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Jill HeffernanJill Heffernan 
We need to create a report for all contacts that have had no activity in the last 3 months.
 
Best Answer chosen by Jill Heffernan
Narender SinghNarender Singh
Refer these:
https://success.salesforce.com/answers?id=906300000010wZhAAI
https://success.salesforce.com/answers?id=90630000000hPUeAAM
Rebecca CzyzRebecca Czyz 
Hi there - I've got a flow that checks for duplicate leads and if one is found it makes the owner of the new record match the owner of the orginal record. the flow looks for leads that have an email equal to the email set in a variable and an ID that is not equal to the one set in a variable.

When the flow runs and no duplicate leads are found it fails. The record is blocked from being created. What can I do to allow records to be created? 

Thanks!
Best Answer chosen by Rebecca Czyz
Rebecca CzyzRebecca Czyz
I figured it out. I needed an action to follow the default outcome. I created an email action to notify me that no match was found. seems to be working correctly now. 
Cheryl NormanCheryl Norman 
Good morning all

I created a custom url called Request Quote

What that does is just basically sending an email template to the SalesOps queue.  The template is pre-filled out however it is not pulling in the opportunity name or the account name.

Here is what I have in Button or Link UrL formula
/_ui/core/email/author/EmailAuthor?rtype=003&p2_lkid={!Case.Id}&retURL=%2F{!Case.Id}&p5={!$User.Email}&p24=&template_id=00X0z000005Bo2x&/a0U/e?CF00Ni000000EpsgO={!Opportunity.Name}

My screenshot of the template ( have the merge fields on the template) but they are not populating as well.  

What Am I missing?
Why is the account or Opportunity pulling over?


User-added image

 
Best Answer chosen by Cheryl Norman
Narender SinghNarender Singh
Based on my assumption, can you try this:
/_ui/core/email/author/EmailAuthor?rtype=003
&p2_lkid={!Case.Id}
&retURL=%2F{!Case.Id}
&p5={!$User.Email}
&p24=&template_id=00X0z000005Bo2x&
p3={!Opportunity.Name}
&p3_lkid={!Opportunity.Id}
&p3_mlktp=006

 
Atheer BdaiwiAtheer Bdaiwi 
Hi Guys.

Newbie question here.

Working on a Process Builder and trying to achieve the below logic within a formula condition.

IF StartDateTime Contains "Nov" THEN auto-populate Month_Attended with "November" value

StartDateTime is on the Event object
Month_Attended is a picklist field which ranges from January to December.

I want to ensure whichever month is selected from StartDateTime, this will auto-populate Month_Attended with the pertinent month. For example, if "Jan" is selected from StartDateTime then "January" will be selected within Month_Attended.

https://postimg.cc/H8cph4RF

Any help would be appreciated :)
Thanks
Best Answer chosen by Atheer Bdaiwi
Atheer BdaiwiAtheer Bdaiwi
Thanks for your help with this, this now works following the below logic:

Conditions: https://postimg.cc/mh5jd4zL
Immediate Actions: https://postimg.cc/6yCZdxC1

Formula within Immediate Actions:

CASE(MONTH(DATEVALUE([Event].StartDateTime)), 1, "January", 2, "February", 3, "March", 4, "April", 5, "May", 6, "June", 7, "July", 8, "August", 9, "September", 10, "October", 11, "November", "December" )
Jason ByrdJason Byrd 
Using snap-in's to set up live chat.  Have everything up and running, but when we go to click on the Chat with An Expert button it just hangs on loading then returns to chat with an expert.  Any ideas??

We still have another live chat program on the same website. Would that throw it off?
Best Answer chosen by Jason Byrd
Jason ByrdJason Byrd
Thanks Jeff for the help. I figured the issue out.  The domain I typed into CORS was incorrect (http vs https). Once I corrected that everything is now working. 
Helen LeiversHelen Leivers 
Hi there, 

Has anyone ever calculated a date based on the rule 30 days from the end of the month? We have Sales Invoices as a custom object in our Enterprise edition org. Some of our customers have payment terms that are 30 days from end of the month that the invoice is raised in. Does anyone know how I can include this in the Due Date formula so I can get an automated and accurate due date on the invoice please?

Thanks in advance.
Best Answer chosen by Helen Leivers
Amnon KruviAmnon Kruvi
Sorry, that would be 29 instead of 30:
ADDMONTHS(DATE(YEAR(TODAY()), MONTH(TODAY()), 1), 1) + 29
Rachel LinderRachel Linder 
We need to create some Pro-Rating scenarios for a specific Price Book that is based on the Subscripton Start Date. 
  1. Starting 7/1/2020 and forward there will be no discount for all products in the XYZ Price Book
  2. Starting 11/1/2019 there will be a 33% discount for all products in the XYZ Price Book and the default term to be 8 (date range 11/1/2019 through 6/30/2020)
    1. Note that we would want the default term to be 7 and discount 33% for the dates of 12/1/2019 through 6/30/2020.
    2. Note that we would want the default term to be 6 and discount 33% for the dates of 1/1/2020 through 6/30/2020.
    3. Note that we would want the default term to be 5 and discount 33% for the dates of 2/1/2020 through 6/30/2020.
  3. Starting on 3/1/2019 there will be a 66% discount for all products in the XYZ Price Book and the default term would be 4 (date range 3/1/2020 through 6/30/2020)
    1. Note that we would want the default term to be 3 and discount 66% for the dates of 4/1/2020 through 6/30/2020.
    2. Note that we would want the default term to be 2 and discount 66% for the dates of 5/1/2020 through 6/30/2020.
    3. Note that we would want the default term to be 1 and discount 33% for the dates of 6/1/2020 through 6/30/2020.
We were thinking we could accomplish this by a price rule somehow. What we have built so far is the following:

Price Rule Details
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Price Conditions
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Price Actions
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Questions we have:
  1. Is this the correct way to apply the pro-rate? Or should we be using some other Pricing Method?
  2. If this is correct do the Price Conditions and Actions look like they are set up correctly?
  3. If this is correct would we need to create a price rule for each start and date combination?
It feels as if there is a better way to accomplish this.

On a side note - from an "order of operations" perspective would a price rule "calculate" before a Discount Schedule?
 
Best Answer chosen by Rachel Linder
Christopher HickmanChristopher Hickman
So, everything there looks ok except that 2nd action. I'm not sure what the intent of that is.

First thing I will explain is that the "Evaluation Event" is a different, um, "dimension" of calculation, than what a discount represents. 

From the user/admin perspective, pricing is a "waterfall" that starts with List and ends with Net - see details here: https://help.salesforce.com/articleView?id=cpq_product_pricing_overview.htm&type=5. Price Rules can fire "On Initialization" or "Before Calculate", which are "both" "before calculation", if the values you need are available. "On Calculate" is "during" system calculation, and "After Calculate", as you might guess, is "after" system calculations are complete, allowing you to do further custom calculations. Those details are here, particularly the link within the link: https://help.salesforce.com/articleView?id=cpq_price_rule_fields.htm&type=5

Prorate Multiplier is a field which is calculated from relevant quote dates/term and product term. If your product is priced at $1,200/year (term of 12) and your quote is 24 months, the prorate multiplier is 2.0000 and all prorated fields (the unit price fields of Prorated List Price, Regular Price, Customer Price, Partner Price, and Net Price, in order from first to last) represent the value of the non-prorated value, times the prorate multiplier. There is more complexity to this however, and that information is here: https://help.salesforce.com/articleView?id=cpq_subscriptions_prorate_precision_1.htm&type=5

Generally, for this type of scenario, you would not insert the discount into Additional Discount, because that is a user-editable field by design. You can make it non-editable by setting the product's (via admin) or quote line's (by way of the product's setting, or a price rule) "non-discountable" checkbox to "true", but by default it is false, therefore editable. Generally you would apply your discount to the non-prorated list unit price, and inject that value into "Special Price", another non-prorated field. Then the system calculates proration for you, with the end result being "Regular Price" (Special Price times Prorate Multiplier). From there, if the situation permits it (refer to sentence #2 in this paragraph), the user can apply further discounts in Additional Discount (resulting in Customer Price), Partner Discount* (resulting in Partner Price), and Distributor Discount (resulting in Net Price).

I imagine you will have more questions, but hopefully this is a start!

*There's another checkbox that prevents Partner Discount from being edited, "Non-Partner Discountable", which works the same way.
Pavani AkellaPavani Akella 
I have written an HTML code but when I submit a form without filling reCAPTCHA also it is creating a web-to-form. Any ideas how to make reCAPTCHA a required one. Below is the eb-to-case HTML code:

<META HTTP-EQUIV="Content-type" CONTENT="text/html; charset=UTF-8">
<script src="https://www.google.com/recaptcha/api.js"></script>
<script>
 function timestamp() { var response = document.getElementById("g-recaptcha-response"); if (response == null || response.value.trim() == "") {var elems = JSON.parse(document.getElementsByName("captcha_settings")[0].value);elems["ts"] = JSON.stringify(new Date().getTime());document.getElementsByName("captcha_settings")[0].value = JSON.stringify(elems); } } setInterval(timestamp, 500); 
</script>


<form action="https://webto.salesforce.com/servlet/servlet.WebToCase?encoding=UTF-8" method="POST">

<input type=hidden name='captcha_settings' value='{"keyname":"captchacode","fallback":"true","orgId":"00D80000000PSJg","ts":""}'>
<input type=hidden name="orgid" value="00D80000000PSJg">
<input type=hidden name="retURL" value="http://www.roushcleantech.com/training_request_form_landing_page/">

<!--  ----------------------------------------------------------------------  -->
<!--  NOTE: These fields are optional debugging elements. Please uncomment    -->
<!--  these lines if you wish to test in debug mode.                          -->
<!--  <input type="hidden" name="debug" value=1>                              -->
<!--  <input type="hidden" name="debugEmail"                                  -->
<!--  value="pavani.akella@roush.com">                                        -->
<!--  ----------------------------------------------------------------------  -->

Your Name:<input  id="00N34000005gy3N" maxlength="30" name="00N34000005gy3N" size="20" type="text" required=true /><br>

Your Email:<input  id="00N34000005gy3S" maxlength="80" name="00N34000005gy3S" size="20" type="text" required=true /><br>

Your Phone:<input  id="00N34000005gy3X" maxlength="40" name="00N34000005gy3X" onkeydown="formatPhoneOnEnter(this, event);" size="20" type="text"required=true  /><br>

Service Center Requesting Training:<textarea  id="00N34000005gy3c" name="00N34000005gy3c" type="text" wrap="soft" required=true ></textarea><br>

Requested Training Location Address:<textarea  id="00N34000005gy3h" name="00N34000005gy3h" type="text" wrap="soft" required=true ></textarea><br>

City:<input  id="00N34000005gy3m" maxlength="20" name="00N34000005gy3m" size="20" type="text" required=true /><br>

State:<input  id="00N34000005gy3r" maxlength="20" name="00N34000005gy3r" size="20" type="text" required=true /><br>

Location Contact(if different):<input  id="00N34000005gy3w" maxlength="30" name="00N34000005gy3w" size="20" type="text" /><br>

Location Phone #:<input  id="00N34000005gy41" maxlength="40" name="00N34000005gy41" onkeydown="formatPhoneOnEnter(this, event);" size="20" type="text" /><br>

Approx No. of attendees:<input  id="00N34000005gy46" maxlength="20" name="00N34000005gy46" size="20" type="text" required=true /><br>

Product Focus for training:<select  id="00N34000005gy4B" name="00N34000005gy4B" title="Product Focus for training"><option value="" required=true >--None--</option><option value="Blue Bird Propane">Blue Bird Propane</option>
<option value="Blue Bird CNG">Blue Bird CNG</option>
<option value="Ford E-450">Ford E-450</option>
<option value="Ford F450/F-550">Ford F450/F-550</option>
<option value="Ford F-650/F-750">Ford F-650/F-750</option>
<option value="Ford F-53/F-59">Ford F-53/F-59</option>
</select><br>

Time Frame:<input  id="00N34000005gy4G" maxlength="30" name="00N34000005gy4G" size="20" type="text" required=true  /><br>

Comments:<textarea  id="00N34000005gy4L" name="00N34000005gy4L" type="text" wrap="soft"></textarea><br>

<input type="hidden"  id="external" name="external" value="1"/><br>

<input type="submit" name="submit">

<div class="g-recaptcha" data-sitekey="6LfLGjUUAAAAAAPyqw7rghuHXYD3DggnQ2Mwz7z_"></div>
</form>
 
Best Answer chosen by Pavani Akella
Ankush DurejaAnkush Dureja
You need to call some javascript method on click of Submit button or on entering captcha. You can refer to below link for working example:
http://www.sfdcpoint.com/salesforce/salesforce-web-to-lead-form-with-recaptcha/
Cory ChorpenningCory Chorpenning 
Hello!

I am trying to reproduce the following logic in my flow to do a loop to determine the next open task on an account, but not sure what to put in the elements.

I found the following article that has a similar request. 

https://trailblazer.salesforce.com/answers?id=9063A000000e4ZRQAY

User-added image
Best Answer chosen by Cory Chorpenning
Narender SinghNarender Singh
Sorry to keep you waiting.
Here is how you can set it up: https://screencast-o-matic.com/watch/cqXqrxUtna
Romier SilveraRomier Silvera 
So we have an integration with a third party quote tool that sends over some modem information and populates some modem information from our customers into the case comment field. The ask from our user is when specific words are populated into the case comment field, we want to update a "Date Installed" field under the Asset related list.

So here's the workflow I created:

User-added image
The problem is that I can't select the asset field when creating the field update action. I've tried creating the workflow using the asset object but I run into the same issues. Process builder may be a way to go on this but I'm not sure if that's the method I should use or if I need code to get this done.

Thoughts?

 
Best Answer chosen by Romier Silvera
Narender SinghNarender Singh
This is how you will have to set it up: https://screencast-o-matic.com/watch/cqXYq5UusT