Answers - Salesforce Trailblazer Community
Ask Search:
Sally ConnaughtonSally Connaughton 
Hi,

I am new to salesforce, currently in the process of migration from Desk.

I would like to add an additional case status:

I have added an additional value to the "Status" picklist in:
Setup > ObjectManager > Case > FieldsAndRelationships > Status.

New
Open
{Shipping}
Pending
Closed

 This value does not show on the dropdown values in Case details > Status or on the case path.
Only the original 4 values are available to select.

Basically what I am trying to do is highlight at the top of case record page when something needs to be sent to the customer.
I then want to insert 2 text fields:
- Item required 
- Tracking Code

I am using the case Path > Guidance for Sucess option to highlight the requirements for other status' and was hoping to insert this in the same area.

Any suggestions or advice would be greatly appreciated.

Thanks,

Sally
Best Answer chosen by Sally Connaughton
Jayson MoralesJayson Morales
Hi Sally,

Go to Setup > Support Processes. You need to add the new value in your Support Processes.

Hope that helps.


Regards,
Jayson
 
James BensonJames Benson 
When my users select the Log a Call Quick Action from a contact record - it saves those calls with a phone icon but when you go into the created task record, it saves them as Type - Email.

Is there a way to correct this to have it save as 'Call' or some other value?

Examples Below:

Activity on Contact Record:

User-added image

That record expanded:

User-added image

Thanks for your help!
James
Best Answer chosen by James Benson
Jake BrushaferJake Brushafer
Did you set a default value?
Roger DickinsonRoger Dickinson 
I am working in my sandbox and have decided to scrap what i am doing and start again. This requires me to delete two opportunity record types. No matter what i do it won't let me do it.. 
I understand that I have to deactivate the record type to delete it. But when I try and do this it tells me that it "cannot be deactivated becasue the following profiles use this record type as a default." There is nothing that uses them as a default. How can i get round this?  
Best Answer chosen by Roger Dickinson
Jayson MoralesJayson Morales
Hi Roger,

Did you see something like this?

User-added image

You need to go to each profile to remove the assignment of that record type.

Hope that helps.


Regards,
Jayson
Deepak SrivatsavDeepak Srivatsav 
Hello Trailblazers,

We have the following custom fields in the Accounts Object:

Field Name: Manager 1
Type: Lookup(User)

Field Name: Office Manager
Type: Text(50)

I am trying to populate the Office Manager text field with the Name of the User which is selected in the Manager 1 field.

Is this possible by specifying through the formula editor in the custom text field or will we need a workflow rule?

Please let me know your suggestions on how to achieve this.

Thank you.
Best Answer chosen by Deepak Srivatsav
Steve MolisSteve Molis
Oh wait...  you will not be able to do that with a Text Field and a Formula, you'll need to create a new custom field and select Formula as the Datatype and Text as the Result 

Or if you want to keep the Text field you'll need to update it using the Process Builder or a Workflow Rule
Michelle OsborneMichelle Osborne 
My organization uses multiple case types. I set up a new case type and page layout but when I go in to Create a new case the page layout I set up is not displaying. How to I get the page layout related to the new case type to display when I open a new case?
Best Answer chosen by Michelle Osborne
Tony TrinhTony Trinh
Hi Michelle,

I don't think so because the Record Type determines the Page Layout. Considering you enter the Contact AFTER hitting the New button, how would it know to display the appropriate page layout? You can build some type of Validation that checks the Contact Type and checks to see if it matches the Record Type of the Case.

This Validation would be created on Case:
CASE(RecordType.Name,
"Type 1", 1,
"Type 2", 2,
"Type 3", 3,
0)
=
CASE(Contact.Type__c,
"Type 1", 1,
"Type 2", 2,
"Type 3", 3,
0)
or something like that.
Fausto RiveraFausto Rivera 
Hello,

We are getting ready to implement Marketing Cloud and we need to fill-up the form for SAP(Sender Authentication Package) 

I was wondering if any of you guys have a list of ideas, I saw some videos and they suggest something like email.domain.com

All your suggestions will be appreciated. 
Best Answer chosen by Fausto Rivera
Simone LuiseSimone Luise

In my experience a see in order of using:
- email.domain.com / mail.domain.com
- news.domain.com
- go.domain.com
- em.domaun.com
- emdeals.domain.com
- e.domain.com
- e-mails.domain.com
- client.domain.com
- customer.domain.com

Regards,
Simone

Abby StockerAbby Stocker 
Somewhere within the custom delivery exception record (Preferrably, I would like a lightning page tab "New Case" next to "New Claim"). , I would like to give the user the option to create a related case. This seems so simple and its driving me nuts. Thank you! 

User-added image

User-added image

User-added image
Best Answer chosen by Abby Stocker
Arianne CruzArianne Cruz
Ahhh, got it. If that is the case, then I do not recommend doing using an action, since actions only allow you to use a single record type. Do you have a lookup relationship from Case to the custom object that you are using? If there is then you can add a new component on your lightning record page to just display a single related list. This will focus the view for Cases. 

This is how it looks for me when I add the component Related List - Single ( this will only work if you have a lookup from Case to the custom obj) 

User-added image

User-added image
Audrey WisniewskiAudrey Wisniewski 
I have extra pages from a community template that I will not use. How to I delete them to clean up the user view? The Delete Button is greyed out......
User-added image
Best Answer chosen by Audrey Wisniewski
Eric PraudEric Praud
Hi Audrey,

As per this article:
https://help.salesforce.com/articleView?id=community_builder_delete_page.htm&type=5
Keep in mind that you can’t delete:
The default pages and objects that come with the template
A page’s default page variation
A custom object page without deleting its related object pages (detail, list, and related list)
Rebecca WilsonRebecca Wilson 
Hi I've been asked to amend this so that is is against certain Record Types and that it is done before a stage. 

I've added the below to the formula trying to amend an original formula, the first three peramaters are new, however I am getting errors when I try to join the the formula. The bold highlight is the new part of the formula. 

AND(
$RecordType.Name = 'X3_Year_Bridge','Bridging_Finance_Individual','Buy_to_Let_Individual','    Buy_to_Let_Individual',
TEXT(PRIORVALUE(Status__c))= "Funding Approved")
TEXT(ISPICKVAL(Status__c = "Completed"))
IF(

    CASE(Have_we_Received_Copy_of__c,
        "Buildings", 1,
        "Block", 1,
        "Public", 1,
        "Liability",
        1,
        0) = 1,
    OR(
        ISBLANK(Policy_Number__c),
        ISBLANK(Start_Date_BI__c),
        ISBLANK(End_Date_BI__c),
        ISBLANK(Sum_Insured__c)
    )
)

Error Messages Received

User-added image

User-added image
Many thanks
Rebecca
Best Answer chosen by Rebecca Wilson
Madan Lal BakoliyaMadan Lal Bakoliya
okay, as per your description this should be an easy one,
 
AND(
   OR(
       $RecordType.DeveloperName = 'X3_Year_Bridge',
       $RecordType.DeveloperName = 'Bridging_Finance_Individual',
       $RecordType.DeveloperName = 'Buy_to_Let_Individual',
       $RecordType.DeveloperName = 'Buy_to_Let_Individual'
    ),
    ISPICKVAL(Status__c,"Completed"),
    NOT(ISBLANK(TEXT(Have_we_Received_Copy_of__c))),
    OR(
        ISBLANK(Policy_Number__c),
        ISBLANK(Start_Date_BI__c),
        ISBLANK(End_Date_BI__c),
        ISBLANK(Sum_Insured__c)
    )
)

If you also want to check with a specific value for Have_we_Received_Copy_of__c and old value of Status__c should  Funding Approved then you should go with the above one?
David BareDavid Bare 

Here is my setup of the process: 

User-added imageHere's the decision: 

User-added imageAnd here's the action if true: 

User-added imageAnd here's the error that I'm getting : 

Challenge not yet complete in My Trailhead Playground 3
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Update failed. First exception on row 0 with id 0016g000009dTKPAA2; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the “Any Name” process failed. Give your Salesforce admin these details. <b>An unhandled fault has occurred in this flow</b><br>An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Error ID: 1757659942-165091 (-53599811): []

Can anyone see what I'm doing wrong? 

Best Answer chosen by David Bare
Amnon KruviAmnon Kruvi
As I wrote in that comment, you set the Other state instead of the mailing state.