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Hi!  Hoping someone can help. This is a strange one to me.   

First step, I created a formula/lookup field on the Account object (to be able to pull data onto the Account from a Standard object related to the Account).  Then I created a second formula field on the Account to pull data from that Standard object.  After creating the formula field it seems the same % value is being captured for all accounts in my report.  When I did a spot check - they should not all be the same. I can't wrap my head around why its only capturing the one percentage across all accounts.  Any help would be greatly appreciated!    

Here is the screen shot of the report - and from the actually account record- it should reflect 80% on my report.    

The Standard Object I am pulling the data from...

The new formula field I created...all say 60%

#Data Management  #Sales Cloud  #Reports & Dashboards

There is a known issue associated with Einstein Activity Capture that if the Activity Timeline is filtered to show both Events and Email, some tasks (or events?) may not appear on the timeline.

Hi, 

Can anyone help outline a flow that would allow me to set up a recurring task every fiscal quarter on our client accounts? 

Ideally, the tasks would be set up like this (due dates): 

- March 30 

- June 30 

- September 30 

- December 30 

#Trailhead Challenges

I had a quick question about creating an opportunity in Salesforce.  I saw in the training that you can create an opportunity from a "contact," but can you also create the opportunity under "opportunities" and then associate the "contact" back as a certain role later down the line?  Please advise - Thanks!

Hello, 

I have a validation that im trying to built to prevent users from changing a status to any others. 

AND( 

recordtype.name = Converted, 

Ischanged(status), 

TEXT(PRIORVALUE(Status)) = "Closed', 

$Profile.Name <> "System administrator" 

) 

#Salesforce Developer #Salesforce Admin #Formulas

Hi, 

I'm getting the following error message when I try to complete the challenge for Control Access to Fields? 

We can't find that the ‘Manage Job Applications’ permission set grants read and edit object permissions for Job Application 

I am trying to report on User work history. The business wants to see how many cases a Human worked and also how long they worked them (total not separate). I am using the Case Lifecycle report because it made the most sense but if I include cases with Status of CLOSED then the duration just keeps increasing. But if I EXCLUDE Status of CLOSED, then I don't get an accurate numbers of total records from that date range.    

Hi Trailblazers,

I'm hoping someone can shed some light on an issue I'm encountering with a Flow designed for an event signup form.

Goal: The goal is simple: when a user submits the event RSVP form, an autoresponder confirmation email should be sent out immediately.

Problem: I've built a Flow (likely a Form-Triggered Flow in Marketing Cloud Growth,) that triggers on the form submission. However, the 'Send Email' action only seems to work correctly if I place a 'Wait' element before

it, configured for a 24-hour delay. 

When I try to set the 'Wait' duration to something minimal like '1 minute', or if I remove the Wait element entirely, the Flow encounters an error and the email doesn't send. 

When attempting a shorter wait time, I receive the following error message:  

I am experiencing some difficulty getting a roll-up summary field to function correctly.  

I created different roll-ups on the opportunity field to show the sum of the sales price of each individual product line item. I have entered the criteria to calculate the sum when the Line Item ID equals the corresponding product. However, even when entering a sales amount, the roll-up always shows $0.