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Best Answer chosen by Pamela Dijovne
Naveen DhanarajNaveen Dhanaraj
Hola Pamela Dijovne ,
Sí, puede preguntar aquí (o) puede usar un traductor de Google para traducir (o) le traduciremos para que le proporcione posibles soluciones
Michael MaloneMichael Malone 
I need to generate a unique ID for Accounts and Contacts in addition to the Salesforce ID for use an another of our systems, I tried auto number but it needs to be in the form of a GUID - any ideas on the best way to do this? Thanks
Best Answer chosen by Michael Malone
Tom HoffmanTom Hoffman
Something like this might work create a formula field that builds the 36 character (XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX) format for a GUID like this below:

Left(ID,8)&"-"& MID(ID, 9, 4)&"-"&Right(ID, 4)&"-"&Left(ID,4)&"-"&Right(CaseSafeID(ID),12)

A salesforce id of 001610000058w1kAAA produces a GUID of: 00161000-0058-8w1k-0016-000058w1kAAA

Upon record creation populate an external ID text field with the value in this formula field.  The reason I suggest using a formula vs just using a PB formula during field update is you can validate your formula is providing the correct output if its a field. 
Danielle RosenDanielle Rosen 
Hello - I enabled path settings for a custom object I created, but the chevrons are not appearing on the object. I only have one record type so I have already ruled that out as the problem. Any thoughts what it could be?

Best Answer chosen by Danielle Rosen
Tom HoffmanTom Hoffman

Hi Danielle - did you add the path to your lightning page and enable that page for your org, app, and profiles you want to see that path? 

You can click edit page from the setup, then on the lightning page screen, drag and drog the path component into place.  Click save and then activation - choose to either set it as the org default (everyone) or specificlaly for app(s), record type(s), and profile(s).   When you go back to your custom object, it should appear on the page. 

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Anand SAnand S 

I am only able to see 'Salesforce Certified Platform Developer I - BETA - WI18' after clicking 'Register For An Exam' in Webassessor. Any idea why unable to see the Admin exam?
Best Answer chosen by Anand S
Sourav DuttaSourav Dutta
Hi Anand,

Webassessor is down for scheduled maintenance.
In the Login Page, the mesage is displayed.
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Here is the latest update on Twitter:
Denise CrosbyDenise Crosby 
Hello. I'm in desperate need of a good data management tool for Salesforce, similar to SQL Server Management Studio. I need to be able to run queries (with multiple objects) and quickly export results to a file, such as Excel. I also need to be able to manipulate (DML) data in the tool after querying. Of course, deduplication would be nice. Someone suggested DemandTools to me. I was wondering if there was a defacto standard that most admins use for this that works well. Data Loader is no longer cutting it for me. For complexing querying, I now have to export and import into SQL Server - what a pain!!
Thanks for helping.
Best Answer chosen by Denise Crosby
Saurabh DuaSaurabh Dua
HI Denise, 

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  Rest explorer
Mark GreenbergMark Greenberg 
Hi, was wondering if someone can point me in the right direction. 
Using Lightning -> in a case, i have a related record to "Target Details" that our Team can inline edit/update the details of the Target (Lead).  They are asking to move the fax field below the phone field.  For the life of me, i can't seem to find where to do that. I checked page layouts, compact layouts, etc and none of the fields are in the same order as you see in this screenshot.    I really appreciate any help.  Thx!

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Best Answer chosen by Mark Greenberg
Paras ShahParas Shah
Hello Mark,

Related record component page layout is controlled by the "Quick Action" layout you choose on that component.
Find the quick action you have chosen, Edit the Action's layout to change related record's layout.

Please check the below link for more clear picture.

Thanks & Regards,
Paras Shah
Colleen FehmColleen Fehm 
Hello! I've been trying to write a formula in process builder but have had absolutely no luck.

I need to update leads based on a field on the account, called renewal status. Since I needed an account lookup field to connect the lead and account, this has caused MANY issues. 
When I tried this:

AND(ISBLANK([Lead].Account__c), ISBLANK(TEXT([Lead].Account__c.Renewal_Status__c)))

I get error messages that say "Error element myRule_5_pmetdec (FlowDecision).
The flow failed to access the value for myVariable_old.Account__r.Renewal_Status__c because it hasn't been set or assigned."

What am I doing wrong here?
Best Answer chosen by Colleen Fehm
Tom HoffmanTom Hoffman
Hi Colleen - I've provided some screenshots of how to reference your account and an account picklist field correctly to make this process work. Including these to start your criteria will make sure if the account fields are blank, the process stops and does not error. 

It is important that you add the account is null boolean false field as your very first criteria by the way. 

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Lisa SouletLisa Soulet 
I have more than several Opportunity record types and would like to use the record type name with an auto-number as the Opportunity Name (in a field update).  I know how to create a workfow rule, but what I don't know how to do is to have multiple sets of auto-numbers running simultaneously.  Meaning, if I have three donations, I would like them to read "Donation 1", "Donation 2", Donation 3" with the understanding that if I create a membership after I have created "Donation 3", that it will not read "Membership 4", but instead would read "Membership 1" and that once I create another donation it would read "Donation 4".  So each record type would have it's own auto-number counter, if that makes sense.  Is this possible?
Best Answer chosen by Lisa Soulet
Steve MolisSteve Molis
You won't be able to do that with a simple Formula, Workflow, or Process.  a Field exisits on the entire Object, nit just specific Record Types of that object.  You can't pause and then restart an Auto-Number field for a specific Record Type, or certain conditions.  If you have 1,000,000 records and you have 5 record Types the Auto-Number field is gonna crank out Auto-Numbers from 0000000 to 1000000 without stopping, not matter how many records are Record Type-A, C, C, D, E...
Colleen FehmColleen Fehm 
Hello! Having some big problems with a process in process builder, and can use some help.

I'm trying to keep track of whether leads are "new" or "renewal" based on a field on the account. Because workflows won't let me do this across leads & accounts, I made a process in process builder.

Problem is, when I activate the process, our web to lead forms break!! I get a message that says salesforce couldn't make the lead. 

I'm thinking it has something to do with the fact that the process is starting up when leads come in, and there is no account to look up. However, I don't see a way to set the process to only work when the lead is linked to an account with our account id lookup field.

Any help would be GREATLY appreciated. I've copied the logic for the process below:

Criteria 1 (lead is open lead and account renewal flag is renewal). Logic: 1 AND (2 OR 3 OR 4)
Rule 1: Renewal status field on account is "Renewal"
Rule 2: Lead Status is New
Rule 3: Lead Status is Contacted
Rule 4: Lead Status is Working

   Immediate action for criteria 1 (update lead business type to renewal)
Field "Lead Business Type" on the lead is updated to "Renewal" value.

Criteria 2 (lead not older than 3 months and is open lead and account renewal flag is new). Logic: 1 AND (2 OR 3 OR 4)
Rule 1: Renewal status field on account is "New"
Rule 2: Lead Status is New
Rule 3: Lead Status is Working
Rule 4: Lead Status is Contacted

   Immediate action for criteria 2 (update lead business type to new)
Field "Lead Business Type" on the lead is updated to "New" value.
Best Answer chosen by Colleen Fehm
Tom HoffmanTom Hoffman
This process is specifically telling it to look at a field on the account record - if the account does not exist there is no need to tell it to check a status field, it does not exist. 

If your goal is to update a lead when from an account record, then I would rewrite my process so that it says:

If Account IS NULL boolean false
If Account.Renewal status is null boolean false

The process will then first check to see if the account lookup is populated, it then will look to see if the field on the account is populated.  If either of those two statements are false, the flow interview will stop and no actions will take place. 

Otherwise it will continue on to evaluate your other criteria. 

The above will allow your web-to-lead to fire without incident. 
Joe GreerJoe Greer 
I am trying to create a button on Opportunity to open a new Case and populate several fields. I created a lookup field (named "Opportunity Lookup") on Case to Opportunity. I then created several text formula fields on Case to Opportunity fields. I then created a button on Opportunity object and filled in the URL as I usually do. Nothing pulls over and I can't figure out why. I've tried the button with the field names and with the field ID with CF before it. Nothing workd. Screenshots below.  TIA
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Best Answer chosen by Joe Greer
Paras ShahParas Shah
Hello Joe,

Please refer the below link for the solution.

Let me know if you are still stuck

Thanks & Regards,
Paras Shah