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#SorryBabyIhadtoCrashThatHonda2 discussing

Sometimes you have to give people the bad news that something is just not possible. https://www.youtube.com/watch?v=5lL1ypndnWA&feature=youtu.be&t=52s
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Tuyen Pham asked in #Reports & Dashboards
Mar 29, 2:40 PM
Counting days in the Joined Report

Hi everyone, 

I have a Joined Report. I want to create a formula to calculate the number of months from the "Create Date" or "Date Installed" field. 

 

Counting days in the Joined Report 

 

Can anyone help me?  Thank you,

 

@Reports & Dashboards

 

 

#Reports & Dashboards

4 answers
  1. Steve Molis (You Owe Me a Beer, Inc.)
    Mar 31, 2:56 PM

    Unfortunateky it IS what it IS.  You simply can't have a Row-Level Formula in a Joined Report, there is no magic work-around or backdoor.  

     

    You have to pick 1:  

     

    a Singular Report WITH your Row-Level Formula   

     

    OR  

     

    a Joined Report WITHOUT your Row-Level Formula   

     

    Those are your only options, you can't have both  

     

    otherwise you'll need to create a Custom Formula(Number) field on the Object, or maybe try a Custom Report Type  

     

    #SorryBabyIhadtoCrashThatHonda

     

     

      

     

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Jonny Katz (Director, Customer Success Ops at PeerSpot) asked in #Reports & Dashboards
Nov 7, 2018, 2:25 PM
Lead to closed won report
I am trying to create this report is Salesforce. Is it possible? We are using the lead object and opportunity object. There may be records that are created from the opportunity object directly... The goal is to understand how many leads are created by lead source and how many convert to opportunities and then are closed won or lost.

 

Lead to closed won report

 

 
42 answers
  1. Steve Molis (You Owe Me a Beer, Inc.)
    Feb 3, 3:21 PM

    You need to identify how many Accounts, and Contacts have already been created via Lead Convert.  And then "somehow" identify which Opportunity records need to be attributed back to those Converted Leads.   

     

    You also you need to start having your users create Opportunities via the standard Lead Conversion Process, to prevent this from getting any worse than it already is (which is probably pretty bad) .   

     

    By not creating Opportunities via Lead Convert, you've created a MASSIVE data/information/knowledge void, one that is going to take a LOT of effort to fill in, like a pothole that's been ignored and only gotten increasingly worse over time. Until finally one day the townsfolk are staring at this massive canyon in the middle of Main Street, and one of them says "I'd like to drive to the Donut Shop on the other side of town, how do I get there?"    

     

     

     

     

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L K asked in Salesforce Administrators & Developers
Nov 7, 2025, 6:05 PM
Reports help

 Hi, could anyone please help me with a reporting task? 

 I would like to create a report that shows users, their licenses, and the public groups they belong to — including both active and inactive users.  

Thank You!

6 answers
  1. L K
    Nov 10, 2025, 1:29 PM

    @Yoav Frank  After going through the flow implementation, I understand that instead of looping through each user, we can use an Apex action to handle everything in one step. This will keep the flow much simpler, with only four or five components. 

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Aline Sarabia (Senior Salesforce Administrator at Cloudwise Services) asked in Dynamic Forms, Actions, Lists and More!
Aug 19, 2025, 6:13 PM
Issue with Component/Field Visibility when creating new records

Hello. 

 

I have creating some lightning pages that have field or component visibility based on the record type.  When I click "New" fields or sections that should be hidden based on the record type I have chosen are still visible.  I have also tried creating different lightning pages and assigning by record type with no success there either.  Is this a known issue or bug?

18 answers
  1. Naga Vijaya Sravani Surampudi
    Aug 20, 2025, 6:32 PM

    @Steve Molis

     

    It was even working for me. I referred to the Salesforce docs for confirmation and found those. 

    Not sure on this...

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Angela Behm (Director of Client Experience & Operations Technology Lead at Jacobson & Schmitt Advisors, LLC) asked in #Reports & Dashboards
Apr 12, 2022, 7:51 PM
How do I remove the blank rows in my joined report?

I have a joined report for Contacts & Activities.  I have two blocks. The first block includes those Accounts (Clients) we are meeting with in the next two weeks (I've filtered for those specific events) and some additional data fields.  In block two are the OPEN tasks associated with all Accounts.  However, I am seeing a lot of blank rows, since ALL tasks for ALL accounts are showing.  How can I see ONLY those tasks in Block 2 for those Accounts in Block 1? Thank you!

 

@Reports & Dashboards 

3 answers
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Russell Everett posted in Who owes me a beer?!?
Jun 23, 2025, 3:21 PM

Hello,  

 

I have a validation rule written as such:  

 

AND( 

OR( 

ISPICKVAL(StageName, "Budget"), 

ISPICKVAL(StageName, "Sales Quote"), 

ISPICKVAL(StageName, "Negotiation / Review") 

), 

 

ISCHANGED( CloseDate ), 

$

Profile.Name

 <> "System Administrator", 

$User.Username <> "

yaritza.romo@hollman.com

" 

 

) 

 

It is currently saying (with additional parameters) opportunity close date cannot be changed at all - how can i revise this to say that a close date CAN be brought in from another month, but NOT pushed out from this month? 

 

(we are trying to keep our pipeline honest - need rules to help, not allowing sales users to push out opps but definitely bring in opps if they can)  

 

PUSH OUT = Edit close date to be in a future month 

BRING IN = Edit close date to be in current month 

 

Thanks! 

 

@Admin Group, Dallas, US #Validation Rules

 

@Who owes me a beer?!?

10 comments
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Tony Tuck (Sales Operations Specialist at Ingenious Med) asked in #Reports & Dashboards
Apr 9, 2025, 9:15 PM
Need to view Prospect Info for Sales Engagement Report

Hello! I need assistance with a Sales Engagement report. I have created both an Email Template and Cadence Report with metrics. These reports will show how engaged the targets are (opened, replied, clicked links) with Email Templates and Cadences, however they will only generate the number of targets. My sales reps would like to see the names of those targets (lead or contact). Is that possible?   

@Reports & Dashboards 

2 answers
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Shelvin Lal (Admin at Quad) asked in #Sales Cloud
Mar 20, 2025, 6:40 PM
In Salesforce, how can I display to owners only the campaign members they own for sending out emails?

In Salesforce, how can I display to owners only the campaign members they own for sending out emails? The view should not display campaign members owned by other users. I understand users can filter to their own records, but it would nice to have a view that only displays their records automatically. We've had issues where a user has emailed to campaign members that they did not own. 

6 answers
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Bridget Dubas (Business Systems Analyst at CommScope (formerly ARRIS)) asked in #Reports & Dashboards
Mar 11, 2025, 6:09 PM
Any options to display full dashboard on Home page or link to full dashboard instead of report?

Disclaimer: We are still using Classic for most of our Users.  We have an issue where we can't find a way to display an entire dashboard on the Home page OR have the dashboard preview link to the full dashboard.  It only opens the underlying report for the component.  We need a way to get Sales Users to their individual dashboards quickly and easily.  I tried adding the URL of the dashboard in the description but that does not display on the Home page preview.  I also don't see any way to pin or favorite a dashboard in Classic to ensure it is always the first dashboard opened if the User goes to the dashboard page.  I thought I remembered having the ability to favorite or follow dashboards back in the day.  Looking for any tips or tricks that have been used.   

 

@Reports & Dashboards 

4 answers
  1. Steve Haekler (O.Berk Company)
    Mar 21, 2025, 5:57 PM

    @Bridget Dubas

    Hi Bridget, You can get at least a partial dashboard view on a Classic Home Page.  Go to Setup and type in Home, the click on Home Page Layouts. You can edit an existing one or create a new layout. Let's say you update an existing Home Page. Click Edit on the home page layout, the check the Dashboard Snapshot checkbox, Next then choose which column in your DB you want the the snapshot to show up, then Save.  

     

    Then go to the home page and you should see a Dashboard section. From there click on Customize Page on the upper right of the Dashboard section/component and select an existing Dashboard, save. 

     

    If all goes well you should have something like this displayed on your Home Page: 

     

     

    Hi Bridget, You can get at least a partial dashboard view on a Classic Home Page. Go to Setup and type in Home, the click on Home Page Layouts. You can edit an existing one or create a new layout.

     

     

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Craig Woodman (Solutions Architect at Ad Victoriam Solutions) asked in Salesforce Automation Hour
Oct 25, 2021, 1:22 PM
$Record variables do not appear to be working with task object in record triggered flow

I posted this in the developer forums - Figured I would also post here.

 

Anyone else run into this, where the $Record variables do not appear to be accessible with Task Object?

 

#Flow

7 answers
  1. Mahima Shukla (xyz)
    Mar 20, 2025, 4:19 PM

    I am Facing the same problem where Global Variable $record is not appearing when i am trying to map  Opportunity name using global variable while creating record in record trigger flow. please someone help me resolve this issue. 

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