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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
LBK .LBK .
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 Force.com Profile. Looking at these profiles there's nothing showing where I can remove any Record Types?
Best Answer chosen by Ed (salesforce.com) 
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):

https://naX.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=xxxxxxxxxxxxxxx&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

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:

yyyyyyyyyyyyyyy

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.

This:

https://naX.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=xxxxxxxxxxxxxxx&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

Should now look like this:
https://na5.sfdcdro.com/setup/ui/profilerecordtypeedit.jsp?id=yyyyyyyyyyyyyyy&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

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.

 Example:
https://na3.sfdcdro.com/setup/ui/profilerecordtypeedit.jsp?id=00e50000000udud&tid=Lead&pn=Standard+User&retURL=%2F00e50000000udud

Breaking it into its components, we have:

https://{instance}.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id={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!

Cheers,

Desiree
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.
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 (salesforce.com) 
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.
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
. .. . 
Hi!

I'm a complete beginner and trying to find resources (books, tutorials, etc.) that explain formulas from the ground up (in plain english). I had a look at an Excel formulas training course just to see if I could get an idea of the basics but I'm not sure that would be applicable? When people study computer science there must be a book that they use to study formula construction etc?! I can find lots of examples of formula solutions to problems but when I look at them I don't understand why they are structured the way the are.

So many brackets, different characters etc and looking at them is a bit overwhelming. I want to understand from the ground up formula structure and learn from beginner to advanced. 

Thanks in advance for any advice you might be able to give me!

Matt
Danny KDanny K 

I am attempting to set up a Rollup Summary field using the Manage Lookup Rollup Summaries package from Salesforce, but am encountering errors on my filter logic.

In short, I am attempting to create a roll-up value for the # of contractors on a project. Our Project object has a Project Role child object which contains the field "OwnerId", which is a lookup to the User object. I want to filter out all Project Roles with an Owner equal to "Unassigned Resource'. The initial part of the Criteria works and can be saved successfully, but the criteria for filtering out Owners NOT EQUAL too "Unassigned Resource' is not working.

For reference, please review this screenshot:

User-added image If anyone has experience with the Declarative Lookup Rollup Summary app or SOQL WHERE statements I would truly appreciate your help! Thanks!

Best Answer chosen by Danny K
Kishore B TKishore B T
It cannot be 2F 
User Id starts from 005
Or try putting this 
owner.firstname='Danny'
Saurabh SoodSaurabh Sood 
Hi
Could anyone tell if it is possible to convert text field
User-added imageAppoitment D is Text field, using for date
Appoitment T is Text field, using for time
Appoitment Date/Time is formula field return type of Date/TIme

Formula is DATETIMEVALUE(Appoitment_D__c +" "+ Appoitment_D__c+':00')
But getting error! 
 
Best Answer chosen by Saurabh Sood
Deepak AnandDeepak Anand
It returns GMT time value. So you will have to add your GMT offset(such as +5h 30m for IST and so on) to get the true time.
Madhavi MishraMadhavi Mishra 


Hi,
I am planning to install “ Dupecatcher Real Time”.
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003IYLlEAO
After installation,If I will upload Lead by using data loader, then it will  upload Leads nicely or it will give errors if there is any duplicate Leads present in the Sheet.
Please help.
Best Answer chosen by Madhavi Mishra
Naveen DhanarajNaveen Dhanaraj
If you have set DupeCatcher Duplicate Alerts it will give you alert otherwise Records wil be saved/Uploaded...

If you set filters to create an alert when a duplicate is identified, those alerts will be viewable from this tab. (Note: Alerts are also viewable from within the individual Filter details view.) Via alerts, you also have access to DupeCatcher’s Merge and Convert functions.

For Reference:
https://www.dupecatcher.com/start/
https://www.dupecatcher.com/faq/
David GranadosDavid Granados 

Hi,
Does anyone know the default character value i.e. no more than 20 characters? Could I increase or decrease? 

Thanks,

David

Best Answer chosen by David Granados
Deepak AnandDeepak Anand
Oh! I take back what I said. Each value can have upto 255 characters.

Take a look at this = https://help.salesforce.com/articleView?id=picklist_limitations.htm&type=5