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Natalia KataokaNatalia Kataoka 
We just began using SF Inbox and am having difficulty with attachment uploads. It appears that attachments will be attached to the email activity NOT the Files/Notes& Attachments related list. This cannot be the only way to upload attachments with Inbox, as I can see no indication on emails that there is an attachment (like a paperclip icon), so am having to just click and look at each email's related list in order to find which one has an attachment. Additionally, it can take HOURS for the file to actually display in the email related list. This is obviously tedious and inefficient. Is there a way to have these attachments go into the related list of the record I select? (I have asked this in the Inbox collaboration group, twice, and gotten no response). TIA
Best Answer chosen by Natalia Kataoka
Akash DeepAkash Deep
Hi Natalia,

In Salesforce you have to open the email that added to Salesforce and under Attachment Related list you can find the attachment of the emaill See the screen shot:
User-added image

If you don't have Attachment related list in email, you can edit the Task Page Layout and add the Attachment related list.

Thanks
Akash Deep
Darek LeslieDarek Leslie 
Hi all,
I'm trying to figure out why my validation rule isn't working. The rule is to require a complete billing address on the Account record before moving an Opportunity to Ready for Invoicing stage when the country on the Account is not United Sates. There is a field on the Opp called "Account Country" that is populated with the Account's country. (Alternatively, would be great to be able to say "require these fields if the country is United States, and if the country is not united states, require all fields but the state field).

My validation rule currently looks like this, but I can't move the Opp to Ready for Invoicing even when the country is not United States:

AND(
ISPICKVAL(StageName, "Ready for Invoicing"),
RecordType.Name = "Opportunity Record Type - B2B Sales",
Account_Country__c <> "United States",
OR(
ISBLANK(Account.BillingStreet),
ISBLANK(Account.BillingCity),
ISBLANK(Account.BillingState),
ISBLANK(Account.BillingPostalCode),
ISBLANK(Account.BillingCountry),
ISBLANK(Account.Company_Legal_Name__c)
))
Best Answer chosen by Darek Leslie
Sunil Kumar SirangiSunil Kumar Sirangi
I would say splitting it into 2 different validation rules one for Billing Country is United States and one for not United States.

Non United States:
AND(
ISPICKVAL(StageName, "Ready for Invoicing"),
RecordType.Name = "Opportunity Record Type - B2B Sales",
Account.BillingCountry <> "United States",
OR(
ISBLANK(Account.BillingStreet),
ISBLANK(Account.BillingCity),
ISBLANK(Account.BillingPostalCode),
ISBLANK(Account.BillingCountry),
ISBLANK(Account.Company_Legal_Name__c)
))

United States:
 
AND(
ISPICKVAL(StageName, "Ready for Invoicing"),
RecordType.Name = "Opportunity Record Type - B2B Sales",
Account.BillingCountry = "United States",
OR(
ISBLANK(Account.BillingStreet),
ISBLANK(Account.BillingCity),
ISBLANK(Account.BillingPostalCode),
ISBLANK(Account.BillingState),
ISBLANK(Account.BillingCountry),
ISBLANK(Account.Company_Legal_Name__c)
))
And also there is no need to use "Account_Country__c" field as it is the reference to Account.BillingCountry field.
 
Chris FoxChris Fox 
Hey Matt Rigdon,
Give me your best answer and I will judge. :D

Everyone else pls ignore, just testing some functionality on the community. Will delete. 
Best Answer chosen by Chris Fox
Dan ChenDan Chen
He'll judge us after running a few marathons. No big deal.
Julie SteinloskiJulie Steinloski 
Hi everyone ... I found a post here (https://success.salesforce.com/answers?id=9063A000000iXQIQA2) with several people who are having the same problem I am with SharePoint online setup.  I thought I'd repost to hopefully catch some brilliant person's eye. 

I've followed all of the documentation (haven't found any more recent than 2017) to no avail.  I thought I would repost the question to see if there are any definitive solutions.  Here's what I'm getting.  

User-added image
Best Answer chosen by Julie Steinloski
Julie SteinloskiJulie Steinloski
After much headbanging, I found the best video.  https://www.youtube.com/watch?v=SMLtxs0E9Vc.  It's old, but it did the trick!
 
Peter ReidPeter Reid 
Hello, this is more of a general question here.  Attached are three pictures, one of my workflow rules (email), one of an inside look at the workflow rule (it is for email to case and sends an incoming email to the desired queue, based on which email address was sent an email), and the third picture is my case assignment rule.  The case assignment rule is not active, however the workflows are. 

My question, don't they essentially do the same thing?  Is it better practice to have the case assignment rule activated and in place and deactivate my workflow rules? or should I leave it be and delete the assignment rule I don't have active?

I will be adding more departments to this process and something tells me that I shouldn't just make tons of workflow rules over and over

Thank you in advance for your guidance!User-added imageUser-added imageUser-added image
Best Answer chosen by Peter Reid
Ilya S.Ilya S.

Hi Peter,

Let's say you only need initial 'assignment', then using Assignment Rules makes a lot of sense.  However, if you also want to 'assignments' during a Case lifecycle, you will have to use Workflow Rules (which means duplicating the rules).

It really depends if you want to use Assigment. The pattern I usually suggest is to use Assignment Rules to 'filter out' the garbage records (send them to a Queue, for example), then use Workflow Rules for your actual 'real' assignments. You only have 1 set of rules to maintain, and you can create a custom view on the Workflow Screen to show you only your 'Assignment' rules if you use a naming convention.

All your assignment rules will be in one place, managable all in one screen (with workflows & field updated you will end up creating multiples and cannot view them all the rules in one screen.) 

"Assigment rules they dictate which Salesforce user becomes the owner of a record, based on some criteria.
Workflow rules they make things happen like creating tasks, sending emails or updating fields based on things that happen to records that already exist in the system."

It is indeed better to choose one. Personally I use more assigment rules for leads and cases. Once the data has moved further in the system, workflow rules and process builder take over. 

Cheers
Ilya

Cassy StaffordCassy Stafford 
I am trying to create a URL field, which is built from a number of contact fields. I have managed it in excel.

Excel Web Address =  ="https://mywebsite.com/register?company="&W2&"&firstname="&T2&"&lastname="&U2&"&email="&TRIM(V2)&"&edition=basic"

Contact Fields
(S2) Company Name
(T2) 1st Name = Debbie
(U2) Last Name
(V2) Email Address
(W2) Company Name Hyperlink = My%20Company%20Name =SUBSTITUTE(TRIM(S2)," ","%20")

Is it even possible - When trying to create just the substitutue part i keep getting errors on check syntex.. What can i use instead of concatenate.
Best Answer chosen by Cassy Stafford
Nisar AhmedNisar Ahmed
"https://mywebsite.com/register?company="&SUBSTITUTE(CompanyName,' ','%20')&"&firstname="& FirstName &"&lastname="& LastName &"&email="& TRIM(Email) &"&edition=basic"

Please try the above one, and let me know if you need more help on this or you face any error. Please put the right fields name.

Best Regards
Nisar Ahmed
Jessy HutchinsonJessy Hutchinson 
I've taken 2 practice exams, preparing for the real thing. I have a "good guess" as to the answers to the below questions, but could someone weigh in with additional details? Thanks!

Universal Containers created a Time-Based Workflow rule that sends a follow-up email to the customer two days after a Case is closed. The System Admin wants to verify that the workflow functions correctly.Which queue should the System Admin view to monitor pending Workflow Actions?
A. Mass Email Queue
B. Outbound Messaging Delivery Queue (I read about tracking the delivery status of outbound messages in "Outbound Messages")
C. Time-Based Workflow Queue (I read about monitoring pending workflow actions)
D. Background Jobs Queue

Universal Containers wants to automatically assign a Task to account managers when a customer's agreement is about to expire. 
How should a Sys Admin configure this functionality?

A. Create a Time-based Workflow on Account with a rule criteria of Agreement End Date > TODAY().
B. Create a Workflow on Account with a rule criteria of Agreement End Date < TODAY().
C. Create a Time-based Workflow on Account with a rule criteria of Agreement End Date < TODAY().
D. Create a Workflow on Account with a rule criteria of Agreement End Date > TODAY().
I'm not entirely clear on the difference between Workflows & Time-based Workflows (or if Time-based is just a type of workflow), but my guess is C. Not sure if the greater than symbol is correct.

Which two related lists should be added to the Opportunities page layout to track how Campaigns contribute to the overall pipeline? (choose 2) 
A. Campaign Members (probably?)
B. Campaign Influence (yes)
C. Contact Roles (no)
D. Open Activities (probably not?)  

A Sys Admin enables Case Feed Actions and Feed Items in Support Settings. With the appropriate profile permissions enabled, what change will users see?
A. All Case fields will be added to the Chatter Feed Tracking
B. Case Feeds will no longer be hidden on standard Page Layouts
C. All Case buttons will be converted to Actions in the Case Feed
D. Cases will use Feed Layouts rather than standard Page Layouts
I'm guessing B, but I can't verify my answer...I've tried scouring the internet for more details.

What should a Sys Admin do to organize the fields available on a report?
A. Enable Dynamic Reports (no)
B. Create a custom report type (I'm familiar with creating custom reports and then clicking "Edit Layout" to choose which fields will be available in the Report Builder)
C. Modify the standard report type (you can't)
D. Edit the Report Builder layout (Are they just referring to the "Edit" button on any report, and choosing which fields you want to include in your report?)
I'm leaning towards B specifically due to the word "available" in the question. Am I correct?

A System Administrator creates a Workflow rule that assigns a task to a support manager role when a case is escalated. The case owner is complaining about being assigned these tasks. What should a System Admin do to correct this issue?
A. Add a field update to the Workflow to also change the owner
B. Change the workflow rule to assign tasks based on profile (I'm not understanding how this will help)
C. Remove the Workflow and use a report instead (I'd eliminate this option)
D. Make sure there is only one user in the role (I'd eliminate this option)
I'm guessing A but I really have no basis for that.

Universal Containers has a complex sales process with multiple record types, each shared with all Profiles. Some users complain about the Record Type selection screen when creating new Opportunities. Which two actions should the Sys Admin take to allow these users to bypass choosing a Record Type?
A. Instruct users to update the Default Record Type in My Settings (yes)
B. Remove Record Types from the users' Sales Process
C. Remove the Record Type field from the users' Page Layout (maybe?)
D. Remove Record Types from the users' Profiles (no)
I've picked A and I'm guessing C. Correct? I can't rule out B. 
 
Best Answer chosen by Jessy Hutchinson
Syed Insha JawaidSyed Insha Jawaid
HI Jessy

Answer to the questions with references : 
1. C; Reference : https://help.salesforce.com/articleView?id=workflow_queue.htm&type=5
2. A; I suppose as the requirement is about to expire not expire.
3. B and C; Reference : https://help.salesforce.com/articleView?id=campaigns_influence_setup.htm&type=5
4. D; Reference : https://help.salesforce.com/articleView?id=case_interaction_enabling.htm&type=5
5. B; Reference : https://help.salesforce.com/articleView?id=reports_report_type_layouts.htm&type=5
6. D; Assigned To option holds following options : User,Role,Account Team,Owner,Partner User,Portal Role
7. A and D; Reference : https://success.salesforce.com/answers?id=9063A000000l8AmQAI

Cheers!!!
Farah SherifFarah Sherif 
A) A sales process where the approval manager is randomly assigned from a public group of managers and a second approval by the sales VP

b) A sales process where the first level approval can be denied and automatically routed to the sales VP for final approval

c) a sales process that involves approvals for all opportunities by a sales VP where a sales VP is allowed to delegate the approval to someone else 

D) a sales process that involves approval to a queue member for all oppotunities and an additional approval by a sales VP for opportunities over a certain amont

which two are correct and why? the only one I'm sure of is D 
 
Best Answer chosen by Farah Sherif
Matthew SkotzMatthew Skotz 
I have been tasked with creating a new way of classifying account segments based on NAICS codes so before I give it a shot I wanted to see if anyone has best practices around this. 

I need this custom "Segment" or "Industry" field to populate based on the NAICS code on the account however with certain NAICS codes I need the Segment field to reference another Field on the account before giving an output. 

For Example: IF NAICS code starts with... 5171 THEN Segment = Information Technology & Services IF OR Locations Field is NOT EQUAL to NULL OR 0 THEN = Retail 

The skinny is that I need certain NAICS codes to look at another field before classifying a “Segment” so if its Telecom without locations then its Technology but if it has locations then its Retail. So I know I can use the IF( OR( but want to konw if anyone has done this before and how they did it. 

I use the standard code for this which is something like this: 

IF(OR(LEFT(NAICS_Code__c, 4) = '3152', LEFT(NAICS_Code__c, 4) = '4243'), 'Retail', 
IF(LEFT(NAICS_Code__c, 3) = '334', 'Technology', 
IF(LEFT(NAICS_Code__c, 1) = '1', 'Agriculture', 
IF(LEFT(NAICS_Code__c, 1) = '2', 'Mining/Utilities/Construction', 
IF(LEFT(NAICS_Code__c, 1) = '3', 'Manufacturing', 
IF(LEFT(NAICS_Code__c, 3) = '441', 'Car and Boat Dealers/Suppliers', 
IF(LEFT(NAICS_Code__c, 3) = '445', 'Convenience and Food Stores', 
IF(LEFT(NAICS_Code__c, 3) = '454', 'Miscellaneous retail (ie. Online, vending machines, etc)', 
IF(LEFT(NAICS_Code__c, 3) = '722', 'Food Service Establishments', 
IF(OR(LEFT(NAICS_Code__c, 6) = '515210', LEFT(NAICS_Code__c, 6) = '541921'), 'Retail', 
IF(LEFT(NAICS_Code__c, 6) = '713940', 'Healthcare', 
IF(LEFT(NAICS_Code__c, 4) = '5415', 'Technology', 
IF(LEFT(NAICS_Code__c, 3) = '517', 'Telecommunications', 
IF(LEFT(NAICS_Code__c, 3) = '488', 'Business/Professional Services', 
IF(OR(LEFT(NAICS_Code__c, 3) = '525'), 'Other Financial Services', 
IF(OR(LEFT(NAICS_Code__c, 3) = '521', LEFT(NAICS_Code__c, 3) = '522', LEFT(NAICS_Code__c, 6) = '551111'), 'Banking', 
IF(LEFT(NAICS_Code__c, 3) = '523', 'Securities/Investment Firms', 
IF(LEFT(NAICS_Code__c, 3) = '524', 'Insurance', 
CASE(LEFT(NAICS_Code__c, 2), 
"42", "Wholesalers", 
"44", "Retail", 
"45", "Retail", 
"48", "Warehousing and Transportation", 
"49", "Warehousing and Transportation (DHL)", 
"51", "Technology", 
"52", "Financial Services", 
"53", "Personal/Consumer Services", 
"54", "Business/Professional Services", 
"55", "Holding Companies", 
"56", "Business/Professional Services", 
"61", "Education", 
"62", "Healthcare", 
"71", "Personal/Consumer Services", 
"81", "Personal/Consumer Services", 
"92", "Government", 
"Unknown") 

















)
Best Answer chosen by Matthew Skotz
Yogesh BiyaniYogesh Biyani
@Matthew If you are only checking for the presence OR absence of the location field you can add an outer IF and copy the existing formula twice (once for true and once for false) and change the string value returned for false.