I have been trying to add topics in knowledge articles using SF Classic 


But when I look at Topics in Artilce Management for Communities, it's not connected, it's almost like they are entirely different even if the topics on both areas are the same. 


It's a little frustraiting because I was referring to this article to add the topics for Community management but instead, it added it for the classic layout.

https://help.salesforce.com/articleView?id=000338350&type=1&mode=1

I need a way to mass import topics into the second scenario and would need some guidane! Thanks in advance!

So the team is looking for a simple way to view and report on Office hours for Accounts that the field reps are visiting. 

I have exprimented with multiple methods such as creating custom Objects or custom fields but niether were easy to read/ report on/ add to a list view.

I have a method that would be the simplest to view and for the reps to see on their list views and reports.

I will have picklist items for each day of the week for a start time and end time for their office hour (I will give an example for three days to make the formula simple):
Monday From: 1:00pm 
Monday to: 8:00pm
Tueday From: CLOSED
Tuesday To: CLOSED
Wednesday: 8:00am
Wednesday: 3:00pm

The issue with this is that it's four fields, so reporitng and simply vewing is still not ideal.

So what I want to do is to create a formula field that will display the text items just for the open hours.

So the formula field will show this:

"Monday from: 1:00 pm to 8:00 pm
Wednesday from 8:00 am to 3:00 pm"

You see how every day is a separate line and how Tuesday is not included because it's CLOSED? 

One more addition is that I want to add a special note field which is a text field - Here's an example
Special Note: "Open on xmas and new years eve"

So it will be:

"Monday from: 1:00 pm to 8:00 pm
Wednesday from 8:00 am to 3:00 pm

Open on xmas and new years eve"

Is this possible to do?

Thank you. 

 

So I am a novice when it comes to coding and formulas. 

I need to edit this Validation Rule in the opportunity Object with two new business requirements:

• This Validation Rule shoud ONLY apply to three record types: eHealth, Hospital, and LTC
• The Validation rule should also apply ONLY when field "Revenue_Type__c" is equal to "New Business" 

The Validation Rule is below:
---------------------------------------------------------------------------

AND( 
NOT(Old_Org_Archive__c), 
Probability >= 0.5, 
OR( 
Numof_Engagement_Ready_Buying_Influences__c = 0, 
of_Strengths__c = 0, 
Num_of_Red_Flags__c = 0 
) 
)

----------------------------------------------------------------------------------

Thank you!


 

I am working with an organization that would like to track what products are being mentioned during client calls/ visit. Let's say we have four products. 

Product A, Product B, Product C, and Product D.

In the Task Object, I added four checkboxes, A, B, C, D.

IF the rep mentions Product A in the subject line OR the Comment section, THEN checkmark Product A.

IF the rep mentions Product B AND Product C, AND Product D in the Subject OR the Comment THEN checkmark all three.

IF  the rep mentions Product A AND Product C in the Subject OR the Comment THEN checkmark Product A and Product C.

And so forth.

My question:
Is a rule like this doable in workflow rule or process builder? Or should I take a different approach to it?

Thank you in advance!
 

I need to add a report to a lightning home page, but that option doesn't seem to be available.

What would be the best way to approach this? Will I have to create a custom component? What would the code look like?

Thank you in advance.

There is a custom Field created in Marketo through another tool called Infer, let's call the API name InferMarketoFitScore. I want to take that field and create a custom field in Salesforce that Syncs the data from Marketo (one way Sync). There isn't a clear way to Sync this.

Creating a custom field in Salesforce and Syncinc to Marketo is simple but Syncing Marketo to SF custom fields is not straigh forward.

Below are details of the Marketo field.


My question is, how do I create a SF field that will automatically take data from this Marketo field?

Thanks in advance!


 

I am trying to track Opportunity field history in Opportunity Products but I am experiencing limitations in Salesforce Professional Edition. Let's say I want to track the Schedule Amount in the Opportunity Product and report changes in the change in Revenue is > $1 mil over the past week.

I'd want to track the current value, the previous value and the date changed. 

I have read that you can create a custom object that can have all this info, but I need some guidance in creating this. Do I need to create triggers as well? I am not sure if this is possible in PE.

Thanks. 

I need to add a report to a lightning home page, but that option doesn't seem to be available.

What would be the best way to approach this? Will I have to create a custom component? What would the code look like?

Thank you in advance.

I am trying to track Opportunity field history in Opportunity Products but I am experiencing limitations in Salesforce Professional Edition. Let's say I want to track the Schedule Amount in the Opportunity Product and report changes in the change in Revenue is > $1 mil over the past week.

I'd want to track the current value, the previous value and the date changed. 

I have read that you can create a custom object that can have all this info, but I need some guidance in creating this. Do I need to create triggers as well? I am not sure if this is possible in PE.

Thanks. 

Is there any way to track the field history in Opportunity line item through a custom code? since there is no standard feature enabled for this object to track field history.

Thanks