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Stephanie PetersStephanie Peters 
I need to create a sheet of all User and Object Permissions by Permission Sets and Profiles.

Does anyone know how to obtain Profile permissions by Object?
Best Answer chosen by Stephanie Peters
Arun SinghArun Singh
Hello!

Unfortunately, you won't be able to do this vis Data Loader.

You can use one of the following --

Ant Migration tool - https://developer.salesforce.com/docs/atlas.en-us.daas.meta/daas/meta_development.htm

Salesforce CLI - https://developer.salesforce.com/tools/sfdxcli

Gearset
- https://gearset.com - This won't need any developer knowledge to be use, this app has a 30 days free trial.


Thank you!
Arun S.
Holly ElwessHolly Elwess 
How would I write a formula for a field to update only if another field is within a specified year?

ts2__Start_Date__c  is within the year 2019, then the rest of the formula is executed.
Best Answer chosen by Holly Elwess
Steve MolisSteve Molis
So like this?
((((Annual_Revenue__c * Gross_Margin_Percentage1__c) / Contract_Hours__c)* Progressive_Contract_Hours_Worked_2020__c ) 
+ 
IF(YEAR( ts2__Start_Date__c ) = 2019,
( Direct_Hire_Revenue__c *0.5) + ts2__Conversion_Fee__c),
0)

 
Alexandra KesmanAlexandra Kesman 
Hello friends!

I am working on creating a process builder that just isn't wanting to work today. I've tried a gazillion things and fixed a bunch of errors. I feel like it's solid, but it's just not working and no task is being created. 

Here's what I've got:
1) There is a custom field on the account level called Trainer, this is a lookup to the user object. It has an option lookup filter on it for two users. 
2) The process is on the account object. Created or edited. And looks for the trainer field to be one of those specific values, and then assigns that user a task. 

Object:
User-added image

Criteria:
User-added imageand the create task action:

User-added image
Best Answer chosen by Alexandra Kesman
Ahilesh RagavanAhilesh Ragavan
Hi Alexandra,

Process builder doesn't work with 15 digit IDs, Can you try using the 18 digit IDs instead in the criteria?
Laksh menonLaksh menon 
Hi, Can anyone help me with a small change to the below existing formula that was created by someone long back.

We have a profile called API User and we dont want emails for the below rule to be sent to that profile. 
formula used: 
AND(ISNEW(),RecordType.DeveloperName  = 'vAuto_Support',
CONTAINS( Subject , 'Inventory Online Alert'),
NOT(OR((CONTAINS(Description,'[About 3 day(s)]')),(
CONTAINS(Description,'[About 2 day(s)]')),
(CONTAINS(Description,'[About 1 day(s)]')))))

need to change the above formula so as to exclude any emails to  be sent to API User profile. 

Can anyone help me with this? 

Thanks,
Lakshmi
Best Answer chosen by Laksh menon
Amnon KruviAmnon Kruvi
I'm not sure what the relation is between a validation rule and an email being sent, but sure, we can change this formula :)

AND(
    $Profile.Name != "API User",
    ISNEW(),
    RecordType.DeveloperName  = 'vAuto_Support',
    CONTAINS( Subject , 'Inventory Online Alert'),
    NOT(
        OR(
            CONTAINS(Description,'[About 3 day(s)]'),
            CONTAINS(Description,'[About 2 day(s)]'),
            CONTAINS(Description,'[About 1 day(s)]')
        )
    )
)
Rosie HallRosie Hall 
I have a custom field of the Time type.  I want the default value to be the 15 minutes after the current time.  I know I can get the current time with TIMENOW(), but can't work out how to add minutes to this.

Any ideas?
Best Answer chosen by Rosie Hall
Ahilesh RagavanAhilesh Ragavan
Hi Rosie,
I guess they are stored as milliseconds - So for 15 mins it is 15*60*1000 = 900000
TIMENOW() + 900000

 
Natalia UkolovaNatalia Ukolova 
Hello all!

I have created the Survey in Salesforce and we would need to create one question with a hyperlink and on the "Thank you" page insert a link to Terms and Conditions. Are there any ways to do this?

Thank you
Best Answer chosen by Natalia Ukolova
Natalia UkolovaNatalia Ukolova
The Terms and Conditions are already at the web site. According to the legacy, the links must be on the same page where we propose the deal. But no worries, it is possible. Here is the instruction on how I did this:
1. Open an MS Word, type the URL name, highlight the text and add URL Address
2. In MS Edge, login to your Salesforce and access the Survey Builder
3. In MS Word, highlight the URL link the drag and drop into the Survey Builder page you wanted to add the URL

 
Mary TepasMary Tepas 

Can Someone help me with this Validation Rule?

I am following @SteveMo's instructions from another older thread, but it's not working as expected.  I am pretty certain it is the because I haven't structured the first part correctly. 

The syntax error is stating I have an extra CASE.

AND(
ISBLANK( SBQQ__PrimaryQuote__c ),
ISBLANK( Amount ))
CASE(StageName, 
"Proposal", 1,
"Negotiation", 1,
"Contract Signature", 1, 
"Closed Won", 1,0)=1)
)

 

Best Answer chosen by Mary Tepas
Ahilesh RagavanAhilesh Ragavan
Hi Mary,

Try like this:
AND(
CASE(StageName, 
"Proposal", 1,
"Negotiation", 1,
"Contract Signature", 1, 
"Closed Won", 1,
0)= 1,
OR(
ISBLANK( SBQQ__PrimaryQuote__c ), 
ISBLANK( Amount )
)
)


 
Darlene HOGAN-BEEBEDarlene HOGAN-BEEBE 
When a file is attached to an opportunity, the attaching person is shown as the owner of that file. Can I get that field on an opportunity report somehow? Thank you
Best Answer chosen by Darlene HOGAN-BEEBE
Jayson MoralesJayson Morales
Hi Darlene,

Unfortunately it's not possible to include the Content Authors into the Opportunity report. 

You can upvote this idea which related to your question: 

https://success.salesforce.com/ideaView?id=08730000000DmKSAA0


Regards,
Jayson


 
Vanessa AdamVanessa Adam 
Hello,
I have built a case path with the following stages: stage1, stage2, stage3, stage4, stage5, stage6, stage7, stage8. I have a few PBs in place that update the case stages based on certain actions(an email is sent, a checkbox is checked, etc).
I want to prevent the users from going back to previous stages. For example, if the case is at stage4, user should not be able to go back to either stage3, stage2 or stage1. I have put a validation rule in place (using StevMo's example). Here's what I have:
CASE( Status ,
"Stage1", 1,
"Stage2", 2,
"Stage3", 3,
"Stage4", 4,
"Stage5", 5,
"Stage6", 6,
"Stage7", 7,
"Stage8", 8,
0)
<
CASE(PRIORVALUE(Status),
"Stage1", 1,
"Stage2", 2,
"Stage3", 3,
"Stage4", 4,
"Stage5", 5,
"Stage6", 6,
"Stage7", 7,
"Stage8", 8,
0)
)
This seems to work until stage6. When I get to stage6, the user is supposed to click a checkbox to move to stage7 and I have a PB that looks for the checkbox, and if it is checked, it will update the stage to stage8. However, the validation rule seems to conflict with this PB and it is causing the PB to fail. 
Is there any other way to prevent user from going back to a previous stage, that would not affect my PB? I'd appreciate any help on this.
Thanks
Best Answer chosen by Vanessa Adam
Eric PraudEric Praud
Hi Vanessa,

I think your issue here is that since both checkboxes are true, the PB tries to first change the stage to stage6, then to stage 7.
Just add a criteria in each node
Checkbox1 equals true
AND
Stage=Stage5

same for the second node
Michael McKevittMichael McKevitt 
We have a client rating field and I want to create a workflow for when the field changed from "prospect" to one of our client ratings. I came up with this, with no syntax errors but the workflow doesn't work.

ISPICKVAL(PRIORVALUE(Rating),"Prospect")
&& ISPICKVAL(Rating, "A+ Client")

Any help would be appreciated!
Best Answer chosen by Michael McKevitt
Ahilesh RagavanAhilesh Ragavan
Hi Michael,
If the API names of the picklist values are different use those in the formula like this:
AND(
TEXT(PRIORVALUE(Rating)) = "Insert API name of Prospect here",
TEXT(Rating) = "Insert API name of A+ Client here",
)

User-added image