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How can I add/update tabs in Lightning Experience?
How can I add or Update tabs in the Lightning Experience?
I need to add Events into the mix?
I tried looking at the Lightning App Builder but it seems not have the option on adding tabs of object?
Thanks!
How can I show a summary value in a number widget in wave analytics?
Best Answer chosen by Jalal IftikharHow do I create a list view dependent on an Opportunity Stage?
-Stefan
Best Answer chosen by Stefan HsiaoYou can create a Custom List View on the Opportunity tab with a list filter:
Stage equals "YourStageName"
Create a Custom List View in Salesforce Classic
https://help.salesforce.com/articleView?id=customviews.htm&type=0
I have thousands of dates I need to upload into salesforce via dataloader. Everytime I try my dates get jumbled. The month and the day are the ones that are switching. Can anyone advise what my Salesforce timezone, my csv column and dataloader should be ?
Best Answer chosen by Shawn Kaiser+ Rick.
Make sure time zone on Data Loader is set as your Salesforce Org time zone.
Open Data Loader and Settingsand check the time zone.
Issue with case checkbox workflow
I set up a workflow for a checkbox on cases to be made true whenever the referenced account checkbox is true (this checkbox is by default true). When I created a new case to test and the account checkbox was true, the case checkbox is true (which is good). But when I made the account checkbox false, the case checkbox did not go false. What am I missing? Thanks.
Best Answer chosen by David LiuApproval process doesn't sent any notification email
Later on when the request is approved/rejected the user should be notified --> Doesn't sent
I chacked the email log and it turns out that no email are sent at all, altought all the other rules are triggered.
Can somebody help me?
Best Answer chosen by Demian RihsTurns out I am on a Trial version so maximum # of email per day is 15!
I just spent two hours troubleshooting for nothing!!!
Approval Process: Change Owner from Queue to User
Here is the PB I created. What am I missing here?
Best Answer chosen by Alan Kinsley1. On the Approval process Field Update action which sets the Status to Recalled, make sure the following checkbox is checked:
Re-evaluate Workflow Rules after Field Change
2. ON the process first page where you select the object, make sure the following is checked:
Recursion - Allow process to evaluate a record multiple times in a single transaction?
3. Change those ID fields in process criteria to reference following instead:
SBQQ__c.OwnerID
And change them from 15 digits to 18 digits using the following tool:
https://www.adminbooster.com/tool/15to18
I would refer Queue Name instead of ID if that is an option to select as it much more reliable.
Retrieve deleted list
Best Answer chosen by David MurphyIf you deleted a list view (by clicking where the red x is), its gone. You just need to recreate it with the filters that were applied for it and you will get your "list" back.
Can't get a group by array to work from another static step using asObject()
"groups":
[
["MyDate__c_Year","MyDate__c_Month"],
"MyCategory__c"
]
But when I add a static step with the below value it won't let me use it in the groups of the other query,
"Date_1": {
"type": "staticflex",
"values": [{
"display": "MyDate",
"value": ["MyDate__c_Year","MyDate__c_Month"]
}],
This doesn't work,
"groups":
[
"{{column(Date_1.selection, [\"value\"]).asObject()}}",
"MyCategory__c"
]
We have multiple date fields and I want to be able to swap which one is being used, but I can't quite get the syntax right.
Best Answer chosen by James AppenzellerChange to use a cell binding rather than column, as you don't want an array in your groups node.
"groups":
[
"{{cell(Date_1.selection, 0, \"value\").asObject()}}",
"MyCategory__c"
]
Help to improve a test case
I have several trigger and a several tests written. The code coverage is good, 77% and higher per test, but I want to get them higher. The tests don't cover my .addError code. the 2 lines not covered are in bold.
My trigger:
trigger checkAccountCreditStatusisRejected on Opportunity (before insert) {
//Create list to store data in
list<id>AccountidLst=new list<id>();
for(Opportunity opp : System.trigger.new)
{ // store all Opportunity Account Id's
AccountidLst.add(opp.AccountId);
}
// Create map that stores the id and credit status of Active Opportunity Account
map<id,account>accountMap=new map<id,account>([select id,Credit_Status__c from account where id In : AccountidLst]);
for (Opportunity opp : System.trigger.new) {
if(accountMap.containskey(opp.AccountId))
{
if (accountMap.get(opp.AccountId).Credit_Status__c == 'Rejected')
{
opp.addError('WARNING: New Opportunity cannot be created when Account Credit Status = Rejected');
}// end if
}
}//end for
}// end trigger
My test:
@isTest
public class testCheckAccountCreditStatusisRejected{
static testMethod void checkAccountCreditStatusisRejected () {
// create mock user
User mockUser = new User(alias = 'newUser', email='newuser@pbsnow.com',
emailencodingkey='UTF-8', lastname='Testing',
languagelocalekey='en_US', localesidkey='en_US', profileid = UserInfo.getProfileId(),
timezonesidkey='America/Los_Angeles', CommunityNickname='test1', username='testAddDefaultTeam@pbsnow.com');
insert mockUser;
//Define list
list<id>AccountidLst=new list<id>();
//create Account and Opportunity to add default team member
Account acc = new Account ( Name = 'testAccount', BillingStreet = '123 Main Street', BillingCity = 'Dallas' ,
BILLINGCOUNTRYCODE='US', BillingStateCode = 'TX', Industry = 'Healthcare', Company__c = 'Pinnacle Business Systems', BillingPostalCode = '75749' );
insert acc;
// store all Opportunity Account Id's
AccountidLst.add('001J000001DYN5I');
// Create map that stores the id and credit status of Active Opportunity Account
map<id,account>accountMap=new map<id,account>([select id,Credit_Status__c from account where Name = 'testAccount']);
Opportunity opp = new Opportunity( Name = 'testOpportunity', Account = acc,/* ToBeSync__c = false,*/ StageName ='Prospecting', Is_this_a_Maintenance_Renewal_Op__c = 'No',Description = 'Test', CloseDate = Date.today(),
OwnerId = mockUser.id);
try{
insert opp;
if(accountMap.containskey('001J000001DYN5I'))
{
if (accountMap.get('001J000001DYN5I').Credit_Status__c == 'Rejected')
{
opp.addError('WARNING: New Opportunity cannot be created when Account Credit Status = Rejected');
}// end if
}
}//end try
catch (ListException e) {
}
}
}// end public class
Best Answer chosen by Eric Blaxton
Opportunity opp = new Opportunity( Name = 'testOpportunity', AccountID = acc.id,/* ToBeSync__c = false,*/ StageName ='Prospecting', Is_this_a_Maintenance_Renewal_Op__c = 'No',Description = 'Test', CloseDate = Date.today(),
OwnerId = mockUser.id);
Hi,
Please make one more change AccountID = acc.id and try again
All
You have to edit app and selected objects
Have a look this article which will help you configure : http://www.salesforcearticle.com/how-to-create-app-in-lightning-experience/