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Casey SchelerCasey Scheler 
I need to move/copy an attachment located on the opportunity object to a custom object. We need the move/copy done soon after (automatically) the customer service team attaches it to the opportunity. We have a custom object created for our production team and they do not have visibility to the opportunity. Any suggestions? We currently use Informatica but they don't have the ability to move attachments yet. I saw ideas of using the data export but we need it to be automated. 
Best Answer chosen by Ed ( 
Naveen DhanarajNaveen Dhanaraj
Melissa BunchMelissa Bunch 
I'm struggling in associating an Order Product record to a Case. I have an Order Product Lookup field on the Case I am unalbe to populate.

  • The lookup field seems to only function if I search using the Order Product Number field.
  • When I select the resulting record after searching the number, I get an error saying "Order Product: Id value of incorrect type"
I'm curious if anyone knows anything about this.

It almost seems like I need to use a direct Product lookup field instead of the Order Product which makes me lose all of the Order details associated to that Product.

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Thank you!
Best Answer chosen by Melissa Bunch
Melissa BunchMelissa Bunch
Both issues are resolved.
  1. Salesforce Support confirmed that this field is only searchable via the Order Product Number by design.
  2. I needed to clone the standard Order Product Compact Layout so I could add the Order Product Number field to the compact layout.
    • Doing this made the Order Product Number show up in the lookup field results and I could then select the Order Product Number to add it to my Case.
    • I was originally selecting the Product field (which is what comes on the default compact layout and is the only selectable field when searching in the lookup) and therefore was trying to add a Product ID to an Order Product ID field causing the error.

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Clément RousseauClément Rousseau 
I would like to know how to set up a webhook integration to send leads from a Google ads lead form to Saleforce. 
Here are the guidelines given by Google :
A Webhook URL and a key have to be used in the Google ads set up but the article doesn't give any details on how these elements can be generated through the CRM system. 
I believe the Webhook creation can be achieved by using 3rd party paid API's like this one :
Are there any alternatives to these kind of solutions? 
Best Answer chosen by Jayson ( 
sakshi nagpalsakshi nagpal
Hi Clement,

 This may help-:

Jessica PeroneJessica Perone 
Our use case: We deal with package Couriers in relation to Cases. We need the ability to add multiple related Couriers and Courier Contacts to a single Case. I have tried creating a Master Detail Relationship, but for our purposes, neither the Case or Courier is always required. So that does not work.
Creating the Courier object with a simple look up field on the Case works, but we can only add ONE Courier. We often deal with multiple Couriers on a single issue/Case and we need to know who the Courier Contact is for each Courier.
Idealy we would like a Related List of Couriers to show on the Case all related Couriers once selected/if selected and the ability to add more if needed. (The Courier record should show a Related List of Cases as well.) What I found when creating this is that when the user clicks "New" on the Related list for Couriers, they are prompted to create a brand new Courier record. That is not what we need either. I need a Many to Many relationship, without either record being required and the ability to add multiple Courier Records (along with related Courier Contact) to a Case. Courier Contacts are similar to Contacts under a single Account. 
Is this possible? I have created mulitple custom objects various ways with various types of relationships and look up fields only be stuck. Any help is much appreciated.
Best Answer chosen by Jessica Perone
James JetchickJames Jetchick
Many to Many Relationships can be achieved in Salesforce by creating a junction object.

In your case it would be a something like Courier Assignment. This object would have 3 master-detail/lookup fields. One to Courier Contact, one to Couriers and one to Cases. Not following your use case entirely but you might be able to get away with just one for Courier Contact and one for Case as I assume the relationship from Courier Contact to Contact already exists.

You would then have a New button for this related list but instead of creating a brand newcourier or contact from this button it would just create a new relationship between your existing two/three records.
Lawrance TittertonLawrance Titterton 
I want to delete all record types against a custom object.  I have changed the default record type against nearly all profiles but am left with Chatter External Users, Chatter Free User and Chatter Moderator User.

I have searched for the solution and found an article previously posted, however this referred to and gave screen shots for the old user profile screen.  There does not now appear to be an option to manage object settings for these 3 profiles.  Can anyone help?
Best Answer chosen by Lawrance Titterton
david chengdavid cheng
Example: 01I70000000Bk9Z is the ID of a custom object in my dev instance.
Anil MawaniAnil Mawani 
It does not allow me to put a check mark in the "required" box
Best Answer chosen by Moderator ( 
KC ShaferKC Shafer
This one is for the billing address on accounts. The standard address fields on leads, contacts accounts are made up of multiple fields but also act as a single field. You can't make the field required on the page layout, but you can use a validation rule like this to make the fields required to hold a value or use a variation to require certain parts. 

April DiehlApril Diehl 
I don't want to delete the queue, because i want to keep the history, but I do want to deactivate it so that users can no longer assign any new objects to it, whether that is a case or lead.

At bear minimum I want to hide it.


Best Answer chosen by Moderator ( 
KC ShaferKC Shafer
There is no real way to hide it, but you can remove all members of the queue and then create a validation rule that prevents records from being saved with the owner being that queue.

Kishore GajavellyKishore Gajavelly 
Hi Team,

In my Leads page layout, I have two fields 'Industry' and 'Rating'.
These fields are mandatory/required fields. I want to remove them as mandatory/required fields and make them only read , write.
Please help.

Best Answer chosen by Kishore Gajavelly
Guy KeshetGuy Keshet
than check if there are profile restrictions
go to the field itself and click on 'view field accesibility' and select the field name. next you will see the field's avialiility per profile. EWhen you click on each record, yo will see a detailed description that will advise if the restriction is bsed. onthe page layout or the profile. see example below

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Carlos SiqueiraCarlos Siqueira 
I read somewhere that there is a difference between "&& II" and "AND OR", but would like a bit more of clarification, since it doesn't seem to be just preference as they are not equally equivalent.

This formula on my Process Builder saves/works fine:

NOT (ISBLANK( [Opportunity].MainCompetitors__c  ))
([Opportunity].MainCompetitors__c = "IBM" ||
[Opportunity].MainCompetitors__c = "Oracle" )

If I change the "&&" for "AND" and "II" for "OR", it doesn't save and tells me that I have an extra "AND"

NOT (ISBLANK( [Opportunity].MainCompetitors__c  ))
([Opportunity].MainCompetitors__c = "IBM" OR
[Opportunity].MainCompetitors__c = "Oracle" ) 

A friend mentioned: `&&` and `||` are operators. `AND()` and `OR()` are more like functions/methods.
While I have a background in programming, it was on mainframes, not the more modern languages today.
If somebody can show me how to have the working 1st example above changed to && II, I would appreciate.

Best Answer chosen by Carlos Siqueira
Ritika BhargavaRitika Bhargava
Hi Carlos,

Agree with your friend! These are termed differently, but internally and specifically in Salesforce formulas, these are one and the same thing. 

The usage for these two are entirely different. For example, && can be used to check expression as - Carlos && Carla
AND function usage will be: AND ( Carlos, Carla)

Using this logic the formula can be updated as:
NOT ( 
     AND ( ISBLANK( [Opportunity].MainCompetitors__c  ),
               OR([Opportunity].MainCompetitors__c = "IBM",
                      [Opportunity].MainCompetitors__c = "Oracle" ) ))

For further reference:
Jennie Persé DesbiensJennie Persé Desbiens 
I just customized the Product record page to reflect what we see in Ligthning, which is the Details section, then the two related lists Price Books and Standard Prices. However, even though I see the Standard Prices related list in the page layout (and in the Classic UI), it doesn't show in Lightning! Any ideas??

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Best Answer chosen by Jennie Persé Desbiens
Meghna VijayMeghna Vijay
Hi Jennie,

I hope this discussion will help you:-