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Ewa FrystEwa Fryst 
Hello,
I included 2 approval merge fields (as below) in the email template thinking that they will pull Approver's Comments and Approver's Name but instead they are pulling Submitter's Comments and name.
Do you know why is that and how to fix it?

Approval Step Comments - {!ApprovalRequest.Comments}
Approval Step Approver - {!ApprovalRequest.Process_Approver}

Many thanks
Ewa
Best Answer chosen by Ewa Fryst
Kaustubh LabheKaustubh Labhe
Hi,

The{!ApprovalRequest.Comments} fetches the latest comment from the approval process. 

Unfortunately approval/rejection comment cannot be fetched using merge fields. 
Please refer this post to use vf email template for the same: https://douglascayers.com/2015/01/01/salesforce-include-approval-request-comments-in-visualforce-email-template/
David BaumannDavid Baumann 
Hi, 

we are currently evaluating Salesforce Connect with the goal to find a way to sync orders from an external system. The documentation says, that it is not possible to create roll-up summary fields from an standard object to an external object. Is there another way to do things such as show the last order date on the account record (order would be an external object in this case)?

Regards,
David
Best Answer chosen by David Baumann
Amnon KruviAmnon Kruvi
Batch classes are described here: (https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_batch_interface.htm)
The exact means by which you schedule them would depend on the frequency, but you will probably make use of scheduled apex. (https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_scheduler.htm)
Tip: a batch class can be a schedulable class as well :)

As for an actual code sample, I'm afraid I can't give you a proper example for what you need to do, but it should be very simple logic for a developer to build. There's more samples on Trailhead, here: (https://trailhead.salesforce.com/en/content/learn/modules/asynchronous_apex/async_apex_batch)
Michael ConnorsMichael Connors 

Does anyone know how much time it takes that salesforce refreshes a page automatically? Can this be adjust to another time lapse?

I m on a list view from cases and there are a lot. I don't like to push refresh button all the time.

Best Answer chosen by Michael Connors
Amnon KruviAmnon Kruvi
Hi Michael,

Salesforce does not refresh pages automatically. You could try installing a browser addon to perform refreshes: (https://chrome.google.com/webstore/search/auto%20refresh)
Mickael SelanderMickael Selander 
I have a multi-select picklist in my flow that allow the user to select some records and I later update a textfield on a object with this 

But SF saves them as ID; ID; ID but I need it to be saved as ID, ID, ID.
Is there anyway to just search for ; and replace with , or any other solution?
the user can select one or many records.
Best Answer chosen by Mickael Selander
Tim Johnson-ReynoldsTim Johnson-Reynolds
This is an intersting article on parsing multi select values in a flow
http://succeedwithsalesforce.com/parsing-an-objects-multi-select-picklist-selections-to-use-in-a-visual-flow/

I have used this approach in the past. 

In addition if you just want to alter from semi colon to comma you can pass the value to a text variable and use the SUBSTITUE function in a formula element. 

The article includes a substitute example
Best Answer chosen by VASUDEV KANCHERLA
Kaustubh LabheKaustubh Labhe
Hi Vasudeva,

Firstly, in this case, your profile should have the minimum level of access. I would advise, not giving any object/field level access through profile.
Then use 3 permission sets

1) Perm set 1 - has access to X AND Y - assign to user A
2) Perm set 2 - has access only to y - assign to user B
3) Perm set 3 - has access to only x -assign to user c

Hope this makes sense
Jason OldJason Old 
Hi Community

I am trying to create a validation rule that would prevent users adding a discount of more than 10% for an individual product.

Can anyone tell me where I am going wrong with the formula below? Or have a better way of doing it?

Regards

Jason

PricebookEntry.Product2Id = '01tD0000005noLCIAY' && 
Discount__c > 0.10 && 
$User.ProfileId <> '00e20000000m604' 
&& 
$User.ProfileId <> '00e20000001Q4Ms' 
 
Best Answer chosen by Jason Old
Amnon KruviAmnon Kruvi
You're mixing && with AND(), which is causing the syntax error. Try this:
AND(
    Product2.Name = 'Pack of 3PLs', 
    Discount__c > 0.10, 
    NOT OR(
        $Profile.Name = 'Finance' , 
        $Profile.Name = 'Solution Manager' 
    ) 
)

 
Nerijus UrbietisNerijus Urbietis 
I would like to put a cap on discount based on Account and Product:
I have Account A and Product A and I want to put a limit that no one can discount that product for that account more then 50%
Best Answer chosen by Nerijus Urbietis
Amnon KruviAmnon Kruvi
Hi Nerijus,

The solution to use depends on how you'd like to use this in the future. If you want to be able to set a limit on any account, then you could create a field on the account object itself that denotes the maximum discount - then use a validation rule to compare the discount amount with the account's maximum discount. If, on the other hand, you want to set a maximum discount for a combination of account and product, then you'll need to create some sort of separate object that sets these limits, in which case you cannot use a validation rule - you'd need to use an Apex trigger to validate this restriction.
Shawn LowShawn Low 
1. A Button (or something) on The Lead Object, at the Record Level. This means if a user searches for a lead, and they find it, they click the Lead and it opens. Tney should see a Button that says "Claim Lead".
2. The user clicks the button called "Claim Lead" and it updates the Owner of the Lead themselves.

I have been going through Trailblazer and can't seem to find the right thing. All I find are modules with heavey coding.
Is there nothing that shows me how to craete a Quick Action (or whatever they're called) and link it to a Flow or a Process, and changes the Lead owner to themselves?

Thanks
Best Answer chosen by Shawn Low
Heidi BroseHeidi Brose
Did you check out the "Change Owner" button? That might be sufficient, but they would have to populate their own names.   

As far as using a quick action for a flow, you can call a flow using a quick action https://trailhead.salesforce.com/en/content/learn/modules/screen_flow_distribution/screen_flow_distribution_action  but you need to create the flow first.   
Anjali MalhotraAnjali Malhotra 
What is the best way to manage Time & Material service kind of product in CPQ. the product will be quoted for a range and will be invoiced based on usage.
Best Answer chosen by Anjali Malhotra
Christopher HickmanChristopher Hickman
That is correct, a T&E project will always have an invoice amount that varies from the estimate (unless you're really lucky a particular month).

If you are doing a fixed fee project, I would build a bundle priced at the parent (project) level and $0 options (as components) whose quantities you could configure according to the contractual terms you wish to set, according to headcount in this case. E.g. 1 engagement manager 1 project manager 1 solution architect 1 tech lead 1 functional lead 2 onshore developers 5 offshore developers 2 BA's 5 QA testers etc. etc. Then do the hours you're estimating/when in your project management tool. You could theoretically get more granular using MDQ but it could quickly spiral out of control with complexity and customization, because CPQ just isn't a project management tool. I've worked with Financial Force, Kimble, and Taskray in this area but there are others on and off Force.
Amr IbrahimAmr Ibrahim 
I want a workflow or process builder to change the opportunity record type when it's related membership is deleted, s that an option?
 
Best Answer chosen by Amr Ibrahim
Kaustubh LabheKaustubh Labhe
Amr,

Ideally and as a best practice, only one trigger should exist per object. In the trigger you should use a handler class to do all your logic. If you are new to apex classes and apex triggers, dont worry, you will learn about all the good practices and dos/donts along the way. 

This post has a sample after delete trigger. You can refer this and start writing a trigger on your custom object. 
https://salesforce.stackexchange.com/questions/206424/after-delete-trigger-not-working