Folks,
I didnt know which topic to put this.  Here it goes.....
My director wants my manger and I (SF Admins), I been with the org for 1 year 3 months and my manager for more than a decade wants us to present for 7, yes 7 hours of Salesforce to non-tech users without going too technical.

My opinion was that 7 hours without going deep on the tech side is not exactly easty. Furthermore, he wants me and this is his line, "Explain Salesforce as you are teaching a first grader."

Just a little about me, i am also a commerical pilot. When I teach my daugther who is 9 years old about flying and trying to keep it simple, I have to go into some deep parts with illustration when she asks me for example, why does the plane stop flying in air and fall (proper term is stalling the aircraft)  To answer this, I have to go to the next level other than to say the wind wint. I cannot answer the why without going deep and saying angel of attack is high and the wing is no longer producing lift and the nose will pitch down.  But I digress.  

I have the following points that I want to cover below, but i am sure when my manager is back, he will have something to say.  I've asked some admins and the first question they asked, "who is the target audiance?" I said non-techies and next statement was, "wait, 7 hours of very limited tech jargon to cover SF and your businss process." I said, "exactly." 

I need some help. 

Heres is topics:

• What is Salesforce
• Salesforce Schema
• Roles and Profiles
• Permission Sets
• OWD and sharing model
• Sales Cloud
• Service Cloud
• Five9 telephony integration
• Quiq integration
• Case creation
• Record Type Disposition Overhaul process
• Salesforce User Management
• How to deploy new enhancements and improvements System--->Full Sandbox--->Prod
• Knowledge Articles

Hey good people,

I need assistance.  The dreaded has begun....PB migration to Flows and I still cant understand the workings and the nitty gritty.  I suppose the only way I will learn is thru expierence and making a ton load of mistakes.  

I copied the forumla from PB into Flow and i kept getting an error.  Can I get some assistance with this?

I have attached screen shots to better illustrate the ask.

Thanks in advance. 

Good day folks,
I am in need of your expertise.
Recently, we re-org’d.  This entails creating a new role and possibly removing some roles or renaming them.  What I want to know is if there is a method or way to determine what will be impacted by removing or renaming roles i.e. if roles are hardcoded somewhere in process builder, flow etc.
Is there an app via the appexchange or another way to get a hold of this information.
 

Thx in advance
Umair

Greetings Team,

Our training team requires reports regarding how many articles are viewed daily.  

ASK:  A report + a dashboard, pretty simple.

So I downloaded the Knowledge app from the app exchange and used the pre-existing report Knowledge Article View in "my" company sandbox. 

I found something fishy.  I would look up for one article and on the report, i would refresh and should see the count go up by 1, but that was not the case, it would double and show 2.

I have attached screenshots to better depict the issue.

Report before I start serching for articles:


Step 1:
I search for "test" in the global search and click on "Show more results for test."

Step2: I click on "Test" article under Knowledge
Step 3:
I refresh Weekly K.A. Article Views and should see under July 20th count go from 24 to 25 since I viewed it once.  But, I see the following below

The count goes up to 27 instead of 25.  



Any help would be appreciated.  

1. has viewed article(s) 
2. date of view
3. time of view
4. how many number of times (count)
5. or any combinaton of the 4 points above

I am aware of the following:

https://help.salesforce.com/s/articleView?id=sf.knowledge_custom_reports_fields.htm&type=5 

Thanks in advance.
Umair

Hey ppl,

I tried installing a SF-Lab app, but got the following error:

Any help will be appreciated.

1. Illustration # 1: Record Type: Retail--->Online Profile & Create Order on the Case page layout 
2. Illustration # 2: Lightning Page for Retail Case Record Type

1. Illustration # 3: Record Type CC Systems & Reporting--->Online Profile & Create Order missing buttons missing
2. Illustration # 4: Lightning Page for CC Systems & Reporting Case Record Type

Good day folks,
I am in need of your expertise.
Recently, we re-org’d.  This entails creating a new role and possibly removing some roles or renaming them.  What I want to know is if there is a method or way to determine what will be impacted by removing or renaming roles i.e. if roles are hardcoded somewhere in process builder, flow etc.
Is there an app via the appexchange or another way to get a hold of this information.
 

Thx in advance
Umair

Hey ppl,

I tried installing a SF-Lab app, but got the following error:

Any help will be appreciated.

Hello Good People,

I have a field dependency inquiry.

ASK:  When a user selects field type (Refund) only, we want to make the the field types (Refund Amount) & (Store) required---> image is included

Hey good people,

I am adding 3 images to better illustrate my ASK.

ASK: As a phone consultant, after I enter the store number on the case page layout, I want another field to appear on the same page layout with the corresponding zone number of the store on a new field called Zone.

Basically in short, as a phone consultant adds the store number (lookup field to account) in the field (see attached image), another field (called Zone) should appear with the correct zone number.
What is the easiest solution(s) to fulfill this ASK? 

Any guidance/help will grealty be appreciated. 

Umair

Noob here!
Have a question. My team members have access to Production email addresses that can pop-up, but there is one specific they have to manually type in and does not show up in the list when entering an email address.  

Where can I add this in so the team members can select rather than type the entire email string in the "To" field?

Thanks in advance. 

When trying to create a case, I get the following error.  I am attaching the image of the error + debug data.

When we choose the "Audit" r/t ONLY & NOT any other r/types, there is an ongoing issue when users disposition cases as “Audit”, it sometimes closes out the tab completely.
When this occurs, users have to close out all of their  remaining open tabs & re-open them back up again to resume working on them.

Any solutions/fixes/updates regarding this?