Not sure what happened here. When I open a task, I can no longer see any related opportunities or accounts. However, when I open the opportunity, I can still see the related task. I have looked into the page layout for Tasks and can't see how to add that information back in. Any thoughts?
The Task is usually related to an Opportunity or Account via the Related To field on the Task.
I don't see that field on your page layout and it's usually field that you cannot remove from the page layout either.
Can you check the page layout for Tasks and see if the field is available on the page layout and that you have the permissions to view this field?
1. Manage Users
2. Manage External Users
3. Manage Customer Users
4. Edit on Accounts
This user is able to see the 'Enable Customer User' and 'Disable Customer User' buttons on the Contact record. However, this user is not able to see the 'Log in to Community as User' button even though the button is added to the Contact record page layout.
Based on this article, the user should be able to log in as a community user: https://help.salesforce.com/articleView?id=networks_create_external_users.htm&type=5
What permissions is this user missing in order to be able to log in to the community as another user?
Thank you in advance.
in order to use the the 'Log into Community as User' the User needs to have "Manage Users" and Read/Edit on Accounts.
The user must be included in a sharing group of the partner user's manager role.
If you navigate to a partner community user and click on the role, you see what role it reports to and in what sharing group the role is. I think per default this is "Role" & "Role, Role, Internal and Portal Subordinates". This means the user you'd like to have access to has to be in the reporting role or in a subordinate role of the reporting role
Here an idea you can upvote about "Allow login as Community user without "Manage Users" permission"
Since you said "this internal user is not above the Community user in the role hierarchy." I don't think it is possible.
"Open - Compliance Approved",1,
"Open - Board Approved",1,
"Open - GA Sent",1,
"Open - GA Received",1,
"Open - Wire/Check Instructions Confirmed",1,
"Open - Wire Sent",1,
"Open - Grant Receipt Letter Received",1,
0) = 1)
I do not know where I can find the link to do a mail merge in the new version lightning experience
Thanks you for your help
Try creating a button using the URL from classic mail merge.
Here's an example on contact record
I'm attempting to update a group of records (Products) that have a populated LookUp field (related Product).
I want to set the LookUp field to NULL or blank.
Is this possible? I've read that I might need to reference an ID# of a Product in order to update this field, but I'm not sure that's correct.
Any guidance would be greatly apreciated.
Thank you very much in advance
I need to create an Active Core Products field on the Account. We have 3 main core products we need to focus on. Each one is tracked at the Account Level. Let's call the Products Red, White and Blue. If the customer has one of these products the field value is set to 1.
I want to create an Active Core Products fields that will display something like this:
We will eventually move all this to an Apex trigger/multiselect so this is an interim until we build it.
Can this be implemented with a formula without listing out the all the permuations in a IF statement? How would you implement this?
I have a better formula that will remove the last comma, as at the moment, it would show
MID(IF(Red__c=1,"Red, ",NULL)+ IF(White__c=1,"White, ",NULL)+IF(Blue__c=1,"Blue, ",NULL), 1, LEN(IF(Red__c=1,"Red, ",NULL)+ IF(White__c=1,"White, ",NULL)+IF(Blue__c=1,"Blue, ",NULL))-2)
Initially, the timeline shows up to two next steps (Limitation) but 'More steps' button appears if you've more steps.
Clicking More Steps or More Past Activity shows eight more items at a time.
Next steps appear in this order from the top: tasks without a due date, future tasks and meetings in chronological order to today, and overdue tasks.
Any help is appreciated! Thanks.
Check the profile System Permissions. You'd be surprised what's not auto checked, like View Dashboards in Public Folders. So, here are the things to confirm are checked for your user:
Setup > Manage Users > Profiles > [select profile of interest] > System Permissions> [confirm the following are checked]:
1) Create and Customize Dashboards;
2) Create and Customize Reports;
3) Edit My Dashboard;
4) Edit My Reports;
5) Run Reports and Dashboards;
6) View Reports in Public Folders;
7) View Dashboards in Public Folders.
I am assuming you have access to folder in which her dashboard is present
Here's a link that describes the User Permissions around Reports and Dashboards. https://help.salesforce.com/HTViewHelpDoc?id=analytics_sharing_permissions.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=analytics_sharing_permissions.htm&language=en_US)
You can also check which reports she has added to her dashboard?Can you access those reports?If you can access those reports then you should be able to see components on dashboard
Hope it helps