Hey all, 

Was wondering if anyone knew if it was possible to build a report on reports to show if they are currently being utlized on any/all dashboards. 

Thanks! 
Tai 

Hello,

We have a custom object (Activation_Step__c ) that tracks the necessary steps (ex: Inventory_Status__c) required to complete an Opportunity.

I am trying to find the completion dates for each of the required steps but so far coming empty handed as I'm getting the overall LastModifedDate for the Object as opposed to the individual steps themselves:

select Opportunity__c, id, CreatedDate, Inventory_Status__c, Contact_Status__c, Payment_Status__c, Contract_Status__c, Activation_DateTime__c, LastModifiedDate   
from Activation_Step__c  

I am new to SOQL, but have decent experience with MSSQL, and theoretically given the fields above, it would have been easy select top 1 subselects. 

Any advice on how to achieve this using SOQL via Workbench?

Thank you in advance! 

Hello,

Hoping someone can recommend a G-connector equivalent for Microsoft Excel. It looks like Salesforce removed Connect for Office, as they have begun to disable TLS 1.0 and we require TLS 1.2 for our systems. 

Is there a new replacement for this? Any third party integrations that are recommended? Any advice would be greatly appreciated, thank you! 

Connect for Office removal articles:
https://help.salesforce.com/articleView?id=office_install.htm&type=5
https://trust.salesforce.com/en/security/disabling-tls-1-0/#:~:text=Salesforce%20has%20begun%20the%20phased,of%20TLS%20for%20all%20orgs 

G connector overview: https://www.g2.com/products/g-connector-for-salesforce-for-g-suite/reviews 

Hello,

Hoping someone can recommend a G-connector equivalent for Microsoft Excel. It looks like Salesforce removed Connect for Office, as they have begun to disable TLS 1.0 and we require TLS 1.2 for our systems. 

Is there a new replacement for this? Any third party integrations that are recommended? Any advice would be greatly appreciated, thank you! 

Connect for Office removal articles:
https://help.salesforce.com/articleView?id=office_install.htm&type=5
https://trust.salesforce.com/en/security/disabling-tls-1-0/#:~:text=Salesforce%20has%20begun%20the%20phased,of%20TLS%20for%20all%20orgs 

G connector overview: https://www.g2.com/products/g-connector-for-salesforce-for-g-suite/reviews 

 

Hi All, 

Was wondering if anyone could advise on the best methodology to sync Salesforce reports with SharePoint or Excel, so that multiple people can collaborate on the same report. 

Currently we're using a connector to Google Sheets, and are looking to move away from this due to potential security risks. 

Any advice or recommendations will be greatly appreciated, and thank you in advance! 

Hello,

Was wondering if anyone could advise on how to edit the query below to show the name of the person who created the Event:

Select 
Id, AccountId, ActivityDate, Assigned_to_Role__c, Account.Name, Type, CreatedById
From Event 
Where AccountId != NULL  
and Type != NULL
Order by ActivityDate DESC LIMIT 100

Any help would be greatly appreciated!

Thanks,
Tai

Hello,

We have a custom object (Activation_Step__c ) that tracks the necessary steps (ex: Inventory_Status__c) required to complete an Opportunity.

I am trying to find the completion dates for each of the required steps but so far coming empty handed as I'm getting the overall LastModifedDate for the Object as opposed to the individual steps themselves:

select Opportunity__c, id, CreatedDate, Inventory_Status__c, Contact_Status__c, Payment_Status__c, Contract_Status__c, Activation_DateTime__c, LastModifiedDate   
from Activation_Step__c  

I am new to SOQL, but have decent experience with MSSQL, and theoretically given the fields above, it would have been easy select top 1 subselects. 

Any advice on how to achieve this using SOQL via Workbench?

Thank you in advance! 

Hello,

Hoping someone can recommend a G-connector equivalent for Microsoft Excel. It looks like Salesforce removed Connect for Office, as they have begun to disable TLS 1.0 and we require TLS 1.2 for our systems. 

Is there a new replacement for this? Any third party integrations that are recommended? Any advice would be greatly appreciated, thank you! 

Connect for Office removal articles:
https://help.salesforce.com/articleView?id=office_install.htm&type=5
https://trust.salesforce.com/en/security/disabling-tls-1-0/#:~:text=Salesforce%20has%20begun%20the%20phased,of%20TLS%20for%20all%20orgs 

G connector overview: https://www.g2.com/products/g-connector-for-salesforce-for-g-suite/reviews 

 

Hello,

Was wondering if anyone could advise on how to edit the query below to show the name of the person who created the Event:

Select 
Id, AccountId, ActivityDate, Assigned_to_Role__c, Account.Name, Type, CreatedById
From Event 
Where AccountId != NULL  
and Type != NULL
Order by ActivityDate DESC LIMIT 100

Any help would be greatly appreciated!

Thanks,
Tai