Skip to main content Join us at TDX in San Francisco or on Salesforce+ on March 5-6 for the Developer Conference for the AI Agent Era. Register now.

#Sales Cloud454 discussing

Hi there, 

I am trying to create a custom forecast type that shows quota against open pipeline that only consists of opportunities created in the current year. 

The picklist values for custom filter criteria do not include the opportunity created date - is there a way to add it? 

 

Thank you for any support 

 

#Forecasting  #Salesforce Admin #Sales Cloud

0/9000

I am looking for a solution where user is entering a value in dollar on one of the currency field on Opportunity object and an automation is converting the currency value to local currency and displaying it as output.  

For example, we have an automation that populates a field on an Opportunity during creation with a value of 10,000USD. Now, based on the Opportunity Currency, the system should automatically convert this amount to the local currency, say Euros, based on the Dated Currency Rate. If the Dated Currency Rate on the close date is 0.85, the system should display the converted value of €8,500 in this custom field.

We have advanced currency management enable and would like to do the conversion based on the Dated Currency Rate instead of Corporate Currency Rates. 

Any suggestions?  

 

#Sales Cloud  #Currency  #Opportunity Currency  #Opportunity

0/9000

I'm having an issue with Enhanced User List View. The list views will frequently only display 19 records, even when it says at the top that it has returned more. This happens most of the time but not every

 time I visit.  

 

To reveal the full list, I'll usually need to remove one of the filters, then add it back in. 

 

Anyone else experiencing this or have an idea what to do? I recently cleared my cache and this issue persisted. 

 

@* Sales Cloud - Best Practices *  @* Sales Cloud - Getting Started *CleanShot 2025-02-18 at 09.37.43@2x.png

 

 

#Sales Cloud

1 answer
0/9000

Occasionally, I'll get a popup for Google Translate and set the language to English and translate to always. As you can see in the graphics, I didn't get the popup, so I'm stuck with the page in Thai. But even if I change the settings, pages keep showing up partially in English and another language (mostly Thai in this case). This is a brand new MacBook Air running Chrome and the latest OS. I have never set Thai as a language for anything; I don't speak Thai. How do I stop this?

 

Screen Shot 2021-07-26 at 4.20.51 PM.png

 

Screen Shot 2021-07-26 at 4.21.00 PM.png

5 answers
  1. Jul 29, 2021, 11:46 PM

    I have this problem too.  Very annoying.  You can add ⟨=en_us to the end of the url and it will fix it.  But I'm not sure why it is defaulting to Thai to begin with.  

     

    &lang=en_us
0/9000

We're starting to come across the issue where some of our contacts are retiring or leaving the industry. We're not ready to get rid of their information in Salesforce, but we don't need them actively showing up on the related contacts for an account. What are y'all doing for your retired contacts? 

 

#Data Management  #Sales Cloud

0/9000

Currently when I am sending a contract for signature (it is currently coming from a docusign email) I would like it to come from this email:  taxprocessing@tannerco.com

. Is it possible to set it up this way?  

 

Screenshot 2025-02-20 at 10.22.52 AM.png

 

 

 

#Sales Cloud

2 answers
  1. Feb 24, 4:30 PM

    @Munagala Raghunathreddy That didn't seem get me anywhere. Would it be possible to just update my email within that org to the necessary one? Or does the email need to be updated within docusign (Just so it isn't coming from my current email?) 

0/9000

𝐋𝐞𝐯𝐞𝐥 𝐔𝐩🔥 at TDX25

 𝐰𝐢𝐭𝐡 𝐭𝐡𝐞 𝐀𝐠𝐞𝐧𝐭𝐅𝐨𝐫𝐜𝐞 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧! 

 

If you’re working with 

#AgentForce#AgentForce, this is your chance to prove your expertise and stay ahead in the AI game. Getting certified isn’t just a milestone—it’s a game-changer. It validates your ability to implement and manage AgentForce, helping you stand out in the Salesforce

 ecosystem. 

 

𝑹𝒆𝒂𝒅𝒚 𝒕𝒐 𝒕𝒂𝒌𝒆 𝒕𝒉𝒆 𝒏𝒆𝒙𝒕 𝒔𝒕𝒆𝒑? 𝑳𝒆𝒕’𝒔 𝒎𝒂𝒌𝒆 𝒊𝒕 𝒉𝒂𝒑𝒑𝒆𝒏! 🚀 

 

Seats are now reservable! Don't miss your chance to get hands-on learning and expert guidance. Secure your spot in the AgentForce Specialist Certification Exam before it fills up! 

 

📅 𝐄𝐱𝐚𝐦 𝐒𝐞𝐬𝐬𝐢𝐨𝐧𝐬: 

📍 March 5-6 | Room 2008 (Certification, Level 2) 

Multiple time slots are available—check the details and book now. 

 

🔗 Save it to your agenda:  

https://lnkd.in/gH2uyP7U

   

1740376688884.gif

 

 

 

Who’s planning to get certified? Drop a comment! 👇  

 

 

@Admin Trailblazers @* Release Readiness Trailblazers * @* Lightning Now! *@* Sales Cloud - Best Practices * @* Sales Cloud - Getting Started *@Salesforce Flow Automation @Salesforce Automation Hour  @Lightning Flow Discussions @The Blog Group @* Salesforce Developers *  @* Experience Cloud * @* Service Cloud * @Salesblazer Community Group

  

#Salesforce Developer  #Sales Cloud  #Salesforce  #Salesforce Admin  #Trailhead Challenges  #Trailhead

0/9000

There's a Opportunities field I have that does not appear as part of the listing in the Opportunity Field History List inside Fields and Relationships to allow me to select whether I would want that field to be tracked as Opportunity History. Are there fields that would not appear on the list that just cannot be tracked? The field I am referring to is a formula type field- not sure if that makes a difference.    

5 answers
  1. Yesterday, 1:02 PM

    Hi @Andrea Sloan

     

    Formula fields cannot be tracked for field history in Salesforce. Field history tracking is available for most custom and standard objects, but not all field types are supported. Specifically, formula fields are not included in the list of fields that can be tracked for history. 

    Below are some key points about field history tracking:

    • Supported Fields: You can track the field history of most custom and standard objects. When you modify a field on a supported object, Salesforce adds an entry to the History related list.
    • Unsupported Fields: Salesforce does not track changes to formula fields, time fields, or fields with more than 255 characters.
    • Field History Storage: Salesforce stores an object’s tracked field history in a related object called "StandardObjectNameHistory" or "CustomObjectName__History". 

       

      For more details, you can refer to the "Field History Tracking" (

      https://help.salesforce.com/s/articleView?id=sf.tracking_field_history.htm&type=5) documentation.  

    Hope this helps. Thanks!

0/9000

I have a Lightning Email Template in which I want to display the details of a task.

Example:

  • Task-related record: Lead, Contact
  • Fields: First Name, Last Name, Lead Owner’s First Name, Lead Owner’s Last Name

However, the issue is that the Task object cannot be selected as the Related Entity in the Lightning Email Template.

What is the best way to achieve this? I need to send an email when a task is created, including these details. I am using a Lightning Email Template because it allows me to include a header and footer image. Otherwise, I believe this could be achieved using a Send Email

action without a template and using a text template, but in that case, the header and footer images are not properly aligned. 

 

#Flow  #Flows  #Trailhead Challenges  #TrailblazerCommunity  #TrailblazerCommunityHelp  #Trailblazer  #Trailhead Superbadges  #Trailhead Support  #Salesforce Developer  #Sales Cloud

0/9000

I want to capture the average strength of a relationship a contact has with our company. Currently the Relationship object is at user record only. So it captures each company's users strength with the contact. Is there a formula I can use in a report to capture the average or most common value per contact?  

 

Example: a contact has 4 relationships strength statuses with our users. 

Contact : Eva Fritz 

Company Employee (User): Adam - Status: Knows 

Company Employee (User): Bridget - Status: Knows 

Company Employee (User): Colm - Status: Former Colleague 

Company Employee (User): Daisy - Status: Worked with the company before 

 

Report Formula reports back, 

 

Contact: Eva Fritz Status = Knows (it took the most common value) 

 

#Salesforce Developer  #Data Management  #Sales Cloud  #Reports & Dashboards  #Formulas

1 answer
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    Feb 24, 12:12 PM

    Hi Catriona, 

     

    While it's possible to do this, it would need to be done with some automation (ie flows) that would update a field on the Account. But, in your example, what if you have 2 "Knows" and 2 "Former Colleagues"? Which value should roll up?

0/9000