Feed

I have a report that I have created to look at the Cases in different statuses on Salesforce. 

Some of the Statuses are where cases have been addressed whereas some are were they have not been replied to yet. I am looking to add a formula that tells me the percentage of how many are responded to vs the total for the day. 

I have created a bucket column to group cases status in to 2 groups but I'm not able to add this so I must be doing something incorrectly. Is there a different way to do this?

We have a Wealth Group in our bank that manages about 1300 accounts, and we're transitioning from a legacy system to Salesforce FSC. To capture the notes from the legacy system, they have created .pdf files that we can attach to the Account in SF. However, we need to limit visibility of the file only to the Wealth Group, while keeping visibility of the Account to all users. For example, a customer service rep in a branch should see the Account record, but not the attached file, while a Wealth Group user would see the Account record and the attached file. Is this possible? 

 I want to transmit few fields data from salesforce to the other system. In short when a ticket is created in salesforce i need to send those ticket/case data to the other system via ADO. . Can you please provide me with any reference links or thoughts how this can be done. 

Thanks in advance! 

If an email-to-case is open under a particular queue, and emails are been sent in that case with email threading in place and another queue with E2C is forwarded an email with a task for them to complete on that case, should it create a new case for the other queue?  In our situation it did not and I think because of email threading.  If that is the case, what would be a possible solution if it happens again?  Chatter that other queue on the case? Send a separate email to the other queue so a new case is created for them? Create some sort of flow to pick up on forwarded email on the case to create a new case for the other queue? hope this makes sense, and I can clarify.   Any suggestions would be helpful.  Thanks 

#Salesforce Admin  #Sales Cloud  #Salesforce  #Salesforcecommunity

Hi Guys, We are using global state and country picklists on one of our projects. We discovered that not many countries have states defined in the Salesforce global state and country picklist. One requirement is to allow users to manually enter states or provinces for some countries because there are no consistent standards. We also have a legacy data migration requirement where states were entered incorrectly for some international countries. I want to know how to handle this situation: on our online forms, we want users to type in states and provinces if they don't match the standard list, and for data migration, how do we record states that are not part of the standard? I dislike using a custom field to manage this, but how do you handle exceptions to the state and country picklist feature? @Admin Tricks@Admin Addicts

I was doing some testing and development in a sandbox. About a week ago another administration refresh the sandbox without informing me. Is it possible to restore the prior data in a new instance of a salesforce sandbox.

Thank you

#Trailhead Challenges

Hello, I've completed the Bring External Data into the Contact Page Layout lesson however when I go to verify my 100 points, I received the following error message (see screenshot #1). However, it looks like I did set this up in my sandbox (see screenshot #2). Can you please help me resolve this so I can move onto the next lesson? Thank you in advance  

Hi everyone! We have an issue in our org. So a scheduled apex job runs every evening at close of business to pick all cases that are due to be auto-closed that day, and through an apex class updates the status of these cases to 'Closed' and sends a notification email. Now we have another record triggered flow that triggers when a case is closed, and calculates the age of the case in business hours and updates the case record this value. Since we are calculating this based on the business hours defined in set up, we are unable to implement this as a formula field and need a record triggered flow. This flow works when the case status is updated manually one record at a time. However, when the apex job mentioned above updates a bulk of cases, it ends up triggering this flow and erroring out. How can we overcome this issue?    Thanks in advance for any suggestions.   

#Trailhead Challenges