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Bennett LatimerBennett Latimer 
Here is a screenshot depicting what I am trying to explain. 
The closed won is not reflected by the total value won, but the closed lost reflects the total value won. User-added image
Best Answer chosen by Bennett Latimer
Aaron DeRanAaron DeRan
There you go. There is your issue. You need to click Edit next to each value and change the Type value to the correct one.
Mireia ParésMireia Parés 
Hello,
In the calendar you see both the tasks and events? I know in the Lightning Home page you can see just today's tasks and events. So the only way to see the week or month events and tasks is going to the Calendar object?
Thanks!
Best Answer chosen by Mireia Parés
Pritam ShekhawatPritam Shekhawat
Yes right for week view or monthly view you have to use a calendar in Lightning. By default you will get the calendar for event and task if you want to customize it then you can create a calendar there. Take a look here Create a Calendar in Lightning Experience (https://help.salesforce.com/articleView?id=calendar_create.htm&language=en_US&type=0)     Also you can use Lightning component from appexchange here Multi-View Calendar
Michael PastoreMichael Pastore 
I've gotten used to adding charts onto dashboards...I need to add a chart onto a dashboard, but when I do, it sorts the values by record count...I need it to sort by value on the dashboard, but when I go into the dashboard settings, it doesn't give me the option of sorting by value....how do I do that--
Best Answer chosen by Moderator (salesforce.com) 
Steve MolisSteve Molis
In the words of the famous Punk Rocker and lesser known SFDC Admin, Joey Ramone :  

"1  2  3  4!!!"

1.
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2.
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3.
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4.
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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) 
Best Answer chosen by Miglena (Salesforce.com) 
Pritam ShekhawatPritam Shekhawat
Yes, you can remove this button. Go to Setup> Campaign>Page Layout>Edit page layout>Goto Related List Campaign member click on setting gear icon > Button>uncheck Add Lead button.

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Jenni KillmerJenni Killmer 
Hi all,

I have the chance to have a quick chat with my CEO. I'm new at this company (going on three months, solo admin replacing a solo admin), and he has been the CEO of this global company -- a subsidiary of a giant, publically-held group -- for thirty years. My understanding is that he adores a dashboard that he receives daily from Salesforce. But the kicker for me is that this dashboard contains only data from our financial systems; Salesforce has been configured to aggregate and normalizes that data. Otherwise, adoption among the 120 or so account directors and managers is spotty.

I'm having a hard time articulating any questions or comments I have beyond "what do you like, and what's missing?" Does anyone have words of wisdom for me? Please, and thank you, and SEE YOU NEXT WEEK AT DREAMFORCE!
Best Answer chosen by Jenni Killmer
Aaron DeRanAaron DeRan
I think its an extremely important question to ask him. An investment like Salesforce usually rolls all the way up to the CEO. If it doesnt, he will tell you and point you to the person he sees as responsible for it, but if it is important to him, you will get a good idea of where it stands for him. Is it important or not? Is he getting what he needs from it? Does he feel others in the organization are getting what they need from it? If not, what does he see as the top 5 priorities or who does he recommend you work with to establish them?

Again, not knowing how your organization relies on Salesforce its hard to tell you where to focus your questions but CEOs usually want to have their finger on the pulse of the sales organization within their company. How does he know whats in the pipeline? What is his visbility to your company's sales forecast? How does he know who your top accounts are and how they are doing? How does he know your most neediest accounts and how he can get involved to resolve their issues?
Howard LubingerHoward Lubinger 

I want to create a button for certain opportunity record types that would create a new case with the specific ID of 012340000007mPs.

The Opportunity Record Types I would like this to impact are:
01280000000BiK0
012800000002RyG
01280000000BiIi
01234000000Blyz
01280000000BhAt
01280000000BhcW
01280000000BhdF

Also, if I could carry over a link to the Account Name, Opportunity Name and Opportunity Owner that would be great.


Any ideas?


H

 

Best Answer chosen by Howard Lubinger
Puneet MehtaPuneet Mehta
The code should be:
{!REQUIRESCRIPT("/soap/ajax/19.0/connection.js")} 

var opptyObj = new sforce.SObject("Opportunity"); 
var caseObj = new sforce.SObject("Case"); 

caseObj.Opportunity.AccountId = "{!Opportunity.AccountId}"; 
caseObj.Opportunity__c = "{!Opportunity.Id}"; 
caseObj.recordTypeid = '012340000007mPs';

var caseresult = sforce.connection.create([caseObj]); 


if (caseresult[0].success=='false') 

alert("Case creation failed: " + caseresult[0].errors.message); 

else 

alert("A Case has been created and linked to this Opportunity."); 
location.reload(true); 
}

and make sure that on the profile of the end user has API enabled checkbox is checked and the profile has permission to create Case.

Also check the API name og lookup field on Case that means 
caseObj.Opportunity__c = "{!Opportunity.Id}"; 
will change to
caseObj.API_NAME_OF_YOUR_FIELD_HERE = "{!Opportunity.Id}"; 
Juul SchobbersJuul Schobbers 
Hi,

I need help with a left/right/mid formula. I already created a formula to retrieve the left (P2 - Final proposal) and middle text (Upsell) but not succeeding in getting the most right text after the ; (Product X)

This is the text field: P2 – Final proposal ; Upsell ; Product X

I already created a question but no response yet: https://success.salesforce.com/answers?id=9063A000000pJ6EQAU

 
Best Answer chosen by Miglena (Salesforce.com) 
Juul SchobbersJuul Schobbers
hi,

Thanks puneet and sunil!

found the solution:

RIGHT( Stage_Type_Product__c ,LEN(Stage_Type_Product__c)-FIND(";",Stage_Type_Product__c,FIND(";",Stage_Type_Product__c,1)+1)-1 )
 
Lori AndersonLori Anderson 
I'm trying to query off of Last Modified Date and I've tried two different formats and got unsatisfactory results. I want to look at Tasks where the Last Modified Date was prior to August 1, 2009.

I tried putting the date in these two formats:
* 08/01/2009
* 2009-08-01

Neither one works as expected. I can't find documentation on the Data Loader to help me. Can anyone help?

Thanks.
Best Answer chosen by Moderator (salesforce.com) 
Carmen HymesCarmen Hymes
 I hope this response isn't coming too late, but I struggled with this as well.  The Apex data loader allows you SOQL statements to pull data - therefore you have to use date formats that SOQL statements will use.

here's a quick example, but there are so many options, you should really check out the guide.  I included a link under my example:

FormatFormat SyntaxExample
Date onlyYYYY-MM-DD1999-01-01
Date, time, and time zone offset
  • YYYY-MM-DDThh:mm:ss+hh:mm
  • YYYY-MM-DDThh:mm:ss-hh:mm
  • YYYY-MM-DDThh:mm:ssZ
  • 1999-01-01T23:01:01+01:00
  • 1999-01-01T23:01:01-08:00
  • 1999-01-01T23:01:01Z

here's a link to the guide: http://www.salesforce.com/us/developer/docs/api/index_Left.htm#StartTopic=Content/sforce_api_calls_soql.htm
Ashish kumarAshish kumar 
Hello,

I have created a workflow below and it is only triggering when it meets all of the criteria, what do I need to change in the filter logic to meet this requirement below. 
 
  • Where Interest field is equal to Benchmarks or Certification AND employee count is less than 5000 AND revenue is less than $1B
  • Lead Source Details Equals “2016 Benchmark Report
  • All leads below 200 employees or Below $50 M in revenue
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Best Answer chosen by Ashish kumar
Mayank SrivastavaMayank Srivastava
Should it work when any of those bulleted statements are true? If that's the case, use this:
(1 AND 3 AND 4) OR 2 OR (5 OR 6)