I have a Process Builder that once the above checkbox is checked, a Chatter notification is created. This is working independently of the Milestone.
However, the Milestone violation checking the checkbox, does NOT trigger the Process Builder.
I do have "Re-evaluate Workflow Rules after Field Change" on the Field Update. I also have tested both having "Recursion" checked and unchecked on the Process Builder.
Since Milestone Actions can't create chatter notificaitons, I thought this would be a good workaround. Any help is appreciated. Thanks!
The marketing team is asked to provide branding and messaging for email templates to be used throughout the customer support process.
In which two locations can the System Administrator implement customer-facing email templates with respect to Cases?
Choose 2 answers
A. Owner Assignment Notifications
B. Case Escalation Notifications
C. Case Auto-response Rules
D. Support Rep's Send Email options
From what I've read on the docs, I know C is one option. However, A and B do not seem to be customer facing and I do not know what they mean by D.
Thanks in advance!
Enable Portal Reply Email Notifications in Case Feed
If your organization uses a portal or community, support agents can use the Community action in Case Feed to respond to customers. Enabling portal reply email notifications gives agents access to the Send Email option in the Community action.
REQUIRED EDITIONS AND USER PERMISSIONS
Available in: Salesforce Classic (not available in all orgs)
Available in: Enterprise, Performance, Unlimited, and Developer Editions
USER PERMISSIONS NEEDEDTo change support settings:Manage Cases
From Setup, enter Support Settings in the Quick Find box, then select Support Settings.
Select Enable Case Comment Notification to Contacts.
Select a template for email notifications.
If we set(seealldata = false) the class fails in the sandbox and getting below error
caused by: System.NullPointerException: Attempt to de-reference a null object
Trigger.EventbriteSync.EventbriteOpportunityTrigger: line 4, column 1: 
Facing the issue in 'Eventbrite OpportunityTrigger' which is from the managed package and we can't see the code.
If I set (seealldata = true) in test passes in the sandbox but we will get below when moving to Production
Stack Trace: External entry point
But when you make a test class seeAllData true you need to consider it will take all record in the org including your test data, if it's production takes all the production data to process in batch. So you can filter only the test data in your test run.
I need to create a report where i can see all the cases on which there is no activity performed (Case comment, case field update case task,email activity) since last 48 hours.
Basically, i want a report on the cases which are unattended since 48 hours?
Is there an easy way to do it ?
<element name="CreatedBy" nillable="true" minOccurs="0" type="ens:sObject"/>
Previously this used to be
<element name="CreatedBy" nillable="true" minOccurs="0" type="ens:Name"/>
I notice even the versions are different earlier it was 45 and now its 46. Was there a change?
A new API version is released for each major release.
I think now Created By is an SObject since it represent a User instance (Same should be for record owner).
On the opportunity page if the picklist value "pillar," equals "support renewal"
then these two text fields need to be filled in:
"Estimated implementation start date"
"Estimated pre-sales days"
Any help would be greatly appreciated. Thanks guys!
Do you have a Picklist Field called Pillar? I am assuming it is a typo and I guess it's Stage probably :-)
Well, if it's Stage (at least that is what is making sense to me) then here is how you work it out -
 If the picklist value in Stage equals "support renewal"
StageName = "Support Renewal"Most of the times, we tend to write it like as shown above when you come across situations wherein it says = Field 'X' equals a Value 'Z'. But here, Stage is a picklist field hence just that line won't suffice.
We need to write it like this =
TEXT(StageName) = "Support Renewal"By wrapping it with TEXT() makes it usable in comparisons/logical operators like "equals(=)" or "not equals(<>)" etc.
NOTE: It is very important to use the wording "Support Renewal" exactly as it appears on the Picklist Field (API Names) (Setup | Object Manager | Opportunity | Fields ...)
: These two text fields need to be filled in:
"Estimated implementation start date"
"Estimated pre-sales days"
Now, it is important to understand that when you write Validation Rules, you need to feed in the ERROR Condition. Which in our case means, if ANY one of the fields is left EMPTY.
So you would write it as -
OR( ISBLANK(Estimated_implementation_start_date__c), ISBLANK(Estimated_pre_sales_days__c) )Usually, you would end up using an OR when the requirement calls for BOTH fields need to be filled use cases and so on. Another thing to note is the use of ISBLANK which I assume is self-explanatory.
Now, all you have to do is to combine  and  using an AND( ... ) =
AND( TEXT(StageName) = "Support Renewal", OR( ISBLANK(Estimated_implementation_start_date__c), ISBLANK(Estimated_pre_sales_days__c) ) )
I call this as "Divide & Rule" policy to nail your Validation Rule formulas :-)
if our suggestion(s) worked, let us know by marking the answer as "Best Answer" right under the comment.This will help the rest of the community should they have a similar issue in the future. Thank you!
it should be a mandetory field as well.
Is there a way to do it?
1. Create a Custom Object called "Opportunity Attachments" with Master-Detail Relationship to Opportunities ( Opportunity is the parent and Opportunity Attachment is the child). Allow the Notes and Attachments for the new object
2. Click "New Relationship" and create the Master-Detail Relationship between the Opportunity and the Opportunity Attachments Object
3. Go to the Opportunity Page Layout and Drag and Drop the Opportunity Attachments related list just under the fields (for better visibility)
4. Create Your Opportunity Attachments Records, give them proper, recognizable name and attach the file in their notes and attachments
The only problem with this issue is that you cannot have a separate fields under each step, but you`ll have the attachments as a related list.
Previously, our profiles/permissions were set up inaccurately in Salesforce.
I am in the process of making some new profile groups for different teams within my organization.
One of the biggest issues I have is that Reps have the ability to change ownership of leads,contacts,accounts,opps,etc. - I do not want them to have this access.
I created a new profile for the reps - and believe I have unchecked any box that would allow them to do this.
However, I just tested this with a rep and she still has the ability to change ownership of leads, etc.