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Best Answer chosen by Moderator ( 
Shell BlackShell Black
Just some additional perspective.....

Roles are one of the ways you can control access to records. They also impact reports (e.g. "My Teams" filter). Roles come into play if your security model (OWDs) are set to private. A little more on Roles and how they impact security:

Profiles help determine record privileges. Assuming the User can see the record, Profiles determine what the User can do, view or edit on that record. Profiles control other system privileges as well (mass email, export data, etc)
Erik PetersonErik Peterson 
I've researched my question in Help, and almost everything I've tried has not worked.  the email button in Summer '17 Sandbox is missing from the opportunity.  I checked email deliverability, set to "all".  checked global layout for email, it's there.  checked opportunity page layout.  "send email" is already in the lightning section.  checked to make sure the correct layout is assigned.  not until I created the "action" and added it to the opportunity layout did it the page layout editor, it appears right next to the "send email" button.  So, long story longer, it's fixed, but not sure why the original button is not displaying.  
any direction is appreciated!
-Erik "always marks best answer" Peterson
Best Answer chosen by Erik Peterson
Carrie HooperCarrie Hooper
Cool. The buttons vs actions have bitten me before. And the disappearing email button when email deliverability is off -- I think I lost hours on that one once! Don't forget to mark as best answer ;)
Tracy ReidTracy Reid 
I have a dependent picklist field that I would like to make mandatory if the controlling value is chosen. My formula is not working and I can't see what I have gotten wrong.

If lead source equals Trusted Referral, then the Referral field must be filled out. Values below in Referral are the only options available.

 ISPICKVAL ( LeadSource , 'Trusted Source(Referral)'),
 NOT( ISPICKVAL(Referral__c, 'Partner Referral')),
 NOT( ISPICKVAL(Referral__c, 'Board Referral')),
 NOT( ISPICKVAL(Referral__c, 'Other Trusted Source Referral'))

Thank you for your help.
Best Answer chosen by Tracy Reid
Deepak AnandDeepak Anand
Have you tried making the Dependent Field Required on the Page Layout ?

This way it will be enforced only when a value is chosen in the Controlling Field(even if you see the Red Mark next to the Dependent Field with Controlling Field still empty). This will impart the best User Experience as opposed to a Validation Rule.
Alise BarkellAlise Barkell 
Is there a formula where I can change a custom date field to format as MM/YY? 
Best Answer chosen by Alise Barkell
Surendra ChoudharySurendra Choudhary
TEXT(MONTH(yourDate)) & "/"  & TEXT(YEAR(yourDate))

This will work for you !!
Sabrina ChenSabrina Chen 
I've been spending hours and tried everything possible on the #6 and could never make it work. First of all, the "contains" operator within "Record Lookup" or "Dymanic Record Choice" doesn't seem to be working correctly. It never produces filtered result. Instead, it simply returns everything. Also the solutions I found here returns only one record which is not right. I also found it confused why we need "dynamic record choice" embed in the result screen after the same search is already done within the "record lookup". This prevents me from completing the badge and it's just frustrating.

To the least, can anyone please verify if the "contains" operator indeed doesn't do a thing in either playground or the dev edition? Thanks!
Best Answer chosen by Sabrina Chen
Paras ShahParas Shah
Great to know that you manage to pass the challenge..!
I would suggest you close this thread by choosing best answer so it doesn't remain unsolved..!
Franz Anthony Rodríguez MaraviFranz Anthony Rodríguez Maravi 
I would like to assign cases to agents via Omni Channel, but I've seen capacity is set at Presence Configuration, and it's classified by profile, or user by user. Isn't there any way to doy it by another object o without creating a lot of presence configurations? Because I would like to make it easy to manage.
Best Answer chosen by Franz Anthony Rodríguez Maravi
Hi @Franz,

Currently it is not supported. You have to maintain it manually in Presence Configuration.

Janis DavisJanis Davis 
Marketing has two Roles/Profiles that are Marketing users that manage Campaigns. 

Role: VP, Marketing & Advertising
Profile: VP, Marketing & Advertising
Role: Marketing Manager
Profile: Marketing Manager

We have 4 different Campaign record types that include an Email record type. The member status for this record type is set by the Marketing users and updated via a Vertical Response campaign stats download to SF. Marketing asked me to create a validation rule on the Campaign Member object that prohibits non-marketing users from updating the member status on email campaigns. 

I created the validation rule that excludes the VP, Marketing & Advertising Profile and it works, but prohibits the Marketing Manager Profile users from using the Advanced Settings to create member statuses on new campaigns (screen shot below). When I tried to also exclude the Marketing Manager Profile in the validation rule, I keep getting syntax errors (see screen shot below). When I remove one, I get another and so on and so on. I obviously have a flaw in my validation rule that I can't define. Any help or advice on this will be most appreciated!!! Thanks. 

User-added imageUser-added image
Best Answer chosen by Janis Davis
Chris DuncombeChris Duncombe
In your example, the parentheses is closing out the OR() statement, I assume you copied and pasted the line to create another check of a profile.  You need to remove the parentheses from the original line, as now your first profile line check closes out the OR, and the second profiel check line closes out the AND.  I generally use new lines and indenting to try to make it a bit more readable.  Try something like this
        ISPICKVAL(Status, "Sent"),
        ISPICKVAL(Status, "Responded"),
        ISPICKVAL(Status, "Opened"),
        ISPICKVAL(Status, "Clicked"),
        ISPICKVAL(Status, "Bounced"),
        ISPICKVAL(Status, "Unsubscribed"),
        $Profile.Id <> "First Profile Id",
        $Profile.Id <> "Second Profile Id"
    Campaign.RecordType.DeveloperName = "Email"

Vin NVin N 

I am a new Admin on Salesforce and I would like to create lead stages.

My sales process currently have the following stages: "New", "Working", "Converted". I would like to add 2 other stages. 

However when I go to the Object Manager and select Lead, I can't find a "Stage" field on the "Field relationship". Is it because we can only add Inquiry Status and not Stages on lead?

Best Answer chosen by Vin N
Naveen DhanarajNaveen Dhanaraj
Setup >> QuickFind >> Object Manager >> Lead >> Fields >> Lead Status >> New

Like This
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Terri PotterTerri Potter 
I am new to SalesForce and when I sync with Outlook 2010 all of my conacts (over 2000) birthdays are littering up my Outlook calendar.  Can anyone tell me how to stop this and remove those?
Best Answer chosen by Miglena ( 
Peter GrahamPeter Graham
First post! Just wanted to answer for people who find themselves here in the future. I wasn't able to find very clear steps to remove birthdays so I had to figure it out on my own.

Go to - Setup / Desktop Administration / Outlook Configurations

1. Click Edit next to your configuration
2. Scroll down to the 'Contacts' section and click 'Edit Field Mappings'
3. Click the 'X' to the right of the birthday field that you don't want to sync.
4. Click Save

You will most likely have to delete the birthdays that have already synced to Outlook, too.

1. Go to the Calendar tab in Outlook and select only the calendar that contains the birthdays you want to remove.
2. Search for "Birthday" in the search bar at the top right of the calendar view.
3. Select 'View More' or 'View All' at the bottom of the results.
4. Highlight all results or simply right click the gray title bar above the first search result and 'Delete'
5. Pray the birthdays do not sync again tomorrow.

Anthony GreissAnthony Greiss 

How can i make the key fields and guidance for success visible by default on my opportunity and lead pages ? 

At the moment I have to cloick on the arrow next to the path to show the key fields and guidance for success. 

Thank you.
Best Answer chosen by Miglena ( 
EdEd ( 
Hi Anthony,

I think this behavior is working as designed for key fields and guidance for success, although I do see the importance of having these visible by default. May I suggest posting an Idea on the Community board about this.