*** in this example I'm testing up to a 5 Tier Account Hierarchy (Compiled size: 342 characters) ***
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Name, IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Name, IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Name, IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Name, IF(NOT(ISBLANK(Parent.Name)),Parent.Name, Name)))))
HYPERLINK('/' + IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Id, IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Id, IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Id, IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Id, IF(NOT(ISBLANK(Parent.Name)),Parent.Id, Id))))), IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Name, IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Name, IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Name, IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Name, IF(NOT(ISBLANK(Parent.Name)),Parent.Name, Name))))))
Thanks for helping.
You could use workbench for salesforce.
After logging in qo to queries dropdown and select soql. This would give you option to run SOQL and extract data in excel or csv.
To do updates you could use rest explorer which is also available in workbench.
Alternatively you could use
http://www.worldofsalesforce.com/p/world-of-salesforce.html Rest explorer
I have checked the box for "Knowledge User" on the user's record.
Then I also went to the user's Profile and added the appropriate Knowledge permissions.
I am trying to create a dashboard for top 10 frequently viewed Knowledge Base Articles.
(Note: AppExchange Knowledge Report package already downloaded. Existing report not working).
Below is a snapshot the dashboard as it exists today. Note: it does not accurately display the top 10 viewed articles because the report as it exists is sorted by “created date”. What it is actually displaying is the first 10 most recently created Knowledge Articles and their Total Views, sorted by total views.
In order for this dashboard to be a table, I needed to create a report that was a table with a row limit. I’ve done this and at this point, I am running into a very frustrating error loop.
The report is Tabular and the Row Limit is set to sort by Total Views, descending.
The Dashboard Settings were set:
However, when the report attempts to run, there is an error which returns me to this screen:
The error instructs that I must choose a sort column (even though I have already done that in my Row Limit filter - which was sort by # views). And, the value of # Views is not available as a sort here.
Choosing any other value sorts the report by that value which results in an incorrect dashboard, as seen in the first screenshot.
It seems that this simple report and dashboard for Knowledge should be possible.Can anyone give advice on how to successfully create this type of report?
An easy way to create a dashbaord with Top 10 View Articles is:
- Create a summary report using Knowledge Article + Knowledge View Object
- Drag & drop the column that you want to display (aka Channel, Top View, ...)
- Group by the Title column
- Summarize by the Total Views
- Add the criteria that you want for example on Channel column to display the gobal number view cross Channel
- Save the report
Go in Dashboard and edit the one that you want to update:
- Add Table Widget
- Click on Formating and select Sort by 'Value Descending'
And Voila !!
Does that work for you?
Notice that Dashbaord included in appexchange sort by the score which is a normalized number of view. More info can be find here:
We Want to track Emails, Calls and Sales appointments from our reps. We give points to our reps depending on the activities by day. We are looking into some apps that can do this. However, we would like some advise if there's another way to do this in your experience. Our reps are constantly on the phone and sending emails and sometimes they forget to submit their acitivities correctly.
I appreciate your help on this.
Salesforce is a great tool for tracking daily activities and scheduled events! Through the use of reports and dashboards you can show daily sales activity and what each of your team members are doing / have done. All you would need to do, is set up a way by which you measure the rates of calls (completing vs. open activities) and through the power of one to better analyze activities (not going to get in deep on what this is, but just know that there are ways to show ratios of the calls and events).
The best way to remember Activities is by the following:
-Activities are made up of (a) tasks and (b) events
When it comes to how these relate to Outlook, Events (or Calendar meeting times) will match up with salesforce given the start and end time that you designate in either salesforce.com or in Outlook. Tasks will also sync with salesforce and show up in your To-Dos in Outlook.
Salesforce for Outlook is also a great tool in that it creates an easy bridge for your users to add emails to salesforce w/o copy and pasting (just click a button and its automatically added in SFDC to the contact you sent). The only issue that some people have, which has less to do with Outlook & SFDC, is that Emails don't sync where they are supposed to. The reason for this is that users haven't built in the necessary contacts into Salesforce. Basically, SFO tries to look for a contact to relate to in Salesforce but because it doesn't exist it throws the email to an empty que.
Dashboards & Reports will help your users track their daily activities (tasks and events)
Salesforce for Outlook will help make it possible by creating a bridge between the two interfaces
Best of luck! Let me know if you have any more questions!
Number of individuals targeted by the campaign. For example, the number of emails sent.
Based on that description, I interpret this field to mean "the total number of members for this campaign." If my interpretation is correct, why didn't Salesforce make this field automatically reflect the number of records in the Campaign Members related list?
We are currently integrating with HubSpot and it collects city and state information in a custom object based on the ip location of the lead.
However, it uses the state full name and our org uses State abbreviations. Does anyone have any ideas or workflow on how I could convert the full state name into an abbreviation?
"New Hampshire", "NH",
"New Jersey", "NJ",
"New Mexico", "NM",
"New York", "NY",
"North Carolina", "NC",
"North Dakota", "ND",
"Rhode Island", "RI",
"South Carolina", "SC",
"South Dakota", "SD",
"West Virginia", "WV",
"British Columbia", "BC",
"Nova Scotia", "NS",
"New Brunswick", "NB",
"Newfoundland And Labrador", "NL",
"Prince Edward Island", "PE",
"Northwest Territories", "NT",
Formula Field Label: Date for Email Template
Formula Field Return Type: TEXT
TEXT(MONTH(TODAY())) + TEXT(DAY(TODAY())) + TEXT(YEAR(TODAY()))
If you are simply wanting to search for a specific field you can use the "Search All Setup" tool from the Setup page. (Setup > Search box in top left corner). This tool searches across all objects.
If you want a list of all fields on specific objects you can view all fields from the object page. (Setup > Select The Object > Fields)
If you want a more exhaustive list of all metadata you can use https://workbench.developerforce.com. From this tool (Info > MetaData Types & Componenets > CustomField > Expand All) This will list every custom field within your org.