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Nicole SackinNicole Sackin 
I would like to edit the layout of the "Create Lead" page but no matter what I do to the Page Layout it doesn't seem to change what the Create Lead page looks like.  Where can I go to edit this page?
Best Answer chosen by Nicole Sackin
Naval SharmaNaval Sharma
Hi Nicole,

I am afraid that we have the same page layout configuration for the Create/Edit and things can be managed by Field Visibility.
E SE S 
First off I feel really stupid for even asking this question. But I have become so frustrated I need yall's help!

Here is what I am trying to accomplish:

1) If Closed Lost Reason is PICKVAL 'Other' 
2) Then Text(250) Field Other Reason CANNOT be Blank

Here is what I did and it is not work :(

AND( 
ISPICKVAL( Loss_Reason__c ,'Other'),ISBLANK('Other_Loss_Reason__c'))

*Not sure if this matter but there is a field dependency on Stage = Closed Lost
*Also we use 3 record types. 
Best Answer chosen by E S
Narender SinghNarender Singh
Like this:

AND( 
ISPICKVAL( Loss_Reason__c ,'Other'),
ISBLANK(Other_Loss_Reason__c)
)
Pasha KockPasha Kock 
I want to create a validation rule that when the client chooses Yes a tekst field appears and he needs to fill in the information. When he chooses No then nothing happens. Thanks in advance for the help. Cheers Pasha
Best Answer chosen by Pasha Kock
John McGowanJohn McGowan

Hey Pasha,

The validation rule would like this:

AND(
ISPICKVAL(your_picklist_field_api_name, "Yes"),
ISBLANK(your_text_field_api_name)
)

It will force them to fill that field out but It won't cause a pop up to appear. You can define a visual flow to handle that functionality.

John
Tom CoffeyTom Coffey 

I need to get the email address from my Lead records transfered to the Opportunities records that are created when Leads are converted.  This will allow me to automatically email the Lead/Contact based on changes in the Sales Stage.

I've tried to accomplish this via Lead Conversion Field Mapping and Process Builder (process triggered by Opportunity creation) but having trouble.

Lead Conversion Mapping Efforts:

(1) I made a custom Lead Field "email copy" that copies the Lead Email field using a text forumla.  The problem with this is that it seems I can only map the "email copy" field to other custom fields of the type "text."  I need this mapped to an "email" not "text" type field.

(2) I tried making a custom Lead Field "email copy 2" that used a formula to copy the email field value but was told "Error: Field email may not be used in this type of formula"


Process Builder Efforts:

Upon Account creation, I'm trying to copy the Contact Email to the Account record and then copy the email from the Account record to the Opportunity Record. 

But I can't even get the first part (copy email from Contact to Account) accomplished.  

I have a custom "Email" field field on accounts.  I try to update this field using a field reference but I cannot reference the related contact.  The closest thing I can find to Contact is Primary Contact.  But Primary Contact has not been set.

So I try to first set Primary Contact using a reference to the Contact record but, again, I cannot find the Contact record as a field I can reference.

User-added image


Question:
How do I get my Lead Email on the Opportunity Record???

Bonus Question:
Was the lead conversion process specifically designed to prevent any interesting or useful sales automation from happening?!?  It sure seems so...

Best Answer chosen by Tom Coffey
Maxim MakarenkoMaxim Makarenko
Greetings Tom,
Welcome to Salesforce, where we are very fond of our ancient tradition of not allowing you to map a standard Lead field to a custom Account, Contact, or Opportunity field on conversion. That is how our fathers and grandfathers lived, and that is exactly how we are going to raise our children.

What we will allow you to do is to create a custom email field (not a formula - that won't work) on the Lead and a Workflow Rule and Field Update that inserts the value of the standard email field into the custom field.  Then map the (non-formula) custom Lead field to the custom Opportunity (or Account) field.

'tis the proud and true way of the Salesforce.
Hayley JohnstonHayley Johnston 
When I select to view my Campaign Members or see the list, it takes me to a page that's layout doesn't make sense for me.  I know you can edit the columns each time, but this doesn't work for my users. Is there a way to set up a default page layout and remove the Update Status button? 
Best Answer chosen by Hayley Johnston
Vinay ChaturvediVinay Chaturvedi
Are you talking about this page?
User-added image
This is not customizable for now.Yuo can vote for this idea
Akash ChatterjeeAkash Chatterjee 

We are working on a single org structure for our Sales Cloud solution. Our sales reps are distributed in various braqnches across EMEA including Russia.

We are about to start our implementation for our Russian branch and have some doubts regarding Russian Data Security Laws

We were informed by our team in Russia that in order to comply with the Data Protection regulations, we would need to use an application (or plug-in) called DFG152. It seems this app helps in storing the data in a local data centre, encrypting the personal data in Russia and then storing it in Salesforce Cloud

Can anyone please guide us with how this works and shed some light on DFG152. We dont have a very good idea of what this is

Best Answer chosen by Akash Chatterjee
EdEd (salesforce.com) 
Hi Akash,

I would recommend reaching out directly to DFG152 on how it can be used in Salesforce. Here's the link to their website:
http://dfg152.ru/en/#help-block

I hope this helps!
Aram JeongAram Jeong 
Can I use web font in Pardot (especially Emails and Forms) or is this article (http://help.pardot.com/customer/en/portal/articles/2128485-using-custom-fonts-in-pardot) the only way to use custom fonts?
Thanks in advance!
Best Answer chosen by Aram Jeong
Ines GarciaInes Garcia
Hi Aram,

That article article is to show you how to grant Pardot permission to use custom fonts through an Apache configuration change, as some browsers may block custom fonts like Firefox and newer versions of Internet Explorer block access to custom fonts that are requested from third-party domains

You can find help for setting up custom fonts on other webservers here: https://enable-cors.org/server.html

Hope this helps,

Ines
Best Answer chosen by Moderator (salesforce.com) 
Dan StoneDan Stone
- Use Visual Force to add a live, interactive Google Map with zoom controls and maptype select buttons to Salesforce Accounts and Leads and other detail record pages:



Go to Your Name » Setup » Develop » Pages

Copy/paste the following code into a new Page replacing what appears by default.  Notice that in this example we're using custom fields for the Account address components:

<apex:page standardController="Account">
<apex:pageBlock >
<head>
 
<script type="text/javascript" src="http://maps.google.com/maps/api/js?sensor=false"></script>
<script type="text/javascript" src="http://ajax.googleapis.com/ajax/libs/jquery/1/jquery.min.js"></script> 
<script type="text/javascript"> 
 
$(document).ready(function() {
  
  var myOptions = {
    zoom: 20,
    mapTypeId: google.maps.MapTypeId.HYBRID,
    mapTypeControl: true
  }
  
  var map;
  var marker;
  
  var geocoder = new google.maps.Geocoder();
  var address = "{!Account.Project_Street_Address__c}, " + "{!Account.Project_City__c}, " + "{!Account.Project_Zipcode__c}";
  
  var infowindow = new google.maps.InfoWindow({
    content: "<b>{!Account.Name}</b>"
  });
 
  geocoder.geocode( { address: address}, function(results, status) {
    if (status == google.maps.GeocoderStatus.OK && results.length) {
      if (status != google.maps.GeocoderStatus.ZERO_RESULTS) {
      
        //create map
        map = new google.maps.Map(document.getElementById("map"), myOptions);
      
        //center map
        map.setCenter(results[0].geometry.location);
        
        //create marker
        marker = new google.maps.Marker({
            position: results[0].geometry.location,
            map: map,
            title: "{!Account.Name}"
        });
        
        //add listeners
        google.maps.event.addListener(marker, 'click', function() {
          infowindow.open(map,marker);
        });
        google.maps.event.addListener(infowindow, 'closeclick', function() {
          map.setCenter(marker.getPosition()); 
        });
        
      }
      
    } else {
      $('#map').css({'height' : '15px'});
      $('#map').html("Oops! {!Account.Name}'s address could not be found, please make sure the address is correct.");
      resizeIframe();
    }
  });
  
  function resizeIframe() {
    var me = window.name;
    if (me) {
      var iframes = parent.document.getElementsByName(me);
      if (iframes && iframes.length == 1) {
        height = document.body.offsetHeight;
        iframes[0].style.height = height + "px";
      }
    }
  }
  
});
</script>
 
<style>
#map {
  font-family: Arial;
  font-size:12px;
  line-height:normal !important;
  height:500px;
  background:transparent;
}
</style>
 
</head>
 
<body>
<div id="map"></div> 
</body> 
</apex:pageBlock>
</apex:page>


Live interactive Google Map in Salesforce Account detail page

 
Vivek ReddyVivek Reddy 
Our contacts and leads all have a "Lead Source" attached to them, and I don't want anyone to be able to create an opportunity unless they create it through a contact or a converted lead.

Is there any way that I can prevent creation of opportunities that aren't created through a contact or a converted lead?
Best Answer chosen by Vivek Reddy
John SchneiderJohn Schneider
You can remove the Standard Quick Create section from the home page layout.

Setup > Customize > Home > Homepage Layouts, edit the one you're interested in, then remove the checkmark next to 'Create New'.

Then add a customs section with links to create the records they are allowed to.
Kate RussellKate Russell 
I am a SF Admin (so have all the necessary permissions) and am using Professional edition but I don't have a "New" button under Campaigns.
Best Answer chosen by Moderator (salesforce.com) 
Javier GonzalezJavier Gonzalez
Make sure that the Marketing User option is checked in your User Detail screen. Check that first.

Setup | My Personal Information | Personal Information