But that is not Power Query's fault. The Power Query uses the Analytics API(REST) to get the Report data.

As per this API, it is designed by Salesforce to return up to the first 2,000 report rows only. 

Refer: https://help.salesforce.com/apex/HTViewHelpDoc?id=limits_analyticsapi.htm&language=en_US