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Bryn GormleyBryn Gormley 
My collegue overwrote an existing profile to prepare for a New Hire, and I need to reverse the change.

Problem is, this was done 2 months ago and the New Hire now has their own records. Also, the New Hire, is very senior to me, so I may only get one shot at this.

Is there a way to create a new user for the New Hire, and Reassign only the records they own, i.e. that were created by that user within the last two months?
Best Answer chosen by Bryn Gormley
Steve MolisSteve Molis
You might be able to do that.  Your best bet is to create Reports that have the CreatedBy and CreatedDate, and export them to a CSV file (maike sure the CSV files have the User ID, and the Salesforce Record ID.  
Then you can mass transfer them using the CSV files and a tool like the Force.com Dataloader, or DataloaderIO 
Shane ClevengerShane Clevenger 
I need to edit the validation rule currently on the lead object.
They have a web to lead from hubspot. 
When the leads come in, some of them are being rejected as they aren't following
the requirements needed:
phone
email
name. 
They want to be able to have the web to leads flow in without errors, even if info is missing. 
However, they want their internal users when creating a lead to have to follow this validation. 
Is this possible?
Any assistance would be appreciated. 
Thank you 
 
Best Answer chosen by Shane Clevenger
Keiji OtsuboKeiji Otsubo
Hi Shane,

I think there is a way to create a custom field that distinguishes between the inside and the outside and let the validation rule determine the inside and the outside.

In this case it may be easier to check as external with Web to Lead.
Tim BrevartTim Brevart 
Hi Salesforce community,

Okay, I am stumped! I created a global action that is meant to create an Event with a specific record type, and added the action to an Opportunity page layout. It's not appearing and I think I checked all of the possible causes for this:
  • Verified that the record type was specified in the global action.
  • Verified that I have access to the record type.
  • Verified that I added the action to the correct page layout according to the record type of the Opportunity I am testing with.
Could there be any other reasons that it wouldn't be appearing?

Thanks, all!

Tim
Best Answer chosen by Tim Brevart
Tony TrinhTony Trinh
Hi Tim,

Have you checked the Activity tab on the Opportunity record page?
Katie VillanuevaKatie Villanueva 
I have enabled History Tracking on the Lead object (or at least it was enabled before I became admin). However when I go to create a new report on the Leads object, LEAD HISTORY is not a report type option. As an admin, I have full visibility to see hidden report types, so I should see it. What am I missing or is this a bug? Is it possible an admin could have deleted this report type before my time? 
Best Answer chosen by Katie Villanueva
Dmitry ZhagrovDmitry Zhagrov
Katie,
Please, click to Select Report Types to Hide checkbox (checked it)
and then try to repeat search ;)
Adamo CaligiuriAdamo Caligiuri 
Hello,

Im trying to complete the challenge to update exchange currency. I have followed the step by step guidelines, however i keep receiving the same error that states: "We couldn’t find the new opportunity with the correct information. Ensure that you have entered the opportunity information correctly.". I have tried to redo this in multiple playgrounds with the same result.

Please help.

Thanks
Best Answer chosen by Adamo Caligiuri
Keiji OtsuboKeiji Otsubo
Hi Adamo,

Similar question is answered here.

https://trailblazers.salesforce.com/answers?id=9063A000000irJgQAI
Cheryl NormanCheryl Norman 
Good Day All.

Is it possible to change how opportunities are created?  When our Salesforce was set up (1 million light years ago and many many salesforce admins) Our current  process is,  opportunity can only be created from a contact and we would like to move that process to lead.  In other words, allow to create an opporunity from a lead rather then a contact.

The research that I have done has all been centered around chaning the stages of an opportunity not the creation part.

Thanks everyone for you help!!

Thanks
Cheryl
 
Best Answer chosen by Cheryl Norman
Jayson MoralesJayson Morales

Hi Cheryl,

The standard process is to convert a lead to an account, contact and opportunity. You can't relate a lead to opportunity, only contacts. 

Regards,
Jayson

Donal MorrisseyDonal Morrissey 
How do I designate a specific system admin to be the primary contact for all salesforce notifications, updates, new releases, sandbox refreshes, etc.
Best Answer chosen by Donal Morrissey
Mike BrownMike Brown
Hi Donal, 

I would go to Setup -> Company Information, and from there you can edit and select a user in the Primary Contact section:

 User-added image

I would also go to Setup -> Support Settings and Setup -> Sales Settings to set the appropriate default user for certain scenarios, such as which user a case should go to if the assignment ruels can't find anyone. 

Thanks,
Mikey 
Keith RichmondKeith Richmond 
Can we use another sandbox type other than "full sandbox" to build out and test a new opportunity object record type? Right now we only have one full sandbox license and there are changes currently going on in that on the opportunity object. Are either the Developer, Developer Pro, or Partial Copy close enough to the full sandbox to do this in?
Best Answer chosen by Keith Richmond
Alex YouroukelisAlex Youroukelis
Hi Keith

Yes, you can use any type of sandbox to build out and test new functionality. The only difference is that in Developer sandboxes, you will need to create your own data for testing purposes. With a partial sandbox, some, not all, of your data will be copied over. In addition, you can refresh developer and partial sandboxes more frequently than a full sandbox.

I'd suggest that you spin up a new developer sandbox, in that way you have an exact copy of your production environment to test out your new record type. If there are changes currently going on with the same object in your full sandbox, I'd also suggest that your changes are tested against the changes in the full sandbox too. You could do this in two ways. Either deploy your tested changes to the full sandbox to test with the changes that are occurring there or deploy the changes that are occurring in the full sandbox into your developer sandbox and test there.





 
Jonathan TobiasJonathan Tobias 
Hello,

Is there a way to have fields from the Account object to also appear on the Opportunity object?  If so, how can I achieve this?

Thanks,
Jon
Best Answer chosen by Jonathan Tobias
Dmitry ZhagrovDmitry Zhagrov
Jonathan,

One of the option is to create for Opportunity object some new fields with formula type and use as formula just reference to fields in related Account record.
David VarneyDavid Varney 
I have a custom button called: "Submit Onboarding Handoff Summary". It lives on the Opportunity object and it calls a Flow. I have two users that are trying to use the button, both users have the System Administrator profile, it is working for one user and not the other. I'm really troubleshooting this for another user who has a custom "Sales Manager" profile.

The Flow is active. 

The "Override default behavior and restrict access to enabled profiles or permission sets." checkbox is not checked.

All three users have the  "Flow User" checkbox checked on the user detail page.

The custom "Sales Manager" profile has the "Run Flows" checkbox checked. 

These are the errors (same errors) the Sales Manager and one of the System Admins is seeing, the other System Admin doesn't have an issue using the button. The error shows up when clicking on the button. 

I don't know if this matters but this started happening yesterday after we had switched to SSO with Okta, I don't know if it's related. 

User-added image
User-added image

 
Best Answer chosen by David Varney
David VarneyDavid Varney
I'm sure this is documented elsewhere but these steps helped me figure out what was going on. 

I added myself to the Apex Exception Email list: 
Setup > Apex Exception Email > Add Salesforce User

And then I changed the Process Automation Settings to email that Apex Execption list:
Setup > Process Automation Settings > Change "Send Process or Flow Error Email to" dropdown to "Apex Exception Email Recipients". 

I did this because there were multiple people who were the last ones to modify the Flows and that's where the error emails were going.