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.
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:
- Create new opportunity record type Type 1 and assign it to several profiles.
- Create one more record type Type 2 and assign it to another profile.
- Set Opportunity Default Internal/External Access to Private in Sharing Settings
- Create opportunity with record type Type 1
- Log in as user with profile related to opportunity Type 2 record type and try to open it - insufficient access.
Hope this helps you!
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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
Error: The running user for this dashboard is inactive. Your system administrator should select an active user for this dashboard.
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 and in my side it is set "Run as specific user". Please let me know ,what elase should I check.
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.
Error: Function PRIORVALUE may not be used in this type of formula
What could be the issue?
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!
Documentation Report on Historical Data with Reporting Snapshots
How to write a validation rule that if one field equals something, then another field equals something else?
- Setup | Create | Workflows & Approvals | Workflow Rules
- New Rule
- Select the Object
- Set the Evaluation Criteria: created and every time it's edited [ 2ND OPTION ]
- Rule Criteria: formula evaluates to true
UCO__c = "Current"
- Click Save & Next
- From under Immediate Workflow Actions, click Add Workflow Action to select Field Update
- Select the field to update: Competitor
- Select Use a Formula to Set the New Value
"Current DPS Customer"
- Click Done
- Hit Save
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">
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?
- 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.
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.
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.