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Kelley BroxKelley Brox 
Hello wonderful Salesforce community!

I have tried searching for answers but I could not find anything that worked yet. I am trying to add the field for "Line Item Description" to the Quotes object because the ultimate goal is to add it to the Quote Template so that our Sales people can add the Product Description and the Line Item Description together.

The use case is that when a sales person adds Products to a quote, it will populate the default Product Description as written on the Product Level. However the sales person would like to add specific notes to each product that are custom to each item, as shown in the Quote. The Line Item Description is a standard field in the Quote Object.

How can I make this happen? I tried creating a formula field but with no luck with "TEXT(Product2.Description)"

I would appreciate your help!

Thanks,

-Kelley
Best Answer chosen by Kelley Brox
Geoffrey FlynnGeoffrey Flynn
Hi Kelley,
You can add any Quote Line Item fields to the template using the wrench when you edit the template
User-added image
It acts like a related list in a regular page layout
Mayank SrivastavaMayank Srivastava 
Is it possible to do this? I am simply looking for a report that shows all articles with their associated data categories and some other miscellaneous fields.
Best Answer chosen by Mayank Srivastava
Robin WijnenRobin Wijnen
Hi Mayank,

Report on Knowledge Articles is possible but the Data Category is only available as a filter. Not as an actual column. Create a report of type Knowledge Articles and add a filter. You will see an extra filter for this type of report which makes it possible to filter on data categories. But it won't allow you to create, for instance, a summary report on Data Categories. 
Claudia MuradClaudia Murad 
Hi @all,

Im trying to set up escalation rules for our cases in Salesforce.
Unfortunately there are not working, cases never get escalated. I tried it with all possible options, I think that the business hours might be the problem.

I ignored the business hours (because we have 24/7)
I set up new business hours (7 am - 6 pm)

But nothing happens in the end. When I check the shedule for the "Case Escalation Rule Queue", there a zero actions ...

What I want to do is the following:

- Case should be escalated after a certain time (lets say 30 minutes for the testing)
- Case should be transferred to another user and user shall be informed via e-mail (email template has been created)

So I have done the following:

New Rule:
Criteria: Typ of case, status and subject (is all correct!) + filter logic (1 AND 2 AND 3)
Set business hours (7 days a week 7 am to 6 pm)
Based on last modification time of case

Escalation Actions:
Specified time criteria for the escalation rule: 30 minutes
User selected, template selected (both step 2 and 3)
Notify case owner - check

Is there anything I have to active after specifying the criteria?Im working with the Sandbox, not the live version at the moment.

Thank you so much for your help.

Best regards
Claudia


Best Answer chosen by Moderator (salesforce.com) 
Arijit MajeeArijit Majee
Hello Claudia,

check the sandbox tips & consideration documents.
https://help.salesforce.com/apex/HTViewHelpDoc?id=data_sandbox_implementation_tips.htm&language=en

Escalation features is disabled in sandbox.
Kristy BinkleyKristy Binkley 
I have an Accounts Receivable report that I've created from our Opportunities. My manager wants to see the project end date, amout and the "date sent" which is pulled from our custom object, Invoices.  When I run the report, it has multiple lines for each time that project has been invoiced. I only want the latest date an invoice was sent. What am I doing wrong?  Thank you!
Best Answer chosen by Kristy Binkley
Steve MolisSteve Molis
If you're trying to return only the most recent Invoice and the 2 objects have a Master-Detail relationship, you could create a Roll-Up Summary Field that returns the MAX Invoice Date.  
Then create a Formula(Checkbox) field on the Invoice with a Cross-Object Formula like this
 
InvoiceDate__c = Account.Last_Invoice_Date__c
Then use the Checkbox as your Report Filter
 
Katie DeLunaKatie DeLuna 
Does anyone know how to perform a "diff", or how to determine what's the differences are between the two orgs?
Best Answer chosen by Katie DeLuna
Jeff MayJeff May
The other option would be to use Workbench (an Advanced Admin tool) to extract the metadata configuration from each org.  This will create 2 zip files on your computer that you can extract and then compare using a tool like WinMerge.

Here's the link that explains Workbench:  https://developer.salesforce.com/page/Workbench
Robert McCleanRobert McClean 
Udemy is offering "The Complete Salesforce Administrator Certification Course" for $10- anyone done this? rate it? Its only $10 instead of $195 so not a lot to lose financially- just wondering if this is seen as wise investment of time? (also wondering if this is just some scam of some kind)
Best Answer chosen by Robert McClean
Keena FloodKeena Flood
Hi Robert I haven't done the Udemy course.  However if your goal is to become Salesforce Certified I would make use of the following:

1) Official Salesforce Certified Admin Study Guide (https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=1&cad=rja&uact=8&ved=0ahUKEwiNvfih16bRAhWqjlQKHd8fBbcQFghCMAA&url=http%3A%2F%2Fcertification.salesforce.com%2FSG_CertifiedAdministrator.pdf&usg=AFQjCNG2Ugm9b6LC9qRFE71glRxz4VbLAQ)
2) Trailhead (https://trailhead.salesforce.com/): Get your hands dirty!
3) CertifiedOnDemand (https://certifiedondemand.com/): great site with consolidated content, practice quizes, and exams.

Hope this helps! If so please hit that Best Answer button! =)
Kate ColsonKate Colson 
I had a beast of a time making sure that my external customer users could see cases from their account in our Community Plus portal.  I did not feel that the documentation provided was clear on where I could look to see what settings were incorrect. I spent a lot of time with sharing settings, correctly setting them up per the documentation. It turned out that you must create a view in your production environment (in my situation, cases view) that was "wide open", and then use sharing rules to open up visibility to an account using sharing settings.  I'll post my documentation here. Hopefully it will save someone else 6 hours of frustration :) 
Best Answer chosen by Kate Colson
Kate ColsonKate Colson
Documentation reflects Ensuring your customers see their appropriate cases in Customer Community Plus. It is written with the assumption that you have community plus licenses and used Napili as a template provided by Salesforce. It assumes that you have already set up the community and are having problems making sure your customers only see cases from the account they are affiliated with as a Contact.

Views

The cases shown in the Customer communities relies on a view set up in the cases object in the production instance of Salesforce. In laymen’s terms, the instance that your team uses every day.

Case View in Production Instance

The view should be “wide-open” we will use sharing settings to determine what users from each company will actually see of the cases that are contained in the view.
  1. Go to Cases -> Create New View
  2. Name the View “My Community Cases” the Unique name will be My_Community_Cases
  3. Under Specialty Filter Criteria select the radio button “All Cases”
    1. If you only want your customers to see cases that are “Open” or Cases that are of a certain status, you can use the “Filter By Additional Fields” to narrow down what the view will output.
    2. You do have the ability to have multiple case lists in Communities. This would allow you to have “Open Cases” on the Home page, and Closed cases somewhere else. If this is what you want to offer, repeat creating views using the instructions in this section.  You can use the “Save As” function to speed up the creation of the views.
    3. Decide what fields you want your customers to have the ability to view, and the order you want them to see them in. If you are using Napili, the recommended Template for those setting up a service type of community using SFDC templates, the Case list is not very wide.  There might be coding you can do to make more columns visible.  We will not get into that with this documentation. So choose the columns visible to your customers sparingly.
    4. Under Step.4  in the view set up screen, select the radio button “Visible to certain groups of users”
      1. Search “Public Groups”
      2. From the drop down pull over (Add) “All Customer Portal Users”
        1. “All Customer Portal Users is added as soon as you become Community Users by SFDC / purchase Community Licenses
      3. Save the View and take note of the Unique Name, (Item 2 in this section)

Case View in Community Builder

  1. Go to Community Builder: Setup ->Type “Communities” into the Quick Find box -> Select All Communities
  2. Select the “Builder” link from the Community you are setting up case visibility
  3. The Community will open up in Builder mode
  4. From the left had menu select the page editor (second option)
  5. If you have not already, drop the Case List Lightning Component into the page you are editing
  6. When you click on the Case List –or when you first drag and drop it into your page a small “Case List” box appears. The only * (mandatory field) is the Case Filter Name or ID.  This will default to “AllOpenCases”, this is where you need to drop in your unique case view name from “Case View Production Instance” section 2.
  7. Make sure you select “Publish” so that the changes will take affect. The community should also be active.
 

Sharing Settings

You are going to use sharing settings in your production environment to restrict what your external community users will be able to see in the view. There is an assumption in the below process that you have already added at least one customer contact to your community.  Salesforce creates a “Role” for those users. You are going to use this Role in sharing settings.
  1. Go to Setup-> Type Sharing Settings into the quick find box -> Select the Sharing Settings under “Security Controls”
  2. You will see the Organization-Wide Defaults.
    1. If it is not already, change the Default External Access on Accounts to “Private”
    2. Double check to make sure that the Contact standard object, the Opportunity standard object and the Case standard object are also set to Private (typically this is automatic because they are controlled by the account).
    3. If you are going to allow your customer users to view any other objects (e.g., work orders, assets, etc) also move those to private in the Default External Access.
Note: the following steps must be done every time a contact from a NEW account, an account that has not been set up for these sharing rules, is created.  There is a way to use Apex code to automate this process. However, if you are not offering visibility to cases, etc through Communities to many accounts, this step is easy and can be set up when you are setting up new accounts with the capability to have contacts use the customer community portal.
  1. Scroll down to the related list section of this page to Account Sharing Rules.
  2. Select New
  3. Use the Account Name to create a name for the Label. E.g., Customer Name Community Visibility
  4. Select “Based on Criteria”
  5. Use the Account Name field, equals, and then enter the account name for the criteria
  6. In Step 4 decide who will get to see these records.
    1. From the drop down select “Portal Roles and Subordinates”
    2. The second drop down will show you a role name that coincides with the name of the account where you ‘ve just granted access to a contact.
  7. In Step 5 decide what visibility / control they will have over Account / Contracts/ Opportunities / Cases. If anything is labeled private, the customer contacts will still not have the ability to see those records. A best practice for most orgs is “Read Only” access to Accounts and Contracts and “Read Only” or “Read/Write” access to Cases.
  8. Select Save

Test

  1. Go to the contact that you have set up in your production instance
  2. Use the Manage External User to log in as the contact you gave access to
  3. Confirm that the user can only see records from their assigned Account
Alesia DvorkinaAlesia Dvorkina 
Hi everyone, 
I hope someone can help. 
I am not a developer, rather a point-click admin. A little background: In my org we have a custom button that creates a Case from a custom object "Sales Order". This button executes JavaScript. And it SOMETIMES populates a Sales Order number with a coma in a lookup field on a Case, which is not recognized and the error is displayed. This is part of that code:
....location.href='/500/e?retURL=/{!Sales_Order__c.Id}&RecordType=012C0000000QCAN&CF00NC0000005DY09={!Sales_Order__c.Order_Number__c}....

I decided to try to re-write this button with Flow. The idea is to 1) Display a message to a user ina screen, 2) Lookup to Account from Sales Order to get ID and other related values.; 3) Get a list of Contacts from this Account (additional filters may apply); 4) Display this list to users and let them choose an appropriate contact; 5) Create a new Case that is related to this Sales Order (custom relationship), to the same Account, and to the chosen Contact. I can't figure out how to do this with the Flow? Do I have to use Visualforce for this? Can someone give me a little direction on how to do that? Thank you in advance!!!
Best Answer chosen by Alesia Dvorkina
Brian CaseyBrian Casey
I beleive this can be done with the following objects in flow - these numbers correspond to those in your question:

1) Screen element 
2) Take the value from the Account lookup field on the Sales Order object (assume you would pass the Sales Order object ID into the flow, if you're using a button from the Slaes Object tab).  Put this value into a variable and then use this variable in a record lookup element
3&4) you can create a dynamic choice object: Create a screen element, and add a picklist, under field settings->Choice you create a dynamic choice, of type text for each 'Contact' that meets your filter criteria
5) Use all the values and variables gathered so far to then create a new Case object

This is kind of high-level but that's the approach.  Remember: you're tucking your record values away into variables with each Record Loookup.  Variables are definitely toeing the waters of developer concepts/skills and begin to move you beyond 'button-click' admin stuff, so don't give up too soon - once they click for you it'll be clear as day and a LOT of new options will open for you in terms of solution design!

For some more details and examples, go to my profile and the 'Overview' tab has 2 presentations on Flow - in there are some illustrative examples as well as links to other videos and webinars that will help you understand the foundation for Flow.

Let me know if you get stuck I'd be happy to help further.  Good luck!
prasad vdvprasad vdv 

Hi All,
        As I am trying to change logo for apps in my develop.force.com account, which i can change all apps logo at a time. Please help in this, I got other solution for invidual app logo change...

        But I want to change all apps like Sales, Call Center, Marketing, App Launcher, ...etc., 

Thnaking You,
and regards,

Prasad. VDV.

Best Answer chosen by prasad vdv
Amit GuptaAmit Gupta
no Prasad, its not possibel presently to change logo of all apps in one go, you can post an Idea regarding this in Idea Exchange.

Thanks
Join my Group at- https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001rNr
Robert MellettRobert Mellett 
Can you run reports with a filter that uses the current logged in user?
Best Answer chosen by Moderator (salesforce.com) 
Steve MolisSteve Molis
Okay, I have a fix for you.  It involves creating a couple of custom Formula fields on the objects you want to report on, and some beer...  

Create a custom formula field on the object.  
Datatype:  Formula(Number,0)
Formula:  IF(Custom_Lookup_Field__c = $User.Id , 1 , 0)  

do this for each of the Lookup(User) fields.
 
In your Report Filter Crteria select:   
Field: Custom Fomula Field Name   Operator:  [equals]  Value:

Then send me some of these ->
User-added image