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Sunny SSunny S 
Hi all, can anyone help me with this please!

We are using a checkbox field to mark the Account status as Inactive for our deceased customer. (as we dont want to delete the account and need to keep the records)

*** Requirement: Is it possible to use Process Builder Flow to automatically display as message on the Account record when opened any such records of deceased customers and display a 'Picture' or 'Message' as "Account status is Inactive, please do not send any communication"  ???
*** Its like, if a user opens any such Inactive accounts, they see a Message as 'Account Inactive'

If yes, than kindly help me with the process builder, as i'm not too good with it??

Any help will be greatly appreciated.
Thanks!
Best Answer chosen by Sunny S
Anel MalabananAnel Malabanan
You can create a Popup message that will show whenever a User view a record that meet the specific criteria using Visualforce.
 
<apex:page standardController="Account">
<script>
   window.onload = function(){
           if('{!Account.Status}'=='Deceased'){
               alert('Insert Message here')
           }
   }
</script>
</apex:page>

Hope it helps!
Abi BeatyAbi Beaty 
We have new incoming leads and we've got reports and list views to manage those.

We have open opportunities and we've got reports and list views to manage those.

Then we have this pile of contacts who, because we already had the account in Salesforce, were never leads. These need to be tracked and contacted just like leads, but I'm struggling to come up with a good process for that. 

Also, three different things for the sales people to track is excessive. How do you manage these? Or avoid these? 

Thanks in advance!
Best Answer chosen by Abi Beaty
Chris CannavoChris Cannavo
I use them for any initiative that a sales or service team has (emails, top prospects, webinars, tradeshows, etc...). Since you can include Leads/Contacts/Opportunities easily AND you can roll each Campaign up to a Parent Campaign, which helps you measure impact accross areas. For example, I have a Campaign for a recent Tradeshow, a Campaign for a Webinar, and a Campaign for a recent Sales Initiative. All of those Campaigns could be rolled up into a 2017 Roll Up Campaign Parent that gives excellent insight into ROI. 

The beauty of Salesforce is that you can do things in an increbily customized way. While I haven't used Campaigns by Rep, you certainly could! If you are on Salesforce Classic, you can build reports for the Leads/Contacts and then Add them to the Campaign there. You could also go the route of Exporting their data, including the Contact/Lead ID and use that to import back into the Campaign. I opt for the Former, when possible.
Best Answer chosen by Arvindo Ghosh
Deepali KulshresthaDeepali Kulshrestha
Hi Arvindo,

Greetings to you!

 Queue and groups are both are same ,which will hold  group of users, But in working environment we can functionality we need to decide which will use in proper way,

              Suppose  in the case of Lead Assignment,         
1 . Scenario like Each user should assigned to at least one lead and  same number of leads.That means user need to handle assigned lead individually and all users in organization should assigned with same number of leads, in this case  we can define users in organization as Queue and assign them one by one and in same number using round robin lead assignment.In this case we can achieve above scenario.
2 .  Suppose you need to Share some of the information in your organization among some users, in this we can define Group ,then we can share information or we assign some work to group.Here this is Group effort.

I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.

Thanks and Regards,
Deepali Kulshrestha
www.kdeepali.com
Leanne MoylanLeanne Moylan 
Hi there, 

We currently have 1 record type for the lead object which we want to remain the same. We have 4 record types and layouts for the account. Upon conversion we want to asisgn a particular account record type to a converted lead based upon the field called 'Type' on the lead.

If Lead field 'Type' = Hotel then Account Record Type = Hotel
If Lead Field 'Type' = Travel then Account Record Type = Travel 
If Lead Field 'Type' = Entertainment  OR Local Deals then Account Record Type = Entertainment / Local Deals 

At the moment upon conversion the account record type keeps on defaulting to the default record type. Please note it is only system admins that can convert leads. 

Any suggestions?

Thanks!
Leanne
Best Answer chosen by Leanne Moylan
Raja Kumar PallepatiRaja Kumar Pallepati
I have updated the formula with proper ending of the IF-ELSE functions. Use this formula but replace this 'pastedefaultRecordTypId' with your default record type id (else condition).
IF(ISPICKVAL([Lead].Type__c ,'Hotel'), '0123c000000cdQY',
IF(ISPICKVAL([Lead].Type__c ,'Travel'), '0123c000000cdQd',
IF(ISPICKVAL([Lead].Type__c ,'Entertainment'), '0123c000000cdQn',
IF(ISPICKVAL([Lead].Type__c ,'Local'), '0123c000000cdQi',
IF(OR(ISPICKVAL([Lead].Type__c ,'Partnerships'),
ISPICKVAL([Lead].Type__c ,'Other'), 
ISPICKVAL([Lead].Type__c , 'National')), '0123c000000cdQs','pastedefaultRecordTypId')
) ) ) )

 
Marcos Araujo de SouzaMarcos Araujo de Souza 
Hi

My sellers who use partner license today can no longer select a quote template to print the document. Trying to search for a template will open the popup where you can choose the template but the insufficient privileges message is displayed. Where can I release again this option?
 
Best Answer chosen by Marcos Araujo de Souza
Marcos Araujo de SouzaMarcos Araujo de Souza
The issue in question was due to some maintenance from salesforce personnel, after contacting Salesforce support in Fixed - Summer'19 patch 21.1 the problem has been fixed.
https://success.salesforce.com/issues_view?id=a1p3A000001YmuvQAC

Thanks
Brad DavidBrad David 
Good morning salesforce community!  I'm very new to salesforce and am not getting my scheduled reports via email.  I've tried multiple different times (just incase it's a time zone issue) and confirmed that I am receiving the test emails.  I'm sure it's something simple, but I can't seem to find out why. 

Appreciate the help!
Best Answer chosen by Brad David
Michelle ArndtMichelle Arndt
There are several things you can check to see what is happening with your scheduled reports.
1. Confirm that the schedule didn't expire - you said you already did that so we can cross that over.
2. Look in Setup > Monitor > Jobs > Scheduled Jobs to see if the report is scheduled to run again - that way you can confirm that system is working and that there are no problems with schedule.
3. Go to Setup > Monitor > Logs > Email Log Files and request an email log file for the day the report was supposed to be emailed, and the to/from user it was to be sent to. When the email log is ready, download it and unzip it. Then sort the report by Date Time and look around the time when the report was supposed to be sent. If it's in there, then your report was sent (or was attempted to be sent), but might have gotten hung up by your email server. If there was trouble sending, you'll see a number the "Retry" column.
4. Make sure that report didn't end up in Spam folder or that you don't have any Outlook rules that might re-direct email with report to other folders or emails. I
5. If all the above is working and you still don't see the reports being delivered to you, check with your IT team - email servers sometimes mark scheduled Salesforce reports as spam so they never gets delivered to user's inbox.
NagaMallikarjunaRao BommisettyNagaMallikarjunaRao Bommisetty 
what is the difference bettween public group and Queue why salesforce people develop both.

when we create public Group and when we create Queue insted of public group orWise versa
Best Answer chosen by Moderator (salesforce.com) 
Haribabu AmudalapalliHaribabu Amudalapalli


          Queue and groups are both are same ,which will hold  group of users, But in working environment we can functionality we need to decide which will use in proper way,

              Suppose  in the case of Lead Assignment, 
           
                   1 . Scenario like Each user should assigned to at least one lead and  same number of leads.
                    
                             That means user need to handle assigned lead individually and all users in organization should assigned with same number of leads, in this case  we can define users in organization as Queue and assign them one by one and in same number using round robin lead assignment.In this case we can achieve above scenario.

                 2 .  Suppose you need to Share some of the information in your organization among some users, in this we can define Group ,then we can share information or we assign some work to group.Here this is Group effort.

Regards,
Haribabu



inni shiinni shi 
We have got a look-up field to community user on the contact, so when a user converts the contact to community user we want the lookup field to populate the newly created user record which is associated to that particular contact. manually we can do it by searching for the portal user with the same name and add it but not able to do it with WF rule or Process builder. Any help would be really appreciated.
Best Answer chosen by inni shi
Raja Kumar PallepatiRaja Kumar Pallepati
Yes, it is possible with the process builder. Refer the process and example below.
New lookup field on the contact record is User__c

User-added image
User-added image
User-added image

User-added image

I hope it will help you.
 
Josh DavisJosh Davis 
I have built a record collection of accounts from multiple GetRecords steps, and now want to have user select and update one of them in a list with radio buttons. If I could pull that list in one query, I would just use record collectoin variable. Instead, is there a way to add records from collection into a record choice? Or can I build a custom choice with their IDs, and then update the one they choose? 
Best Answer chosen by Josh Davis
Josh DavisJosh Davis
I cross-posted this and  @Tamar Erlich(Atlassian) and @Jo Hetland had good ideas:
use a temporary object: https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001rzc&fId=0D53A00003W3Xk0
and use this Flow screen component: https://unofficialsf.com/datatablefsc-documentation/
That datatablefsc solution was easy!
Corey BakerCorey Baker 
Hello Kind Folks,

I'm bashing my head against a Partner Community limitation on Lead conversion with existing Accounts.

Specifically, to convert a Lead to an existing Account, one must own or have write access to the Account. But of course, we can't let any one partner own an Account, and we sure as hell can't open up write access to all of our Accounts to the wild wooly world.

The net is that Partners either have to let an insider convert for them, or the Partner creates a dupe Account during Lead conversion. (We have lots of Leads converting into existing Accounts)

I'm secretly hoping that I am misunderstanding the limitations on conversions. How do you all prevent these Account dupes from Partner Community Lead conversions?
Best Answer chosen by Corey Baker
sakshi nagpalsakshi nagpal
Hi Corey,

 Unfortunately, you are right, there is an idea for this-:
https://success.salesforce.com/ideaView?id=08730000000Bpw7

 I have a suggestion if you use custom lead conversion then you will be able to overcome this issue , create a custom lead conversion button. On click of button  call apex class for lead conversion.If you use this cusom functionalityfor lead conversion, user will not require create permission on Account.

Let me know if it was helpful!