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  • Malisa Gibbons 9
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  • Member since 2017
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2 replies

Delete Reports in Inactive Users Personal Folders?

I need to delete reports that are located in inactive users personal folders.  I am an Admin so thought this was a setting on the Admin Profile but cannot find it. Can anyone point me in the right direction?
SOLVED
3 replies

opportunity status options

Is it possible to add an additional type to the Opportuntiy Status?
Current predefined options are Any, Open, Closed, Closed Won.
I would like to add another option that does not flow to pipeline but is not closed yet.
2 replies

manage past due opportunities with process builder

I need to automate to change the stage of past due opportunties after they are 15 days past the 1st of the current month.  I have tried doing this in process builder but not sure how to write the formula for the "Close Date" field.
What is the best way to manage past due opps so they automatically change status if they have not been updated in the required time my company requires?
2 replies

How do I write a validaton rule that will prevent a certain account name?

I need to prevent accounts from being loaded for certain customer.  How do I write a rule to prevent a certain name being used as an account name?
1 replies

How can I write an APEX code to find out which reports are using specific fields?

I have several fields that were created as TEXT on the Account Page but should have been created as a FORMULA pulling information from the USER Informaton.  I need to replace all the fields being I cannot convert TEXT to FORMULA.
Is there a way to run a query to find out what reports these fields are being used on?
Example:
Object: Account
Text Field: FNAS First Name
Text Field: FNAS Last Name
1 replies

Can a report me created for Public Groups?

We have restructured for 2019 and need to run a report of all users in each public group for clean up efforts.  I have tried to create a custom report but am not able to make it work.  Can a report be built showing all users in each Public Group?
SOLVED
2 replies

How to update comments in an opportunity with process builder?

I am creating a simple process builder to change the opportunity owner when a feild is checked.  I would also like to have the "Description" comments updated but cannot figure out how to do this in process builder.  How do I add this to process builder?
2 replies

Inline Editing - Cannot edit close date on inline view?

I have inline Editing enabled in production but it is not allowing anyone including Admins to change the close date.  I logged in my sandbox and it works.  What could be creating this to not be working in production?
3 replies

Custom Field not updating w Data loader on Opp Page?

I have a custom field on the Opportunity page I am tryin gto update/change via the data loader.  I have uploaded w data loader but the field is not changed even though I get a "successful" return.  What couod be causing this to not update?
SOLVED
3 replies

How do I create a validation rule to be mandatory only if the probability on an opportunity is 80% or above?

I have created a new field "Deployment Method" which I want to be mandatory only when the opportuntiy probabiliyt  is 80% or Higher.
How do I write this validation rule?
SOLVED
7 replies

data loader Load Wizard error

I just got a new PC and have loaded the Data Loader on it.  I have successfully logged in and am trying to export a file but get the following error:
!LoadWisard.errorFileCreate!extract.csv
I have created a folder for the files to export to but cannot get rid of this error?
SOLVED
3 replies

opportunity product id on reports

How can I pull the Salesforce Product Id into a report so I can make a Mass Update to the products?
SOLVED
3 replies

Unresponsive Script

I have a report built in Classic which works fine but gets a "Warning: Unresposvie Script" in Lightning
How do I fix this?
SOLVED
1 replies

Hide chatter feed in lightning?

How do you hide Chatter Feed in Lightning? 
SOLVED
1 replies

access to account page layouts

I have some accounts that I need to toggle back and forth so that the sales team can see them - but then as i recieve updates I need to move them to a page layout that sales does not have access to. The account status may change back at a later date and moved back into the sales view.  I originally created a new Account Record Type and did not grant access - BUT - this did not fix my problem.  Sales can see this record type.
How do I remove the new record type from their view? I know it has something to do with the page layout assignment but cannot seem to figure out how to create a new one that sales cannot view....Please point me in the right direction.
SOLVED
1 replies

Can Custom Fields be added to User Page Layout?

if yes, can these fields be pulled into opportunities/and opportunity reports?
SOLVED
4 replies

How to add custom object to opportunity page layout?

How do I add a Custome Object to the Opportunity page Layout?
I need it to be a new section - it will be a form to fill out
SOLVED
3 replies

New Custom Object - not showing in search

I have created a new custom object that is not showing up when doing a search.  How can I get this object to be part of the global search?
SOLVED
2 replies

How to remove team member from account page/related list?

I have "Team Members" as a Related List on my Account page.  I can add Team Memmbers but there is not a button to remove/delete.  I have reviewed the page layouts and do not see how to add this button to the related list section oft the Account Page Layout?
SOLVED
7 replies

data loader Load Wizard error

I just got a new PC and have loaded the Data Loader on it.  I have successfully logged in and am trying to export a file but get the following error:
!LoadWisard.errorFileCreate!extract.csv
I have created a folder for the files to export to but cannot get rid of this error?
SOLVED
3 replies

opportunity status options

Is it possible to add an additional type to the Opportuntiy Status?
Current predefined options are Any, Open, Closed, Closed Won.
I would like to add another option that does not flow to pipeline but is not closed yet.
SOLVED
2 replies

How to update comments in an opportunity with process builder?

I am creating a simple process builder to change the opportunity owner when a feild is checked.  I would also like to have the "Description" comments updated but cannot figure out how to do this in process builder.  How do I add this to process builder?
3 replies

Custom Field not updating w Data loader on Opp Page?

I have a custom field on the Opportunity page I am tryin gto update/change via the data loader.  I have uploaded w data loader but the field is not changed even though I get a "successful" return.  What couod be causing this to not update?
SOLVED
3 replies

How do I create a validation rule to be mandatory only if the probability on an opportunity is 80% or above?

I have created a new field "Deployment Method" which I want to be mandatory only when the opportuntiy probabiliyt  is 80% or Higher.
How do I write this validation rule?
SOLVED
3 replies

opportunity product id on reports

How can I pull the Salesforce Product Id into a report so I can make a Mass Update to the products?
SOLVED
3 replies

Unresponsive Script

I have a report built in Classic which works fine but gets a "Warning: Unresposvie Script" in Lightning
How do I fix this?
SOLVED
4 replies

How to add custom object to opportunity page layout?

How do I add a Custome Object to the Opportunity page Layout?
I need it to be a new section - it will be a form to fill out
SOLVED
3 replies

New Custom Object - not showing in search

I have created a new custom object that is not showing up when doing a search.  How can I get this object to be part of the global search?
SOLVED
1 replies

Project - Build a Cat Rescue App that Recognizes Cat Breeds

I am working on this project - i created both the objects (Interested people & Cats).  When creating the App - I cannot get the "Cats" object to show up on the App page.  I have checked all my work and is all done correctly.
What could be creating this issue?
SOLVED
5 replies

Cannot see new picklist values on leads object?

I added two new picklist options to a field on the Leads object but cannot see the values on the page layout.  I added them to record typse but they are still now showing up on the page layouts for the record types.  How can get these to be visable?
SOLVED
4 replies

I created a new custom custom field in the Leads Object and cannot see it in my reports

I created a new checkbox field in Leads but cannot see it in my reports. What could cause this not to flow to my reports for Leads?
SOLVED
3 replies

Opportunity Team Edit App Override deployment instructions

I downloaded an app which will enable my sales teams to edit Opportuntiy teams with an override.  The app can be found here: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000DrzmuUAB
Can someone help with deployment instructions?
SOLVED
2 replies

I have a field that I need to have populated if another field is populated with picklist value "Yes". How do I write this validation rule.

Field 1: FAN Created?(Yes or No)
Field 2: FAN NUMBER (want to me mandatory if Field 1 is "Yes")
128 replies

security specialist superbadge challenge 2

I don't know why, but Trailhead does not see that I've setup a user Samantha Cordero with the profile Field Sales User. I've create the Field Sales User profile, created the user Samantha Cordero, activate the user, generate a password, and logged in as the user. I even logged in as her in Salesforce 1, but I still get this message:
error message
Here is what her user detail page:
User-added image
Field Sales User profile:
User-added image
SOLVED
5 replies

If a pick list value in the first field is X, then require a value in the second field

I am working on creating required fields in salesforce for consistent data entry.  I have multiple situations in which I need to validate data with the same scenario, which is If a pick list value in the first field is X, then require a value in the second field.

 

For example, when entering an Account, if the value selected in the Account Type field is pick list is "Prospect", then a value in Prospect Status field is required.

 

Another scenario is: if the if value selected in the Account Type field is pick list is "Prospect", then a value in Market Type field is required.

 

All of the documentation I have read says that I can not make a pick list required if it is dependent on another pick list (unless I am misunderstanding it)....but I have seen it done in other implmentations of Salesforce.  

 

If someone reading this knows how to create this validation formula for this and can provide an example, I would be grateful!