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
ID | CATEGORY| SUB_CATEGORY
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:
ID_A | ID_B | CATEGORY | SUB_CATEGORY | TO_SUMMURIZE
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:
Group By B.CATEGORY| Count Of A | Sum Of A.TO_SUMMURIZE
CAT_1 | 3 | 27
CAT_2 | 2 | 25
but the expected result is
Group By B.CATEGORY| Count Of A | Sum Of A.TO_SUMMURIZE
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?
When you create the dataset, in the augment Transformation (you have to modify the JSON), use the 'operation': 'LookupMultiValue', as described in the document https://resources.docs.salesforce.com/200/latest/en-us/sfdc/pdf/bi_admin_guide_data_integration_guide.pdf
LookupMultiValue 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.
1:: Creating the Flow
You create a Flow [Setup | Create | Workflows & Approvals | Flows] that'll have the following -
- 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"
- 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]
- Make sure you set the Picklist field to the desired value
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 -
https://xxx.salesforce.com/a00/oSo the Key Prefix is "a00".
Now, create a Formula Field [ Setup | Customize | Activities | Activity Custom Fields ] on the Task like as below -
- Type: Formula
- Return Type: Checkbox
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]
- Set it to run / execute when "created and edited"
- In the Criteria Node, set it to -
> Status IsChanged TRUE
> Status equals Completed
- Don't forget to set the Variable [vDSId] to WhatId
That's the essence of it.
<pre>with some sort of class indicator?</pre>
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 ??
=> 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.
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.
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!
DATETIMEVALUE( TEXT(Welcome_Call_Date__c)& " " & LEFT(Welcome_Call_Date_Time_Time_Zone__c,FIND(":",Welcome_Call_Date_Time_Time_Zone__c)-1)&":00:00")+ IF(CONTAINS(Welcome_Call_Date_Time_Time_Zone__c,"am"),0.25,0.75)
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.
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.
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!
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:
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.
I am looking to add a field in the Opportunities search layout on the search page. Attached is a word doc of images associated.