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Piya FiedlerPiya Fiedler 
Whenever one of my end users clicks "Export Details" or "Printable View" on a report and chooses .xls (default), the report will download. When she clicks on it to open, Excel opens but the area where the report should be is blank and gray. This happens will all Salesforce reports she exports. Exporting to .csv is working just fine.

I logged in as her from my laptop and was unable to replicate the issue as everything worked fine for me. We did a screensharing session and I logged in as myself on her computer, but we still encountered the issue.

Any other .xls files are opening just fine for her in Excel. She mentioned she did a Windows update yesterday and that might have something to do with it. It's just curious that it's only happening with Salesforce reports.

Has anybody else encountered this issue? Do you think this is more of a laptop problem or a Salesforce problem?
Best Answer chosen by Piya Fiedler
Piya FiedlerPiya Fiedler

Contacted Salesforce Support and this is the article they gave for a temp fix: They also said "R&D team has investigated this matter and logged a New Issue for it to be repaired. Unfortunately, I cannot provide a timeline as to when this repair will be implemented due to Safe Harbor constraints."
Chris DuncombeChris Duncombe 
Was informed today that I have been named a Salesforce MVP.  I just wanted to thank everyone as I know the nomination came from within the community.  I am honored and just wanted to say thank you  :)
Best Answer chosen by Chris Duncombe
Jackie DoanJackie Doan
Chris, let's mark a best answer to keep our community clean! 

Haha - had to bust your chops. :)
Lewes LeungLewes Leung 

Need help in creating a report that I can use for a dashboard in table format which includes 3 columns;  Account name, Count of Open Cases, Average Aging Days

Best Answer chosen by Miglena ( 
Chris ThompsonChris Thompson
 You need to configure your source report so that it includes a chart which displays both metrics.  Follow the steps below to adjust your existing report and the dashboard table.

1. Click Customize or Edit on your source report to enter the report builder.
2. If your report already includes a chart, click Edit Chart, otherwise click Add Chart.
3. Select Vertical Bar Chart (the second graph option) as your chart type.
4. Set Y-Axis to the first value you wish to display (e.g. Record Count).
5. Set X-Axis to the appropriate grouping value (e.g. Account Name).
6. Select Plot additional values in the Combination Charts section.
7. Set Display to Line.
8. Set Value to the other value you wish to display (e.g. Average Aging Days).
9. Select Use second axis.
10. Click Ok.
11. Verify the chart displays the correct values and click Save.
12. Edit the dashboard which includes the table in question.
13. Click the wrench icon for the appropriate table to edit its attributes.
14. Select the Formatting tab (if not already selected).
15. Click Customize table.  It should appear beneath Maximum Values Displayed if you followed steps 1 - 11.
16. Ensure that Column 1 is your grouping value (Account Name).
17. Set Column 2 to one of the two values you wish to display (e.g. Record Count).
18. Set Column 3 to the other value you wish to display (e.g. Average Aging Days).
19. Click Ok.
20. Verify the table displays the correct values and click Save.
Crm SuperStarCrm SuperStar 
Is anyone had any issues with printable view button on reports? . This is not working for me i.e the exported report not showing any data on ms excel page.
Best Answer chosen by Crm SuperStar
Crm SuperStarCrm SuperStar
Link to known issue:

Many Thnaks,
Aaron HoffmanAaron Hoffman 
Is there a way to make Contract Number not a required field for a new Order?

I am able to create new Order obejcts via the API without referencing a contract, however when I try to create a new Order via UI, I can not create one without a Contract Number.

We do not use contracts, I need to make a new order without one.
Best Answer chosen by Aaron Hoffman
Matt BrownMatt Brown
Try to go into the Orders page layout: Setup > Customize > Orders > Page Layouts > click Edit next to the page layout you are using.

When you are in the page layout editor, you should be able to click on the wrench that appears when you hover over the Contract Number field, and uncheck the Required checkbox.  When I did this, Contract Number was no longer required. If you do not use Contracts, you can also drag that field off of the page layout to limit confusion. 
Tom ShannonTom Shannon 
I want to prevent users from adding Tasks, Opportunities, and Contacts to Accounts they don't own and Tasks and Opportunities to Contacts they don't own.

We currently have public read on Accounts and Contacts.

Best Answer chosen by Tom Shannon
Steve MolisSteve Molis
Your child object VR would look something like this:

$User.Id <>  Account__r.Owner.Id )
Lindsay WhitbreadLindsay Whitbread 
I have turned on the New Notes and unable to search for Notes in Reports through File and Content Report. How do you report on the New Notes?
Best Answer chosen by Lindsay Whitbread
Lindsay WhitbreadLindsay Whitbread
I did follow the guide from Create a Report on Your Notes ( and my report showed blank. This morning, I removed all the fields that the report is filled with by default and just kept the set of fields per the guide, and that did it!

Then I added back all the fields and discovered that the New Notes won't show if you have below fields selected:
  • Downloaded By
  • Download Date
  • Download User Type
  • Link Name
  • Link Created Date
  • Link Expiration Date
  • Password Protected Link
  • Link Last Accessed Date
  • Total Link Accesses
Best Answer chosen by Liz Horton
Sandeep Kumar GaddamSandeep Kumar Gaddam
Hello Liz,

unfortunately you dont have this option as of now. there is an idea which you can vote for :

Marketing Cloud - DO NOT FOLLOWMarketing Cloud - DO NOT FOLLOW 
Im trying to get a high level explanation on the difference between Automation Studio and Journey Builder.
Best Answer chosen by Marketing Cloud - DO NOT FOLLOW
Marketing Cloud - DO NOT FOLLOWMarketing Cloud - DO NOT FOLLOW
Same question here--looking for some practical experience with both tools. Are there any clients that have any feedback?
John SellersJohn Sellers 

Trying to help a team that is using a custom object.

Requirement: Use Search terms to identify records related to values found in multi-select and picklist values.

These field types are not searchable fields, so my quesiton is, can I transfer these to text area fields using a formual, and then make the picklist values searchable?

Before I start chasing this rabbit, I was hoping someone in the community may have done this before and provide advice/recommendation.

Was going to use a ispickval type formula and place it into a text area field.

Best Answer chosen by John Sellers
Cameron AmesCameron Ames
Hi John,

You certainly can. You can set the lightning process to fire on insert/update and have the text field value determined by a formula using the same syntax as a regular formula field. I believe the formula would look something like TEXT(MyTextField__c).


Cameron Ames