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Hi, everyone! I’m trying to calculate a Membership End Date — which should always be the last day of the month, taking leap years into consideration — based on a Membership Start Date (which is not always the first day of the month).

I know ADDMONTHS will take leap years into consideration, but how can you ensure that the Membership End Date will always be the last day of the month, regardless of the month having 30 or 31 days?

Thank you!

#Formula Help @Steve Molis @Formulas - Help, Tips and Tricks
8 answers
  1. Today, 9:17 PM

    Thanks, @Steve Molis, as always! :)  

     

    I am trying to use this as a Flow formula for both 1 year and 2 year memberships. Here is what I have so far, but I am getting syntax errors when I add the ADDMONTHS part. :( Any help is much appreciated -- thank you! 

     

    IF(    OR(        ISPICKVAL({!$Record.Member_Level__c}, "1 yr membership"),        ISPICKVAL({!$Record.Member_Level__c}, "2yr membership)")    ),ADDMONTHS( DATE(YEAR( {!Start_Date__c },MONTH({!Start_Date__c }, 01), 13 ) - 1)),ADDMONTHS( DATE(YEAR( {!Start_Date__c },MONTH({!Start_Date__c }, 01), 25 ) - 1)))
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Hi All,

In the posted screen shot of my LWC listbox it has 2 bare buttons that when clicked give the option to wrap or clip text. I am trying to remove them, any help would be appreciated.  

Code is pasted below screenshot.

<template if:true={predictions.length}>

<ul

class="slds-listbox slds-listbox_vertical slds-dropdown slds-dropdown_fluid"

role="listbox"

>

<template for:each={predictions} for:item="prediction">

<li

key={prediction.place_id}

role="option"

class="slds-listbox__item"

onclick={handleSelectPrediction}

data-place-id={prediction.place_id}

data-description={prediction.description}

>

<span class="slds-truncate">{prediction.description}</span>

</li>

</template>

</ul>

#LWC  #HTML  #Css

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1 answer
  1. Today, 9:09 PM

    Salesforce does offer Security Center that will give you dashboards and reports of user permissions.  There is a cost associated with it though. 

     

    Alternatively, you could check the app exchange to see if there are any free apps out there that will give you that info. 

     

    If you cannot find anything that meets your needs there, or you don't have the budget for any of the above solutions, you can always run a SOQL query in the developer console or Salesforce Inspector (browser add-on).  The query would look something like:

    SELECT Id, Parent.Name, Parent.Profile.Name, PermissionsCreate, PermissionsDelete, PermissionsEdit, PermissionsModifyAllRecords, PermissionsRead, PermissionsViewAllRecords

    FROM ObjectPermissions

    WHERE SobjectType = 'object API Name you're looking for'

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Hey,

 

I'm having a right nightmare trying to insert images into an email template! I've clicked on Insert an Image but there are no documents to choose from. I've uploaded and saved images to my library under the file tab but they do not appear in the pop up box when I click on Insert and Image.

 

I've read numerous other answers to similar posts none of which work. 
3 answers
  1. Today, 9:09 PM

    Add the image under the Classic email template related list "Attachments".  

     

    Add the image under the Classic email template related list

     

     

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We are training organization,  In our org we have person accounts for  our trainees. 

Sometime Trainees doesn't complete the training with us, we want to bring them back to us. 

Is the Case Object good candidate for re-engagement purpose or should I go Custom Object approach? 

 

 

 

#Create A Case  #Sales Cloud

2 answers
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Unfortunately, I get the following error message after submitting Trail: 

 

It looks like the Unified Link 1 Flow element does not have the correct Data Source selected, or does not have Unified Link Individual ccid selected for the object. I deactivated the flow and redid all the required steps. Still the error message is popping up.  

 

Within the Unified Link 1 Flow filer section,  I cannot select "Individual Id, but only select "Unified Individual Id" as a Field.

 

Could you please advise? 

 

Thank you, René

Unified Link 1: Step not yet complete in Data Cloud and Einstein AI.

 

#Trailhead Challenges

2 answers
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Hello All, I have my Agentforce Specialist exam scheduled this sunday that is 6th jul, unfortunately there is a death in the family and i will not be available.I want to schedule this exam bit later.I am unable to reschedule in webassesor as that platform Will be not valid and exam is moving to trailhead. 

Can i cancel my exam and later on schedule it in the Trailhead portal? 

Please note: Agentforce specialist is a free exam and i dont have any voucher for that. 

 

#Certifications  #Online Exam Issue With Kryterion  #Agentforce

2 answers
  1. Today, 9:05 PM

    Thank you Derrick. 

    I have already created a case but its been a week there is no response. 

    There is no number to call them as well. 

    Seriously stuck

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2 answers
  1. Today, 4:57 AM

    hi @Delia Guo

     

    The VS code is opened in dark mode. You can switch the mode to light mode. 

     

    To enable light mode in Visual Studio Code, navigate to File > Preferences > Color Theme (or use the shortcut Ctrl+K Ctrl+T) and select a light theme from the list 

     

    Thanks

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Hi team, I'm trying to finish my Trailbrazer Champion hands-on activity (Data Cloud and Einstein AI Playground) and I haven't received any email with my password reset since yesterday. 

 

Somebody knows what to to in this case? 

 

Thanks in advance! 

 

#Trailhead Challenges

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I have a request to have a multi step approval. 

 

i have set it up like the following but when I approve it approves the entire quote instead of moving to the next approver 

I have tried both check boxes for Require Explicit Approval = true and false and a mix.  

 

what am I doing wrong 

HELP Advanced Approvals Multi Approvers

 

 

 

#Ask An Expert  #Advanced Approval

1 answer
  1. Today, 5:46 PM

    Hi Melissa, 

    I'm doing it with Approval Rules - each of them is a Step in your approval sequence. 

    Hi Melissa, I'm doing it with Approval Rules - each of them is a Step in your approval sequence.

     

    Full explanation here: 

     

    Salesforce CPQ Advanced Approvals can be used to create sequential approval processes by utilizing Approval Chains and Approval Rules. These features allow you to define specific sequences of approvers, ensuring that approvals are processed in a defined order.  

     

    Here's how to set up sequential approvals:

    1. Define Approval Chains:

    • Approval Chains group related approval rules together, allowing you to manage approvals for different teams or departments.
    • For example, you might have separate chains for Discounting, Legal, and Finance teams.
    • To create a chain, create an approval rule and populate the "Approval Chain" field on the Approval Rule record, linking it to the relevant chain.  

       

    2. Create Approval Rules:

    • Each approval rule defines the conditions under which an approval request is triggered.  

       

    • These rules specify which approvers are involved and how they are notified. 
    • You can use criteria-based entry to trigger approvals only when necessary. 
    • Approval rules can also be tailored to specific roles or departments. 

    3. Define Approval Steps within a Chain:

    • Within an approval chain, you can define individual approval steps that specify the sequence of approvers.
    • For example, a chain might first send a request to a Sales Manager, then to a VP of Sales, and finally to Finance.
    • This ensures that approvals are processed in a predefined order, with each step dependent on the previous one. 

    4. Consider Smart Approvals:

    • For more complex scenarios, consider using Smart Approvals, which can leverage historical data and preset conditions to streamline the approval process.
    • Smart Approvals can help in making efficient decisions while ensuring accuracy and compliance.  

       

    Example:

    Let's say you have a quote that needs approval for a discount greater than 10%. You can set up an approval chain for discounting with the following steps:

    1. Approval Rule: Triggered when the discount is greater than 10%. 
    2. Approval Chain: Linked to the "Discounting" chain. 
    3. Approval Step 1: Assigns the approval request to the Sales Manager. 
    4. Approval Step 2: If the Sales Manager approves, the request is then assigned to the VP of Sales. 
    5. Approval Step 3: If the VP of Sales approves, the request is assigned to the Finance team.  

       

    By configuring approval chains and rules with defined steps, you can effectively implement sequential approval processes in Salesforce CPQ 

     

    Hope it helps, 

    David

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