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Adam PearlessAdam Pearless 
Hi all

I have 19 accounts/profiles in the success community, from past projects, different orgs etc. Can anything be done?

Ideally I'd like just one - is it possible to merge or delete?

Creds for some of these accounts are long forgetten....

Thanks!

Many me...
Best Answer chosen by Adam Pearless
Vinay ChaturvediVinay Chaturvedi
As per the produyct management comment on this idea:
"There is currently no way to move the activity (answers, ideas, etc) from one profile to another profile. That content will continue to exist and be available to other to see and will be linked to the old profile. Users who tried to access that old profile would get an error message that it is no longer available. Being able to pull activity created by multiple users together onto one user is the gist of merging user profiles and is what we are unable to do right now"
Erin HeiserErin Heiser 

I just ran the Salesforce Optimizer report and was shocked to see that I had 610 unused reports (reports that have not been viewed in the past 12 months).  However, when looking through the list, I saw several reports that are being used for dashboards, dashboards that I know are being viewed. So, can I assume then that no one has clicked through the dashboard component and viewed the report directly?

Also, in my Salesforce Optimizer report there were a few dashboards listed as unused.  I confirmed with one user that her dashbaord actually is viewed on a daily basis but only on her home page, not on the Dashboards tab.

With these small quirks with the report I suggest that you really evaluate each report or dahsboard for actual use before deleting!   

Best Answer chosen by Erin Heiser
EdEd (salesforce.com) 
Hi Erin,

This coud be related to the known issue posted below:

https://success.salesforce.com/issues_view?id=a1p3A0000001CfDQAU

Thanks!
Akis AthanasiadisAkis Athanasiadis 

My org has created a community for the customers.
I need to enter as a customer to see what they see in order to create the adequate rules in their profile.
The question is the following: If I use my credentials can I enter this community?
I have assigned in the community a customer community profile but yet that account doesn't have access to the community portal.

PS.I have also assigned a permission set (community license) for this profile
What am I missing?

Best Answer chosen by Akis Athanasiadis
Puneet MehtaPuneet Mehta
Raise a case with Salesforce.
Follow the steps here:
https://help.salesforce.com/articleView?id=000123530&language=en_US&type=1
Karthik PamarajuKarthik Pamaraju 
Hi All,
 
Is there a way to have color emojis/emoticons in a custom picklist ? I am able to copy paste the simple non-color emoticons though.
 
I have seen couple of instances where I saw color emoticons in the picklist. 

 User-added image

Please let me know.
 
Thanks,
Karthik
Best Answer chosen by Karthik Pamaraju
Karthik PamarajuKarthik Pamaraju
Found an answer. On Mac OSX use emoji keyboard via Command+Control+Space. In Windows 10, you can use the "touch keyboard" and then the emoticons. Hope this helps.
Becky MillerBecky Miller 
Hello All,

I have this code and I am not 100% sure why it is not creating the case.  I have looked up lots of other code and the documentation but I still do not see why it is not creating the case when doing the live agent.  Any Advice would be great.


<apex:page showheader="false"> <style> body { background-color:#F7F8F8 } #siteHeader { background-color:#333; display:block; } #nav { display:block; margin:0px auto; padding:10px; line-height:32px; font-size:24px; width:113px; } #prechatForm { margin:10px auto; display:block; width:200px; } #prechatForm .label { display: block; font-weight: 700; margin: 0 0 5px; } #prechatForm input { display: block; margin: 0 0 5px; width:200px; } .required { color: #999; } #prechatForm .submit { width:48%; background-color: #26AF3A !important; display: inline-block; padding: 0.3rem !important; font-size: 1em; font-family: Arial; border-radius: 3px; border-width: 0px; color: #fff; } #prechatForm .cancel { width:48%; float:right; background-color: #6D7391 !important; display: inline-block; padding: 0.3rem !important; font-size: 1em; font-family: Arial; border-radius: 3px; border-width: 0px; color: #fff; } </style> <div id="siteHeader"> <div id="nav"> <a class="logo" href="http://www.sportngin.com/"><img src="http://assets.ngin.com.s3.amazonaws.com/site_files/2730/i/logo.png" height="20" /></a> </div> </div> <script type="text/javascript"> (function() { function handlePageLoad() { var endpointMatcher = new RegExp("[\\?\\&]endpoint=([^&#]*)"); document.getElementById('prechatForm').setAttribute('action', decodeURIComponent(endpointMatcher.exec(document.location.search)[1])); } if (window.addEventListener) { window.addEventListener('load', handlePageLoad, false); } else { window.attachEvent('onload', handlePageLoad, false); } })(); </script> <form method="post" id="prechatForm"> <!-- Detail inputs --> <label for="firstname">First Name: <span class="required">(required)</span></label> <input id="firstname" type="text" name="liveagent.prechat:FirstName" required="true" onBlur="liveagent.setName(this.value);" /> <label for="lastname">Last Name: <span class="required">(required)</span></label> <input id="lastname" type="text" name="liveagent.prechat:LastName" onblur="this.form.caseSuppliedName.value=this.form.firstname.value + ' '+this.form.lastname.value" required="true" /> <label for="email">Email: <span class="required">(required)</span></label> <input id="email" type="text" name="liveagent.prechat:Email" required="true" /> <label for="organization">Organization: <span class="required">(required)</span></label> <input id="organization" type="text" name="liveagent.prechat:Organization" required="true" onblur="this.form.subject.value='Chat with '+this.value" /> <label for="domain">URL:</label> <input id="domain" type="url" name="liveagent.prechat:Domain" value="http://" onblur="if(this.value.slice(0,7) != 'http://') { this.value = 'http://' + this.value; }" /> <!-- Map the detail inputs to the Contact fields --> <input type="hidden" name="liveagent.prechat.findorcreate.map:Contact" value="FirstName,FirstName;LastName,LastName;Email,Email;" /> <!-- Try to find the Contact by email (exact match) --> <input type="hidden" name="liveagent.prechat.findorcreate.map.doFind:Contact" value="Email,true;" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.isExactMatch:Contact" value="Email,true;" /> <input type="hidden" name="liveagent.prechat.findorcreate.map:Account" value="Name,Organization;" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.doFind:Account" value="Name,true;" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.isExactMatch:Account" value="Name,true;" /> <input type="hidden" name="liveagent.prechat.findorcreate.map:Organization__c" value="Name,Organization;" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.doFind:Organization__c" value="Name,true;" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.isExactMatch:Organization__c" value="Name,true;" /> <!-- If the Contact is not found, then create one with the following fields set --> <!-- <input type="hidden" name="liveagent.prechat.findorcreate.map.doCreate:Contact" value="FirstName,true;LastName,true;Email,true;" /> --> <!-- Save the Contact on the Live Chat Transcript's Contact Loookup --> <!-- <input type="hidden" name="liveagent.prechat.findorcreate.saveToTranscript:Contact" value="Contact" /> --> <!-- Show the Contact when it is found or created --> <!-- <input type="hidden" name="liveagent.prechat.findorcreate.showOnCreate:Contact" value="true" /> --> <!-- Create a Case every time --> <input type="hidden" name="liveagent.prechat:caseOrigin" value="Chat" /> <input type="hidden" name="liveagent.prechat:caseSubject" id="subject" value="" /> <input type="hidden" name="liveagent.prechat:caseSuppliedName" id="SuppliedName" value="" /> <input type="hidden" name="liveagent.prechat:Status" value="In Progress" /> <input type="hidden" name="liveagent.prechat:caseRecordType" value="Support" /> <input type="hidden" name="liveagent.prechat.findorcreate.map:Case" value="Origin,caseOrigin;Subject,caseSubject;Status,Status;Domain__c,Domain;SuppliedCompany,Organization;RecordType,caseRecordType;SuppliedEmail,Email;SuppliedName,caseSuppliedName" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.doCreate:Case" value="Origin,true;Subject,true;Status,true;Domain__c,true;SuppliedCompany,true;SuppliedEmail,true;SuppliedName,true;RecordType,true;" /> <input type="hidden" name="liveagent.prechat.findorcreate.saveToTranscript:Case" value="Case" /> <input type="hidden" name="liveagent.prechat.findorcreate.showOnCreate:Case" value="true" /> <!-- Link the records to the Case --> <input type="hidden" name="liveagent.prechat.findorcreate.linkToEntity:Organization__c" value= "Case,Organization__c" /> <input type="hidden" name="liveagent.prechat.findorcreate.linkToEntity:Account" value= "Case,AccountId" /> <input class="cancel" type="button" value="Cancel Chat" id="prechat_cancel" onclick="window.close()" /> <input class="submit" type="submit" value="Request Chat" id="prechat_submit" /> </form> </apex:page>
 
Best Answer chosen by Becky Miller
Atul GuptaAtul Gupta
Try posting this question in one of the developer forums for a quick response, this forum is more focussed towards the declarative/configuration side of things.

https://developer.salesforce.com/forums/#!/feedtype=RECENT&criteria=ALLQUESTIONS

http://salesforce.stackexchange.com/
Belen ParedesBelen Paredes 
Hi There,

I am setting up a process with Process Builder. I have a Job (Object) where i want to check if a value has changed. 
  1. I have set to start the process when the record is created or edited. Allow process to evaluate a record multiple times in a single transaction set to yes.
  2. I have defined the criteria to a filter contion that evaluates if MyField1  Is Changed = True
  3. Action: Update MyField2 with the value of MyField1 
What i need is the action to be executed both when MyField1  is updated  or created since in both IsChanged would be set to True. However, MyField2 only gets populated whe there is an update in the filed.

How could i get MyField2 populated both when MyField1 is updated or filled in for the first time?

Many thanks,

Belen

 
Best Answer chosen by Belen Paredes
Brian CaseyBrian Casey
I beleive the root of the issue is that you need to account for both the 'create' and 'update' conditions in your logic with more than just 'Is Changed'.  You're assuming that SFDC recognizes the insert of a new record as a change in Field1 from 'null' to 'ValueX' when I don't beleive the system evaluates it that way.  

Are you using the 'Filter Conditions are met' or 'Formula Evaluates to True' option for your Criteria?

Sounds like 'Filter Conditions': then create two criteria - 1) Field1 IsChanged =TRUE -OR- 2) Field1 WasSet =TRUE.
 and dont' forget to change the Filter Considitons to 'Any of the consitons are met (OR)'

If using 'Formula': then use something like OR( ISNEW(), ISCHANGED( Field1)).

If you get stuck please try to post screenshots, and if this works please remember to mark 'Best Answer' so that your question gets closed for the community.  Thanks!

 
Minhaj ArifinMinhaj Arifin 
Hello, 
I have installed Eclipse on my machine. I would like to use Eclipse to view all associations to the Email Templates in my org. Once I know where the Email templates are referenced I can then decide to delete or keep the email templates. Could you please tell me the steps needed for me to see this information in Eclipse? 
Thanks!

 
Best Answer chosen by Minhaj Arifin
Puneet MehtaPuneet Mehta
Hi Minhaj,

Why not run a report?
https://help.salesforce.com/articleView?id=000004364&language=en_US&type=1
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}"; 
Best Answer chosen by Ajinkya Shahane
Puneet MehtaPuneet Mehta
Hi Ajinkya,

This should answer your question:

https://help.salesforce.com/articleView?id=000221615&type=1
Mike ArthurMike Arthur 
Not really a question, just sharing an experience so that others may not spend the time on it that I did!

I was building a Process Builder so that if a field on one object is updated, the corresponding field on another object is updated with the same value.  Another PB operates in the opposite direction to keep these fields in sync.

The (pre-existing) fields were Object1__c.Custom_Type__c and Object2__c.Custom_type__c.

The PB to update Object1 when Object2 is changed kept failing with 'The flow failed to access the value for myVariable_current.Custom_Type__c'.

I tried many ways of ensuring that Custom_Type__c was not blank before checking ISCHANGED(Custom_Type__c), which is one of the most common causes of this error.

However, I then noticed that the error was reporting on field Custom_Type__c, whilst the actual field API name is Custom_type__c.  I amended my formula in PB to Custom_type__c and all is good.

So PB will let you create a formula using a valid API name but with incorrect case, but will then fail at runtime.  Nice!
Best Answer chosen by Mike Arthur
Ines GarciaInes Garcia
Hi Mike,

Yes it is :) I suppose that's the benefit of using the field select from PB interface rather than type it for the formulas.
Why dont you comment on with screenshots of error / PB and brief and mark it as best answer?
That will rank up on search and sort of close the 'question'