Skip to main content

#GSOfficeHoursPoll0 discussing

question of the week: We would like to track sales meetings.    I am trying to create a field that will track the number of events.  Possible? #GSOfficeHours 

5 comments
0/9000

Is there any way to override the Attach New File button?  an old idea talks about it: https://success.salesforce.com/ideaView?id=08730000000BrfL  We would like the users to use the google drive attach feature rather than the default

0/9000

I want to learn how to segment my clients by amounts invested, age, etc.

0/9000

Need to customize a print out/report and sort in a specified order. Need to print out a report including account name, opportunity name and description in order of the date of arrival date?

1 comment
0/9000

I have a process built that isn't executing the last step.  The process basically syncs two custom objects' (Enrollment Status__c and Application Status__c) fields but in the last step, when the Enrollment Status field changes to Expelled, I want it to not only update the Application Status to Withdrawn, but I also want to change a Student Status__c on the Contact record (Record Type=Student).  I was getting errors like "The flow failed to access the value for myVariable_current.Student__r.MasterRecordId because it hasn't been set or assigned.. "

 

And so I was trying to solve it by creating variations on scheduled jobs:  using the hack of creating a time that fires in 5 minutes so that I could check and see if it executed and also letting it run 1 hour after the process.  Both methods didn't work.

 

My custom object Enrollment is related to the Contact record through a lookup relationship.  Does it have to have a Master-Detail relationship in order for process builder to run?

0/9000

Process building. I have attempted a few simple ones and sometimes I am accidentally successful other times I think I have everything right and it doesn't work. Maybe walk us through a few processes in office hours and explain the elements and how they interact?

0/9000

#GSOfficeHours Is there a way to disable inline editing within Lightning? I can do it in Classic but the global Inline Editing setting seems to have no affect in Lightning. I've seen a reference in the Spring 17 release notes that says something about asking salesforce to disable SFX inline editing, but I cannot find any information on what that means...

0/9000