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Brad HoldenBrad Holden 
Ok I am sorry for being a complete newbie... I have spent the last year grappling with some very minor Salesforce development (on a part-time basis) for a small non-profit. I have learned a lot, but still have only placed a very tiny scratch on the surface! 
So now our Self-Signed Certificate is apparently expiring and I have NO IDEA what that means. Any googling of this quickly gets into going-over-my-head territory. Can someone please explain what I have to do and what is in danger of happening if I don't do it? Here's the message:

You have one or more certificates in your Salesforce org Tin Roof Global 00D6100000084nr that will expire soon. Review the list below and visit Certificate and Key Management from Setup to make an update.

I have gone to Certificate and Key Management and have downloaded the .crt file but am really unsure what I am supposed to do with it!

Thanks in adavance
Best Answer chosen by Brad Holden
Hey Brad,

There are few places where a sefl-signed certificate could be used.

1. Identify Provider - If you are using SFDC as IDP for Single Sign On. You can find it under Setup >> Administer >> Security Controls >> Identity Provider.

2. Single Sign-On Settings - If you are using SFDC as Consumer for Single Sign On. You can find it under Setup >> Administer >> Security Controls >> Single Sign-On Settings.

If your certificate is used in one of the above places, it is quite intuitive to edit this screen and replace the certificate.

3. Installed Packages / Connected Apps.
Some of the third party apps could use your Self-Signed Certificates (Environment Hub is an example).
You can look at them in Setup >> Build >> Installed Packages
I suggest you go through them one at time and find out if they use your certificate.

Connected Apps will be same procedure as above. But you will find the connected apps under Setup >> Manage Apps >> Connected Apps.

Hope this helps.
Joshua RyanJoshua Ryan 
 I'm trying to delete a Record Type. I've removed the record type from all of the profiles that I could. But now when I try and delete the Record Type it says I have three profiles still using it. Chatter Free User, Chatter Moderator User, and the Profile. Looking at these profiles there's nothing showing where I can remove any Record Types?
Best Answer chosen by Ed ( 
Desiree LeslieDesiree Leslie
Hi Jeff,
   I managed to save the context of that web page, just in case it did go away.  Here's the text:

First thing to do is **disable** the Enhanced Profile User Interface checkbox in the User Interface

Setup> Customize> User Interface> Setup Section> De-select  Enable Enhanced Profile User Interface> Save

Proceed with the following Steps:

1)Please follow this click path:

Setup> Manage Users> Profiles> System Administrator> Navigate to Record Types> Click the Edit Link on the Object in question's Section

At this Point you will be at the Edit Record Type Settings Page for the Object.

2)Copy the URL from the address bar on your browser and paste it into notepad (or your favorite editor):

3)Now follow this click path

Setup> Manage Users> Profiles> Chatter Free User

4)Copy the 15 digit Salesforce Id from the URL in the Address bar of your Browser:


5)You are now going to replace the id in the Edit Record Type Settings Opportunity Page ( the first id number right after the "jsp?id=" in the URL ) with the Id from the Chatter Free User.


Should now look like this:

xxxxxxxxxxxxxxx was replaced with yyyyyyyyyyyyyyy

6)Now take the modified Url and place it in the Address bar of your browser and hit enter.

****This will seem to have taken you to the System Administrator's edit page but you are in the right place.****

7)You will now be able to remove the value by highlighting it and selecting remove. Switch the Default record type to whatever you like and hit save.

All you need to do now is repeat this for any other Profiles in which it is necessary, then Deactivate and Delete the Record Type.


Breaking it into its components, we have:

https://{instance}{profile ID}&tid={object name}&pn={Profile Name}&retURL=%2F{profile ID}

Here are the components you will need to fill in, and how to get them:
{instance} - The server the org is on, e.g. NA1, EU0, AP1
{profile ID} - The record ID of the profile. You can take this from the URL of the profile page in Step 1
{Object Name} - For Standard objects, this will be the object name e.g. Lead, Contact, Account. For Custom objects, this will be the Object ID, which you can get from the Object detail page URL in Create | Objects | <object name>
{Profile Name} - Take this from the Profile detail page, and replace and spaces with a "+" symbol e.g. Standard+User, External+Who, System+Administrator

I hope this helps!


Maria Lourdes BarredoMaria Lourdes Barredo 
I found this resolution "!/feedtype=SINGLE_QUESTION_SEARCH_RESULT&id=90630000000CqIeAAK ", but this does not seem to fix our issue. I checke the record type of the user and it's the one on the Global Action. 
Best Answer chosen by Maria Lourdes Barredo
Shyam NairShyam Nair
Could you please give some more details. Are you getting any errors. Or have you checked if there are record types on Contact object in your org? 
Kelly KanchesKelly Kanches 
Hey :)

If there a way to put a flag (something bright like red) on an Account if a Case is opened with a Case Type "Billing". I've been looking at other suggestions and wondering if anyone had a cool way to handle this. Even if it meant having a color coded button on the Account?

Thanks in advance :)
Best Answer chosen by Kelly Kanches
Atul GuptaAtul Gupta
Ok Kelly, I made a couple of changes and activated both the Processes and tested them out.
They seem to working fine now. 

The test cases I executed.

Account Record used : 0011200001CV93v

1. Create a new case of recordtype "Client Support" 
=> No change in BillingCaseNumber value

2. Changed recordtype to "Billing"
=> BillingCaseNumber incremented by 1

3. Again changed recordtype back to "Client Support"
=> BillingCaseNumber decremeted by 1

4. Again changed recordtype back to "Billing"
=> BillingCaseNumber incremented by 1

5. Closed this case by Status = "Closed"
=> BillingCaseNumber decremented by 1

Let me know if you need any further help on this.
Samyak ShamkuwarSamyak Shamkuwar 

Using Pardot as a standalone tool without much integration with Salesforce.
I want to make a List of Prospects who have never been emailed.

The closest option I could find is Dynamic List > Prospect has been emailed

But this does the exact opposite of what I would like it to do making lists with "Emailed count" of 0 or above.
And there seems to be no way I could be providing a negative logic with this (so that I could subtract a list of 0 or above from the Master Prospects list)
Any ideas that might help me around this?

Steve MolisSteve Molis 
Here's a Formula I built to create an "Ultimate Parent Account" field that you can use to create Opportunity Pipeline reports that roll up all Opportunities under the top Account in the hierarchy. 

*** in this example I'm testing up to a 5 Tier Account Hierarchy (Compiled size: 342 characters) ***

Datatype: Formula 
Result: TEXT 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Name,

Best Answer chosen by Miglena ( 
Steve MolisSteve Molis
An #AWESOME bonus tip from @Jeremiah Dohn to turn the Ultimate Parent into a Hyperlink to that Account

Datatype: Formula 
Result: TEXT 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Name, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Name, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Name, 
IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Name, 

Andy MansonAndy Manson 
Hello, I am trying to create a dashboard for me and my other admins to use to help us see the health of our salesforce account.  

So far I have the usual suspects, accounts that have not logged in for X months, how many accounts we have vs available licences, etc.    I would like to create report that shows how close we are to hitting our storage capacity, but I cannot find anyway to access that data from the report builder!  

Does anyone know if this is possible?
Best Answer chosen by Moderator ( 
Amber BoazAmber Boaz
I created a visualforce page that was nothing but an iFrame to the storage allocation page.  It wasn't elegant and I'm not sure how it would appear if the dashboard were emailed, but it worked for me.
Nora MNora M 
I can't change the data type and it is a new costume objectUser-added image
Best Answer chosen by Nora M
Nishad KallingalNishad Kallingal
Hi Nora,

To create the master-detail relationship field to relate custom object with the account  object
  1. From Setup, enter Objects in the Quick Find box, then select custom object
  2. Click Review.
  3. In the Custom Fields & Relationships related list, click New.
  4. Select Master-Detail Relationship, and click Next.
  5. In the Related To drop-down list, choose account, and click Next.
  6. Click in the Field Name text box and enter the field name ----.
  7. Select the Read/Write radio button.
  8. Check Child records can be reparented to other parent records after they are created if you want to be able to change the relationship field’s value. If you leave this box unchecked, you can’t change the value in the future.
  9. Click Next.
  10. Accept the defaults in the remaining three steps of the wizard.
  11. Click Save.

Steve RubinSteve Rubin 
Hello,  Is there a way to give a Public Group access to an object field through a permission set?  Or is there a better way, maybe through Sharing?

Best Answer chosen by Ed ( 
Kishore B TKishore B T
As you have mentioned you need to give access,
Please add the users to groups based on some condition using process builder.
Please change the entry criteria accordingly, the example is to add all the new users to public group.
Katherine RoweKatherine Rowe 
When I try to add an opportunity split and pick who it should go to.... it doesn't let me search for just any user. It seems to only let me search for recently opened user records? For the example below, I searched for a user and it returned no results. Then I opened the user record in another window and closed it, thus making it a recently opened user record. Then I refreshed this opportunity split screen and tried searching for the user again... now it shows the user to me. 

User-added image
Best Answer chosen by Katherine Rowe
Katherine RoweKatherine Rowe
Oh, I see now, you have to click the magnifying glass button on the left, not the one on the right. I was clicking the one on the right, which just takes you back to the "recently looked user records" drop down liat. But the one on the left actually does a search.

User-added image

User-added image