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]
Formula with QC List View
Cross-Object Formula with QC Report
Quick clarification question. I keep thinking I can/should use Permission Sets to open up access to a specific group of people - eg, allow my Contracting team read/write permission on Opportunities so they can update some document status fields. However, this doesn't work - I need to open up permission to edit opps via Sharing Rules.
So... when would I use a permission set if it doesn't actually enable access to a field or object?
Am I right in thinking the Contracting team do not own the opportunities? If so, this will be why permission sets aren't working for you and why sharing rules are.
I am trying to create a roll-up summary field on the campaigns object that uses field data from related opportunity records. However, I am not seeing the option to select Opportunities when I try to create a roll-up summary field.
According to the SalesForce documentation, "roll-up summary fields calculate values from a set of related records, such as those in a related list."
The campaigns object does contain a related list of opportunities. Here is a screenshot of the list as it appears on the campaign page layout:
The campaigns object also has some built-in standard fields which appear to be roll-up summary fields, such as "Total Value Opportunities" which is the sum of the "Amount" field in every related opportunity record. Here is a screenshot of this standard field as it appears on the campaign page layout:
However, when I try to create a custom roll-up summary field, I do not seem to have the option to create one that uses opportunities. The only option I have is "campaign members":
Is there a reason why I cannot create a custom roll-up summary field using opportunities despite the fact that the opportunities do look up to the campaigns object, and there are already standard roll-up summary fields that use opportunities on the campaigns object? Is there no way to do this?
If you are a developer or want to try to be a developer you can also look into Apex triggers and these can do the totalling for you since you write all the logic into code. If not then Rollup Helper is the way to go.
This is workable if you a) have workflow available in your edition and b) don't have loads of record types.
But you should check out the latest product manager comment on https://success.salesforce.com/ideaView?id=08730000000Bra8AAC - it appears that this is gaining traction and that being able to select an opp record type on conversion could be on its way (at some point - #SafeHarbor).
Hope that helps.
Is there a way to view Forecasting for the entire group?
This field establishes the relationship between a Campaign and an Opportunity, and if it's not visible/editable, the Opportunity will be created but it will not be associated to the Campaign.
To make this field visible/editable go to:
Click on Primary Campaign Source
Click on Set Field-Level Security
Tick the box for the profiles that this field should be visible/editable to.
Please note that without the above you won't be able to create a formula field on Case.
I have a question in an area where I am stuck after creating a new stand-alone Lightning app. I do not want to run the Lightning app on the Salesforce1 platform but want to run it on a desktop platform from within the Salesforce org. What process does one have to go through to set up a stand alone Lightning App to be launched from within the Salesforce org? Is there a way to link Salesforce tabs to the Lightning App that will launch the app when they are clicked like you can with Visualforce pages or to add the Lightning App in the Apps menu? I am not able to find any documentation or how to use desktop Lightning Apps from within Salesforce or if that is possible at this time.
1.) You can create a Web Tab and add the hard-coded URL for the Lighting App using the syntax cdylancarter mentioned as the URL. This will open the Lightning App inside of your Salesforce environment; therefore, you will still have the sidebar, header, standard stylesheets, etc.
2.) The more preferable way I have found is to create a Connected App in the Salesforce environment and specify the Lightning App URL as the "Start URL". You can then add the App to the App Launcher and it will appear in your normal app dropdown menu so that you can launch the app directly from there.
Please help how to populate the values in report.