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Karen SilvaKaren Silva 
Hey, I'm creating a PB that creates a new opportunity when a box on an oppty record is checked. The new oppty's close date should= original opportunity close date +1 year. 

TIA!
Best Answer chosen by Karen Silva
Deepak AnandDeepak Anand
You can set the CloseDate in your Process Builder by using a Formula - 
ADDMONTHS([Opportunity.CloseDate], 12)
Michelle ArndtMichelle Arndt 
I need help writing a validation rule.
Start_Date__c is a picklist with values of the first of every month

I need to make sure that End_Date__c which is a picklist field is at least 3 months greater than the start date

Start Date Values:
January 1
February 1
March 1
April 1
May 1
June 1
July 1
August 1
September 1

End Date values: 
March 31
April 30
May 31
June 30
July 31
August 31
September 30
October 31
November 30
December 31
 
Best Answer chosen by Michelle Arndt
Deepak AnandDeepak Anand
Try this = 
(
    CASE(
        End_Date__c,
        "March 31",     3,
        "April 30",     4,
        "May 31",       5,
        "June 30",      6,
        "July 31",      7,
        "August 31",    8,
        "September 30", 9,
        "October 31",   10,
        "November 30",  11,
        "December 31",  12,
        0
    ) -
    CASE(
        Start_Date__c,
        "January 1",    1,
        "February 1",   2,
        "March 1",      3,
        "April 1",      4,
        "May 1",        5,
        "June 1",       6,
        "July 1",       7,
        "August 1",     8,
        "September 1",  9,
        0
    )
) < 3
Diane BakerDiane Baker 
I have a validation rule in place on Accounts to only allow certain Profiles to be able to set the Type to customer. Somehow a member of our "Sales User (Industrial)"  profile group managed to make this change. Is there a flaw to my rule, or could something else within the system be disturbing it? 

AND(
$Profile.Name <> 'Sunpower System Admin',
$Profile.Name <> 'System Administrator',
$Profile.Name <> 'Sales Admin User',
$Profile.Name <> 'Accounts Users',
ISCHANGED(Account_Type__c),
CASE(Account_Type__c,
"Customer", 1,
0) = 1
)
Best Answer chosen by Diane Baker
Tommaso BolisTommaso Bolis
The only scenario I can imagine, is that the user directly created the record with Account_Type__c equal to customer. This because the rule is triggered only on update.
Nicholas GettaNicholas Getta 
Hi everyone,
I wanted to know if everything gets executed when data loading and using Bulk API, the same way that data loading using SOAP API does.

Thank you for the help!
Best Answer chosen by Nicholas Getta
Shyam NairShyam Nair
Hi Nicholas, 

Yes, data loads using Bulk API also trigger automation like Validation Rules, Triggers, Process Builder, etc. The best practice is to bypass this automation. Please go through the below blog for an example.

http://www.infallibletechie.com/2018/10/how-to-bypass-all-triggers-validation.html

Regards,
Shyam Nair
Nidhi ThakerNidhi Thaker 
Hello, is anyone here good with Docusign? 

So here's the image of the Private Message I'm trying to send. And I want to link the words 'support center' to our website link.
User-added image
But I dont see any option to hyperlink anything? Is there no way to customize these messages?

Thanks everyone!
Best Answer chosen by Nidhi Thaker
Nidhi ThakerNidhi Thaker
Figured it out:

You need to add a HREF tag to get the desired result. Here is an example that would set a link in the Private Message that goes to the Montana State website. You would replace values to get your desired result.
 
<a href="https://www,montana.edu">MSU website</a>
 
Basically the first portion after the HREF shows the site, and the second portion displays the hyperlink test. For more information on the HREF basics go here: https://html.com/attributes/a-href/
 

** I didnt think the HTML tags would work for this, but guess they do! **
Jim GodseyJim Godsey 
I'm trying to complete the Trailhead module Salesforce Mobile App Customization.  I've downloaded the iOS mobile Salesforce app and logged into my Trailhead playground.  The UI examples given in the Trailhead modules do not look like the mobile app.  Is this a setting or something else that I'm missing?

Thanks
Jim
Best Answer chosen by Jim Godsey
Shyam NairShyam Nair
Hi Jim,

Salesforce has recently released new UI for Salesforce Mobile to use Lightning Components in mobile. So maybe the UI shown in the Trailhead module would be the recent one.

To use the New Salesforce Mobile App, enable it for your playground by completing the below Trailhead module:
https://trailhead.salesforce.com/en/content/learn/modules/lightning-experience-for-salesforce-mobile-app

Regards,
Shyam Nair
 
Justin MuscatJustin Muscat 
I have a field in a custom object with data type Text(14) and I want to validate the last digit to be either 1 or 2.

How can this be achieved please?
Best Answer chosen by Justin Muscat
Steve MolisSteve Molis
So basically something like this?
 
CASE( RIGHT( Text_FieldName , 1 ),
"1", 1, 
"2", 1, 
0 ) = 0

 
Michael RennieMichael Rennie 
They have removed the 'competitor' feature from the SalesForce starting with Lightning... how do we track competitors going forward? We used that feature extensively.
Best Answer chosen by Michael Rennie
Shyam NairShyam Nair
Hi Michael,

Currently, the feature is unavailable to Lightning. But you can upvote the below Idea to see this feature in future.

https://success.salesforce.com/ideaView?id=08730000000cFqNAAU

Also, this feature is considered obsolete as the feature was available way before Custom Objects were introduced in Salesforce. I would recommend you to build something custom to store competitor information. 

Regards,
Shyam Nair
Jason GopaulJason Gopaul 
Hi guys, 

Object - Opportunity cases

I want to be able to automatically create a close date on a case when it has been closed.

So if the status has been changed to closed it should then populate the close date with this date.

Any ideas how I can do this via the process builder? 

Thanks

Jason 
Best Answer chosen by Jason Gopaul
Steve MolisSteve Molis
That's easy enough to do, you'd just create a Process that is triggered when the [Case].Status is set to Closed or [Case].IsClosed = TRUE 

Then add an Immediate Action (Field Update) that inserts the Formula 
NOW()
into the [Case].ClosedDate field 


keep in mind that Processes do not trigger until after save/submit
  
 
Katie DeLunaKatie DeLuna 
Hello!
We need "Account Number" field on Account to be unique. Currently, it is not. You are able to save new records (cloning accounts, etc) and ahve the same Account Number. How can I make this unique? 
Best Answer chosen by Katie DeLuna
Tony TrinhTony Trinh
Hello Katie,

It may have to do with your "Action on Create" or "Action on Edit"
Switch those from Allow to Block.