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Nic HuzellaNic Huzella 
Hi there,
 
I have tasks related to an opportunity and they do not show in the related list "Open Activities", in fact this related list does not show on the opportunities page at all.
 
Here are my page layout settings:

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And here is what I see on my opportunity:
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As you can see the opportunity has open tasks, as they show in the next steps section of the activity tab, however the related lists are nowhere to be seen.

Thank you.
Best Answer chosen by Nic Huzella
Ines GarciaInes Garcia
Hi Nic,

What you can do is move away from the old pagelayout and create lightnign layouts, there with the app builder is very easy to drag components where ever you like. Have a try is extremly easy.
On that opp record navigate to gear icon > edit page. Then allocate page to profiles and kaboom!
Jasper MaesJasper Maes 
I'm trying to upload legacy emails into my new production environment and i would like to add existing contacts to my EmailMessage so that they can be accessed via the viewer and recipients related list on my EmailMessage. 
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I'm doing my uploads via dataloader but i do not see any fields on the EmailMessage that i can use to populate my the 'viewer and recipients' related list. 

Any help on how i should approach this data load ? 

Kind regards, 

Jasper 
Best Answer chosen by Jasper Maes
Dnyaneshwar AghawDnyaneshwar Aghaw
Patrick van der ValkPatrick van der Valk 
I have an Object called Projects. Each Project has a Master-Detail Relationship with the Object called Stages. Stages has, amongst other things, a Stage Name, and a Stage Status (Active/Not-started/Finished). Generally, projects have 6 Stages but only one stage can be active at the time (this is done manually where I make sure that only one Stage per Project has Stage Status = Active).

Now I want to display on the Project page what Stage Name is currently Active. 

Can anyone send me in the right direction?

Thanks in advance
Best Answer chosen by Patrick van der Valk
Yogesh SharmaYogesh Sharma

Hello Patrick,

You can write process builder to achieve this requirement. Please see steps below to find solution:

Step 1: Create a text field on Project named "Active Stage Name"

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Step 2: Create a process builder on object "Stage" with following condition:

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Step 3: Perform Update Record operation to update Project field based on Active stage:

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Step 4: Activate process builder and your requirement is done.

Note: To control one active stage for Project, you have to write validation rule.

I hope this will help you. Let me know if you need any additional assistance.

Thanks,

Yogesh Sharma

Dessie RocheDessie Roche 


Hello, I am trying to do a simple report to show opportunities won by region. I have scaled this right back but every time I try to present this data it keeps throwing "Record Count" on the Axis, pretty annoying :(
 
I want to have region on one axis, with the amount on another axis. 
 
Am I missing something really basic? 
 
Any help is much appreciated.
Cheers
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Best Answer chosen by Dessie Roche
Dnyaneshwar AghawDnyaneshwar Aghaw
Hi Desie,
Please Group By Region and Summarize on Amount if you wish to get Group Total.
You need to check Filter if any and Add Americas as well. Or Remove all filters if there are records in Americas it would display.
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Thanks
Dnayneshwar 
Kaustubh LabheKaustubh Labhe 
Hi,
I am trying to upload a file on a Case Email (Content Version), The file gets uploaded, but when  I try to send the email. I get this error 'We cant send this file with ID because its not uploaded to Salesforce CRM or Salesforce Files' 

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Best Answer chosen by Kaustubh Labhe
Kaustubh LabheKaustubh Labhe
I found the issue actually. This is not a standard behaviour. We had a trigger on Content Document Link, which was checking the file type of the uploaded file, which was failing actually. 
Sanjaya RanasingheSanjaya Ranasinghe 

Hi There,

Hopefully a simple one for someone out there.  Our Org is set up for multicurrecny and has the corporate currency set up as USD.  We additionally have GBP and EUR currencies set up as well as dated exhange rates.  All seems well with the dated exchange rates between USD and GBP or EUR in monthly buckets.

The problem comes with some opportunities in EUR which are included in GBP opportunity reports (we have a UK and Ireland office).  I cannot work out what exchange rate is used for this report and would love some help! I have done a report on 'amount' and 'amount (converted)' for just the EUR opportunities and it seems as if the exchange rate is neither that of the from manage currencies or dated exchange rate for that period of time.

Any ideas much appreciated!
Thanks
Sanj

Best Answer chosen by Sanjaya Ranasinghe
Jeff MayJeff May
It is the conversion between the record's currency and the user's currency (by way of the corporate currency.

So, technically it goes like this:

For example:
The record is EUR
The User is GBP
The corp is USD

If the record value is 100 EUR, that is displayed on the record in the real field.  Then, that 100 is converted to USD, then to GBP using the exchange rates and the GBP value is displayed in the "Converted" fields.
Giancarlo AmatiGiancarlo Amati 
Hi Team,

I am reviewing my opportunities records and I was wondering if there's a tool that can tell me which of the custom fields have ever been used. It would then delete it. 

Is there a way to check this?

Thank you.
GC
 
Best Answer chosen by Giancarlo Amati
Mike WrightMike Wright 
Hi all,

I think the question is self-explanatory.  I want to exclude account members from my contacts report?

Is this possible?

Thanks,

Mike
Best Answer chosen by Mike Wright
Jeff MayJeff May
First, to even report on Contacts that have no Account, you have to create a custom report type just on the Contacts object.  Then, when you build your report, you can add a filter for AccountID equals  -- and leave the 3rd box empty.
Jay KhiroyaJay Khiroya 
Hi,

I'm creating a new sales process and sales path.  I have identified the stages, the sales process and was making a sales path.  I have noticied that my lowest probability stage (Identified) is showing at the end of the sales path.  All other stages seem to be in the correct order. How can I change it so Identified shows as the first stage in the path?   Screenshots attached. 

Sales PathOpps Stages
Best Answer chosen by Jay Khiroya
Ahilesh RagavanAhilesh Ragavan

Hello Jay,
To "Reorder" the picklist values in a sales path:

Goto : Setup>>Object Manager>>Opportunity>>Stage>>Click "Reorder" button under "Opportunity Stages Picklist Values" section>>Move the stages up/down as you need>>Save

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But remember this reordering will affect all of your sales paths. 

Nishani KarunaratneNishani Karunaratne 
Hi

In the activity history, it looks like it's possible to add at attachment to an existing task but I can't figure how to add a 'new' button to add an attachment. 
Task page layout
Page layout in edit mode

Thanks
Nish
Best Answer chosen by Nishani Karunaratne
Dnyaneshwar AghawDnyaneshwar Aghaw
Hi Nishani ,
Add File Related list in Task Page Layout. (Classic)
Setup->Task->Page Layout ->Edit

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Then you can attach file instead of Attachment to Tak in Lightning.
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I hope this helps you now.
Thanks
Dnayneshwar