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)
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 appear...in 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
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.
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.
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!
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.
AND( OR( 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" )
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?
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.
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.
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.