Ask Search:
Swapna MistrySwapna Mistry 
I am trying to use the REGEX function to write as Validatin Rule on a custom field we have called Primary Domain. 

For excample, an account could have a primary domain of "brandid.com"

How do I enforce just that this data has a dot in it with characters before AND after. 

Im struggling becuase I dont want to specify the number of characters before or after. 

 
Best Answer chosen by Swapna Mistry
Deepak AnandDeepak Anand
Try something along these lines - 
NOT(REGEX(Field__c, '([A-z0-9-]{1,63}\\.)+[A-z]{2,6}'))
Charlton HuaCharlton Hua 
Hello all,

I have a picklist and a number field and if the picklist value is any of the following the number (hours) field cannot be blank however this VR isn't working?

AND( 
ISPICKVAL( Activity__c , "Pre-Sales"), 
ISPICKVAL( Activity__c , "Design Assist"), 
ISPICKVAL( Activity__c , "Onsite PM"), 
ISPICKVAL( Activity__c , "Offsite PM"), 
ISPICKVAL( Activity__c , "Travel"), 
ISPICKVAL( Activity__c , "Training"), 
ISPICKVAL( Activity__c , "IS Support"), 
ISPICKVAL( Activity__c , "Logistics"), 
ISPICKVAL( Activity__c , "Instor Installation Service")&& 
(ISBLANK( Hours__c )
)
Best Answer chosen by Charlton Hua
Deepak AnandDeepak Anand
Like this = 
AND(
    OR(
        ISPICKVAL(Activity__c, "Pre-Sales"),
        ISPICKVAL(Activity__c, "Design Assist"),
        ISPICKVAL(Activity__c, "Onsite PM"),
        ISPICKVAL(Activity__c, "Offsite PM"),
        ISPICKVAL(Activity__c, "Travel"),
        ISPICKVAL(Activity__c, "Training"),
        ISPICKVAL(Activity__c, "IS Support"),
        ISPICKVAL(Activity__c, "Logistics"),
        ISPICKVAL(Activity__c, "Instor Installation Service")
    ),
    ISBLANK(Hours__c)
)
Best Answer chosen by Sanjay Shroff
Deepak AnandDeepak Anand
Like this = 

User-added image

Using a Formula - 
=LEFT(A1, FIND("T", A1) - 1)
Peter MartensenPeter Martensen 
My Org Chatter emails have an outdated Organization-Wide Address.  Can someone tell me how to change that address?
Thanks
Best Answer chosen by Peter Martensen
Srinivasa RayapuriSrinivasa Rayapuri
Under chatter settings, Email settings, change the from the email address 
User-added image
Anthony BernardAnthony Bernard 
Im currently creating a validation rule that disallows edits on the name of a contact record after creation and when the individual lookup field is not populated. 

When I test this validation rule, It works for not allowing edits on the name. But it isn't allowing edits on the name for contacts that have the individual lookup field populated. 

Any ideas on how to properly set up the validation rule? 

Here is what i currently have 

AND( OR( 
AND(ISNEW(),NOT(ISBLANK( Individual__c ))),
ISCHANGED( FirstName )))
Best Answer chosen by Anthony Bernard
Deepak AnandDeepak Anand
I think you just need this = 
AND(
    NOT(ISNEW()),
    ISBLANK(Individual__c),
    ISCHANGED(FirstName)
)
Michael LindsayMichael Lindsay 
Hi, I have this VR to stop reps from closing opportunities as WON, but need to change it a little to also stop them from created them as Closed/Won.

AND( 
Ischanged(StageName), 
OR( 
text(StageName)="7 - Closed Won", 
text(StageName)="5- Renewed" 
), 
$User.ProfileId <> "00eo0000000mdq7" /*System Admin*/, 
$User.ProfileId <> "00eo0000000TySD" /*Sales Ops*/ 
)

Thank you,

Michael
 
Best Answer chosen by Michael Lindsay
Deepak AnandDeepak Anand
I would create another Validation Rule - 
AND(
    ISNEW(),
    OR(
        TEXT(StageName) = "7 - Closed Won",
        TEXT(StageName) = "5- Renewed"
    ),
    $User.ProfileId <> "00eo0000000mdq7" /*System Admin*/,
    $User.ProfileId <> "00eo0000000TySD" /*Sales Ops*/
)
Katie KerkmanKatie Kerkman 
Hi, everyone. I am wondering if this is best practice below and if so, how to execute it.
So, my org has coordinators and that is one of our profiles . One of our coordinators is goes above and beyond than most and they requested the ability to export reports. Problem is, you can only grant this permission by selecting it under the Profile permissions meaning every coordinator would have this. We would like to avoid this and I suggested cloning the profile and assigning it to them with the addition of the ability to export. This way they would have all the abilities of a coordinator with the addition. Of course, I didn't take into account how our org is set up. Many objects like the quote and work order require the coordinator to approve or have rules/ processes that take in the coordinator profile. So they received quite a few errors when trying to make changes as they didn't have the correct permissions to do these actions. 

Was this the best approach to providing them with the export access? Do I now need to go into the process builder and rules to add this profile so they can still do their job. Thank you.
Best Answer chosen by Katie Kerkman
Srinivasa RayapuriSrinivasa Rayapuri
Hi Katie

You will have to create a permission Set (Setup & Look for Permission set) 
User-added image

And under system settings on the permission set, check export report and save it
User-added image


Then assign it to the user
User-added image

This way you are adding extra permissions to the user and the profile still has no export access. 




 
Hilary PowersHilary Powers 
Hello!

I'd like to restrict the "Management" and "System Administrator" profiles from this validation rule:

AND( 
NOT(ISNEW()), 
ISBLANK(TEXT(Partner__c)) 
)

Thanks!
Best Answer chosen by Hilary Powers
Deepak AnandDeepak Anand
Like this = 
AND(
    NOT(ISNEW()),
    ISBLANK(TEXT(Partner__c)),
    CASE(
        $Profile.Name,
        "Management", 1,
        "System Administrator", 1,
        0
    ) == 0
)
Best Answer chosen by Sanjay Shroff
Sanjay ShroffSanjay Shroff

Hi Andrew,

I resolved this by assigning additional permissions at the profile level.

Thanks,
SS
Laura KimballLaura Kimball 
I am fairly new to SF, so I am still learning a ton. With that said, we have a number of process flows that send out email alerts to our customers. Does SF provide a way to compile stats on opens, clicks, unsubs, etc.? I looked in Reports, but don't see anything other than tracking that an email was sent using Activities/Tasks. 

Thank you,

Laura
Best Answer chosen by Laura Kimball
Deepak AnandDeepak Anand
Unfortunately, No.

The Email Alerts sent from the Process Builder, Flows, Workflow Rules doesn't have a tracking associated with it.