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I created a lead assignment rule that follows this logic:

- If a lead has a Pardot Score over a 50 AND they are located in the United States -> Assign it to Salesperson.

- If a lead does NOT meet the criteria above -> Assign it to me

My questions is:

- if a lead goes through the lead assignment rule and gets assigned to me, and then it later matches the criteria to be assigned to salesperson, how can I set it up so that it reassigns itself to the salesperson when it meets the necessary criteria?

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I'm cleaning up addresses based on a recent NCOA update, and in the past I've been able to add a new address (set as default), and then set the Latest Start Date as a date in the past...I usually relate this date to the NCOA change of address date. 

(Clarification -- When I add the new address and select "Default", it automatically defaults the Latest Start Date to today. But I've been able to then Edit the record and change the date. Just involved an extra step)

As of today, whenever I go to change the Latest Start Date of the default address, the date automatically sets it as today. Does anyone else experience this?

Yesterday I made a change in Setup re. the Address fields in the Account and Contact objects in order to address a recent bug that was causing a continual refresh of the page when I went to "Manage Household". I'm wondering if there's some correlation. (see https://github.com/SalesforceFoundation/NPSP/issues/6733)

@Nonprofit Hub #SalesCloudAskAnExpert

how do i auto relate tasks to Person Accounts? #Sales Cloud

We receive many support files (pdf, images, etc.) from external people via email . The file gets downloaded to a local drive and uploaded to a custom object. However randomly at the upload moment the user gets the error "You can't upload folders or 0-byte files". It is not a 0-byte file. The user also downloaded the file again and just added "a" to the name and could upload it. But it keeps happening with other files. Any ideas on what could be happening?  #FILES #SalesCloudAskAnExpert  

We have some related list buttons that don't work in Lightning. We'd like to hide those buttons when we deploy some user sets to Lightning, but keep them for users who will be staying on Classic.

I've used Sortable Data Grids to have more control over some other related lists, but that introduces its own set of quirks that I'd rather not deal with.

Is there a more simple way to get around this?

Thanks!

#Data Management

Background: I have created a custom object called "Programs" with a lookup to the Opportunity object in our org. When the opportunity stage changes to closed/won I created a process to automatically create a new "Program" record where the operations team can quickly find and reference their vital information to fulfill the order. I am creating formula fields to pull over this information they need but having trouble with a multi-select picklist field that contains important information about the experience chose for the specific program. 

Problem: I want to display the "chosen" multi-select picklist items on a new field in my "programs" object. There are 20+ options in the opportunity parent picklist field. I read in other forums that you can either create a very long formula field with a bunch of IF (INCLUDES) statements like this or write an apex trigger which I've never done before. Is there a workaround to achieve this in process builder or a different approach with formula fields? If not, do other admins attempt "simple" apex trigger codes to do this? 

Any advice or resources are greatly appreciated! 

#Sales Cloud

I'm not sure what the best option would be.  For example, if we found out a major construction project was happening in our area that several of our customers could be bidding on, we would like to have one record that identifies the generic project.  From there, we would like to create multiple opportunities related back to that project.

I thought Campaigns might be the best place to start, but I'm concerned about opening up the Marketing Campaigns tab to the sales reps.  From what I've read, you cannot create new Campaigns unless you are a Marketing user.

Is there another object in Salesforce that might be the better fit?

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Having trouble with a Validation Rule under Opportunity.  "Lost To" field to be required when the Stage is changed to Closed Lost OR Dead Opportunity.

TEXT(StageName)= "Closed Lost"

 ||

TEXT(StageName)= "Dead Opportunity"

 &&

ISBLANK(Lost_To__c)

Julie Kroenke