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Lynn ShieldLynn Shield 
I have two fields, one is an Opportunity amount roll up field and the other is a Adjusted amount, free filled field.

A third field needs the following to happen.  It should equal the Opportunity amount roll up field if the adjusted field is blank.  If the adjusted field is not blank then this should be the amount in the field.

This is my formula:
IF( 
(ISBLANK( Adjusted_MRR__c )),  
(Closed_Won_Opportunity_s__c) ,  
(Adjusted_MRR__c)
)

When the Adjusted_MRR__c is blank my field comes up $ 0.00 instead of the Closed_Won_Opportunity_s__c amount.  But When the Adjusted_MRR__C is not blank then this amount shows up.  

Why is my Closed_Won_Opportunity_s__c amount not showing up??
Best Answer chosen by Lynn Shield
Deepak AnandDeepak Anand
How about this = 
IF( 
  BLANKVALUE(Adjusted_MRR__c, 0) = 0,
  Closed_Won_Opportunity_s__c,
  Adjusted_MRR__c
)
Chris MitchellChris Mitchell 
Hey All 

I wanted to create a Validation Rule that when the Stage = Closed Won & Product Type = OCP Development Suite the Product Duration CANT be picklist value - N/A It Must be picklist value = 9 Months or 12 Months. 

I tried this but it didnt work, Any ideas; 

AND( ISPICKVAL(StageName,"6 - Closed Won"), 
ISPICKVAL(Product_type__c,"OCP Development Suite"), 
ISPICKVAL (Product_Duration__c,"N/A"))
Best Answer chosen by Chris Mitchell
Kruse CollinsKruse Collins

If you were to do that, all you would need to do is:

AND( 
ISPICKVAL(StageName,"6 - Closed Won"), 
OR(
ISPICKVAL(Product_type__c,"OCP Development Suite"),
ISPICKVAL(Product_type__c,"MDP Y1"),
ISPICKVAL(Product_type__c,"MDP Y2")
), 
ISPICKVAL (Product_Duration__c,"N/A"))

That should do the trick! I'm glad it worked Chris, if you can, can you mark the best answer, that way it can help others who might have this same question in the future! 

-Kruse Collins
Admin userAdmin user 
i have created a watrehouse application in my developer edition .now i want to delet it , is that possible? can you please show the path how to do it. Thanks 
Best Answer chosen by Moderator (salesforce.com) 
Jatin JainJatin Jain
you can go to setup->Create-> Apps
Delete the app but if you ar eusing any apex,vf page under that, then it will give you reference error. Hence, you need to delete individual references first and then del the app.
Erik PetersonErik Peterson 
Hello fellow Trailblazers!

I currently have a process that will write the quote grand total to the opportunity amount field.  using this process to eliminate the need to sync the quote.  We have another custom field "extended price" - when a number is in amount field it writes to this field.  however, when an order is created in our ERP system, "extended price" updates, amount does not.  how can I add to my process to basically say:
"if extended price field is not equal to amount field, copy extended price data to amount field"?
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Best Answer chosen by Erik Peterson
Krzysztof NowackiKrzysztof Nowacki
It would be something like this:
IF(customFieldValue  <>  Amount, customFieldValue, doSomethingElseHere_orAddAmountField)  .
And maybe finaly on layout you need only your custom field not the Amount field?
Best Answer chosen by Dhatrish Rajdev
Maxim MakarenkoMaxim Makarenko
Hey Dhatrish, sorry for the long wait. This was a tough thing to figure out, but apparently you can't see CampaignInfluence object unless you have the 'Enable Access to Customizable Campaign Influence' app permission. And you can only get this permission under the 'CRM User' permission set license, not under the regular 'Salesforce' one.
Paulina MrózPaulina Mróz 
Hi all,

So far, I had just one type of users in SF and now I'm going to create users for two other countries. That is why I wanted to ask about best practises. At least 80% of e.g.account layout(fields) will be the same, however some of the fields will be country-specific.
1. Is it better to use separate layouts? Or the same layout but to make fields visible depending on the user role?
2.Any difficulties I can encounter? If I have multiple of layouts as an admin, do I have to each time assign different layout for myself to work with different countries or can I somehow avoid this drawback?

Thanks for your help :) I don't want to end up in the future with several layouts if this is going to be an issue somehow.

Regards,
Paulina
Best Answer chosen by Paulina Mróz
David LiuDavid Liu
I recommend against the page layout solution!

Page layouts are tempting at first, but in the long run they'll give you many headaches.  I know because I've gone down that route before, only to regret it months later.

Field-level security is a better solutions for a few reasons:

1. You're going to have to control field level security no matter which option you choose.  Reps will still see the fields outside of layouts, and you don't want to bombard them with options for example when they are running reports.  This will hurt your adoption and usability in the long run, especially after you have many country-specific fields.

2. You might legitimately need to use page layouts for other business purposes in the future, for example, on Opportunities you might have a different record type and layout for a new but separate business process.  If you're going with different page layouts for each country, this requirement could multiply your page layouts twofold!

3. When you create new fields, you're going to have to go to each layout individually and manually adjust the position of your new field on each layout.  Extremely frustrating!

The most important thing to remember about page layouts is that they are just one way of accessing/modifying records, so you don't want to have too much depending on them.  An analyst could still modify a field through Data Loader for example, even though they can't see the field on any layout.  Using page layouts as a method of security is the same as locking your front door but leaving all your windows and side doors open!  

Hope this help Paulina, and if you like it, feel free to give this a good rating!
wOOt!
Noah Kates RoseNoah Kates Rose 
I built out a time based workflow to send an email with a link to a form when an account is created, and then 2 reminders at 3 days and 7 days after the account is created with links to the same form. When you complete the form, a checkbox field 'Completed Questionnaire' changes to 'TRUE'. The criteria for receiving the emails is essentially
Whenever an account is created 
and
'Completed Questionnaire' = 'FALSE' 

For some reason, all of my clients are currently receiving the reminder emails, even those that have the 'Completed Questionnaire' field changed to 'True' which I thought would remove them from time based flow. 

I have posted some screenshots of my process. Please let me know if I have built this out wrong, I can't see any obvious issues with it.  
Just to be clear the problem is that records are not being removed from the time based workflow even when the record changes during the time interval such that it should no longer qualify.

Here is the full process. The filters are set appropriately to get people down the right channel, but for some people are not being removed from the time based workflow when they no longer fit the criteria. User-added image

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Let me know if more info is needed.
Best Answer chosen by Ed (salesforce.com) 
Noah Kates RoseNoah Kates Rose

I figured it out. I was not aware that Process Builder does not re-evaluate processes when there is field changes UNLESS you set the process to trigger 'when a record is created or edited' and in the criteria settings you select 'Yes' where it asks 'Do you want to execute the actions only when specified changes are made to the record?'. So for time based workflows built in the process builder, you must choose these settings. 

Here is a little documentation excerpt: 

"For processes that are set to run when a record is created or edited, scheduled actions remain in the queue only as long as the criteria for those actions are still valid. If a record no longer matches the criteria, Salesforce removes the scheduled actions for that record from the queue."
"For processes that are set to run when a record is created, Salesforce never reevaluates the record with that process. Scheduled actions remain in the queue, even if the record no longer meets the associated criteria when the scheduled actions are executed."

I'll leave this here for anyone grappling with the same issue.
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Lindsay LarsonLindsay Larson 
It is kind of small but hopefully you can see the screen shot below. One of my users is having trouble with her My Tasks list on her home page. The name, related to and account field appear blank on her home page. If you go to the account or contact detail page you will see there is an open task assigned to that user. All the information appears here but is not showing up on her home page.

User-added image

Please let me know if you need more information or additiona screen shots.
Best Answer chosen by Lindsay Larson
Steve MolisSteve Molis
Those are 2 different records, the Due Date is different and the Comments are different 
1
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2
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Tyler BallTyler Ball 
We're using Salesforce Enterprise and Pardot Pro. We're using the standard Salesforce/Pardot connector. Our sales reps frequently receive an error message when attempting to save edits to lead/contact records in Salesforce that says "The record you were editing was modified by {Pardot Connector User} during your edit session." This user has to cancel their edits and remake them. This appears to be caused by Pardot syncing with the record while the user is attempting to edit it. Is there any way to avoid these collisions? Your advice is much appreciated :-)
Best Answer chosen by Tyler Ball
Brian MakasBrian Makas
Sadly no, with that said this issue seems to come and go / will likely fix itself in a day or two.
Brent DowneyBrent Downey 
I have enabled Collaborative forecasts for the sole reason of using the tool to forecast off of a custom currency field. However, I don't see any option in the Forecast Type to set the currency field used in the forecast.

Now that I think about it, the currency field is a formula with Currency as the output. It pulls the value of the Amount field and if marked as one time revenue on the Opportunity, dividies the amount by 12. Otherwise it displays the number in the Amount field. Perhaps that is my issue?
Best Answer chosen by Brent Downey
Deepa PatelDeepa Patel
I just did this for a customer. You have to set up an Opportunity Split and setup the custom currency field as a split field. Don't worry about the percentages.Setting up Custom Currency Field for Opportunity Split