Ask Search:
Samyak ShamkuwarSamyak Shamkuwar 

Using Pardot as a standalone tool without much integration with Salesforce.
I want to make a List of Prospects who have never been emailed.

The closest option I could find is Dynamic List > Prospect has been emailed

But this does the exact opposite of what I would like it to do making lists with "Emailed count" of 0 or above.
And there seems to be no way I could be providing a negative logic with this (so that I could subtract a list of 0 or above from the Master Prospects list)
Any ideas that might help me around this?

Best Answer chosen by Miglena (Salesforce.com) 
Sudhir ChowdarySudhir Chowdary
Hi Mary,

Yes, there is a limit on number of times a file can be shared. You can share a file upto 100 times with people, groups, and via links. Please refer to below link for additional details.

https://developer.salesforce.com/docs/atlas.en-us.salesforce_app_limits_cheatsheet.meta/salesforce_app_limits_cheatsheet/salesforce_app_limits_files_share.htm

-- Sudhir
Katie ZinmanKatie Zinman 
Users are not getting notification emails when an Account is transferred and the "Send Notification Email" checkbox is checked. I've tested sending notification emails when an Opp is transferred and it works just fine. The issue is only on the Account level. Any ideas why this is happening?
Best Answer chosen by Katie Zinman
Steve DoddSteve Dodd
I may be missing something...

How are you doing assignments for Account records ? Did you create something custom in Process Builder ?

...or are you using an assignment rule for Leads (or Cases) and you're concerned that may be part of the problem ?

If you were receiving owner transfer notification emails before implementing an assignment rule somewhere, then you would want to troubleshoot that part of your process.

If everything else is working minute rice perfect, and you just can't seem to get an email notification to go to the new Account record owner, and you have confirmed that there aren't any email deliverability issues, then I would just create a workflow rule to send an Email Alert when a new owner is assigned using the criteria ISCHANGED(OwnerId)

User-added image

 
White Shed CompanyWhite Shed Company 
Spring 17 has released Lightning for Gmail which is awesome. However, I can't seem to find how to enable Enhanced Email for Lightning for Gmail, which theoretically allows users to associate an email to any record in salesforce from within the panel.

All documentation says you have to make sure Enhanced Email is enabled (it is), and that enable the feature from the Lightning for Gmail setup page - but I can't find that option anywhere. Is this something that we need salesforce to activate first? 
Best Answer chosen by White Shed Company
Luca R. Fava PizLuca R. Fava Piz
Hi All guys, I've just got a feedback from SF support. you should ask Tier 3 (contact SF support) to enable the follow feature (I copy and past from their message: "Enhanced Email with Lightning for Outlook Enabled". (Also if we are talking about GMAIL, this Outlook setting must be enabled. Just Tier 3 can enable it. So, call the Support and ask them to anable it on your org. If you need more support I can sed you the case number so SF support can check my case too for references. Let me know! Regards
Vyneta RyanVyneta Ryan 
Sometimes the auto-save happens at a bad time and there is not a way to go back if you make a change you don't want to keep.
Best Answer chosen by Miglena (Salesforce.com) 
Kara SchoelerKara Schoeler
At this time, you cannot turn off the autosave functionality.  However, depending on the block that you are making changes, you can click the Control + Z (Command + Z on Mac OS) which will undo your recent actions.

We are looking to provide more complete undo functionality in a future roadmap.
Melissa SwanMelissa Swan 
Whenever I open the Lightning for Outlook add-in on an existing email, anyone who is new to my SFDC org shows as a light blue circle and I don't have the option to add them as a new Contact.  This just recently happened, and I could have swore that before when anyone new showed up, they had a dark blue + sign and a link to 'Create New' or something like that. 

Any ideas on why I wouldn't be able to create a new contact using the add-in? 
Best Answer chosen by Melissa Swan
Adam MarioAdam Mario
Melissa I think I found the answer. Check this out: https://help.salesforce.com/articleView?id=000269428&language=en_US&type=1

I followed the resolution steps on that page and it fixed the issue for me so give it a shot.
Ryan ConlinRyan Conlin 
In order to prepare my organization for the switch to the new version of TLS for salesforce, I read that I need to prepare an email snapshot to see if I am using the right version of TLS for my inbound email snapshots. However, I tried to create two seperate email snapshots--screenshot attached--and when I tried to send the email from the to address I specified to the from address the email bounced back. Did I put in the wrong email addresses, or did I make a mistake during another part of the process? 

Screenshot of my email snapshots
Best Answer chosen by Ryan Conlin
Shashank SinghShashank Singh
Hi Ryan,

Using email snapshots, we can check if an inbound email is entering Salesforce or not. If you're using this to help with the impact of the TLS1.0 disablement process on inbound emails, you would need to first determine which mechanisms do you have in your Org which receive inbound emails. Some common examples are -- email-to-case, email services, email-to-salesforce etc.

For example, if you want to test for your email-to-case address, then enter the email to case service address (the long email address) in the "To" field in email snapshots. Then send an email to this address and request for a snapshot. Please find a list of all inbound processes which could be impacted in the following article:

https://help.salesforce.com/articleView?id=TLS-1-0-Email-Disablement&language=en_US&type=1

Please do circle back if you have any other queries. Thanks!
Chris ForshaChris Forsha 
Specifically I have seperate publisher layouts for different profiles, but some of my users want to see results for some objects before others. Right now it opens first to People then companies, opportunities, cases, tasks. I have users that work primarily with custom object and companies/ opportunities and cases aren't relevant to them. Is there a way to customize the search in Lightning for Outlook? 
Best Answer chosen by Chris Forsha
Damien JolyDamien Joly
Chris,
You can shuffle sections around, using the App Builder from the Lightning for Outlook settings page.
Displaying a list of custom object records is not currently possible, but you can manually search for such records using the search box.
https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_lightning_for_o_custompanes.htm

We are working on a way to make a Lightning Component available in the App Builder to match email addresses to custom objects: this is a roadmap item subject to forward looking statements.
Simon HaynesSimon Haynes 

Hi,
I am just looking into the Lightning for Outlook functionality as part of the Summer '16 release. I have got this to work in Outlook and can view records (Cases, Accounts, Contacts) in the sidebar, but there is no option to save emails via this. I can see in the release notes that there should be a plus icon to add emails, but the following is what I see:

User-added image

Can anyone let me know why this is not giving me the option to add email? I have the add email option selected in settings for the side bar.
Thanks
Simon

Best Answer chosen by Miglena (Salesforce.com) 
Matthew WeinrebMatthew Weinreb
I had an support ticket with Salesforce. Once I upgrade to the most recent version of Office 365 the icon appear and began working.

User-added image
Julie GranilloJulie Granillo 
I'm creating an email template, and I need to include today's date.  I can't find any date fields though by using the field selector thing on the email editor.  I need today's date to be displayed as "mmddyy" - no slashes or dashes.  Ideas?
Best Answer chosen by Julie Granillo
Deepak AnandDeepak Anand
I don't think you'll have a way to do that from within the Email Template. You'll have to create a Text based Formula Field like as below and use that in the Email Template instead:

Formula Field Label: Date for Email Template
Formula Field Return Type: TEXT
Formula:
TEXT(MONTH(TODAY())) + TEXT(DAY(TODAY())) + TEXT(YEAR(TODAY()))