I created a new VR , view below.
ISCHANGED( Firm__c ),
Firm__r.Available_Provider__c = FALSE
When I create a new record, this VR does not fire. I want the VR to fire when someone created a new record as well.
Can you all help me on this?
However, when email is forwarded, the web email address is always the support email, rather than the original sender.
How do you get SalesForce to recognize the original sender, instead of the support email address it is forwarded from?
refer below link : https://success.salesforce.com/answers?id=9063000000045MpAAI
Any ideas what would cause that?
So, we currently have three Case record types where reps can use one for process A, or a different one for process B or a third one for both process A & B.
I want to simplify this for the end user.I took the page layoiut for the A&B processes and made duplicates for working with and created just a page layout for each and then created a picklist.to choose which process the agent wants to use.
Here is the question, do I have to create separate record types each with it's own page layout? or can I call more than on page layout for a single record type?
If I understand correctly, you want to change Case layouts between 1 of 3 layouts, depending on Case details.
To switch the Page Layout for a User, the record type will need to change, so you will need 3 record types.
You can create Workflow Rules to change the record type automatically based on criteria.
Also, you can assign 1 record type as master to a user and avoid the record type selection when creating records.
The record type access controls what record types a user can create, but record level access does not take record types into account, so they will still have access to the record once the record type changes via Workflow.
This link may also be of some help.
I am creating a new user and I want to select a custom profile that I have built in the Profile tab. To do so, I need to select first the option "Salesforce" in the User Licence tab. This option doesn't appear anymore ( I created a user a few days ago and I could select this option). How can I get the "Salesforce" option in User License tab?
I have included their response below.
Opt in for Extended Support will begin with Winter '18*.
*Currently targeted for October 2017, subject to change
Once the Opt in for extended support is deployed (October 17), the option to receive extend support will become visible on your orgs critical update page.
The record couldnâ€™t be saved because it failed to trigger a flow. A flow trigger failed to execute the flow with version ID 3011a0000001OSK. Flow error messages: This interview has been terminated as another interview in the same bulk execution request failed with the following error: <b>An unhandled fault has occurred in this flow</b><br>An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Contact your administrator for help.
FYI, I am an admin on the account.
the ID in the error message belongs to a Process Builder flow. Usually you can look up an ID by just copy & pasting it after your Salesforce org base URL, but this doesn't work with flows. You have to use a tool like the workbench (https://workbench.developerforce.com/). After logging in go to info, Metadata Types & Components. Choose the value Flow from the picklist. Click on Expand All and search for the ID in the error message. Now you have the name of the Process Builder flow and can look it up. You can find the Process Builder if you search for it in the setup. In the Process Builder you have to correct the flow or you can disable it.
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- This listing is private and cannot be found by searching or browsing on the AppExchange.
- Please note: on April 15, 2017, Salesforce will no longer provide maintenance for this package
This warning usually means that the partner who develops this application has not started or failed to pass the security review. During the app installation, there's a warning displayed that reads like the following..."Salesforce Inc. is not the provider of this application and has not conducted any review of it. Please click here to understand what this means with respect to security and trust". Private listings that were delisted are usually due to problems with their periodic security review.
Alternately, the app may be private on purpose, for example, if the vendor does not wish for their app to be searchable on the AppExchange.
This has been replaced by https://help.salesforce.com/articleView?id=social_customer_service_overview.htm&language=en_US&type=0
Please check this hopefully this helps .
David Hales (1058)