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Steve MolisSteve Molis 
Here's a Formula I built to create an "Ultimate Parent Account" field that you can use to create Opportunity Pipeline reports that roll up all Opportunities under the top Account in the hierarchy. 

*** in this example I'm testing up to a 5 Tier Account Hierarchy (Compiled size: 342 characters) ***

Datatype: Formula 
Result: TEXT 
Formula: 
 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Name)),Parent.Name,
Name)))))

 
Best Answer chosen by Miglena (Salesforce.com) 
Steve MolisSteve Molis
An #AWESOME bonus tip from @Jeremiah Dohn to turn the Ultimate Parent into a Hyperlink to that Account

Datatype: Formula 
Result: TEXT 
Formula: 
 
HYPERLINK('/' + 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Name)),Parent.Id, 
Id))))), 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Name, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Name, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Name, 
IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Name, 
IF(NOT(ISBLANK(Parent.Name)),Parent.Name, 
Name))))))

 
Kira TuboKira Tubo 
I hit the max limit of reports that I can be subscribed to, so I was going to unsubscribe some reports I am no longer interested in. However, I don't remember which ones they are. Is there an easy way to find out which reports I am subscribed to?
Best Answer chosen by Kira Tubo
Steve EarlySteve Early
Yes - go to the reports folder and click on ALL FOLDERS on the left. Then go to the first pulldown on the right and select ITEMS I'M SUBSCRIBED TO. 
vignesh balasubramanianvignesh balasubramanian 
Hi Everyone,

I have a field called "Age" in contact object.when I create report for the contact records if Age<18 should be in red color and Age>=18 should be in green color.

How can we achieve this

Thanks in advance,
Vignesh.B
Best Answer chosen by vignesh balasubramanian
Pritam ShekhawatPritam Shekhawat
You can use conditional highlighting in reports. Take a look here Conditional Highlighting in Reports in Salesforce
Colin SamsonColin Samson 
I ran an opportunities report, and got a record count of 107 closed won.
I then ran an opportunities with products report, and the record count is 165. I think this counts the line items, but I want to count and show the number of opportunities, How?
Best Answer chosen by Miglena (Salesforce.com) 
Liz DwanLiz Dwan 
Custom Object has Enable Reports ticked but when I try to drag a report into the dashboard I received this error. Please can you explain if there is somewhere I need to enable dashboards or something else?
Best Answer chosen by Miglena (Salesforce.com) 
Mayank SrivastavaMayank Srivastava
Liz , it might have been one of the following that is causing it:
1. An object used in the relationship is not enabled for reporting
2. A look-up relationship used in the report was deleted or changed its type (changing from master-detail to look-up also makes a report obsolete)
3. An object in the report was deleted.
4. A profile does not have visibility to an object
5. The report is based on an object that belongs to a “managed package”  “In Development” status, therefore not all users will have access to it.

Reference:
http://simplysfdc.blogspot.com/2014/06/salesforce-obsolete-report.html

Check if it's any of the above.

If not, then the following:
The dashboard component was based on a new custom object, which will be the target for snapshots.  Nothing special there.  No lookup or master-detail fields on it.  The object had been deployed, and I can view the underlying report just fine.  Well, there's one thing I'd forgotten, it turned out:  the dashboard is a dynamic one.  And the new object has not been opened up to any profile.  That means no one can really see that dashboard component other than folks who can "view all".  That's not good in production of course... but I'm not quite there yet.  The thing has to be reviewed by admins first before opened up to anyone.

Looks like I need to at least allow access to the object by at least one profile explicitly before I can do anything about it in dashboards.
http://digicomet.blogspot.com/2011/04/this-report-can-no-longer-be-edited-or.html


As a last resort, try rebuilding the report. (crate it froms cratch)
Erin HeiserErin Heiser 

I just ran the Salesforce Optimizer report and was shocked to see that I had 610 unused reports (reports that have not been viewed in the past 12 months).  However, when looking through the list, I saw several reports that are being used for dashboards, dashboards that I know are being viewed. So, can I assume then that no one has clicked through the dashboard component and viewed the report directly?

Also, in my Salesforce Optimizer report there were a few dashboards listed as unused.  I confirmed with one user that her dashbaord actually is viewed on a daily basis but only on her home page, not on the Dashboards tab.

With these small quirks with the report I suggest that you really evaluate each report or dahsboard for actual use before deleting!   

Best Answer chosen by Erin Heiser
EdEd (salesforce.com) 
Hi Erin,

This coud be related to the known issue posted below:

https://success.salesforce.com/issues_view?id=a1p3A0000001CfDQAU

Thanks!
Best Answer chosen by McCailin Wunder
Puneet MehtaPuneet Mehta
Hi McCailin,

LAST YEAR
Starts at 12:00:00 AM on January 1 of the year before the current year and continues through the end of December 31 of that year.

THIS YEAR
Starts at 12:00:00 AM on January 1 of the current year and continues through the end of December 31 of the current year.

https://help.salesforce.com/articleView?id=custom_dates.htm&type=0
Todd KadasTodd Kadas 
Hoping someone can help me out.  I'm a bit new here.  Error message and Apex class provided below.  I have a trigger that fires after a user creates a new note in Notes & Attachment resulting in a task being created.  Below script then populates fields in the task to complete it.  Works fine when notes are created in Accounts and Opportunities but throws below error when notes are created in Leads or Contacts.  

If you're scratching your head around why this would have been created, it's that several of our users complained that they weren't getting credit for activities they perform throughout the week, such as updating account data with notes.  By using this, when management reviews their teams activities, each note is counted as 1 activity.

Apex script unhandled trigger exception by user/organization: 005o0000001aU9R/00D0m000000CmUV Source organization: 00Do0000000ZWI0 (null)
NotesTrigger: execution of AfterInsert
 
caused by: System.DmlException: Insert failed. First exception on row 0; first error: FIELD_INTEGRITY_EXCEPTION, Related To ID: id value of incorrect type: 00Qo000000UcO86EAF: [WhatId]
 
Class.NotesHandler.onAfterInsert: line 54, column 1
Trigger.NotesTrigger: line 14, column 1
 
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/**
*\arg ClassName    :NotesHandler
*\arg CreatedOn    :
*\arg LastModifiedOn    :
*\arg CreatedBy    :
*\arg ModifiedBy    :
*\arg Description    :Handler class to create task after notes are inserted
*/
public with sharing class NotesHandler
{
    /*Start - Constructor*/
    public NotesHandler()
    {
        //do nothing
    }
    /* End - Constructor*/
    
    /**
    @MethodName    :onAfterUpdate
    @Param    :
    @Description:
    **/
    public void onAfterInsert(List<Note>lstNote)
    {
    String userID=UserInfo.getUserId();
    List<Task>lstTask=new List<Task>();
    for(Note objNote :lstNote)
    {
        Schema.SObjectType objType=objNote.parentId.getSobjectType();
        String strObjType = objType+' ';
        if( strObjType != 'Task')
        {
        Task objTask = new Task();
        objTask.Subject = 'Note created -'+objNote.Title;
        objTask.Priority = 'Normal';
        objTask.Type = 'Note created';
        objTask.Status = 'Completed';
        objTask.ActivityDate = objNote.CreatedDate.Date();
        objTask.Task_Completion_Date__c = objNote.CreatedDate;
        if(strObjType=='Contact'||strObjType=='Lead')
        ObjTask.WhoId=objNote.parentId;
        else
        objTask.WhatId = objNote.parentId;
        objTask.OwnerId = userId;
        
        lstTask.add(objTask);
        
        }
   
        
    }
     
     if(!lstTask.isEmpty())
         insert lstTask;
    }
    
    
}



 
Best Answer chosen by Todd Kadas
Todd KadasTodd Kadas
Thanks so much, Puneet. That solved it. 
Cheryl WardCheryl Ward 
I need to print out several case's chatter postings and the "printable view" doesn't include them.  The Chatter dashboard and reports doesn't do the trick, either.

Any thoughts?

Thanks in advance, Cheryl
Best Answer chosen by Cheryl Ward
Puneet MehtaPuneet Mehta
Hi Cheryl,

Please use the browser printing option to print out as the Salesforce wouldn't allow printing using the printable view.
Dorota Czapla-NiznikDorota Czapla-Niznik 
Hi,

I am trying to create report of opportunities based on Deal ID. Unfortunately some opportunities do not have Deal ID.  Could you explain how Deal ID is generated and what could be the  reason that some opportunities do not have Deal ID.  Thank you in advance.
Best Answer chosen by Dorota Czapla-Niznik
Puneet MehtaPuneet Mehta
Hi Dorota,

Are you a System Administrator in your Salesforce Org? If not, it is best to consult your System Administrator.