• Richard Alan Lewis
  • NEWBIE
  • 30 Points
  • Member since 2015
  • Pitney Bowes Ltd

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GOAL: We are trying to clean up the page layouts and we want to delete all the page layouts which are not being used currently by any profiles. 

We have close to 60 profiles and I want to know which Page layouts (Lead, Opportunity, Contact) are being used by each profiles. Then I can go ahead and delete unused ones. 

I have to open each profile and check which layout are being used. Is there a way to get it from reports?

OR Is there a better way to achieve the goal?
GOAL: We are trying to clean up the page layouts and we want to delete all the page layouts which are not being used currently by any profiles. 

We have close to 60 profiles and I want to know which Page layouts (Lead, Opportunity, Contact) are being used by each profiles. Then I can go ahead and delete unused ones. 

I have to open each profile and check which layout are being used. Is there a way to get it from reports?

OR Is there a better way to achieve the goal?
GOAL: We are trying to clean up the page layouts and we want to delete all the page layouts which are not being used currently by any profiles. 

We have close to 60 profiles and I want to know which Page layouts (Lead, Opportunity, Contact) are being used by each profiles. Then I can go ahead and delete unused ones. 

I have to open each profile and check which layout are being used. Is there a way to get it from reports?

OR Is there a better way to achieve the goal?
I have a request to block our sales team from selecting certain values on the lead status. 
Only marketing should be able to select Prospect, Marketing Qualified, Engaged
Sales can select Sales Accepted and Not Qualified

When I try and create the validation rule I was running into a problem because once the lead status is at Marketing Qualified the sales rep is not able to convert the lead since the validation rule is triggering.  I'm only interested in blocking them from selecting the value but want to allow them to edit the rest of the data or change the lead status to one of thier allowed values:  Sales Accepted or Not Qualified.

AND(
$Profile.Name <> "Marketing",
$Profile.Name <> "Marketing User",
$Profile.Name <> "Marketo-Salesforce Sync",
OR(
ISPICKVAL(PRIORVALUE( Status) , "Sales Accepted"),
ISPICKVAL(PRIORVALUE( Status) , "Not Qualified"),
ISPICKVAL(PRIORVALUE( Status) , "Could Not Connect")
))
 
A question on a lighter note. I am new to Salesforce and to this forum. What is the criteria that is followed to award points in the forum. Are there any benefits for the peole who accrue more? :)