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Brendan ConroyBrendan Conroy 
I'm trying to make a formula saying, "if the Related Opp is entered is on the Opp, take the amount of that Opp and subtract the related Opp's Amount to show the difference, otherwise leave it blank including if there isn't a related Opp". Related Opp is a lookup to Opportunities on the Opportunity object. Thanks!

IF(
NOT(ISBLANK(RelatedOpportunity__c)), 
RelatedOpportunityAmount__c-Amount,"")
Best Answer chosen by Brendan Conroy
Mayank SrivastavaMayank Srivastava
Brendan, the formula should be this:
IF(
NOT(ISBLANK(RelatedOpportunity__c)), 
RelatedOpportunity__r.Amount - Amount, NULL
)

I assumed that the Amount field on the Related Opportunity is a standard field as well so there's no need to do Amount__c.

I would also rely more on the Insert Field button to insert the field names.
Jacob KohlerJacob Kohler 
Need help with a workflow formula for the lead object, please.

The workflow function is to date stamp a hidden custom field for when the lead owner changes the status to any of the 3.1, 4.1, 4.2, 4.3, 4.4, 4.5 values as shown in screenshot which can be done with the basic rule criteria being met, but it also needs to incorporate lastmodifiedby equals lead record owner and lastmodifiedby does not equal, for example, "Test User". 

A formula is needed since the rule criteria route does not allow for user lookup (lead owner) on lastmodifiedby filter. 

 User-added image

Thank you! 
Best Answer chosen by Jacob Kohler
Mayank SrivastavaMayank Srivastava
Well for the above logic, remember that you must also account for PRIORVALUE then like this:
AND(
    $User.Id = OwnerId,
    $User.Alias <> "Insert Alias of Test User",
    ISCHANGED(Status),
    TEXT(PRIORVALUE(Status)) = 'Open,'
    CASE(
       Status,
       '3.1 Contacted',1,
       '4.1 Assigned to Partner',1,
       '4.2 Conversica Incoming Engage',1,
       '4.3 Conversica Re-engage',1,
       '4.4 Post Event Follow Up',1,
       '4.5 Conversica Pre event outreach',1,
       0
     ) = 1
)

You have the template/skeleton for the formula. Feel free to tweak and adjust as needed.
Shawn KaiserShawn Kaiser 
This is the VR I currently have:
AND ( 
NOT( 
OR( 
ISPICKVAL( Status , "Completed"), 
RecordTypeId = "01260000000164d", 
$Profile.Id = "00e60000000nf6g", 
$Profile.Id = "00e60000000oqST", 
$Profile.Id = "00e60000000omPy")))
Best Answer chosen by Shawn Kaiser
Mayank SrivastavaMayank Srivastava
Nope, just "System Admin". I would go to each Profile's page in Salesforce and make sure that you are using the correct Profile Names:
 
AND ( 
  ISCHANGED(Status),
  ISPICKVAL( Status , "Completed"), 
  RecordType.Name = "Insert Record Type Name",
  CASE(
   $Profile.Name,
   "System Administrator", 1,
   "Sales", 1,
   "Marketing Profile", 1,
   0
   ) = 0
)

Use the above formula and substitute my examples with your own valid profile names.
Sarah DavisonSarah Davison 
I have two reports to track daily activity. One is an activity on opportunity report and the other is activity on accounts report. The acitivity on accounts report includes opportunity activity. Is there a way to filter out activity related to opportunities in the accounts report without using cross-filter? I am on professional edition and do not have access to this.
Best Answer chosen by Sarah Davison
Sunil SarillaSunil Sarilla
Hi Sarah,
Please do the below
Create a custom formula field on Activity Object
Field Label: Related to Account
Formula return type Checkbox
formula is
LEFT(WhatId,3) = "001"
 As per the above formula the checkbox will be checked to True if Account is selected under Related To field.

Now Create a Report using the report type Activities with Accounts and add field filter
Related to Account equlas True

This report will only return Activities related to Accouts but where Account is selected under related to field
 
Katherine RoweKatherine Rowe 
What does the "Marketing user" setting on the user record do, exactly? Help documentation says it lets them create, edit, and delete Campaigns... but that object level access can specified in the profile (I didn't test if it works, but the check boxes are there as if it would work). Why wouldn't create/edit/delete acecss for campaigns be treated like any other object? Why is it a user setting?
User-added image


https://help.salesforce.com/articleView?id=user_fields.htm&type=0&language=en_US&release=206.15

When enabled, the user can create, edit, and delete campaigns, configure advanced campaign setup, and add campaign members and update their statuses with the Data Import Wizard. Available in Professional, Enterprise, Unlimited, and Performance Editions.
If this option isn’t selected, the user can only view campaigns and advanced campaign setup, edit the Campaign History for a single lead or contact, and run campaign reports.
 
Best Answer chosen by Katherine Rowe
Mayank SrivastavaMayank Srivastava
Yep, I have that list saved for a long long time and I can't find the original resource where I got it from.This seems to be the updated list:
https://developer.salesforce.com/docs/atlas.en-us.salesforce_campaign_implementation_guide.meta/salesforce_campaign_implementation_guide/campaign_preparat

And I would only rely on the above.

As far as your questions go, Marketing User is considered more of a feature license(free) and that is why it exists on the user record. Licensing is always done on a user by user basis and not a profile basis. Now why did salesforce decide to have a user level checkbox and then a profile to determine Campaign related permissions is something that only Salesforce knows.

Based on what I have learnt and seen over the years, the Marketing User checkbox best determines if a user should be able to manage campaigns or not and then rest of the permissions are controlled via the Profile.
Tarun MukhiaTarun Mukhia 
Hi,
I want to remove "$" from in front of Weekly, Monthly & Kilometers. Daily is fine.
How can I do that?

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Thanks
Tarun
Best Answer chosen by Tarun Mukhia
Mayank SrivastavaMayank Srivastava
Tarun, the only way to do that would be to create formula fields on the Quote Line Item object and strip of the $ part from it for each of the fields that you want to do this for on the Quote Line Items.

Only do this if you think it's worth the effort otherwise it's unnecessary maintenance of custom fields.
Karthikeyan Thangavel (TK)Karthikeyan Thangavel (TK) 
Are the Profile Names displayed in the User Interface (UI) and API Names of these Profile Names the same ?

For Example 

Stanadard Profiles
Profile Name in UI : System Administrator
  1. Profile API Name: System Administrator (Is this correct? OR
  2. Profile API Name: System_Administrator (Is this correct?)
Custom Profiles:
Profile Name in UI : Custom Profile A
  1. Profile API Name: Custom Profile A (Is this correct? OR
  2. Profile API Name: Custom_Profile_A__c (Is this correct?)
Best Answer chosen by Karthikeyan Thangavel (TK)
Patrick SullivanPatrick Sullivan
What are you using this for? The easiest way to get to your answer is to do an export with the Data Loader to see how it is saved. 

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Karleen MendozaKarleen Mendoza 
Hi All,

Just getting starting with the Knowledge feature. Doing some tests and cannot locate a published article when logged in as a read only user. 

When I log in as myself, I created the article and published it. When I search for it, it comes up in the search results in Knowledge.

However, when I log in as another user and search for the same article. Nothing comes up.

Logged in as Admin-
User-added image

Logged in as another user -
User-added image

This user has read only access to Knowledge, the Knowledge tab, and the Article Type. And it is my understanding, a license is only required to create and edit articles in Knowledge. To view, no license is needed.

Help please!
Best Answer chosen by Karleen Mendoza
Karleen MendozaKarleen Mendoza
Thanks Patrick for the quick response. I figured it out, they didn't have access to the article type after all.... whoops.
Dhirendra BasnyatDhirendra Basnyat 
Modification of this logic as long as one of Sreet fields has the data it can save.
AND(
INCLUDES(Contact_Preference__c, 'Mail'),
OR(
ISBLANK( OtherStreet),
ISBLANK(Other_Street__c)
)
)

User-added image
Best Answer chosen by Dhirendra Basnyat
Sunil SarillaSunil Sarilla
the formula will be as below
AND(
INCLUDES(Contact_Preference__c, 'Mail'),
ISBLANK( OtherStreet),
ISBLANK(Other_Street__c)
)