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Bill DavisBill Davis 
I have built a process that checks a few fields at the opportunity level and if true, the action is to create a post.  I first built the action to post to 'This Record' with a message that contained an @mention to a group. 

When the criteria is triggered, I checked the chatter posts to test this process and found the following:
  • Opportunity and group had the post duplicated
I then changed the action to post to the group only and the same thing happened.

I'm sure this is a simple fix, but wondering why the posts are appearing twice when the criteria is met as my action is only appearing once.

Any tips?
Best Answer chosen by Bill Davis
Jeff MayJeff May
Is your Process set to run multiple times on the same transaction?
Siem SpeckSiem Speck 
Hello, where is it possible to edit this view / layout - clicking on "new quote" in an opportunity? (on related lists on the right)
create new quote at opportunity

where to edit this layout?

steps
- open an opportunity
- click on the upper right corner in related list "quote" 
- klick on "new quote"
> how to edit the popup window is openend in lightning?
Best Answer chosen by Siem Speck
Naveen DhanarajNaveen Dhanaraj
Setup >> Object Manager >> Quote >> Pagelayout >>

Like this,
User-added image
Niels DonningerNiels Donninger 
Hello all,

I hope any of you is able to answer/resolve my question.

Because 1 of our users is a lead generation agency and should not have access to all the information except for its own leads, I have set all the organisation-wide defaults to 'private'.
I have included all our employees in a group named 'everyone (except lead generation)'.
This group should be given full access to all the information and because of the lead generation agency not being part of this group, the organisation-wide defaults apply.

BUT

somehow the 'lead sharing rules' are no longer available, so I cannot create a rule which gives everyone in our organisation access to everyone's leads (etc).

QUESTION:
How can I re-enable these 'Lead sharing rules'?

Thanks in advance,

Niels Donninger
Tricode
Best Answer chosen by Moderator (salesforce.com) 
Sunil KeshariSunil Keshari
Yes. Lead sharing rules are not available for Professional Edition.

May be
earlier you had higher Edition of SFDC so it was available to you and later SFDC license was downgraded to Professional Edition.

Pls check with your SFDC account manager.

Thanks

Jo-Ann WestJo-Ann West 
I am doing a trailhead module and I keep on getting an error message. I have deleted this 3 times and started from the beginning each time and I still get the same message. Can someone please assist and tell me what I am missing?
User-added imageUser-added image
Best Answer chosen by Jo-Ann West
Narender SinghNarender Singh
I see!
Go to Account Annual Revenue field detail page. Click on 'Set Field-Level Security' button. Check the 'Visible' checkbox to make the field visible for all profiles. Save.

You should be able to see the field now in the record details.
 
Daniel DowellDaniel Dowell 
How can I get the Closed Lost Reason and Lost Type to only appear on the page layout when the Opportunity Stage equals Closed Lost?
Best Answer chosen by Daniel Dowell
Narender SinghNarender Singh
One way is to create two record types and two page layouts(one for each record type) and add the fields to one of the layouts. Then use a workflow/process builder to update the record type to when stage is Closed lost.
But this one is the very common approach.

I would like to suggest you something else. Here's how you can do it:
https://screencast-o-matic.com/watch/cqXI6eUDpJ
 
Jarvis HowardJarvis Howard 
When a product is manufactured, we record all manufacturing details including serial numbers etc. 
At this point, the product may not be sold, so it has no account to relate to. 
The account / contact field is updated when we know who will be taking delivery of the product and is often at a later date than production/
Is there any way we can create an asset without an account without creating a custom object? 
Best Answer chosen by Jarvis Howard
Chad MeyerChad Meyer
If you enable Asset Sharing (Setup > Asset Settings, from Classic), you can then go into Sharing and change the OWD to something other than Controlled by Parent, and then the Account or Contact requirement will be gone.
Aaron PersichAaron Persich 
Hello,

I am looking to build a validation rule on a custom object and I am not sure how to do this.
 If the Loan Status (Picklist) is set to Underwriting and the Loan Type (Picklist) is set to Refinance then make the Closing Costs Added to the Loan (Picklist) manditory
AND(

ISPICKVAL( Loan_Status__c ,'Underwriting'),
ISPICKVAL( Loan_Type__c ,'Refinance'),
ISBLANK(ISPICKVAL(Closing_Costs_Added_to_the_Loan__c ))
)


Any help is much appreciated,

Thanks,
Aaron

Best Answer chosen by Aaron Persich
Sunil Kumar SirangiSunil Kumar Sirangi
Hi Aaron,

Try below:
 
AND(
TEXT(Loan_Status__c)="Underwriting",
TEXT( Loan_Type__c) = "Refinance",
ISBLANK(TEXT(Closing_Costs_Added_to_the_Loan__c ))
)

Thanks.
v rv r 
I have a validation rule on lead.
ISPICKVAL( Status,"Rejected").

this validation rule will appy for all users from editing the lead. how to exclude admins based on their user ID.
Best Answer chosen by v r
Deepak AnandDeepak Anand
Try this = 
AND(
    $Profile.Name <> "System Administrator",
    ISPICKVAL(Status, "Rejected")
)
Hyron Delos SantosHyron Delos Santos 

I am currently using Dataloader.io to import data to Salesforce.Currently it has a limit of 10000 records per month unless you upgrade it to a premium.
 

I would like to ask if I download the Dataloader for Windows from setup to my computer , does it have a limit as well same with Dataloader.io which is 10000 records per month ?
 

Thank you in advance.

Best Answer chosen by Hyron Delos Santos
Srinivasa RayapuriSrinivasa Rayapuri
Not an issue Hyron. 

If you download Dataloader for windows, you won't need any additional subscription or need additional licences. You can download, use your current salesforce licence and start import up to 5 million records a day by just login into Dataloader. 
S KumarS Kumar 
I have a trigger on 'Quote' (after insert ,after update)object.and i am getting this error. how to solve this. is this a permission access issue or what?

Error:Validation Errors While Saving Record(s)
There were custom validation error(s) encountered while saving the affected record(s). The first validation error encountered was "Apex trigger QuoteSubmitForApproval caused an unexpected exception, contact your administrator: QuoteSubmitForApproval: execution of AfterUpdate caused by: System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.: []: Trigger.QuoteSubmitForApproval: line 170, column 1". 

*170thLine in the code is where i underlined  below. 


 if((q.Total_Selling_Price_Formula__c > 1000000 && (q.Business__c =='Petrochemical' || q.Business__c =='Refining') || q.Total_Selling_Price_Formula__c > 500000 && q.Business__c =='SA&S') && q.Standard_Proposal__c=='Yes' && q.Status=='Approved' && q.oppReCountQuoteProReCout__c==true && q.SEA_Status__c == 'Draft'){
                // create the new approval request for SEA Approval process
                System.debug('@@@@@@Entervalues'+q);
                Approval.ProcessSubmitRequest req = new Approval.ProcessSubmitRequest();   
                req.setComments('Submitted for approval. Please approve.');
                req.setObjectId(q.Id);
                Approval.ProcessResult resultList = Approval.Process(req); 
                Pinstance = [SELECT Id,TargetObjectId,Status FROM ProcessInstance where Status = 'Pending' AND TargetObjectId = :q.id];

 
Best Answer chosen by S Kumar
Amnon KruviAmnon Kruvi
Hi,

Your code right now is trying to send a quote for approval without having an approval process whose criteria it meets. You'll need to do one of two things:

1. Don't send the quote for approval in those cases where it shouldn't be (meaning: there is no approval process that can handle it).
2. Change your approval processes so that there is one for every possible scenario.

Which one you need to go with is a business decision - I'm afraid I can't help you choose :)