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Carl MahCarl Mah 
Hi
Not sure why I'm getting an error with this VR below.
I want to restrict a specific StageName to be only used by those with profile Finance Administrators and a specific user. (i.e other users cannot use use this Sales Stage apart from User.Id XXXXXXXX and those with profile Finance Administrators)

AND( 
ISCHANGED (TEXT(StageName, 'S6 - Closed Won - Credit Note')), 
$User.Id <>"XXXXXXXXXX", 
$Profile.Name <>"Finance Administrators" 
)

Any idea on how to resolve this VR please?

Thanks
Best Answer chosen by Carl Mah
Nitish SinghalNitish Singhal
Hi Carl,

I have tried, and the below code works fine for this VR. Please try. 
AND( 
ISCHANGED(StageName),
ISPICKVAL(StageName, 'S6 - Closed Won - Credit Note'), 
$User.Id <> "XXXXXXXXXX", 
$Profile.Name <> "Finance Administrators" 
)
Hope this helps !!

Thanks
Nitish
 
Peter KayePeter Kaye 
This application records weddings scheduled in a group of churches. Before each wedding the wedding needs to be announced in one or more churches on three occasions before the wedding.  The wedding record specifies up to 3 churches and 3 dates.  I have a custom object,  service_event,  which is related to a particular church service  ( service object ) and from the wedding record I need to create a service_event record for each service in every church detailed on the wedding record.  Further more if any changes are made to the dates, or the wedding is cancelled, these service_event records need to be cancelled.

A typical example would be a wedding where a service record is needed in Church1  on  2nd, 9th and 16th July. After the wedding record is saved I want to create 3 service_event records linked to the service records  for Church1  on 2nd, 9th and 16th July.

I am looking to see if there is a way to do this without going to Apex triggered code.   I have looked at Visual Workflow but have never used this tool which seems to allow record creation ( which you can't do in ordinary workflows )  - would this approach work ?  

Any guidance on the way to go here would be much appreciated !  Thanks.
Best Answer chosen by Peter Kaye
Mike ArthurMike Arthur
+1 Sudhir - Process Builder is good for this.

Except if you need to delete a record.  If a wedding is cancelled, you would need to update a 'status' field on service_event to 'cancelled' as PB can't delete records.

You could still delete record without going to Apex by using Flow.  The principles are outlined in part 2 of this series which shows how to create a rollup summary on lookup fields using PB and Flow and then deals with the case where the related record is deleted:

http://www.salesforceweek.ly/2015/02/how-to-create-roll-up-summaries-using-flow.html

http://www.salesforceweek.ly/2015/02/how-to-create-roll-up-summaries-using-flow-part-2.html

Thanks,
Mike.


 
Jo DengJo Deng 
On SFDC's Knowledge Base site, it advertises that

"Rich knowledge articles:  Go beyond simple text: Rich content, including graphics and videos, deliver more value to customers and agents. Knowledge trees help drive to the right answer for even the most complex issues."

http://www.salesforce.com/crm/customer-service-support/knowledge-base-system/


I cannot find any information on how to embed or insert a video into a knowledge base article.  Could anyone point me to the right direction?
Best Answer chosen by Jo Deng
Codi KodamaCodi Kodama
Jo Deng,

Click Setup | Customize | Knowledge | Settings | Check "Allow users to add external multimedia content to HTML in the standard editor" to 'True' - This will provide a new tool in the WYSIWYG editor on Rich Text fields to "Embed Media" into a Knowledge Article. You can paste the iframe code from YouTube, Vimeo and Dailymotion videos.
Laurie ShumateLaurie Shumate 
The field exists now as:
if( Initial_Close_Date__c >= DateValue("2009-09-01"), Date_Received__c + 15, null)

Due to a policy change, I need to change the field if the date is >= 
 DateValue("2013-03-06"), but keep the above for dates prior.

Thank you!
Best Answer chosen by Moderator (salesforce.com) 
Steve MolisSteve Molis
Are you looking for something like this?

IF( Initial_Close_Date__c >=  DateValue("2013-03-06"), Do something,
IF( Initial_Close_Date__c >= DateValue("2009-09-01"), Date_Received__c + 15, 
NULL))
Andrew DahlkemperAndrew Dahlkemper 
A few days ago our SFDC has started getting spammed with new leads. After trying a bunch of things we found that turning off Web-to-Lead solved our issue. The only issue is that we don't even have any forms created, and have never to my knowledge. Once I turned it off I get these emails ever couple minutes (70 and counting for just one day):

From: support@salesforce.com

"Salesforce could not create this lead because of the reason listed below. For more information about this error or help with Web-to-Case-Lead, please contact Customer Support.

Reason: We could not create this lead because Web-to-Lead has been disabled for your organization.

Please have your salesforce.com administrator enable the Web-to-Lead
interface for your organization by going into My Setup at the top right
of any salesforce.com page.

    OID: <my org id>
    UID: 005G0000003qAoK
    Lead Capture Page: Not available.

Record Information:

    00NG0000009aj6X = Newsletter Requested on <my company>
    email = somefakeemail@example.com    "

I've tried going through the HTML in our website cntrl-f'ing for any hints at the web-to-lead code  (  <form action= "https://www.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8" method="POST"> )   but haven't been able to find anything.

Any ideas how this can be happening or how I can turn it off / change the 'code' being used to link whatever form to my org?
Best Answer chosen by Andrew Dahlkemper
Patrick SullivanPatrick Sullivan
It sounds like someone got the unique ids for your org to create the records via API. The easiest way to block them is a validation rule that rejects those leads, then use an email rule to just put those emails in some other box. 
Ron 08Ron 08 
We have an auto response rule on cases and we have a few subject lines that we need to exclude from triggering the rule. 
All these subject lines stringed together do not fit in the value text box provided by salesforce hence we have to use a second line in the criteria with an OR condition.
Eg:
subject > Does not contain > Subject1, Subject2...10
OR
subject > Does not contain > Subject1, Subject11...15

If i remove the OR condition it works fine.

I changed this to a formula, the behaviour have the same 

​Any advice?
 
Best Answer chosen by Ron 08
Puneet MehtaPuneet Mehta
Hi Ron,

Try using AND instead?
Cynthia SaalfeldCynthia Saalfeld 
How to override the default list View in Lightning? Change the default from "Recent Viewed Leads" to "My Leads" for example.

I'm aware how to do it for Salesforce Classic but not for Lightning.
Best Answer chosen by Cynthia Saalfeld
Sudhir Kumar MehtaSudhir Kumar Mehta
Hi Cynthia,
Currently overriding default list view is not possible in lightning experience.
Recently viewed lists are displayed first, followed by other list views in alphabetical
order.
You can check below document "Considerations Before Transitioning to Lightning Experience".
https://resources.docs.salesforce.com/198/latest/en-us/sfdc/pdf/lex_considerations.pdf
 
Steve BishoffSteve Bishoff 
I want to filter a report based on on a specific and long list of our acount numbers. How do I input this list into my report?
Best Answer chosen by Moderator (salesforce.com) 
Rhonda RossRhonda Ross
How long is "long?"  You could set up report criteria that looks like:

Account Number = 1234,1235,1236,1237,1238  etc
Account Number - 2345,2346,2345 etc

With up to 10 lines

And then do (1 or 2 or 3 ... or 10)

Depending on # of accounts, and how many characters are in the number, you may be able to do this way, or it may be too long and not work.

Limit is up to 10 lines of conditions.
And within each condition, max # characters is 1000.
Brian SietsmaBrian Sietsma 

I want to track the history of the standard "Next Steps" field on the opportunity record.  I want to show both the old and new values.

I went to Setup>Customize>Opportunities>Fields
I Clicked "Set history Tracking" button
I enabled Opportunity Field History and I checked the box next to the "Next Steps" field in the "Track old and new values" section.
I then added the "Opportunity Field History" related list to the opportunity layout.

But when i change the "Next Steps" field the changes aren't tracked.  Am I missing something?

Thanks

Best Answer chosen by Brian Sietsma
Brian SietsmaBrian Sietsma
I discovered my own error.  Someone had created a Custom "Next Steps" field in the past and this was the field that was on the layout and was being updated.  I changed this field with the standard one and now it works.
Steve MolisSteve Molis 
User-added image

Opportunity History Reports are f*cking awesome, they allow you to see the complete lifecycle of the Opportunity tracking changes to the "core" Opportunity Metrics: Amount, Stage, Close Date, Probability%, Forecast Category. And unlike Field History Reports they're available right out of the box and immediately have access to historical data from "Day 1" of your SFDC org.  In other words: they work retroactively.  They also have more robust Field Filtering, and access to Cross-Filters (they also don't look like they fell out of the top of the Ugly Tree and hit every branch on the way down).
 
However Opportunity History Reports do have an Achilles’ Heel:  You can’t easily see or filter by the current Stage, Amount, Probability%, Close Date, Forecast Category.  But you can do this (and whole lot more!) just by adding a few simple Formula Fields to the Opportunity Object.  Now some folks are probably saying: 

“I don’t want to add more formula fields, I don’t want my Opportunity to look like a Race Car at the Daytona 500!”. 

Here’s the thing; you don’t need to add the new fields to the Opportunity Page Layout, you just need to give the Users/Profiles “Read” access to the Data in the fields.  So you can keep your precious Opportunity Page layouts as pure as the driven snow in an Ansel Adams landscape.
 
Anyway, it's just an idea that I came up with.  I’m like Leonardo DaVinci, my mind is full of ideas...  although most of them are about as useless as a Wooden Helicopter powered by ropes and pulleys. 
 
And now without further ado here are the fields:
 
Current Stage
Datatype = Formula
Result = Text
Formula = TEXT(StageName)
 
Current Close Date
Datatype = Formula
Result = Date
Formula = CloseDate
 
Current Probability%
Datatype = Formula
Result = Percent 0 decimals
Formula = Probability
 
Current Amount
Datatype = Formula
Result = Currency
Formula = Amount
 
Current Forecast Category
Datatype = Formula
Result = Text
Formula = TEXT(ForecastCategoryName)  

User-added image
Best Answer chosen by Miglena (Salesforce.com) 
Steve MolisSteve Molis
Hi Nate,
If you need a report that shows the current Stage, Close Date, $Amount, Probability% and the historical changes to those fields in 1 Report.    

For eaxmple:  Yuo need a Report of all Opportunities that are currently in the Negotiation/Review Stage with the complete History of Stages, $Amount, Probability, Close Date, etc.  

With a standard Opportunity History Report if you Filter the Report by "To Stage" [equals] Negotiation/Review you'll get any Opportunity that was ever in the Negotiation/Review stage regardless of what Stage they are currently in.