And if that condition is true, you can use a field update action to set your case to the new record type.
A. User’s Account is inactive
B. User’s Profile is inactive
C. Record type not assigned to user’s profile
D. Record type set as default in user’s personal settings
I Know D is a good answer, but A, B, and C? If you make an account inactive, then you can't log in as a user to see. To my knowlege you can't deactivate a User profile, and C makes no sense because if it is not assigned, then why would a record type come up. Can someone explain to me or give me the link to explain the other "Correct" answer.
C is the answer you're looking for.
Let's assume you have 2 record types in your org. When a user creates a new record, one of the following happens:
1. If the user has 1 record type enabled on their profile, they are taken directly to the new record page (the record type is assumed)
2. If the user has 2 record types (or more) enabled on their profile, they are asked to select a record type
Scenario 1 is what is described in that question.
Hi, I need to activate a validation rule to check that the value in my Name__C field(datatype is text) must be text and if it's alphanumeric or number, it must throw error while inserting value in that field. Can someone help me to write formula for this.
I am having trouble setting up a formula. Basically I have 4 text fields and 2 date fields. This is what I need:
If ANY of the text fields are populated
Then BOTH Date Fields need to be populated (required)
The Date fields can be filled out anytime otherwise.
This is as far as I have gotten with the 4 text fields but am not sure this is a correct start either:
ISNULL( IP__c ),
ISNULL( Subnet_Mask__c ),
ISNULL( DG__c ))
Any help in setting this formula up would be greatly appreciated
I'm not sure what the date fields are called, so I'll let you write those in :)
NOT ISBLANK( Poll_Position__c),
NOT ISBLANK( IP__c ),
NOT ISBLANK( Subnet_Mask__c ),
NOT ISBLANK( DG__c )
I'm assuming you've already created a report based on an Accounts and Cases report type, and grouped the report by the account name or something similar. If what you need is to sort, you will need to sort by the Record Count, like this:
When I go to Permission Sets under Manage Users I found nothing there.. At a previous training I took there was 5 sets available as default (CRM User, Salescloud User, Salesforce Console User, ..) any clue how to get them back?? Thanks
At a previous training I took there was 5 sets available as default (CRM User, Salescloud User, Salesforce Console User, ..)
Any clue how to get them back??
Thanks a lot
I have this formula and do not wish to include the false statement, but since it returns a # I need to put 0 as the false statement in order to save the field. Does anyone know how to avoid inputting this 0 so it does not skew my data? All date fields are Date not DateTime fyi
IF( ISPICKVAL(StageName, "Closed Won"), CloseDate - Created_Date_Date__c, 0)
I have created a formula field with the below formula that works just fine. I need to move this to Process Builder to make sure that the data is not changed if someone changes teams, but this formula does not work in Process Builder.
Formula Field that works:
IF(NOT(ISBLANK(Support_Request__c )),TEXT(Support_Request__r.Owner:User.Team__c ), "")))
Tried to update it for Process Builder:
I am getting an error that says "The formula expression is invalid: Formula result is data type (Text), incompatible with expected data type (true or false)." The User Team__c field is a picklist field.
I just setup knowledge, following the same setup instructions in the knowledge trailhead. https://trailhead.salesforce.com/content/learn/modules/lightning-knowledge-basics/set-up-a-simple-knowledge-base
However, I do not see the article details sections with the question and answer boxes.
When I follow the same steps in my trailhead playground the article detail section is there.
Anyone know what I am missing? Is there an additional setting I need to setup in my real org? I'm stuck here. TIA!!