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Vrushali2 MaliVrushali2 Mali 
An app builder wants to show groups as the last navigation menu item in the Salesforce1 mobile app. However, the app builder is not able to select groups as one of the items on the drop-down menu.  What could cause this? 

A) Groups is showing up in the recent section and not in the navigation menu.
b) Groups is not included in the selected list for the navigation menu.
c) Groups is included in the smart search items but not on the navigation menu.
d) Groups cannot be the last item in the navigation menu.

I have checked Group tab can be includable into mob navigation using Salesforce Navigation option into salesforce1 app and it working. Please help me into this 
Best Answer chosen by Vrushali2 Mali
Lokesh KumarLokesh Kumar
The answer is B. If the Groups Tab is not selected in the Navigation Menu it will not appear in the drop down menu.
Tai RahmanTai Rahman 
Hello,

I went through the Trailhead on Flows, and was able to build a flow which creates one opportunity record, containing the products from the original; with a close date that is 90 days from today (based on a formula field):

User-added image

I am now looking for advice on how to modify this, so that it creates 11 opportunities (instead of 1), with close dates that are 30 days apart from each iteration. I.e., if the first new record = 7/11/20, then the second would be 8/11/20 and so forth.

Would really appreciate any additional ideas. Thank you!
Best Answer chosen by Tai Rahman
Manasa UdupiManasa Udupi
Hi Tai,

Completed the blog post to provide a step by step guide to this business use case. Let me know if you have any queries.

https://salesforcedecoder.wordpress.com/2020/06/15/clone-parent-opportunity-with-products/
 
Kieron HeathKieron Heath 
I would like to check a box if an open activity is present on a record. This would be used to flag in a List View that there is an open activity.

It would also be good for then uncheck the box once the tasks has been completed.

I suspect there's some fancy formula I can put into Process Builder?

Thanks in advance.
Best Answer chosen by Kieron Heath
Srinivasa RayapuriSrinivasa Rayapuri
Hi Kieron

You can achieve this by using the process builder individually on Task and Events object. I am poting how to on Task Object

Created a new field on Account called "Open Tasks" of type checkbox (The reason is I want to separate open Events by creating Open events checkbox an then use these two in list views)
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Process builder on Tasks with When a record is created or Edited
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Evaluation criteria as below and I am checking for open tasks
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Immediate action field update Action Type : Update Record Action Record Type: Select a record related to Task Account Id 
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And finally the field update
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SAVE AND ACTIVATE AND DO THE SAME FOR EVENTS

 
Edward ZaragozaEdward Zaragoza 
Does salesforce restrict the amount of points given to an idea per organization for any reason? Asking because we would like to help some ideas get pushed past the 7500 threshold that are important to us.
Best Answer chosen by Edward Zaragoza
Dave RiesDave Ries
Not capped.... YET.  I attended a session at Dreamforce in September with Parker Harris, where it was announced that they are re-working the Idea exchange.  They acknowledged a number of issues with the current model, including the fact that everyone has an unlimited number of votes (you could vote for all of the ideas if you want), which effectively makes the votes somewhat meaningless.

In the future, each User will get a limited number of votes during each "release cycle" (3 times per year).  In theory, this means that people will then choose more carefully, and only vote on the most important ideas that will have the greatest impact to them.

In addition to this vote limiting, Salesforce will then take the more active approach of marking some Ideas as "not possible" (based on things like security issues) so that they are off the table, and they will "Size" the other ideas (Small, Medium, Large).  And with the sizing in place, you might then be able to vote on a lot of "Small" ideas, but only a couple of "Large" ideas... because larger Ideas take more of your votes.

Finally Salesforce indicated that they would actually build the top voted ideas into their Release Schedules.  Basically, allocating dedicated resources to work on the top Ideas each release.

It sounds like a big, bold, and much needed improvement to the Ideas Exchange.  But this was only talked about 2 months ago, and no word on when it will be implemented.  But I suspect we'll start seeing changes next year.

Safe Harbour - yadda yadda - buying decisions - yadda yadda.

 
Srinivasa Amarendra Reddy VakaSrinivasa Amarendra Reddy Vaka 
Hi, 
The organization-wide default for accounts is set to private. User A owns the accounts 'A' and 'B' . 'Z' is the parent account for 'B'. User 1 needs to collaborate with User 2 on his account, so he manually shares read access to 'Z'.
What access will User 2 have to these accounts?

My understanding: Read-only  access to 'Z' and 'B' because of implicit access from parent to child.

However, some places I searched, the answer was showing up as read-only access to 'Z' but no access 'B', I don't believe it is true based on the below link.
https://help.salesforce.com/articleView?id=sharing_across_objects.htm&type=5

Can someone please answer this?
Best Answer chosen by Srinivasa Amarendra Reddy Vaka
Amnon KruviAmnon Kruvi
Hi Srinivasa,

You will note the link you posted explicitly states:
Salesforce provides implicit sharing between accounts and child records (opportunities, cases, and contacts)

This list does not include child accounts, and therefore I am lead to believe access would not be granted to child accounts.
Jaufret TurnerJaufret Turner 
Hello,
I know this is a very new feature. Has anyone figured out if this works in Apex as well?

I get an error when attributing the Queue Id to the OwnerId (Assigned To ID) field when inserting the task: 

System.DmlException: Insert failed. First exception on row 1; first error: FIELD_INTEGRITY_EXCEPTION, Assigned To ID: id value of incorrect type: 00Gxxxxxxxxxx: [OwnerId]

Thanks!
Best Answer chosen by Jaufret Turner
Gauthier MuguerzaGauthier Muguerza
Hello Jaufret,

Please ensure that "Task" has been assigned as a supported object for the Queue.

Refer to this link for more information: Activities: Assign Tasks to a Queue to Share Work Efficiently (https://releasenotes.docs.salesforce.com/en-us/spring20/release-notes/rn_sales_productivity_activities_task_queues.htm)

I've created Queue with DeveloperName "Test" and added "Task" as a supported object for the Queue.
The following code worked in my Trailhead Playground:
 
Group g = [Select Id from Group where Type = 'Queue' AND NAME = 'Test' LIMIT 1];
ID qID = g.ID;

Task t = new Task();
t.OwnerId = qID;
insert t;


Let me know if this helps :-)

Best,

Gauthier
Abhishek JainAbhishek Jain 
Hello Team,

I have New Event Global Action and i have one custom field(Picklist) on Event object abc__c(With 4 values). I have added that new event tab to account and opportunitties page layout and its visible on lightning as i have removed record types from profile.

I want to show only three value under picklist on account lightning page. can we restrict?

Please suggest.

Regards,
Abhishek
Best Answer chosen by Abhishek Jain
Aviral AgrawalAviral Agrawal
That's not possible, but you can create another field on event object with 3 values and then use that field in new global action. Assign this new global action to account layout.
 
Anthony JoverAnthony Jover 
I'm trying to add a validation rule...if a picklist field is NOT blank, then another picklist field must be filled in.  Can somebody suggest a formula for this?
Best Answer chosen by Anthony Jover
Tony TrinhTony Trinh
Hi Anthony,

Try this out:
AND(
NOT(ISBLANK(TEXT(Picklist__c))),
ISBLANK(Other_Field__c)
)
If your Other field is a picklist, then you need to wrap it with TEXT() like this
AND(
NOT(ISBLANK(TEXT(Picklist__c))),
ISBLANK(TEXT(Other_Field__c))
​​​​​​​)
Steven FoilesSteven Foiles 
Looking for some suggestions on rolling out Knowledge. Do you use Article Record Types or avoid those and try to use data categories only? Any useful tips? Looking for any best practices you may have from any knoledge users out there. Thanks!
Best Answer chosen by Steven Foiles
Jeff MayJeff May
Probably you will use them together.  Article Types give you a way to display different things for different types of articles (FAQ vs Procedure manual, vs ???). Then, once you have your Articles defined, you'll use Data Categories to grant access to them, and to organize them for easy user access.
Reid BrownReid Brown 
I'm still stuck on this challenge - Error: "Please check that your fulfillment was created with all of the proper field value specified in the requirements."
I've tried all the suggested fixes on all the "Best Answers". Here's what I have:

Object - Adventure Package
only when a record is created

First Node: 
Conditions are met

Set Conditions:

1. [OpportunityLineItem].Oppotunity.StageName Does not equal Cancelled 
2. [OpportunityLineitem].Fulfillment_Created__c Equals False

Immediate Actions: 

Create a Record
Set Field Values 

AdventurePackageId -  Reference -[OpportunityLineItem].Id
Adventure Package cost - Reference - [OpportunityLineItem].TotalPrice 
Adventure - Reference -  [OpportunityLineItem].Product2Id
Expedition Leader - Reference -[OpportunityLineItem].Product2.Expedition_Leader__c
Explorer - Reference - [OpportunityLineItem].Explorer__c
Fulfillment Name - Formula - [OpportunityLineItem].Product2.Name + [OpportunityLineItem].Id
Schedule Date -Reference - [OpportunityLineItem].ServiceDate
Status- Picklist - New 
Opportunity -  [OpportunityLineItem].OpportunityId

Immediate Action #2
Update Records 

Record - [OpportunityLineItem].Opportunity ID

No criteria—just update the records!

Needs Insurance - Reference- [OpportunityLineItem].Product2.Needs_Insurance__c
Needs waiver - Reference -  [OpportunityLineItem].Product2.Needs_Waiver__c

Immediate Action #3
Update Records

Record - [OpportunityLineItem]
No criteria—just update the records!

Fulfillment Created - Boolean - True
Fulfilment State - Picklist - Created

Evaluate the next criteria

Second Node:

Define Criteria for this Action Group 

Criteria for Executing Actions - Conditions are met 

Set Conditions:

1. [OpportunityLineItem].Explorer__c   Is Null - Boolean - True 

Conditions - All of the conditions are met (AND)

IMMEDIATE ACTIONS 

Create a Record - Task 

Set Field Values

Assigned to ID - reference- [OpportunityLineItem].Opportunity.OwnerId
Priority - Normal 
Status - Not started 
Subject- String - Reminder Text 
Related to ID - reference -[OpportunityLineItem].Opportunity.Id

SCHEDULED ACTIONS 

14 days from now 

Post to Chatter 

User - Select a user from a record - [OpportunityLineItem].Opportunity.Owner.Id

Message:

{![OpportunityLineItem].Opportunity.Name}

{![OpportunityLineItem].Product2.Name}

{![OpportunityLineItem].Id}


--Can someone please show me where I'm messing up? 
Best Answer chosen by Ed (salesforce.com) 
Reid BrownReid Brown
Hi Shun, 

 Thanks for the advice - i actually reworked my process and passed the challenge, here's what I did:

Object - Adventure Package
only when a record is created

First Node: 
Conditions are met

Set Conditions:

1. [OpportunityLineItem].Oppotunity.StageName Does not equal Cancelled 
2. [OpportunityLineitem].Fulfillment_Created__c Equals False

Immediate Actions: 
Update Record

Create a Record
Set Field Values 

AdventurePackageId -  Reference -[OpportunityLineItem].Id
Adventure Package cost - Reference - [OpportunityLineItem].TotalPrice 
Adventure - Reference -  [OpportunityLineItem].Product2.Id
Expedition Leader - Reference -[OpportunityLineItem].Product2.Expedition_Leader__c
Explorer - Reference - [OpportunityLineItem].Explorer__c
Fulfillment Name - Formula - [OpportunityLineItem].Product2.Name + [OpportunityLineItem].Id
Opportunity - Reference - [OpportunityLineItem]Opportunity.Id
Schedule Date -Reference - [OpportunityLineItem].ServiceDate
Status- Picklist - New 

Immediate Action #2 (Same Node)
Update Record

Record - [OpportunityLineItem].Opportunity ID

No criteria—just update the records!

Needs Insurance - Reference - [OpportunityLineItem].Product2.Id.Needs_Insurance__c
Needs Waiver - Reference - [OpportunityLineItem].Product2.Id.Needs_Waiver__c

Immediate Action #3 (Same Node)
Update Record

Record - [OpportunityLineItem]
No criteria—just update the records!

Fulfillment Created - Boolean - True
Fulfillment State - Picklist - Created

Immediate Action #4 (Same Node)
Create Record

Record Type - Task

Set Field Values 

Assigned To ID - Reference - [OpportunityLineItem].Opportunity.OwnerId
Priority - Picklist - Normal
Status - Picklist - Not Started
Subject - String - Explained Task
Related To Id - Reference - [OpportunityLineItem].Opportunity.Id

Scheduled Actions #1 (Same Node)

14 Days from now

Scheduled Actions #2 (Same Node)
Post to Chatter 

User - Select a user from a record - [OpportunityLineItem].Opportunity.Owner.Id
Message:

{![OpportunityLineItem].Opportunity.Name}
{![OpportunityLineItem].Product2.Name}
{![OpportunityLineItem].Id}


Thanks again for all the help, Shun!