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Best Answer chosen by Pamela Dijovne
Naveen DhanarajNaveen Dhanaraj
Hola Pamela Dijovne ,
Sí, puede preguntar aquí (o) puede usar un traductor de Google para traducir (o) le traduciremos para que le proporcione posibles soluciones
Denise CrosbyDenise Crosby 
Hello. I'm in desperate need of a good data management tool for Salesforce, similar to SQL Server Management Studio. I need to be able to run queries (with multiple objects) and quickly export results to a file, such as Excel. I also need to be able to manipulate (DML) data in the tool after querying. Of course, deduplication would be nice. Someone suggested DemandTools to me. I was wondering if there was a defacto standard that most admins use for this that works well. Data Loader is no longer cutting it for me. For complexing querying, I now have to export and import into SQL Server - what a pain!!
Thanks for helping.
Best Answer chosen by Denise Crosby
Saurabh DuaSaurabh Dua
HI Denise, 

You could use workbench for salesforce. 
https://workbench.developerforce.com/login.php

After logging in qo to queries dropdown and select soql. This would give you option to run SOQL and extract data in excel or csv. 

To do updates you could use rest explorer which is also available in workbench. 
Alternatively you could use 
http://www.worldofsalesforce.com/p/world-of-salesforce.html  Rest explorer
bj bjbj bj 
Hi There, What is the best way to calculate average handling time from the moment the case is assigned to the last case owner of the case to the time the case is closed by the owner.. Anybody knows how to capture that average handling time using the requirement above?
Best Answer chosen by bj bj
Tom HoffmanTom Hoffman
Yes, your criteria should be ischanged, in PB you don't need a formula though, can just reference it like this: 
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Jordyn LeaverJordyn Leaver 
Hello,
I am trying to create a report that will show me the conversion rate of each opportunity stage. For example, if there are 500 opportunities, what % moved from stage 1 to stage 2, from that what % moved from stage 2 to stage 3.
I have found a lot of articles and discussions around this but none that actually provided a solution.

Thanks!!
Best Answer chosen by Jordyn Leaver
Steve MolisSteve Molis
So something kinda, sorta, almost-ish like this? 
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Bill HobbibBill Hobbib 
I'm looking for any suggestions on how to create a report showing for each sales rep:
Rep A, # of new opportunities created this quarter, # opportunities closed/won this quarter, % closed
Rep B, # of new opportunities created this quarter, # opportunities closed/won this quarter, % closed

Ideally, (but less important today) I'd like to also include of those opportunities created this quarter, how many are at Stage 2, 3, 4, 5, and closed.
 
Your advice on how to create this report would be most appreciated.
Best Answer chosen by Moderator (salesforce.com) 
Steve MolisSteve Molis
It sounds like all you need is a standard Opportunity Summary Report (Grouped by Sales Rep) with a Custom Report Summary Field:

Format:
Percent(0)

Formula: 
CLOSED:SUM / RowCount
Joe GreerJoe Greer 
I am trying to create a button on Opportunity to open a new Case and populate several fields. I created a lookup field (named "Opportunity Lookup") on Case to Opportunity. I then created several text formula fields on Case to Opportunity fields. I then created a button on Opportunity object and filled in the URL as I usually do. Nothing pulls over and I can't figure out why. I've tried the button with the field names and with the field ID with CF before it. Nothing workd. Screenshots below.  TIA
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Best Answer chosen by Joe Greer
Paras ShahParas Shah
Hello Joe,

Please refer the below link for the solution.
http://www.salesforceben.com/salesforce-url-hacking-tutorial/

Let me know if you are still stuck

Thanks & Regards,
Paras Shah
Kaitlyn CurranKaitlyn Curran 
Hello Community

I have been tasked with creating custom fields on our standard Case.  I am looking to add a field that will compute the time in hours that it takes from when a case is initially assigned to a certain user or Queue to then be marked as closed.

For example, a case is created by a user and assigned to our queue... then it is picked up by a specific user within that team.  We need to have the "clock" start ticking when the case is passed over from the queue to the specific user.  Then we want the "clock" to continue to run until it is marked as closed out. 

I have a feeling I will need to add some custom fields to populate via a workflow once the historical data changes that captures the passing of the case from queue to an invividual user.

Can someone let me know if this thought is correct?  To add a custom field to capture the date and time of the historical information via a workflow and then add a formula field that will compute the difference between the historical date and time and the close date?

If so, should my field that will be aligned with the workflow be a date field or a number/text field to capture this historical information successfully?

The purpose of this is the have the number of hours the case has been open within the page layout of the case.

Thanks
 
Best Answer chosen by Kaitlyn Curran
Steve DoddSteve Dodd
Try changing your rule criteria to this
 
AND(
ISCHANGED(OwnerId),
PRIORVALUE(OwnerId) = '005G00000057myA',
LEFT(OwnerId,3) = "005",
ISBLANK( Start_Time__c )
)



 
Colleen FehmColleen Fehm 
Hello! Having some big problems with a process in process builder, and can use some help.

I'm trying to keep track of whether leads are "new" or "renewal" based on a field on the account. Because workflows won't let me do this across leads & accounts, I made a process in process builder.

Problem is, when I activate the process, our web to lead forms break!! I get a message that says salesforce couldn't make the lead. 

I'm thinking it has something to do with the fact that the process is starting up when leads come in, and there is no account to look up. However, I don't see a way to set the process to only work when the lead is linked to an account with our account id lookup field.

Any help would be GREATLY appreciated. I've copied the logic for the process below:

Criteria 1 (lead is open lead and account renewal flag is renewal). Logic: 1 AND (2 OR 3 OR 4)
Rule 1: Renewal status field on account is "Renewal"
Rule 2: Lead Status is New
Rule 3: Lead Status is Contacted
Rule 4: Lead Status is Working


   Immediate action for criteria 1 (update lead business type to renewal)
Field "Lead Business Type" on the lead is updated to "Renewal" value.

Criteria 2 (lead not older than 3 months and is open lead and account renewal flag is new). Logic: 1 AND (2 OR 3 OR 4)
Rule 1: Renewal status field on account is "New"
Rule 2: Lead Status is New
Rule 3: Lead Status is Working
Rule 4: Lead Status is Contacted

   Immediate action for criteria 2 (update lead business type to new)
Field "Lead Business Type" on the lead is updated to "New" value.
Best Answer chosen by Colleen Fehm
Tom HoffmanTom Hoffman
This process is specifically telling it to look at a field on the account record - if the account does not exist there is no need to tell it to check a status field, it does not exist. 

If your goal is to update a lead when from an account record, then I would rewrite my process so that it says:

If Account IS NULL boolean false
If Account.Renewal status is null boolean false

The process will then first check to see if the account lookup is populated, it then will look to see if the field on the account is populated.  If either of those two statements are false, the flow interview will stop and no actions will take place. 

Otherwise it will continue on to evaluate your other criteria. 

The above will allow your web-to-lead to fire without incident. 
Colleen FehmColleen Fehm 
Hello! I've been trying to write a formula in process builder but have had absolutely no luck.

I need to update leads based on a field on the account, called renewal status. Since I needed an account lookup field to connect the lead and account, this has caused MANY issues. 
 
When I tried this:

AND(ISBLANK([Lead].Account__c), ISBLANK(TEXT([Lead].Account__c.Renewal_Status__c)))

I get error messages that say "Error element myRule_5_pmetdec (FlowDecision).
The flow failed to access the value for myVariable_old.Account__r.Renewal_Status__c because it hasn't been set or assigned."


What am I doing wrong here?
 
Best Answer chosen by Colleen Fehm
Tom HoffmanTom Hoffman
Hi Colleen - I've provided some screenshots of how to reference your account and an account picklist field correctly to make this process work. Including these to start your criteria will make sure if the account fields are blank, the process stops and does not error. 

It is important that you add the account is null boolean false field as your very first criteria by the way. 

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Mark GreenbergMark Greenberg 
Hi, was wondering if someone can point me in the right direction. 
Using Lightning -> in a case, i have a related record to "Target Details" that our Team can inline edit/update the details of the Target (Lead).  They are asking to move the fax field below the phone field.  For the life of me, i can't seem to find where to do that. I checked page layouts, compact layouts, etc and none of the fields are in the same order as you see in this screenshot.    I really appreciate any help.  Thx!


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Best Answer chosen by Mark Greenberg
Paras ShahParas Shah
Hello Mark,

Related record component page layout is controlled by the "Quick Action" layout you choose on that component.
Find the quick action you have chosen, Edit the Action's layout to change related record's layout.

Please check the below link for more clear picture.
https://success.salesforce.com/answers?id=9063A000000DnIZQA0

Thanks & Regards,
Paras Shah