What have people done in terms of attendance tracking in Salesforce
@Salesforce.org System Administrators@Nonprofit HubHi @Terry Cole
-- I am interested in your case use, using the Volunteer4SF to track class attendance -- I think it would work for us as well. Are you still using that? (The link above is no longer active.)
Thanks
I need a YOY % change report for Events. This would be a comparison of scheduled events for this month vs. this month last year and since would be a row count comparison, the formula doesn't work.
Results needed: By Assigned to, 2025 This month compared to 2024 this month , % change in number of events scheduled during that time. Example below of how I want the end result to look
I created two formula check box fields for This Month and This Month Last year but cannot figure out the formula to compare the numbers.
All suggestions welcome!
To filter for the current month and same month last year:
Be aware that this will compare the current Month to date against the full month last year. If you want to compare the current MTD against MTD last year, you need to add a third date filter of "Less or Equal 364 Days Ago" and change the filter logic to "1 OR (2 AND 3)."
The most basic solution for a YoY% calculation is a Summary formula using PREVGROUPVAL(). Group rows by [Assigned] and group columns by [Date], then set the Date field to group by Calendar Month. Create a Summary Formula called 'YoY%' using the formula:
IF(
/* Retun null if last year is null or zero */
BLANKVALUE(PREVGROUPVAL(RowCount, COMPLETED_DATE_TIME), 0) = 0,
null,
(RowCount - PREVGROUPVAL(RowCount, COMPLETED_DATE_TIME)) / PREVGROUPVAL(RowCount, COMPLETED_DATE_TIME)
)
Change the Summary Formula's display settings to 'Selected Groups' and set Row Group to [Assigned] and [Column Group] to date.
The downside of this method is that it can only show the YoY% for each Assignee separately. If you want to know the YoY% change across all Assignees you'll need to create a second Summary formula and change the Row Group display setting to 'Grand Total.' You'll also get blank YoY% rows in your last year and Grand Total columns (see screenshot below).
I’m working on configuring a product and adding it to a Quote in Salesforce Industries CPQ (RLM). However, whenever I try to delete any line item from the Transaction Line Editor (TLE)
, I encounter the following error:
SF-Pricing-00006:
The value specified for the evaluation resource for ListOperation33#1 isn’t valid. Enter a valid value for the evaluation resource and try again.
Error:
We couldn’t simulate the step because one or more specified resources don’t have corresponding values for evaluation.
cc
@Jean-Michel Marcotte-Tremblay
Hi,
Same issue.
I have just created playground as suggested in the module and play with this org.
Does somebody know how to fix this?
@Jayaprakash .
you asked "the screenshot for ListOpertaion 33 in the Pricing Procedure" - where to find this? RLM is so confusing
Dmitry
Hi
I'm trying to pass this module/step
https://trailhead.salesforce.com/content/learn/modules/efficient-sales-with-revenue-cloud/discover-and-configure-products?trailmix_creator_id=aporter16&trailmix_slug=revenue-cloud-rlm
and facing the error when save a Quote after deleting a line in Quote.
Error message: Your quote was not updated.
SF-Pricing-00006: The value specified for the evaluation resource for ListOperation33#1 isn’t valid. Enter a valid value for the evaluation resource and try again. Error: We couldn’t simulate the step because one or more specified resources don’t have corresponding values for evaluation.
So I can't finish the module.
Could someone help with this?
Thanks a lot.
Dmitry
I've tried this numerous times, and I'm still getting the same error. I'm not sure what step I missed. Please advise.
Thanks
#Trailhead Challenges
while doing one of the modules for the agenblazer champion, in the playground, i deleted the data modules. now i wanna delete the current playground and make a new one. what do i need to do now??
#Trailhead Challenges #Playground #Agentblazer
To request for another you will need to wait for the old to expire. It only takes 3 - 4 days for it to expire.
In Become an Agentblazer Champion>> Bring External Data into the Contact Page Layout Module >> I'm facing issue in Connect Data Cloud and CRM with Enrichment section. I am unable to choose ExternalReservation object for Data Cloud Object input.
Kindly help on priority.
Data streams data created successfully. still ExternalReservation not showing under dropdown.
I work for a small nonprofit, and we have been using the Weekly Export as our backup for our data. I am aware this is not the best solution, but it is free and what my organization has used since we started with Salesforce. I am an "also admin", so I do not have developer or IT experience. This lack of experience has made it challenging to find a backup service that works for us at a reasonable price. We need a backup product that backs up all data and metadata that can easily be restored.
OWN was recently purchased by Salesforce, and I think their product will work, but our leadership says it is too expensive. We currently have 10 GB of data. Does anyone have any recommendations for or against certain products and why? Any information you can provide would be appreciated!
@Nonprofit User Group, Michigan, US
I agree with @Tammy Silverthorne, Spanning (owned by Kaseya) is an excellent product and reasonably priced. One small pricing caution -- think carefully about the term of the license (1 year vs 3 years, for example). Once you are locked in you won't be able to reduce the no. of licenses during the term (say, if your org downsized).
Hello,
I have a question about Document Builder. I created a template (on Work Order object) and I would like to display the completed/uncompleted Work Steps on the document.
I added the Related Record Table component with the following information :
- Parent Record : Work Order
- Related entity : Work Steps (Work Order ID)
- I've selected two fields to display
When I generate the Service Report on Field Service Mobile App, this section doesn't appear. What am I missing ?
Thank you
@* Salesforce Field Service *
Forum Ambassador
You should you the related list work step and not work step (new). In addition, the field service mobile app uses the classic page layout and not lightning record page. Pls. check the assignments of the layouts with profile of the user on mobile device. In addition you should check the sharing settings on work plans and make sure, the user can see the work plan with work steps.
