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David O'ConnorDavid O'Connor 
Hey everyone, does anyone know of a way to hide a field from a layout when the record is initially created (so when you are in the edit record screen)? The catch is that the field (its an editable text field) needs to show up after the initial record is saved that first time. Any help would be great, thanks!
Best Answer chosen by David O'Connor
Jeff MayJeff May
I do that all the time, without visual force.

1) Create a record type called "New whatever" and add a page layout without those fields.  Make sure all users have access to this record type in their Profile or Permission Set.

2) Create a record type called 'Whatever" and add a page layout with those fields.   Make sure NONE of your users have acceess to this record type in their Profile or Permission Set.

3) Write a Workflow Rule Field Update 'on create' to Field Update the Record Type ID to the 'Whatever" Id.


mike bakermike baker 
Hello,  I wanted to use a formula that says  If the picklist field "contact tier" is 1000  and the number field "contacts loaded is greater than 1000, than check the box.  Also wanted to use for all picklist values 5000 and 10000.  

I tried to start with this 
IF(AND (ISPICKVAL(Contact_Tier_c, "1000") & (Contacts_loaded_c <1000), TRUE,FALSE),
IF(AND (ISPICKVAL(Contact_Tier_c, "5000") & (Contacts_loaded_c <5000), TRUE,FALSE),
Best Answer chosen by mike baker
Eric PraudEric Praud
No need for it Mike. If the conditions are not returned, the checkbox is not checked. You can try my formula and test
Nicole ZyvoloskiNicole Zyvoloski 
I'm testing out two ways of creating an Opportunity hierarchy.
1) Simple Lookup field on Opp to another Opp. Pro = ability to nest as many levels as needed. Con = difficulty rolling/summarizing data up the chain.
2) Parent Opportunity object (per this help article: https://help.salesforce.com/articleView?id=000004368&language=en_US&type=1 ). Pro = use DLRS to roll up desired data from child opportunity records. Con = appear limited to single-level relationship.

Use case: about 20% of our revenue comes from multiyear cooperative agreements with different government units. We often have multiple such agreements with one agency/account so account pipelines don't quite meet the need. We want a parent opportunity to house documents related to the authority to work together, store the total amount of the agreement, and rollup opportunity amounts as child opportunities are created (budgeted amounts) and then closed (booked amounts/receivables). For that, I'm finding success with option 2, Parent Opportunity object. However, we'd like to add another layer or two. Say we have a 3-year agreement worth $1.5M that specifies 0.5M must be spent each of the three years. We want to set up that 3-year as the Ultimate Parent. Then we want to create a $0.5M child for each year of the agreement. Then we want to nest the child opportunities (ranging from $10k-$250k) for each year under that. In some cases, there is a need for a fourth level as well. The challenge I'm running into is that I can either have one Parent Opportunity with many child Opportunities, just two levels, and great DLRS functionality OR I can have a limitless hierachy with Opportunities looking up to other Opportunities but am struggling to then achieve the desired ability to roll up budgeted and booked amounts.

Any advice about methods you've used to meet such a need? Any documentation you can point me toward?
Best Answer chosen by Nicole Zyvoloski
Amnon KruviAmnon Kruvi
Hi Nicole,.

I'm going to say something a bit outlandish here, it might be just what you need, or I may have completely misunderstood the issue:
Create an object called Opportunity Group.
Add a relation to opportunities so they can be related to a group (Opportunity Group)
Add a relationship from Opportunity Group to Opportunity Group (Parent Opportunity Group)
Using DLRS, create a summary field on opportunity group that sums the Amount of all child opportunities (Opportunity Value)
Using DLRS, create a summary field on opportunity group that sums the Value field of all child opportunity groups (Child Groups Value)
Create a formula field (Value) that performs Opportunity Value + Child Groups Value
Tyler PetersonTyler Peterson 
When trying to log an interaction/activity this change has occurred box keeps popping up. Is there a way to turn off this notification?

User-added image
Best Answer chosen by Jayson (salesforce.com) 
Manoj JangidManoj Jangid
@Mikey, This is a new lightning record page feature where fields can be hidden based on any criteria. this popup visible when some fields are hidden earlier and now visible on the criteria. Salesforce indicates that new fields are added on the record page.

In the above scenario, the "Promotion instruction type" field is visible only when the above picklist has the value as Promotion.
Nidhi ShuklaNidhi Shukla 
Challenge Not yet complete... here's what's wrong:
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. First exception on row 0; first error: REQUIRED_FIELD_MISSING, Required fields are missing: [Discount_Percent__c]: [Discount_Percent__c]

I need to update setting in trailhead Security Specialist Superbadge step 4
Best Answer chosen by Ed (salesforce.com) 
Simon DağcıSimon Dağcı
Setup-->Object Manager --> Choose (Opportunity)-->Fields-->Edit(Discount_Percent__c]) and uncheck required 
Philipp MathisPhilipp Mathis 
Hello Community

Per Default the quarterly performance component shows closed, open (70%) and goal.
How can we adjust those 70% probability?

Greetings,

Philipp
Best Answer chosen by Philipp Mathis
Nicolas StelterNicolas Stelter
Hi,
Upvote my idea to be able to create your own custom performance report with no limitations and do whatever you what with it. 

https://success.salesforce.com/ideaView?id=0873A0000003aXrQAI
Norah AlmolaNorah Almola 
Hello, 

I get the gist of these emails when they're sent but would like a more comprehensive understanding of what each bit represents:

Subject: Error Occurred During Flow "Update_Expenses_Product_based_on_PO_Product": The flow tried to update these r...
Error element myRule_29_A1 (FlowRecordUpdate).
The flow tried to update these records: null. This error occurred: CANNOT_EXECUTE_FLOW_TRIGGER: The record couldn’t be saved because it failed to trigger a flow. A flow trigger failed to execute the flow with version ID 301w0000000H9wh. Flow error messages: An unhandled fault has occurred in this flow
An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Contact your administrator for help.. For details, see API Exceptions (https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_calls_concepts_core_data_objects.htm).

This report lists the elements that the flow interview executed. The report is a beta feature.
We welcome your feedback on IdeaExchange (https://success.salesforce.com/ideaSearch).
Flow Details
Flow Name: Update_Expenses_Product_based_on_PO_Product
Type: Workflow
Version: 9
Status: Active
Flow Interview Details
Interview Label: Update_Expenses_Product_based_on_PO_Product-9_Purchase_Order__c
Current User: XXXXXXXX (00520000002le7o)
Start time: 14/02/2017 08:25
Duration: 0 seconds
How the Interview Started
XXXXXXXXX (00520000002le7o) started the flow interview.
Some of this flow's variables were set when the interview started.
myVariable_old = a04w000000TrCIPAA3
myVariable_current = a04w000000TrCIPAA3
RecursiveCountVariable = 3.00
ASSIGNMENT: myVariable_waitStartTimeAssignment
{!myVariable_waitStartTimeVariable} Equals {!Flow.CurrentDateTime}
Result
{!myVariable_waitStartTimeVariable} = "14/02/2017 08:25"
DECISION: myDecision
DECISION: myDecision2
DECISION: myDecision4
DECISION: myDecision6
DECISION: myDecision8
DECISION: myDecision10
DECISION: myDecision12
DECISION: myDecision14
DECISION: myDecision16
DECISION: myDecision18
DECISION: myDecision20
DECISION: myDecision22
DECISION: myDecision24
DECISION: myDecision26
DECISION: myDecision28
Executed this outcome: myRule_29
Outcome conditions: and
1. {!myVariable_current.SAGE_Product__c} (Supply & Install Cabling) Equals Supply & Install Cabling
Logic: All conditions must be true (AND)
RECORD UPDATE: myRule_29_A1
Find all Purchase_Order__c records where:
Id Equals {!myVariable_current.Id} (a04w000000TrCIPAA3)
Update the records’ field values.
SAGE_Product_Group__c = Supply & Install Cabling
Result
Failed to update records that meet the filter criteria.

Error Occurred: The flow tried to update these records: null. This error occurred: CANNOT_EXECUTE_FLOW_TRIGGER: The record couldn’t be saved because it failed to trigger a flow. A flow trigger failed to execute the flow with version ID 301w0000000H9wh. Flow error messages: An unhandled fault has occurred in this flow
An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Contact your administrator for help.. For details, see API Exceptions (https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_calls_concepts_core_data_objects.htm)


Is there an article or release notes which help decipher the detail? 

Thank you in advance 

Norah
Best Answer chosen by Norah Almola
Jeff MayJeff May
Those emails are not really that great. They do, at least, tell you something bad happened. The best way to find out more, is to enable the Debug Log for the user who got the error (or yourself), then repeat the steps to cause the error to happen again. The Debug Log will have much more detail about what went wrong.
Alice TannerAlice Tanner 
Man, I am just NOT a natural at these formulas...!!  So our current set up is that no one can update an oppty to 100% (or modify a closed oppty) unless you're a System Admin.  This is accomplished via the following validation rule on opportunities:

AND ( 
$Profile.Name <> "System Administrator", 
ISPICKVAL(StageName, "100% = Closed"))

We now need to allow a second profile, "COMPANY Finance User", to modify closed opportunities for some integration work w/our financial system.  I tried to allow this by adding them to the formula, as follows:

AND ( 
OR($Profile.Name <> "System Administrator", $Profile.Name <> "COMPANY Finance User"), 
ISPICKVAL(StageName, "100% = Closed"))

..but that just breaks the formula entirely and NO ONE can close/won or modify a closed oppty when it's written that way.  Help!

Alice  
Best Answer chosen by Miglena (Salesforce.com) 
Shannon DykesShannon Dykes
Oh wait... try 

ISPICKVAL(StageName, "100% = Closed") && NOT(OR($Profile.Name = "System Administrator", $Profile.Name = "COMPANY Finance User" ))

*I'd recommend the profile ID in there too, but the name worked with this in my org. If you ever changed the name of the profiles, you'd have to change this.. but if you use:

ISPICKVAL(StageName, "100% = Closed") && NOT(OR(
$Profile.Id ! = "System Administrator profile Id", $Profile.Id ! = "COMPANY Finance User profile id" ))

You won't ever have to change your validation rule.
Jitendra PandeyJitendra Pandey 
Universal Containers is changing its case management system to salesforce. All active accounts, contacts, open cases, and closed cases for the past five years must be migrated to salesforce. Which approach should we use for data migration?

A. Plan, prepare, validate, execute, test, OR
B. Plan, prepare, test, execute, validate. 

In my opinion, it should be B but want expert confirmation.
Best Answer chosen by Jitendra Pandey
Mira ShahMira Shah
And should B
https://sfdconestop.blogspot.com/p/servicecloud-certification.html
Jitendra PandeyJitendra Pandey 
I am preparing for my Service Cloud Consultant certification exam and having some doubts on this question, please help.
Field engineers often need to access current inventory levels of products the customer has purchased while at customer sites.  Which solution should a consultant recommend to meet this requirement?

A. Develop and publish a knowledge management system
B. Integrate with an enterprise resource planning system

In my opinion, it should be B. But need an expert opinion.


 
Best Answer chosen by Jitendra Pandey
Andrew FragiasAndrew Fragias
Please mark best answer so this can close