Ask Search:
Matt HowardMatt Howard 
Hi All,

In the sandbox version of Sales force, i have requested the 'Readiness' email, and it confirms that it is 'Connected and Evaluating' but I man not recieving the email. I have tried several times but no luck. If anyone knows why this may be the case than could you please inform me of the reason why this may be occuring.

Any help will be much appreciated

Best Answer chosen by Matt Howard
Michelle ArndtMichelle Arndt
I would double check to make sure that you allow "All Email" is turned on in the sandbox, sometimes it isn't.
Setup-->Email Administration-->Deliverability-->Access to Send Email (All Email Services) should be set to All email

Sulaiman TabrezSulaiman Tabrez 
Hi Guys,

I need help in creating a workflow. 

I have created a field on the opportunity object called ' Date passed to Sales.'

I need this field populated with the date an opportunity owner is changed from the profile Business Development to someone with a Sales profile.

I can't seem to use the ISCHANGED or PRIORVALUE fucntions without getting errors and i dont know what to do.

Best Answer chosen by Sulaiman Tabrez
Steve MolisSteve Molis
Okay, if you read the Error Message it clearly says that there is no "Owner" field on the Opportunity object.  You should always use the Insert Field button to locate the Field and insert the correct API Field Name in your Formula rather than just typing it in manually.  

Try using 
Tyson JoeTyson Joe 
I'm trying to do something that I believe is pretty simple but I keep catching errors in my formula.

I have a field called To_Do_Date which if the date is less than today, I want to show the red traffic light.

If the date is today, I want to show yellow.

If the date is in the future, I want to show green.

Here's the first part.
IF( To_Do_Date_From_Task__c < Today(),
IMAGE("/img/samples/color_red.gif", "red")

Best Answer chosen by Tyson Joe
Chris DuncombeChris Duncombe
Try this
     To_Do_Date_From_Task__c < TODAY(),
          To_Do_Date_From_Task__c = TODAY(),

Stephen ParkinsonStephen Parkinson 
Hi - I am trying to use a formula field on the Opportunity Record to display an image (traffic light type thing) - I have a custom Number field on the Opportunity called 'Number_of_Close_Date_Pushes__c.

I have tried to modify one of the existing formulae in the SFDC Knowledge Base as follows

"10", "/img/samples/light_red.gif",
"9", "/img/samples/light_red.gif",
"8", "/img/samples/light_red.gif",
"7", "/img/samples/light_red.gif",
"6", "/img/samples/light_red.gif",
"5", "/img/samples/light_red.gif",
"4", "/img/samples/light_red.gif",
"3", "/img/samples/light_yellow.gif",
"2", "/img/samples/light_green.gif",
"1", "/img/samples/light_green.gif",
"Number of Close Date Pushes")

However it throws this error message

Error: Incorrect parameter type for function 'CASE()'. Expected Number, received Text

and I just can't see what the issue is - help please :-)
Best Answer chosen by Stephen Parkinson
Chris DuncombeChris Duncombe
Just need to remove the double quots from around your numbers.  Your Number_of_Close_Date_Pushes__c field is a number field and you are passing in text values as parameters to the case function.  Just remove the quotes like this

     10, "/img/samples/light_red.gif",
     9, "/img/samples/light_red.gif",
     8, "/img/samples/light_red.gif",
     7, "/img/samples/light_red.gif",
     6, "/img/samples/light_red.gif",
     5, "/img/samples/light_red.gif",
     4, "/img/samples/light_red.gif",
     3, "/img/samples/light_yellow.gif",
     2, "/img/samples/light_green.gif",
     1, "/img/samples/light_green.gif",
     "Number of Close Date Pushes"

Khylin EdwardsKhylin Edwards 
I am trying to depoy a change set and my apext test class is failing and giving this error message
System.DmlException: Insert failed. First exception on row 0; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, UpdateTermsFromAcc: execution of BeforeInsert
caused by: System.NullPointerException: Attempt to de-reference a null object
Trigger.UpdateTermsFromAcc: line 34, column 1: []

Here is my apex test class:
@IsTest(SeeAllData = true)
 private class AccountandOpportunitiesTests {
 static testMethod void myTest() {
        Profile p = [select id from profile where name='System Administrator'];
        User user = new User(alias = 'standt', email='',
                emailencodingkey='UTF-8', lastname='Testing', languagelocalekey='en_US',
                localesidkey='en_US', profileid = p.Id,
                timezonesidkey='America/Los_Angeles', username='');
        insert user;
        PageReference pageRef = Page.AccountsAndOpportunities;
        ApexPages.currentPage().getParameters().put('sfdc.userId', user.Id);
        System.runAs(user) {
            Account account = new Account(Name = 'testAccount');
            insert account;
            Opportunity opportunity = new Opportunity(Name = 'test opportunity', StageName = 'Prospecting', CloseDate =;
            insert opportunity;
            accountsAndOpportunitiesController ctrl = new accountsAndOpportunitiesController();
            system.assertEquals(1, ctrl.userAccounts.size(), 'One record should be returned');
Best Answer chosen by Khylin Edwards
Chris DuncombeChris Duncombe
The issue is referencing a trigger (sounds like its a befoire insert Opportunity trigger) called 'UpdateTermsFromAcc'.  You are inserting an opp in your test class and thats likely where its being tripped up.

I would take this over to the developer forums as they are more geared towards coding questions like this
Assaf Shisha-HalevyAssaf Shisha-Halevy 
Hello all,
An important KPI I wish to monitor is First Contact Resolution, cases that were marked as "complete" after one iteration, any ideas how to generate a report that measures this?
Thanks so much!
Best Answer chosen by Assaf Shisha-Halevy
Jeff MayJeff May
You can use a Workflow Rule "on create and every edit'. If the Status is 'Complete', and the PRIORVALUE() of Status was 'New' (or whatever your starting status is), then you can set a field "Closed at first contact' on the Case.
Joanne LaverickJoanne Laverick 
Not sure of the best way to do this. I load in opportunities using data tools with a stage of "New" for any that have not been moved from this stage I would like to change the stage to the value "Lost - Expired" when it reaches its close date. Would a workflow rule do the job?

Stage New

Best Answer chosen by Joanne Laverick
Jeff MayJeff May
No need for apex.  Time-based Workflow Rules or Scheduled Process Builder actions will do it for you. I like time-based Workflow Rules since they are easier to setup and manage.
Elijah PhilsonElijah Philson 
We created a new website at the beginning of this year for our member companies to be able to log onto and input up to date information about themselves. We also use Salesforce to manage our data. Our member companies exist as Users in WordPress and Accounts in Salesforce.

What is the best way for us to be able to collect member information from logged-on members and store it in both WordPress and Salesforce to work with? Is there any way then for Salesforce to also talk back to WordPress?

I have a feeling that sites may offer a solution but I don't understand them enough to say. 

Any advice would be greatly appreciated, thanks!
Best Answer chosen by Elijah Philson
Jeff MayJeff May
The cost would entirely depend on who was doing it, and how complicated you wanted the integration to be. I have no idea about where to find Wordpress developers -- maybe there are Wordpress forums?  You could try asking on the Salesforce Developer Community ( in case someone there happens to also be a Wordpress developer.
Karan NayeeKaran Nayee 
I'm trying to create a graph that shows the current and previous value of our pipeline. 

I have sum of value on the y axis 

I want date on the x axis. 

Currently I can only use created date or close date. I need just date. 
Shriya BhalchandranShriya Bhalchandran 
Is it possible to turn off an alert when moving assignment from one user to another user? There is option in Activity setting to stop alerts but is there any way to stop alert for the alert coming from the specific user
Best Answer chosen by Shriya Bhalchandran
Pritam ShekhawatPritam Shekhawat
You have to turn off the  "Email me when someone assigns me a task" preference selected in his or her Reminder & Alerts setup section so then it will not send email alert to user. Take a look here Task Assignment notification emails are not sent to the owner of the task if they create the task themselves