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Best Answer chosen by Terhile Ikyo
Dnyaneshwar AghawDnyaneshwar Aghaw
Hi Terhile,
Pie chart is only available in classic.
Switch in classic and Try.
Thanks
Dnayneshwar 
 
shaik saifshaik saif 
I am trying to call a Visualforce page from a custom list button.  I have done this successfully from a detail page button by creating a page using a standard controller for the detail object, selecting Visualforce page as the content source and then picking the page I wanted from the pull down list for content.
 
However, I can't seem to get this to work for a list button.  I pick the list button option on the custom button or link page, and pick visualforce page for the content source, but I don't get my visualforce page to appear in the content pull down list.
Best Answer chosen by shaik saif
Paras ShahParas Shah
Hello Shaik,

List button is different to a detail button though.  In order for your VF page to show up in the list for a Detail Button, it needs to use the standard controller.  However, in order to show up as a list button, it needs to use a standard list controller, as it can potentially receive more than one record.
 
There's more detail at:
 
1) http://www.salesforce.com/us/developer/docs/pages/index_Left.htm#CSHID=pages_controller_sosc_about.htm|StartTopic=Content%2Fpages_controller_sosc_about.htm|SkinName=webhelp
2) https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_controller_sosc_custom_button.htm

Thanks & Regards,
Paras Shah
Motshidise Violet TlhokweMotshidise Violet Tlhokwe 
How do I not allow delegated Admin see info of team members that do not belong to them while pulling reports?
Best Answer chosen by Motshidise Violet Tlhokwe
Dnyaneshwar AghawDnyaneshwar Aghaw
Hi Motshide,
Thanks for explainnig in detail.
You need to go to Sharing Settings -> Make Organization-Wide Defaults Private for an Object.
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 Use Sharing Rule to share Records with Team members.
Define Sharing Rules​
https://trailhead.salesforce.com/en/modules/data_security/units/data_security_sharing_rules
Sharing Rules
https://help.salesforce.com/articleView?id=security_about_sharing_rules.htm&type=5
Thanks
Dnayneshwar 
 
sumanth vsumanth v 
Hello,
I am trying to update through data loader/workbench on Opportunity Team Member. i came up with below error
''Opportunity Access: Bad Value For Restricted Picklist Field: Read/Write''. Since it is a standard field i dont find option like Restrict picklist to the values defined in the value set option. Is there any way to achieve this. i have bulk records to insert on Opportunity Team Member

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Best Answer chosen by sumanth v
Paras ShahParas Shah
Hello Sumanth,

The error refers to picklist fields. If the picklist fields have the restrict picklist to the values defined in the value set enabled, then it won't allow values other than the defined. See screenshot.

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if you are still stuck then go through the below links which will surely help in your case.
  1. https://success.salesforce.com/answers?id=9063A000000ZnP9QAK
  2. https://developer.salesforce.com/forums/?id=9060G000000UZP2QAO (https://success.salesforce.com/answers?id=9063A000000ZnP9QAK)
  3. https://success.salesforce.com/answers?id=9063A000000l4rSQAQ (https://success.salesforce.com/answers?id=9063A000000ZnP9QAK)
  4. https://success.salesforce.com/answers?id=9063A000000pKAMQA2 (https://success.salesforce.com/answers?id=9063A000000ZnP9QAK)
  5. https://success.salesforce.com/answers?id=9063A000000l1q2QAA (https://success.salesforce.com/answers?id=9063A000000ZnP9QAK)
Thanks & Regards,
Paras Shah
Zubin DoshiZubin Doshi 
Inline editing works for my leads and contacts when I make a view. I want to edit my accounts en masse by geography (state/province/country). However, inline editing isn't available when I make a view in Accounts. How can I turn it on?
Best Answer chosen by Zubin Doshi
Steve MolisSteve Molis
Did you read through the link that I posted? 

You List View is not filtered by Record Type, it need to be filter by a single Record Type
Tracey Okeby LucanTracey Okeby Lucan 
Help! This Apex Trigger has been working in the Org since before my time but it refuses to deail with the new currencies in prodcuts/opportunities. Anyone got any ideas why? 

trigger OppQuotaTrigger on Opportunity (before insert, before update, after insert, after update) {

    if (trigger.isBefore) {
      OppQuota.populateOppQuotaBudget(trigger.new);
    } else if (trigger.isAfter) {
      OppQuota.spawnTermOppNewContract(trigger.new);
      if (trigger.isUpdate) {
        OppQuota.updateOriginalOpp(trigger.old, trigger.new);
      }
    }
    
}


This is the error message I am getting but I don't understanding it as the Account, Opp and Product all have matching Currency Codes. 

Error:Apex trigger OppQuotaTrigger caused an unexpected exception, contact your administrator: OppQuotaTrigger: execution of AfterUpdate caused by: System.DmlException: Insert failed. First exception on row 0; first error: FIELD_INTEGRITY_EXCEPTION, field integrity exception: PricebookEntryId (pricebook entry currency code does not match opportunity currency code): [PricebookEntryId]: Class.OppQuota.spawnTermOppNewContract: line 218, column 1
Best Answer chosen by Tracey Okeby Lucan
Till KlotzTill Klotz
Hi Tracey,

This community is focused on help with declarative configuration changes and non-programmatic solutions.  You have a better chance of getting this issue resolved if you post it on one of the following forums [lots of talented developers out there who must have worked on similar problems before]:

StackExchange [http://salesforce.stackexchange.com]
Official Developer Forum [https://developer.salesforce.com/forums]

For any configuration changes and point and click design solutions, feel free to post in this community and we will be glad to help you out.

Cheers,
Till
John FalkowskiJohn Falkowski 
We have 2 communities - a partner community and a customer community. Partner users have access to both these communities. The issue we have is that when we set up a Partner User, they receive a welcome email for each community.

The documentation states that:

If a profile or permission set is part of multiple communities, users with that profile or permission set receive a welcome email from each community. The first email contains login credentials, but emails from subsequent communities simply contain a link to the community.

Ref: https://help.salesforce.com/articleView?id=networks_customize_email.htm

Does anybody know of a simple way to stop this? We want the Partner user to receive a welcome email for the Partner Community only.
Best Answer chosen by John Falkowski
Till KlotzTill Klotz
Hi John,

unfortunately, there is no possibility to stop the second one from being sent (no matter if it would technically be the customer or the partner community, which I think, you cannot even define...). Here's why: the community welcome template can only be one template. It has issues far more grave than your current issue, i.e. bilinguality can only be solved through custom labels (!!!!). Now, as you only have one template and no control over who receives which template and no control when to send a welcome email and when not, you cannot turn it off.

Cheers,
Till
Mike DeMilleMike DeMille 
Does anyone know of any other ways to put the 'converted' currency field amounts into an actual field?  We can see the converted amounts when running reports and in the interface, but I would like to have it in a field to use for 3rd party integrations, etc.  
Best Answer chosen by Mike DeMille
Till KlotzTill Klotz
Hi Mike,

* It's not possible to feature the exchange rates in a formula, but you can vote on this idea: https://success.salesforce.com/ideaView?id=08730000000Br1GAAS
* You can leverage developments to retrieve data from the exchange rate tables: https://developer.salesforce.com/forums/?id=906F00000008msiIAA
* Crazy idea if you want to go without code: Use custom labels to capture the current exchange rates that you are using. Leverage these in workflows to update custom foreign currency fields. Never done it, but besides it being double data entry - which is "not great" - I think it could work.

Cheers,
Till
Danny WheelerDanny Wheeler 
What would be the correct way to add Contacts to a custom list based on Multi-picklist values? 

I want to automatically add a Contact to a List whenever Contact's Interest is changed, which I want to be able to map as needed.
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What's the best way to implement this?
 
Best Answer chosen by Danny Wheeler
Danny WheelerDanny Wheeler
Any other configuration options that could remove in the other table if a pick list box is unchecked?
Paul MargiotisPaul Margiotis 

I'd like to hide the Close option from the Status picklist in my case page layout. However, "Close" should still work behind the scenes as part of a workflow.

How can I do this?

Best Answer chosen by Paul Margiotis
Chris DuncombeChris Duncombe
If yhou are seeing them in the status field as an option oputside of the Case Close page, then you can check the support settings.

Navigate to

Setup -> Customize -> Cases -> Support Settings

And then make sure the 'Show Closed Statuses in Case Status Field' checkbox is not checked.

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