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Vanessa AdamVanessa Adam 
Hello,
I want to be able to mass close cases - I know this is only available in Classic but was wondering if there is a workaround for this. I created a checkbox field on the case object then I created a PB that will update the case status if the checkbox is checked. I then created a list view with inline editing so that I can select multiple cases to close at a time and my expectation was that once I hit save the status would change but that didn't happen. Does anybody have an idea why it is not working? Any help is appreciated.
Thanks
Best Answer chosen by Vanessa Adam
Vanessa AdamVanessa Adam
I got it to work!
Mr JohnMr John 
Hi All,

I need a validation rule to ensure that when a picklist field is picked then the shipping addresses can't be blank. I put this in place but it isnt working:
TEXT(Delivery__c) = 'Car' && 
ISBLANK(Contact__c) &&
ISBLANK(ShippingCity__c)
&&
ISBLANK(ShippingStreet__c)
&&
ISBLANK(ShippingCountry__c)
&&
ISBLANK(ShippingPostalCode__c)
&&
ISBLANK(ShippingState__c)

What am I doing Wrong?
Best Answer chosen by Mr John
Sunil SarillaSunil Sarilla
As per your formula, this rule will fire only when all the fields are blank.
if the requirement is not to have any of the address fields blank, then the formula will be as below
TEXT(Delivery__c) = 'Car' && 
ISBLANK(Contact__c) &&
(
ISBLANK(ShippingCity__c)
||
ISBLANK(ShippingStreet__c)
||
ISBLANK(ShippingCountry__c)
||
ISBLANK(ShippingPostalCode__c)
||
ISBLANK(ShippingState__c)
)
If you also want the rule to fire when either the address fields or the contact is blank when the Delivery is Car, the formula will be
 
TEXT(Delivery__c) = 'Car' &&
(
ISBLANK(Contact__c)
||
ISBLANK(ShippingCity__c)
||
ISBLANK(ShippingStreet__c)
||
ISBLANK(ShippingCountry__c)
||
ISBLANK(ShippingPostalCode__c)
||
ISBLANK(ShippingState__c)
)
Kevin SirfaceKevin Sirface 
Hi Folks
I have a simple ask and feel I am close :)
I want to not allow the user to change the Stage of an opportunity once the Stage becomes Inactive or Lost Deal (both are Stage values)
Here is what I have so far:
User-added image
I tried quotes around the 2 picklist values as well
Thanks for the help
Kevihn
Best Answer chosen by Kevin Sirface
Narender SinghNarender Singh
Try this:
AND(
CASE(TEXT(PRIORVALUE(StageName)),
"Inactive",1,
"Lost Deal",1,
0)=1,
ISCHANGED(StageName)
)

 
Jordan BJordan B 
Hi

Can I set up an automated reminder to be set 1 month after a date on a specific field.?

field: Close_Date__C

How do I do that?

Thanks


 
Best Answer chosen by Jordan B
Narender SinghNarender Singh
Create a workflow rule with:
Evaluation Criteria: created, and any time it's edited to subsequently meet criteria (3rd radio button)

Rule Criteria:
NOT(ISBLANK(DateField__c))

 Then add a time trigger as:
30   days    after     DateField__c

Then add an email alert action under the time trigger.
Kim RobertsKim Roberts 
Hi,
Maybe I am just Friday tired, but I am struggling a bit here.  Trying to create a report that would give me the number of cases opened each week (across the top of the report), by year (down the left side).User-added image
I used the following formula to create a "Opened Week" formula field:
MOD(FLOOR( (DATEVALUE(CreatedDate) - DATEVALUE("2006-01-01" ))/7),52)+1 per SF article 000249334.
Used that field at the top of the matrix report.  But I have weeks 1 and 2 coming in as 0 which is not even remotely possible.  I decided to check other numbers, and they don't seem right either.

Does the formula have to have a line for every year?  Or does it just need that one line?
Thanks in advance!
Kim
 
Best Answer chosen by Kim Roberts
Sunil SarillaSunil Sarilla
Hi Kim,
I would change the formula to the below to get the week number and see if this makes any difference
MOD(FLOOR((DATEVALUE(CreatedDate) - DATE(YEAR(DATEVALUE(CreatedDate)),01,01))/7),52)+1
Joe McGloneJoe McGlone 
I am trying to set up Lead Scoring for my org in Lightning w/o using Einstein. How do i assign a numerical score to a picklist value? I am having a lot of difficulties understanding the formulas section, so specifics/examples would be greatly appreciated, thanks!
Best Answer chosen by Joe McGlone
Narender SinghNarender Singh
I very much had a feeling you were doing something like this.

What you are doing right now is creating a custom number field, but what you are really required to create is a formula field.

So when you click on 'New' to create a custom field, select "Formula" radio button, then hit next and select "Number" with decimal places 0(or you can keep it whatever you want) and press next, and now paste the formula here.

That should do it for ya! :)
Ashley FerminAshley Fermin 
When creating an assignment rule, I click to look up users, but the user emails show ".invalid" at the end of their email. How come I can only assign to myself?
Best Answer chosen by Ashley Fermin
vignesh jvignesh j
Are you on Sandbox? When a sandbox is refreshed from production the user email addresses are appended with .invalid. The email address of the user who initiates the refresh will be intact.  
Best Answer chosen by Kirsten Collins
Steve MolisSteve Molis
Unfortunately that's not possible with a stacked bar chart (only side-by-side).  
I usuall do what you've done in your screenshot with the table nested below it 
Best Answer chosen by Patty Ryder
Raju KonaRaju Kona
@Patty Ryder,
Check the considerations for kanban. 
https://help.salesforce.com/articleView?id=kanban_considerations.htm&type=5
Nina GonzalezNina Gonzalez 
How do I set the default tab by profile? I am able to change the default tab but it is set company wide. I would like to set different tabs based on profile. 
Best Answer chosen by Nina Gonzalez
Narender SinghNarender Singh
I am afraid you cannot set the default tab on a profile level. You can only set the default tab on an App level.
Further the users can personalize their navigation bar according to their convience if they have the permission to personalize it.