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Dipika KothariDipika Kothari 
I want to restrict some opportunities for a particular profile. How can i achieve this?

 I have a professional edition and i found out that there is no opportunity sharing rules in PE. I tried setting OWD for opportunity to private, using record types and restricting the profile for particular record type but to no avail.
Best Answer chosen by Dipika Kothari
KeyNode SolutionsKeyNode Solutions
Hi Dipika,
Could you please clarify why approach with different records type doesn't work for you?

I made the following steps in my org and it is working on my side:
  1. Create new opportunity record type Type 1 and assign it to several profiles.
  2. Create one more record type Type 2 and assign it to another profile. User-added image
  3. Set Opportunity Default Internal/External Access to Private in Sharing Settings User-added image
  4. Create opportunity with record type Type 1
  5. Log in as user with profile related to opportunity Type 2 record type and try to open it - insufficient access. User-added image
Please check your settings and let me know if you have any questions.

Hope this helps you!
Please take a moment to mark this thread as SOLVED and answer as the BEST ANSWER if we were able to help you. Thank you!

Regards,
KeyNode Solutions
J.D. DooleyJ.D. Dooley 
Basically, I want to display a key Opportunity information meeting specified criteria. I have reports for this, but I want to provide a better visual.
Best Answer chosen by J.D. Dooley
Geoffrey FlynnGeoffrey Flynn
Visualforce pages can be whatever you want them to be, not just a representation of a report.  You could build a custom controller and then put a table showing whatever data is calculated in the controller.

If you don't like a report, you need to think about how you want to see it.  A single page with custom "report-like" information?  Then you are into a visualforce page which will probably require a developer to build out.  Or you could look at Appexchange solutions as well - something like InsightSquared has all sorts of pre-built reports

Something like this is a good example of what is required for a custom Visualforce page
https://focusonforce.com/visualforce/visualforce-reports/
Madhavi MishraMadhavi Mishra 
Hi ,

One of my user getting this error message " Error: The running user for this dashboard is inactive. Your system administrator should select an active user for this dashboard."
I am system admin and I checked , she is active user User-added imageand in my side it is set "Run as specific user". Please let me know ,what elase should I check.
Thanks
madhavi
Best Answer chosen by Madhavi Mishra
Josh DavisJosh Davis
This usually means that the person who created this dashboard is no longer an active user, not necessarily the person running it.

Edit the dashboard in question, on the upper right you will see "View Dashboard as"  That is probably hardcoded to an inactive user. Change that user to an active one and the issue should go away.
Erin RyanErin Ryan 
I'm trying to build a WF rule that if the Lead Owner goes from Queue to User , stamp the date. I need a datestamp when the Lead is transferred to a User.
CONTAINS(TEXT(PRIORVALUE(Owner:Queue.QueueName)), 'Queue')

recieving:
Error: Function PRIORVALUE may not be used in this type of formula
Best Answer chosen by Erin Ryan
Douglas BurkhartDouglas Burkhart
++Deepak

User IDs start with 005 and Queues start with 00G.

I would also consider adding a line to ensure the new Owner is a User:
AND(
LEFT(PRIORVALUE(OwnerId),3)='00G',
LEFT(OwnerId,3)='005')
Doug
 
Andy CorbettAndy Corbett 
Help!  I have a Change Set in Winter '18 Sandbox with one component, an Apex Test Class with an API version of 36.0.  I made a minor change to it (just a text string), and need to deploy to Production.  But it won't allow me to Upload it as it says "This change set requires the "41.0" or later platform version".

What could be the issue?
Best Answer chosen by Andy Corbett
Rajeev JainRajeev Jain
Just update your class version and add it to the change set again. Thanks
John O'NeillJohn O'Neill 
I am trying to create a report that shoes number of active users each month v. number of users made Inactive in each month.  I cann get the users made "inactive" each month but only seem to be able to get the total active at todays date. 
Looking for this:
                 Active Users     Users made Inactive
Jan                 100                         10
Feb                   90                          5
March                92                         3    (two new users added)

Hope this makes sense! 
Best Answer chosen by John O'Neill
Steve MolisSteve Molis
For that you would use a Report Snapshot 

Documentation Report on Historical Data with Reporting Snapshots 
https://help.salesforce.com/articleView?id=data_about_analytic_snap.htm&type=5
Kia KnucklesKia Knuckles 
We have the field UCO Customer.  If the field equals "Current" then we would like the value "Current DPS Customer" to populate in the Competitor field.  
Best Answer chosen by Kia Knuckles
Deepak AnandDeepak Anand
Ah! I think I got your wrong. In this case we need a Workflow Rule + Field Update like this = 
  1. Setup | Create | Workflows & Approvals | Workflow Rules
  2. New Rule
  3. Select the Object
  4. Set the Evaluation Criteria: created and every time it's edited [ 2ND OPTION ]
  5. Rule Criteria: formula evaluates to true
  6. Formula
    UCO__c = "Current"
  7. Click Save & Next
  8. From under Immediate Workflow Actions, click Add Workflow Action to select Field Update
  9. Select the field to update: Competitor
  10. Select Use a Formula to Set the New Value
  11. Formula
    "Current DPS Customer"
  12. Click Done
  13. Hit Save
  14. Activate
That should do it.
Anthony MastersonAnthony Masterson 
I created a campaign, and a web-to-lead form. I tried to include a hidden field to track the particular campaign. Below is the code I used.
When I check the campaign in Salesforce, it shows no members. I'm trying to figure out how to assign new leads to a particular campaign.


<input type="hidden" name="Campaign_ID" id="701C0000001EZpI" value="SSW-2017">
Best Answer chosen by Anthony Masterson
Thorsten KöbeThorsten Köbe
Please take a look at

https://help.salesforce.com/articleView?id=000006417&type=1

It seems that your Syntax is not correct and that you also need to provide a member Städte.
Lino RuoccoLino Ruocco 
Hello.

Can anyone tell me if it is possible to AUTOMATICALLY recall (and then re-submit) an approval submission if certain field changes are detected on the object?

Thus:
- The approval is submitted.
- The submitter later changes some field values.
- On detecting the changes, the submission is recalled and re-sent with the new information.

Thanks!
 
Best Answer chosen by Lino Ruocco
Douglas BurkhartDouglas Burkhart
Hi Lino,

This is possible but I think you just need to consider the order. As part of the Approval Process, you can lock the record upon submission so that the Submitter is not making changes once the record has enter the Approval Process. In that case, the Submitter can no longer edit the record unless they recall it first, make the edits, and then resubmit to the Approval Process.

Doug
Nitu SainiNitu Saini 
To display on Account Record:
Amount of all closed won opportunities
Amount of all open Opportunities

We should use cross object Formula Field as we need to display information on Parent Object from Child Object. Right???

Answer: Cross Object Formula Field
Thanks in Advance.
Best Answer chosen by Nitu Saini
Madan KhichiMadan Khichi
Simple Create a rollup summary field -

User-added image

and in both field just change the criteria.