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Could someone please confirm if Salesforce visibility works like in the following example and why? (By "why" I mean could you please explain Salesforce's rational underneath this behaviour?):

See this scenario/example below:
  1. John is the owner of an Opportunity record.
  2. OWD on Opportunity and Account is = Private.
  3. John shares, today, such Opportunity record with Amanda so that she has Read/Write access to that record.
  4. Next week the System Admin transfers John's Opportunity records (including the one shared with Amanda) to another user who is going to be John's successor (because John is moving on to work at another company).
  5. As soon as John stops being the owner of that Opportunity record that he shared, Amanda loses access to that record as well!
Could you please explain why is Salesforce behaving in such a way?
I mean, the fact that John is moving on to work for a different company and that his Accounts/Opportunities are transfered to a different Owner does not mean that Amanda stops being interested in accessing the records that John shared with here.

For a record to continue being manually shared with a user, is it necessary that the Owner who actually shared that record continue being the owner of that record?

Is this documented somewhere in SF Documentation?

Thank you very much.
 
Hello Stars,

I have the following Requirement from The Business:

When receiving an Email-2-Case (which inserts a Case in SFDC), automatically:

a) Evaluate if Region__c = xyz, is so, ...
b) Send, immediately, an automated response to the sender;
c) If Case.Type = 'Enquiry' ==> send an email (to sender) 2 Business Days after Case.CreatedDate;
d) If Case.Type = 'Complaint' ==>
  d.1) send an email (to sender) 5 Business Days after Case.CreatedDate;
  d.2) send another email (to sender) 10 Business Days after Case.CreatedDate;

I was going to levarage the standard Process Builder Scheduled Actions but realised that this functionality does not factor in Business Hours!

I think that the standard Time Based Workflow functionality also ignores Business Hours.

QUESTION: Which of the following solution designs should I build?

1) Create a custom Date field on the Case object where, somehow, I would have to insert the Next-Date-Time when the next email should be sent (excluding weekends and holidays from the counted days);

2) Create an apex class in charge of:
   2.1) querying the relevant Busines Hours (1 record) and...
   2.2) calculating the Next-Date-Time when the next email should be sent (only factoring-in Business Hours) AND...
   2.3) sending a predefined email template.

(The email template to be sent is stored in the standard object EmailTemplate)

Any other approach that I may be missing?

Have you already built any of the above 2 solutions? (please share!)

Thank you.
Hi!

Based on the error specified at the bottom of the code, I am looking at line 21 but...it seems correct to me.

Can you pls help me find/correct this error?

User-added image
Thank you very much.
Hello Stars!

I need to know the followign information for each User in Salesforce Org.:
  1. what Public Groups are related to each User;
  2. what Permission Sets are related to each User;
  3. what Teams are related to each User;
  4. what Territorries are related to each User;
Beware: there are 4000+ Users so I cannot check this on a User-by-User basis; instead I am looking for an SOQL query to be executed with 'Salesforce Inspector', the 'Dev Console' or 'SF Workbench' or with standard Reports based on a custom Report type?).

The reason I need this information is to, eventually, more easily review all the Sharing Rules (identifying each sharing rule by Ctrl+F searching specific Public Groups) so as to ultimately understand what users are accessing records (because of sharing rules sharing with Public groups) that they should not (historically, security settings has deteriorated and access to data has become a party that I need to remediate).

Could you possibly help witht he above SOQL sentences?

Thank you very much.
Could you please let me/us know what Laptop/Operating System would you prefer working with or recommend (for a Salesforce Developer working with Apex, VF and Lightning -- and SFDX on VSC):
  • Windows?
  • Mac?
Why? (Please, with your answer, let me know why)

(I am looking for getting a brand new Laptop during 1st Quarter thank you 2020).

Thank you very much.

Kind regards.
Is there a way, with Apex, to deliver the folowing requirement:

When Now() falls withing 45 days before a deadline DateTime on the Account, then in such scenario:

First: verify if this Account already has a Case with criteria xyz; if such Case record already exist, update it;

Second: if no such Case exists, then create a Case with attributes xyz.

 
A trigger on the following objects won't detect the deletion of a File (not Attachment but... an attached "File") when the deletion is performed by a user from Salesforce Service Console.

The triggers I have been testing with System.debug() were done on the following objects:
  • ContentDocument
  • ContentDocumentLink
  • ContentVersion
I have searched with Google a way to detect when a user is deleting a file from the Service Console (so as to consequently edit a bolean field on the parent object) but I cannot find anything.

I have found this Salesforce article which specify which object we should trigger on in order to detect the deletion bu this article does not mention the Service Console.

Based on my empirical tests, it has become obvious that Service Console does not have the same behaviour as Salesforce Classic when deleting a File from an sobject such as Case.
 
Hello,

On line 65, how can I set the value of the custom field Has_Attachment__c on the standard sObject Case to FALSE?

I would have thought that I could reach this custom field on Case from Attachment through the relationship name Attachments (I have verified the name of the this relationship in Workbench), but it is not working.

See my code below and line 65?
User-added image
 
Hello,

I am trying to display a number of different "Presence statuses" that I have defined in Setup>Customize>Omni-Channel>Presence Statuses.

I have added each of these Presence Statuses to the Profile I want to grant access to (with Enable Service Presence status Access Related List on Profile).

But, that does not seems to be sufficient as these new Presence Statuses I have created do not display anywhere on the Service Console (where I am requested to display them).

Any clue of what I am missing?

Thank you very much.
When keying sfdx from cmd or from the VS Code Terminal, I am getting the error: 'sfdx' is not recognized as an internal or external command, operable program or batch file.

Any clue on how to fix this?
 
How can I add a functionality on the Service Console allowing Service Reps to easily set their Status (Available to work, Break, Lunch, etc..) so that:
  1. A System Admin can setup Case Assignment (Assign Cases to Users ONLY if their Status == Available to Work);
  2. Report on Time Spent by each Sales Rep on each Status;
The Product Owner is asking for a Button or field or some kind of functionality to let Sales Rep easily indicate their Status when from the Service Console.

In another hand, I have seen that the "Live Agent" functionality offers a little window where is it possible for the Agent to set his/her availability (as in the screenshot).Live Agent window on Service Cloud

Should I think of adding a picklist field somewhere on the Service Console? (How?)

 
Hello Folks,

When receiving the "Credential Status" email from Salesforce (after going to https://t.co/xfXDlCbX1f) for some reason (?) my Trailhead Profile appears as "not linked" (blank):
Here is a screenshot of the portion of the received email:

User-added image

What do you think the reason is?
Salesforce has set a deadline to resolve this: 14th-Decembre-2018
Any clue?

My Webassessor seems to be linked already (as displayed above on the screenshot).

I can see that my Trailhead settings show my linked account as "inactive" (?) - I do not know what that means.

User-added image
I have tried clicking the button "connect or merge" and I have re-provided my login credentials for my users but it says "Whoops, looks like there was a problem. Account already linked to this profile."

How can I resolve this? (Salesforce Trailhead Support has not replied my Case#00028586 which I created on the 14th November!)

Thank you very much.
Hello,
I am trying to learn about SFDX and have installed Visual Studio Code + Salesforce Extensions.
I skiped the step that says "Make sure you have the latest version of the Salesforce CLI installed, and that your system meets the necessary requirements." because, before installing VS Code + the SF Extensions, I reviewed the list of extensions includeded in SF Extensions and saw that it included CLI.
It was a confusion moment and... I think I also read out there that it was better to installed CLI as part of SF Extension (which includes a set of extensions).

Eventually, because I was not able to create new Project from VS Code (Ctrl+Shift+P), I decided to revisite the steps to set up SF DX with VS Code, and decided to intall SF CLI by downloading a file (win64) from here (https://developer.salesforce.com/tools/sfdxcli ) and execute installation of that file.

Right now, my laptop has the following installed:
- Visual Studio Code + Salesforce Extensions (look at screenshot below)
- Salesforce CLI (win64) dowloaded from the above link

User-added image

How can I verify if Salesforce CLI works fine? I have tried executing cmd.exe the following command: sfdx --version
... but I am getting this error message:
User-added image

Do you think that the fact that I installed SF CLI after installing VS Code is the reason for the above command line not being recognized?

How can I make sure that I have all the SFDX tools correctly installed?

Thank you very much.