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Francesco FerraraFrancesco Ferrara 
I created 2 Custom Object A and B.
Between A and B there is a N:N relationship, than I created a Junction Object JO_AB.

In A there is a Currency Field : "TO_SUMMURIZE"
In B there are 2 Field : "CATEGORY","SUB_CATEGORY"

A_ID1 | 5
A_ID2 | 7
A_ID3 | 10

B_ID1 | CAT_1   | SUBCAT_1_1
B_ID2 | CAT_1   | SUBCAT_1_2
B_ID3 | CAT_2   | SUBCAT_2_1
B_ID4 | CAT_2   | SUBCAT_2_2
B_ID5 | CAT_2   | SUBCAT_2_3

ID_A    |    ID_B    
A_ID1   |    B_ID1
A_ID1   |    B_ID2
A_ID1   |    B_ID3
A_ID2   |    B_ID1
A_ID3   |    B_ID1
A_ID3   |    B_ID3
A_ID3   |    B_ID4

In Wave I created the following Data Set:
Root: JO_AB
Relationship: A
Relationship: B

A_ID1   |    B_ID1   |  CAT_1       |  SUBCAT_1_1  |     5
A_ID1   |    B_ID2   |  CAT_1       |  SUBCAT_1_2  |     5
A_ID1   |    B_ID3   |  CAT_2       |  SUBCAT_2_1  |     5
A_ID2   |    B_ID1   |  CAT_1       |  SUBCAT_1_1  |     7
A_ID3   |    B_ID1   |  CAT_1       |  SUBCAT_1_1  |     10
A_ID3   |    B_ID3   |  CAT_2       |  SUBCAT_2_1  |     10
A_ID3   |    B_ID4   |  CAT_2       |  SUBCAT_2_2  |     10

Then I created a chart with:
Count Of A | Group By B.CATEGORY | Sum Of A.TO_SUMMURIZE

The result is the following:

CAT_1              |     3      |         27  
CAT_2              |     2      |         25

but the expected result is

CAT_1              |     3      |         22  
CAT_2              |     2      |         15

The problem is that the count work correctly because it executes a distinct on A, the sum instead does not execute a distinct on A and sums multiple times the same A record.

Is there a workaround to achieve the expected result, and use a distinct on aggregate operation?

Best Answer chosen by Francesco Ferrara
Giuseppe CarboneGiuseppe Carbone
Your Dataset is incorret. CATEGORY and SUB_CATEGORY need to be MultiValue Field.
When you create the dataset, in the augment Transformation (you have to modify the JSON), use the 'operation': 'LookupMultiValue', as described in the document
Wave Analytics returns results from all matched rows.
Let’s look at an example. You apply the augment transformation on the following datasets, set the relationship to "Price," set the
operation to LookupMultiValue, and match the records based on the Id and ProdId fields.
Because the lookup returns multiple rows for Prod3, the dimension Price.Pricebook field in the resulting dataset becomes
a multi-value field, showing all dimension values. The measure field Price.UnitPrice contains 1500, which is the sum of 800
and 700. Here’s the resulting dataset after the augment.

Becky LueckBecky Lueck 
I have a field on a custom object called "Delivery Schedule" with a picklist of Yes, No, Complete.  When Yes is selected a task is created.  When the task status is changed to Complete, is there a way to change the field on the custom object to Complete?
Best Answer chosen by Becky Lueck
Deepak AnandDeepak Anand
Well, with the new Process Builder, this is possible but not that easy though. Here is an essence of what you need to do - 

1:: Creating the Flow

You create a Flow [Setup | Create | Workflows & Approvals | Flows] that'll have the following - 
  1. A Variable to hold the ID of the related Delivery Schedule record [vDSId].
    • This will be set to the Input / Output Type of "Input and Output"
  2. Then you'll add a Record Update to the Flow - 
    • This will Query to find the appropriate Delivery Schedule record matching with the ID specified in [vDSId]
  3. Make sure you set the Picklist field to the desired value
That's pretty much with the Flow that you need to do.

2:: Creating the Formula Field

At first find out what is the Key Prefix for the Custom Object - Delivery Schedule. You can find this by clicking on the "Delivery Schedule" Tab and you should see a URL similar to this -
So the Key Prefix is "a00".

Now, create a Formula FieldSetup | Customize | Activities | Activity Custom Fields ] on the Task like as below - 
    - Label: Is Related to DS
    - Type: Formula
    - Return Type: Checkbox
    - Formula:
LEFT(WhatId, 3) = "a00"

This Formula Field will help us to know if the Task being created is associated with a Delivery Schedule or not. It will help us in the following Process.

3:: Create a Process[Setup | Create | Workflows & Approvals | Process Builder]
    - On the Task object
    - Set it to run / execute when "created and edited"
    - In the Criteria Node, set it to - 
        > Is Related to DS equals TRUE
        > Status IsChanged TRUE
        > Status equals Completed
    - Add a Flow as the Immediate Action and specify the Flow that we created in Step 1
    - Don't forget to set the Variable [vDSId] to WhatId

That's the essence of it.
Isaac LewisIsaac Lewis 
I see people post code snippets in a different format, but I'm not sure how they do it. Is there a method like the Syntax Highlighter, where you can just use tags, like

<pre>with some sort of class indicator?</pre>
Best Answer chosen by Isaac Lewis
Isaac LewisIsaac Lewis
I just realized I'm talking about a feature on the developer forums! And my hypothesis was correct, you can highlight your code with special formatting by using the <pre></pre> tags around your code
Sofyen ZiadiSofyen Ziadi 
Hi all,
I have a doubt on the "N Months Ago" formula in a "criteria are met" Workflow.
Case: On the users of the Account "The Company" I would like to update a field in the user record, if the user has not logged in in the last 3 Months.
We are on NOV10th
Last login of the user = AUG5th
=> so last login is greater than 3 Months and conseuqently the Worflow must trigger the action.
See below, In the Workflow, do I have to right last login greater or less than 3 Months Ago ??
Workflow N Months Ago

=> Still on the example above where we are on NOV10th, my doubt is actually on the following:
Does greater than 3 Months Ago mean
- dates in the future vs AUG10th
- dates in the past vs AUG10th

I know I could use the formula TODAY() -90 but I would like to understand the one above so please if somebody reply I would appreciate if he/she sticks to the "criteria are met" format.
Thank you in advance for your cooperation.
Best Answer chosen by Sofyen Ziadi
Chris EdwardsChris Edwards
You would need to use 'less than'. I see where you confusion arises, but earlier dates are alway 'less'. 

Also, depending on exactly what you want to do when, you may find you need to use a time-based workflow which is set to do something 3 months after the Last Login Date, rather than having a rule which detects the Last Login being less than 3 months ago since this would only fire when the record is created or edited.
Matthew RitterMatthew Ritter 

I need a formula field that pulls in a custom date field and a custom text field that represents time. The time field is usually something like this: "11:00am". It seems simple enought, but I can't figure it out. Thanks!
Best Answer chosen by Matthew Ritter
Sunil SarillaSunil Sarilla
Please try the below
TEXT(Welcome_Call_Date__c)& " " & 

Saulo BravimSaulo Bravim 
Does anyone know if it is possible to generate reports using emails that leave directly from the salesforce, for example email going when we send a quote.
Best Answer chosen by Saulo Bravim
Pritam ShekhawatPritam Shekhawat

How to track outbound emails sent by each user in Salesforce?
Knowledge Article Number000002666
DescriptionI would like to know that: Can I track No. of outbound emails sent by each user in Salesforce?
ResolutionHow to track outbound emails sent by each user in Salesforce?

1) Navigate to the task "Type" picklist field: Click Your Name | Setup | Customize | Activities | Task Fields | Type
2) Click "New" and create a new picklist value called "Outbound Email".
3) As soon as the "Outbound Email" value is created, edit it and make the "Send Email: Make this value the default for sending an email" checkbox ticked.
Note: Make sure that it is not the "Default" value, just the "Send Email Default".
4) The next step is to navigate to Reports Tab | Click "Create New Custom Report" | Select Category: Activities | Select Report Type: Tasks and Events | Create
5) The last step is to select filters:

- Show: All Activities
- Show: Completed Activities
- Show: Tasks
- No "From" or "To" dates
- Add the following field filter: Activity Type | equals | Outbound Email | OK
6) Run the report and Save it to a report folder.

Barry PetersBarry Peters 
I had a Salesforce login at a former employer and I used that login for my own personal account and profile in the Salesforce Success Community (and the Power of Us Salesforce Hub for nonprofits).  That employer's domain name was in my login.

Now, I no longer work with that employer and I have a new Salesforce login with my new Salesforce org.  How do I merge my old Success Community login and profile and memberships in various topic groups into my current Salesforce login. 
Best Answer chosen by Barry Peters
Bill GreenhawBill Greenhaw
Here is it. Just keep reading down the comments
Matthew PiazzaMatthew Piazza 
I've been spending a lot more time configuring in Lightning, as well as testing the creating/updating of records in Lightning (all in our company's Full Sandbox) -- and I've noticed that page loads in both admin/config screens, as well as when saving on record detail screens is much, much more sluggish than in Salesforce Classic.  It's actually almost unbearable in contrast to how speedy things are in Classic.

Not necessarily a "fix" to this, per se...but has anyone else encountered this, as well?

From a UX perspective, I'm a little nervous about a full conversion to Lighting for a few reasons, not the least of which is ensuring a quick and responsive system when Users interact with records.

Thanks in advance for your feedback!

Best Answer chosen by Matthew Piazza
Mayank SrivastavaMayank Srivastava
Matthew, I share the sentiments related to Lightning and your observations. The best that we could do at this stage is wait for it to be faster.

The page load times are really slow, there's lots of white space which goes unused and there are too many clicks needed to perform the desired function and these are just a fraction of my grievances with Lightning. I hope it all gets resolved soon. For now, let's vote on this idea:
Tom CreedTom Creed 
Does anyone know if it's possible to update the name field on a custom obejct? I'm trying with the dataloader and not seeing 'name' as a field to update. It's an auto number field. Thanks.

User-added image
Best Answer chosen by Tom Creed
Susan ThayerSusan Thayer
You can change the "Data Type" from Auto-Number to Name and then update it that way. If it is auto-number then there is no way to update it.

If you want to change it back to Auto-Number when you are finished with your changes you can; just be sure to set a new 'starting' number so you don't run into any duplicates.
Karley FetterKarley Fetter 


I am looking to add a field in the Opportunities search layout on the search page. Attached is a word doc of images associated. 

ThTop image is the page associated, bottom image is the Opp details - I would like to add a field beside circled fieldanks! 

Best Answer chosen by Karley Fetter
Martin KeatingMartin Keating
Hi Karley,

We can't see any word doc attachment (just the image), but you can follow this click path to find where you can customize this.

Setup | Customize | Opportunities | Search Layouts