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Brad HoldenBrad Holden 
Ok I am sorry for being a complete newbie... I have spent the last year grappling with some very minor Salesforce development (on a part-time basis) for a small non-profit. I have learned a lot, but still have only placed a very tiny scratch on the surface! 
So now our Self-Signed Certificate is apparently expiring and I have NO IDEA what that means. Any googling of this quickly gets into going-over-my-head territory. Can someone please explain what I have to do and what is in danger of happening if I don't do it? Here's the message:

You have one or more certificates in your Salesforce org Tin Roof Global 00D6100000084nr that will expire soon. Review the list below and visit Certificate and Key Management from Setup to make an update.

I have gone to Certificate and Key Management and have downloaded the .crt file but am really unsure what I am supposed to do with it!

Thanks in adavance
Best Answer chosen by Brad Holden
LBK MuthukrishnanLBK Muthukrishnan
Hey Brad,

There are few places where a sefl-signed certificate could be used.

1. Identify Provider - If you are using SFDC as IDP for Single Sign On. You can find it under Setup >> Administer >> Security Controls >> Identity Provider.

2. Single Sign-On Settings - If you are using SFDC as Consumer for Single Sign On. You can find it under Setup >> Administer >> Security Controls >> Single Sign-On Settings.

If your certificate is used in one of the above places, it is quite intuitive to edit this screen and replace the certificate.

3. Installed Packages / Connected Apps.
Some of the third party apps could use your Self-Signed Certificates (Environment Hub is an example).
You can look at them in Setup >> Build >> Installed Packages
I suggest you go through them one at time and find out if they use your certificate.

Connected Apps will be same procedure as above. But you will find the connected apps under Setup >> Manage Apps >> Connected Apps.

Hope this helps.
 
Esther JenningsEsther Jennings 
Is there a way to merge new/existing leads based on similar email automatically? I also want to keep any related campaign and activity history. Any suggestions and thought are welcome.
Best Answer chosen by Esther Jennings
Ben FordBen Ford
Hi Ester,

You can merge any object and keep the relevant related records with the following app, you can also tell the app to run your custom merge rules automatically:

https://www.zaapit.com/
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000qFzXEAU

Mass and auto merge leads
 
James LofthouseJames Lofthouse 
Hi,

I am a administrator and I have a user is unable to create a new MC Campaign.  The error the user gets is:

Insufficient Privileges

You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary.


I have enabled create and edit settings for this object on the users profile however this has not solved the issue.  If I move the user to the System Adminstrator profile then she can create a new Campaign.  When I move her back to her own profile then she cant.  The user has Marketing User selected on her own profile so that rules that out.

Anyone have any ideas what I need to enable on the users profile to get this to work?
Best Answer chosen by Miglena (Salesforce.com) 
Karthikeyan ChandranKarthikeyan Chandran
Double check this,

User-added image

User-added image

User-added image
Sarah BurtonSarah Burton 
I have a process built in process builder that means when a certain type of activity is created (Christmas Meeting!!!!!) then it will update the Contact. However, the way I have done it will only update the primary contact. Is there a way to ensure that all contacts associated with the meeting are updated without Flow or a trigger? 
Thanks, Sarah 
Best Answer chosen by Sarah Burton
Sunil SarillaSunil Sarilla
Hi Sarah,
Unfortunately not without Flow or Trigger.
If you have enabled shared activities i.e. relating multiple contacts to a single task/event, the data is saved in the EventRelation or TaskRelation objects and this objects is not available through Process Builder.
You can access this object through Flows.
Uriel ScherUriel Scher 
Im doing my trailhead and got stuck when trying to find the event object manager- cant find it. I saw the same question asked a few years ago and the anwers don't match the current platorm, so please help:


1.From the Event object management settings, go to Page Layouts and click New.
2.Select Event Layout from the Existing Page Layout dropdown list.
3.In the Page Layout Name field, enter Showing Layout.
Best Answer chosen by Uriel Scher
Jérôme PijpersJérôme Pijpers

For finding the pagelayout for Event --> https://screencast-o-matic.com/watch/cqf2leZqE8

 

Arpita BoseArpita Bose 
Hi
Can anyone please explain the use of VLOOKUP() function in salesforce with a good example, other than the common ZIP_CODE_c ?
As I am new to salesforce, this function is very confusing for me.

Thanks
Best Answer chosen by Moderator (salesforce.com) 
Deepak AnandDeepak Anand
Hey Arpita,

Forget about the Zip Code example. Lets take an another one for now.

Suppose that you are creating Employee(a custom object) records in the SF org. Now since Employees are very important records, you do not want the users to create duplicate Employee again and again. For example, say one User already created an Employee Record with name - Arpita Bose. Now, an another User who does not know about this tries to create an another Employee record with the same name - Arpita Bose. and hence there is a potential duplication. This should not be allowed. 

So you have two options now:
  1. Add a Validation Rule on the Employee which checks whether there are any existing Employee records with the same name if so stop the User from saving it. Here comes the role of VLOOKUP.
  2. Create an Apex Trigger(before Insert, before Update) which runs a SOQL query to get all the Employee records in the Org with same name as of the one thats getting created now. If the number of records is 1 then stop the User from creating the Employee using an addError method. This will require considerable development effort.
Now, since we are interested in VLOOKUP lets see as of how we can do the same. Create a Validation Rule as below:

(4) Name = VLOOKUP(
(1) $ObjectType.Employee__c.Fields.Name ,  
(2) $ObjectType.Employee__c.Fields.Name ,  
(3) Name)
 

Now, our basic requirement is to check if an another Employee with the same Name exists or not. So its obvious we are looking into the Name field. The logic is quite simple compare the Name (4) on the Current Record and the Name on that Employee record that matched with the same Name as of the one that we are creating now. Hence we use the equality operator (=). 

Lets look into the VLOOKUP side. You could express the VLOOKUP formula as below: "Look into the Name(2) field on all the Employee Records and return value in it's Name (1) field if the it happens to be same as the Name (3) on the Current Record." 

The SFDC Document define VLOOKUP as follows:

VLOOKUP(field_to_return, field_on_lookup_object, lookup_value)
 
Searches an object for a record where the specified field matches the specified lookup_value. If a match is found, returns another specified field value.

Points to Remember:
  1. VLOOKUP only available on Custom Objects. Vote for this idea: https://success.salesforce.com/ideaView?id=08730000000BqPs
  2. VLOOKUP only available in Validation Rules.
  3. VLOOKUP can only be done on the Name fields.
  4. The field_to_return must be an auto number, roll-up summary, lookup relationship, master-detail relationship, checkbox, date, date/time, email, number, percent, phone, picklist, text, text area, or URL field type.
  5. The field_on_lookup_object must be the Record Name field on a custom object.
  6. The field_on_lookup_object and lookup_value must be the same data type.

Hope this helps!

Best Wishes,
Deepak
 




Tara CobbTara Cobb 
How do I assign a case to a queue in Flow Builder?
Best Answer chosen by Tara Cobb
Ahilesh RagavanAhilesh Ragavan

You can do this:
1) Create a Text-'Constant' resource within the flow and store the Queue's developer name.
2) Use a 'Get Records' element to get the Queue record using the 'Group' object like this:
User-added image
3) Finally when you assign the values to the Case objet, assign the Queue's ID value(from get records element)

J CJ C 

I am looking for a way to calculate the week ending date from Today's date - no date field. The date needs to always land on a Saturday. 

The below returns the Saturday before today instead of the Saturday proceeding.

TODAY() - MOD(TODAY()- DATE(1900,1,6),7)

Need: Today (Thursday) = 6/25 ---> Week Ending (Saturday) = 6/27

Current: Today (Thursday) = 6/25 ---> Week Ending (Saturday) = 6/20

Best Answer chosen by J C
Ahilesh RagavanAhilesh Ragavan
Let's try this:
TODAY() + CASE(WEEKDAY(TODAY()),
1,6,
2,5,
3,4,
4,3,
5,2,
6,1,
0)

 
10751708601075170860 
Whenever I change a page layout, or add a field or picklist values, I literally have to hit refresh on the page 20 times before it finally reflects it which I don't even think does anything. I read online in Chrome if you press CTRL-F5 it forces a full refresh but that still does nothing.  Usually the page just eventually updates 5 mins later if you leave it, but it's wasting time.

I just added 2 values to a pick list field 10 mins ago, and am refreshing and refreshing and still it doesn't show the values.  I just logged in here, wrote this whole message, and finally now it has updated to show them.  So almost 10 minutes hitting refresh at least 10 times before it updated.  It's not my PC either as I use 3 different machines, they all do it, Edge, Chrome, etc.  I've seen many other people complaining about this but curious how people deal with it.
Best Answer chosen by 1075170860
Mayank SrivastavaMayank Srivastava
Lee, Salesforce implements an aggressive caching policy for the LEX framework to reduce the turnaround time from the server which causes grave refresh issues when working with Lightning. Thanks to this simple setting (that I was totally unaware of) which can help you deal with this issue:
Enable secure and persistent browser caching to improve performance
Uncheck it if it's already checked.

You can find it under Setup-> Session Settings -> Caching section
 
Mike MalanMike Malan 
Hello,

We are using Field Service Lightning to automatically created PDF "Service Report" files that are generated when a Service Appointment is created. Is there a way to automatically create a shared file link after the PDF report is generated>?
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Best Answer chosen by Ed (salesforce.com) 
Douglas BennettDouglas Bennett
Hi guys, here's my visual flow solution.  I'm launching this from a process builder action on the Case.  You've got some options when you get to the Create Content Distribution step, depending on what your visibility/permission needs are.  My 2nd iteration of this is the same thing, only with a Fast lookup on the Content Document link and looping through multiple files (or Content Document ID's).  I figured it was better to show just how to do this with one document.

Automatically create a public URL from a Salesforce fileLookup Content DocumentGet Content Document VersionCreate Content DistributionGet Distribution Public URL