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Ben ZBen Z 
Hello everybody!

Some of my users are editing the public list views to their private criteria so the list view is losing its interest.

I would like to lock the list view and make sure that the filters couldn't be edited, but without removing the "Manage Public List Views" on their profile, because I still want my users to be able to create them list views.

Thanks
Ben
Best Answer chosen by Ben Z
Madhuri NandulaMadhuri Nandula
Hi Ben,

As of now it is not possible to lock the list view. You can vote for the following idea.
https://success.salesforce.com/ideaView?id=08730000000KICG

Regards,
Madhuri
d dd d 
Hi,

A client wants their customers to be able to upload formatted text to salesforce and then be able to print it as a pdf with the formatting intact. They want to be able to send the formatted text as a pdf to the client to review that it looks as they wanted it to look.

The customers do not have a license to SF. We need an external way to allow them to upload the formatted text. Form editors like formassembly do not support rich text. They then need a way to generate the pdf with the formatted text bold, underline, charts etc just they way it was uploaded. There are also other fields in SF to include with this pdf. Ideally we want the client to be able to add other fields to be generated (like custom fields) where they can add/remove whichever fields they want to be in the pdf.

Can this be done with apex or another way? And if so, how?
Best Answer chosen by d d
Amnon KruviAmnon Kruvi
It's possible, but you will definitely need a developer or 3rd party app to do this.
In terms of apps, I'm thinking maybe Conga - they can generate PDFs from fields, though I'm not sure about support for rich texts.
As for development, you could fairly easily create a Visualforce page with a renderType="PDF" (or the newer advanced_pdf) and put that rich text in there, then expose the page via a community.
Kate RussellKate Russell 
I have a picklist field (StageName) that need to be translated into a single field. However if the Record Type is X then the values returned are one set of values, but if the Record Type is A, B, C, etc. then the returned values are a different set of returned values.

1) Is this the right way to write this formula?
2) How do I resolve the error message "Incorrect number of parameters for function 'CASE()'. Expected 20, received 21"

IF( RecordType.Name = 'GTF',

(CASE(StageName,
"In Progress","In Progress",
"Submitted","Submitted",
"Requested to Resubmit","Resubmission Requested",
"Recommended for Declination","Under Review",
"External Review","Under Review",
"Internal Review","Under Review",
"Recommended for Fellowship","Under Review",
"Approved","Approved",
"Declined","Declined",
"Closed","Closed")),

(CASE(StageName,
"In Progress","In Progress",
"Submitted","Submitted",
"Requested to Resubmit","Resubmission Requested",
"Recommended for Declination","Submitted",
"External Review","Submitted",
"Internal Review","Submitted",
"Recommended for Meeting","Submitted",
"Recommended for Funding","Submitted",
"Withdrawn by Applicant","Withdrawn",
"Withdrawn by NGS","Withdrawn",
"Holding","Submitted",
"Approved","Approved",
"Declined - Invited for Resubmission","Declined",
"Declined","Declined",
"Closed","Closed")))
Best Answer chosen by Kate Russell
Amnon KruviAmnon Kruvi
I think I may have forgot a bracket... 
IF( RecordType.Name = 'GTF',

CASE(StageName,
"Requested to Resubmit","Resubmission Requested",
"Recommended for Declination","Under Review",
"External Review","Under Review",
"Internal Review","Under Review",
"Recommended for Fellowship","Under Review",
StageName),

CASE(StageName,
"Requested to Resubmit","Resubmission Requested",
"Recommended for Declination","Submitted",
"External Review","Submitted",
"Internal Review","Submitted",
"Recommended for Meeting","Submitted",
"Recommended for Funding","Submitted",
"Withdrawn by Applicant","Withdrawn",
"Withdrawn by NGS","Withdrawn",
"Holding","Submitted",
"Declined - Invited for Resubmission","Declined",
StageName) 
)
Ran TadmorRan Tadmor 
Hello everyone,I want to create a checkbox field that will return true if a person has a birthday in the next 3 months.Would appreciate help.Thanks
Best Answer chosen by Ran Tadmor
Amnon KruviAmnon Kruvi
Ahhh sorry, I misplaced a bracket! Let's try this one:
IF (DATE(YEAR(TODAY()), MONTH(Birthdate), DAY(Birthdate)) >= TODAY(),
DATE(YEAR(TODAY()), MONTH(Birthdate), DAY(Birthdate)), 
DATE(YEAR(TODAY())+1, MONTH(Birthdate), DAY(Birthdate))
) <= ADDMONTHS(TODAY(), 3)
Jabari JacksonJabari Jackson 
I created data category visibility groups and assigned one of the groups to a permission set. I logged in to my community with a user with the permission set, but when i type in the search bar, i'm able to view articles from a data category I have not included in the permission set (see underlined in image) Is there a way I can remove the articles from the search? Thanks!

User-added image
Best Answer chosen by Jabari Jackson
sakshi nagpalsakshi nagpal
Hi Jabari,

 Request you to go through this-:
https://success.salesforce.com/answers?id=90630000000D0H9AAK
https://help.salesforce.com/articleView?id=000316567&language=en_US&type=1&mode=1

 Thanks
ifthikar Ahmedifthikar Ahmed 
app created in classic is not available in lightning experience why ?
Best Answer chosen by ifthikar Ahmed
Usman AliUsman Ali
Classic apps are different than lightning apps, you can upgrade your classic app to lightning, 
check this article for step by step instructions. 
https://webkul.com/blog/access-salesforce-classic-app-lightning-experience/
Cameron EgglestonCameron Eggleston 
I recently had a rep point out that the notes she took for leads and accounts were showing up in the notes tab, but when she went to the notes related list for a record she had made notes for, they don't show up. The only thing on that related list is the ability to upload attachements/docs.

How can I get it so that the notes related list behaves like any other related list and shows the notes that were created for that record?
Best Answer chosen by Cameron Eggleston
Shravankumar RajanalShravankumar Rajanal
Hello Cameron,

Are you referring to Note & Attachment related list or Notes related list?
Because the notes that we take from "New Note" button on the detail page can be viewed under "Notes" related list.
Sara MasseySara Massey 
It seems that because final approval actions technically occur when the record is still locked, that they are not capable of triggering anything outside of the approval process.  I would like to create a related record only when the record that was in the approval process is approved.  I do not want the releated record to be created if the Approval is rejected.  I would like to simply use process builder to achieve this, but this is not possible because the trigger occurs at the end of the approval is not recognized in process builder. 
Best Answer chosen by Sara Massey
Ahilesh RagavanAhilesh Ragavan
You can check the "Re-evaluate Workflow Rules after Field Change" checkbox present in the field update added to the Approval actions.This should trigger the WFRs and Processes one more time.

User-added image
Caleb ZimmermanCaleb Zimmerman 
I want a date to automatically populate on new opportunity products. It is for a very specific use case that I won't go into detail on now. But I really need a date field and I would prefer to not have to manually enter it. Essentially we have our products named with a date in the field, Ex: 'Example Name - December 2019'. I want to be able to look at that product name and based on that, create a predefined date. So, if the product name includes December 2019, then I want the date to be 12/01/2019. The date can always be the same, I just need a date for reporting reasons. Does that make sense? I would create the formula for each month out of the year, January - December. Appreciate the help or any clarifying questions!
Best Answer chosen by Caleb Zimmerman
Tony TrinhTony Trinh
This should give you a lot more flexibility.
DATE(VALUE(RIGHT(Name,4)),
IF(CONTAINS(LOWER(Name), "jan"), 1, 
IF(CONTAINS(LOWER(Name), "feb"), 2, 
IF(CONTAINS(LOWER(Name), "mar"), 3,
IF(CONTAINS(LOWER(Name), "apr"), 4,
IF(CONTAINS(LOWER(Name), "may"), 5,
IF(CONTAINS(LOWER(Name), "jun"), 6,
IF(CONTAINS(LOWER(Name), "jul"), 7,
IF(CONTAINS(LOWER(Name), "aug"), 8,
IF(CONTAINS(LOWER(Name), "sep"), 9,
IF(CONTAINS(LOWER(Name), "oct"), 10,
IF(CONTAINS(LOWER(Name), "nov"), 11,
IF(CONTAINS(LOWER(Name), "dec"), 12, 0)))))))))))), 1)
You still need to determine what happens if the months are misspelled (by changing the "0" after the last IF
Elizabeth FlynnElizabeth Flynn 
As the year is coming to an end, I want to make sure we can retain the data from this year.  Currently, we cannot get accurate Event Data for more than the current year.  I have dashboards created that capture all of the training revenue that is stored in event records (associated product, session counts, hours, start dates...)  How can I ensure that moving into 2020 I will be able to accurately compare 2020 to 2019 at the end of 2020?  Right now I can only pull 2019, so I cannot compare this year to last year.  Our company would like to be able to do this moving forward.
Best Answer chosen by Elizabeth Flynn
Steve MolisSteve Molis
Can you elaborate and provide some context? 

By default Activity (Task/Event) records are archived after 365 Days, however you can submit a ticket to have this extended. 

Knowledge Article Increase 'Archive Days' for your organization
https://help.salesforce.com/articleView?id=000328570&type=1&mode=1 (https://help.salesforce.com/articleView?id=000328570&type=1&mode=1)

Can you post a screenshot of the Report, Settings, and Filters that you're using, the results you're getting, and a mock-up of what you want?  For questions related to Reports and Dashboards those are really helpful