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Ksenia ChoateKsenia Choate 

We need the ability to allow certain community users (consultants) to submit and edit cases on behalf of their clients (agencies). These consultants will have the Customer Community Login license. Consultants will be contacts/community users, and agencies will be accounts. Some consultants will need to have access to cases of multiple clients, and this is the requirement I am grappling with.

If we relate consultants (contacts) to multiple agencies (accounts), where the main account is the consuting firm they work for, and the rest of the accounts are their clients' companies, then, in theory, the consultants will become contacts on those accounts. We could then create a sharing set that would allow contacts/community users to see all cases on their accounts. 

However, I have a suspicion this won't work, since the relationship between consultants (contacts) and their multiple agencies (accounts) will be indirect. Something tells me it's only when the relationship is direct that the sharing set would work. Can anyone confirm or refute this suspicion? If I am correct, and it won't work, is there a solution to this requirement (besides creating multiple consultant contact records, one for each of their clients' accounts)?

Thank you in advance!!

Best Answer chosen by Ksenia Choate
Jeff MayJeff May
No. The Contact still has a "primary Account" in the AccountID field that is used to establish record access.
Heather SimoneauHeather Simoneau 
I've got a flow with screens for different teams that creates a case. On one screen, I've set up component visibility on several fields based on the value set in the first picklist on the page so that users can complete a subset of fields on the same page once they set the value in the first field. The problem is that the flow is not advancing past this screen to create a case, it just reloads the same screen and shows no errors. If I go back a page or change the first value, I see this error on all the picklists where component visibility is set:
"Whether a choice is selected can only be set to true. Choices that aren't selected shouldn't be included in the request. An administrator needs to resolve this error."

It doesn't matter if the picklist is set with individual choices or with a picklist choice variable. The error only appears on picklist fields and no other fields. The criteria on the component visibility is pretty straightforward:
{!Server_ASP_Details_DBA} Equals {!SchemaorTestSchemaSetup}
OR
{!Server_ASP_Details_DBA} Equals {!RestoreData}
The Server ASP Details DBA field is the picklist that drives the component visibility on all the other fields on the page.

Any ideas on how to resolve this?
Best Answer chosen by Heather Simoneau
Heather SimoneauHeather Simoneau
Per SFDC Support, this issue around component visibility has been resolved with a bug fix as of 10/14/19. It seems to work for me now. If it's still broken for you, I'd suggest submitting a case.
laxmi yelishalalaxmi yelishala 
research Communities both Customer and Partner so you know where to go for help to assist with the Build. can you the me clear steps thank you
Best Answer chosen by laxmi yelishala
Amber BoazAmber Boaz
Here is the documentation for how to setup a Community: https://help.salesforce.com/articleView?id=networks_overview.htm&language=en_us&type=5
Timothy SmithTimothy Smith 
I am looking to create a community page.  The page will be a message board.  Open to anyone with the URL, not looking to have login required.  Is this possible or is there a better way?  We will require a login on the page in the future.
Best Answer chosen by Timothy Smith
Raja Kumar PallepatiRaja Kumar Pallepati
Hi Timothy,
You can use the public access settings and guest user profile settings to enable the community without login.
Refer to the articles below for any additional information.
https://help.salesforce.com/articleView?id=community_builder_page_access_settings.htm&type=5 (https://help.salesforce.com/articleView?id=community_builder_page_access_settings.htm&type=5)
https://help.salesforce.com/articleView?id=networks_public_access.htm&type=5 (https://help.salesforce.com/articleView?id=networks_public_access.htm&type=5)
Megan LearyMegan Leary 
I have a Milestone that once violated has a Field Update, which will check a box ("CreateChatterNotification__c"). This is working.

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!
Best Answer chosen by Megan Leary
Prolay ChaudhuryProlay Chaudhury
It looks like Milestone Action can't trigger Process Builder. However, you can create an Apex class to operate to trigger. https://help.salesforce.com/articleView?id=entitlements_milestone_adding_sla.htm&type=5
Cullen SullivanCullen Sullivan 
Hello everyone. I came across this question on a admin practice test and I am stumped. Any help is much appriciated. 

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!

 
Best Answer chosen by Cullen Sullivan
Carmen GrossCarmen Gross
I am not 100% sure, but I thnk the correct ansewr is: D, because I could not find doc and articles mentioning emails notifications for customers but for case owner, manager or other 5 emails adresses.

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
AND
Customize Application
From Setup, enter Support Settings in the Quick Find box, then select Support Settings.
Click Edit.
Select Enable Case Comment Notification to Contacts.
Select a template for email notifications.
Click Save.
Lavanya SanathkumarLavanya Sanathkumar 
Facing issue in my batch test class. I am inserting simple Account and Opportunity in my test class. 
If we set(seealldata = false) the class fails in the sandbox and getting below error 
System.DmlException: Insert failed. First exception on row 0; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, EventbriteSync.EventbriteOpportunityTrigger: execution of AfterInsert

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
System.UnexpectedException: No more than one executeBatch can be called from within a test method. Please make sure the iterable returned from your start method matches the batch size, resulting in one executeBatch invocation. 
Stack Trace: External entry point

 
There any way to fix this?
Best Answer chosen by Lavanya Sanathkumar
Parani T KParani T K
EventbriteSync.EventbriteOpportunityTrigger issue can be fixed with seeAllData true for now. Don't find any proper solution for that.

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.
EA CA ORGEA CA ORG 
Hi, 

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 ? 
Best Answer chosen by EA CA ORG
Tommaso BolisTommaso Bolis
What about add a field on case with last activity date. You can mantain this field with process builder and use it to create the report you need. 
Tinashe ShokoTinashe Shoko 
When I download our enterprise wsdl for FeedItem it has the following field
<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?
Best Answer chosen by Tinashe Shoko
Tommaso BolisTommaso Bolis
Different version is related to the Salesforce major relase. With Summer '19 we reached API 46.
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).
Tayler McCrackenTayler McCracken 
Hello Salesforce community, I would really appreciate if someone could help me out by showing me a formula for a validation rule that I am trying to implement in my org. If you could also please post the logical reasoning, or help explain to me  how you worked this out I would appreciate it as I am struggling to understand validation rules... I've done the trailead training and some reading, but still finding it a bit tricky. This is what I am trying to work out:
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!
 
Best Answer chosen by Tayler McCracken
Deepak AnandDeepak Anand
...picklist value "pillar," equals "support renewal" ??

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 - 

[1]  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 ...)


[2]: 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 [1] and [2] 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 :-)