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Jacques GauthierJacques Gauthier 
Hello everyone!

Does anyone know how to build a report with a time frame "This Day Last Year"?  Something like ((Today)-365).  I am trying to run a report for activity that occured the same day last year (and possibly years prior).

Alternatively, I would also welcome "this week last year".

Your help is appreciated.
J.
Best Answer chosen by Jacques Gauthier
Steve DoddSteve Dodd

Try using two date filters:

DateField greater than 365 DAYS AGO
and
DateField less than last 358 DAYS AGO

Ashish kumarAshish kumar 
Hello,

I have created a workflow below and it is only triggering when it meets all of the criteria, what do I need to change in the filter logic to meet this requirement below. 
 
  • Where Interest field is equal to Benchmarks or Certification AND employee count is less than 5000 AND revenue is less than $1B
  • Lead Source Details Equals “2016 Benchmark Report
  • All leads below 200 employees or Below $50 M in revenue
User-added image
 
Best Answer chosen by Ashish kumar
Mayank SrivastavaMayank Srivastava
Should it work when any of those bulleted statements are true? If that's the case, use this:
(1 AND 3 AND 4) OR 2 OR (5 OR 6)
Pat McAbeePat McAbee 
I need to create a report that will show all accounts that have not had any sales in the previous 12 months. Any help would be much appreciated.

Thanks!
Best Answer chosen by Miglena (Salesforce.com) 
James GarfieldJames Garfield
Hey Pat,

If you are looking for a report to show accounts that havent had activity in the last 12 months you can just replicate the below screen shot. Just run the report based on accounts. When you say sales within the previous 12 months are you saying that there is an activity stored for this? 


Best of luck!
User-added image

I dont have any accounts w/ activities later than that date but if I did they would appear!

Izaaz GaffarIzaaz Gaffar 
HI Guys,

We currently utilise email services opposed to standard email-to-case.

Whenever an email comes through as a case, all inline images appear as this:

User-added image
These images are attached to the case (as we setup in the code / controller) however the inline images are not displaying in the feed view of the email? Please advise
Best Answer chosen by Izaaz Gaffar
Jeff MayJeff May
Since you are processing the email in your email service, you will need to review your code to make sure it is handling the email body and its attachments properly.  For assistance with Apex coding, visit the Developer Community at: https://developer.salesforce.com
James SJames S 
Does anyone have any good practices for a SF database when it comes to risk management. For example if you have a very engaged or high profile customer and the risk of loosing them is high or a less engaged customer would mean the risk is low in loosing them. 

Does anyone do this? Just wanted to know what anyone does with this on SF in regards to risk. Best practices, how to set the SF database up to alert when a good customer is being lost etc. 
Best Answer chosen by James S
Nitish SinghalNitish Singhal
Hi James,

You may need to write a workflow rule with certain conditions which denotes your good customer being lost. Along with workflow, you can write an email alert to be sent out once workflow condition is true. 

If there are more complicated conditions, then you can also use Process Builder. 

Best Regards
Chris UttleyChris Uttley 
I have a custom object that has 10 "User" fields on it. These are all lookups to User object. A minimum of one of these must be filled in.

I would like to add a button to the Activity History related list, such that when the button is clicked, it opens the "Send an Email" standard page, but it prepopulates the To, or Additional To, with the email address of all the non-blank 10 User fields.

I assume this is a URL hack, of which I have done a few, but would love some guidance.
- Is it feasible to do this using URL hack?
- if so, would you have some URL hack button code that I could start with?

All help appreciated.
Best Answer chosen by Chris Uttley
Paul FischerPaul Fischer
Hi Chris, yes this is entirely possible as I have created a few for myself. I would recommend reading this thread as it will help you greatly (check out the code on the bottom): 

https://success.salesforce.com/answers#!/feedtype=SINGLE_QUESTION_DETAIL&id=90630000000gtNyAAI

Here is some more information on creating URL buttons:
https://help.salesforce.com/HTViewHelpDoc?id=defining_custom_links.htm&language=en_US

Right clicking on the field in your browser and clicking 'Inspect Element' is usually the quickest way to build these types of buttons. 

Also, note that to add the custom button to the Related List make sure you have created is as "List Button". Then go to the Activities History related list, click the wrench to edit, then scroll to the bottom for buttons.
Randi RabeRandi Rabe 
I am working on the 'Community Rollout Strategy' module, and I named my URL incorrectly. Now I cannot finish, once the URL is named it's set in stone. Is there any way for Salesforce to fix this?
Best Answer chosen by Randi Rabe
Pritam ShekhawatPritam Shekhawat
Don't worry. You can login into trailhead with your developer org and go to module and in lunch you can create a new play ground which is actually dev org and you can use that org to complete your modules there. If you having any question then you can send an email to Trailhead@salesforce.com
Nick ValerioteNick Valeriote 

Hi,

I have a custom object called Project Task Assignment.  In that object, I have a custom field called Status (picklist).  A request has come in to set up a workflow rule that will email a team when a user modifies the Status field and changes the following values to something else:
- Awaiting Assets 
- On Hold
- In QA

I'm creating a formula that will be evaluated to determine when an email alert goes out, and I'm trying to determine if I should be using PRIORVALUE or ISCHANGED, and how the formula might look?

Thanks.
Nick

Best Answer chosen by Nick Valeriote
Steve MolisSteve Molis
You could do something like this
 
AND(
ISCHANGED(Status),
CASE(PRIORVALUE(Status),
'Awaiting Assets', 1, 
'On Hold', 1,
'In QA', 1,
0 ) = 1
)

 
Kshitij TahilianiKshitij Tahiliani 
I've completed the 'Admin Beginner' & 'Learn CRM Essentials' trails for beginner admin certification exam. Next step is to take classroom training ADM 201 & CRT 101 which isn't feasible for me at the moment & 
hence I was looking for alternative preparation resources. 

Below are the two resources which seemed to be quite helpful.

Suggested by the agile cloud consulting blog(for practicing of skills acquired in trailheads):
  • http://www.salesforce.com/us/developer/docs/workbook_security/workbook_security.pdf
  • http://www.salesforce.com/us/developer/docs/workbook_analytics/workbook_analytics.pdf
  • http://www.salesforce.com/us/developer/docs/workbook/forcecom_workbook.pdf

Salesforce Study guide - https://na1.salesforce.com/help/pdfs/en/sf.pdf

It would be great if you guys can provide your views on the relevance of this material. 

Further, it would be really helpful if you could recommend any study resource which would fulfill the purpose of consolidating my preparation for the admin examination. 
 
Best Answer chosen by Kshitij Tahiliani
Walid El HorrWalid El Horr
Hi Kshitij,

You really don't need to sit for the classroom trainings, well surely, unless you can afford them!

I would advise the below:
Let me know if this helps!
Walid
 
Leno CainelliLeno Cainelli 
Is it possible to have a rule where any opportunity that passes its closed date automatically changes to 'closed lost' in the opportunity stage
Best Answer chosen by Leno Cainelli
Viral SodhaViral Sodha
Leno - yes. After you create workflow (or before you save it), you can "Add Workflow Action" under immediate workflow actions (you see it in your workflow screen at the bottom above time-dependent workflow actions), and select field update. On the field update, create field update for Status to be selected to "Closed Lost". Let me know if you need more help.