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Samuel Roll Can I change chart values for one person on a dashboard without changing it for everyone else?
I created a dashboard with several reports. I added a filter to the dashboard to filter by employee so if they select their name it will update each report with their own individual metrics. The problem is that some employees have different goals from others.
What I would like to be able to do is to edit the goal values on the charts (i.e., I have gauge charts and for some the max is 230 and for other is 180) for each individual person without it changing the value for everyone. Right now, when I go into the edit screen for the dashboard and select one individual from the filter list, I edit the chart values for their specific goals but then when I save it it changes the value for everyone else in the filter list. Is there any way to separate these edits and make them different for each person?
What I would like to be able to do is to edit the goal values on the charts (i.e., I have gauge charts and for some the max is 230 and for other is 180) for each individual person without it changing the value for everyone. Right now, when I go into the edit screen for the dashboard and select one individual from the filter list, I edit the chart values for their specific goals but then when I save it it changes the value for everyone else in the filter list. Is there any way to separate these edits and make them different for each person?
Best Answer chosen by Samuel RollFormula field syntax with IF NOT ISBLANK?
On the opportunity we use a lookup field to an account called Billing Account. We have a formula text field that displays the picklist value of the billing account's "Industry Type" field. This formula works:
TEXT(Billing_Account__r.Industry_Type__c )
Not all opportunities have the billing account assigned, but all opps have the default Account field assigned, so I need to expand the logic so it uses either the Billing_Account__r.Industry_Type__c field, if a billing account exists, or, if not, to use the default account's Account.Industry_Type__c field.
Am I anywhere close with this:
IF(
NOT(
ISBLANK(Billing_Account__r),
TEXT(Billing_Account__r.Industry_Type__c ),
TEXT(Account.Industry_Type__c)
)
)
TEXT(Billing_Account__r.Industry_Type__c )
Not all opportunities have the billing account assigned, but all opps have the default Account field assigned, so I need to expand the logic so it uses either the Billing_Account__r.Industry_Type__c field, if a billing account exists, or, if not, to use the default account's Account.Industry_Type__c field.
Am I anywhere close with this:
IF(
NOT(
ISBLANK(Billing_Account__r),
TEXT(Billing_Account__r.Industry_Type__c ),
TEXT(Account.Industry_Type__c)
)
)
Best Answer chosen by John PollardLike this =
BLANKVALUE(TEXT(Billing_Account__r.Industry_Type__c), TEXT(Account.Industry_Type__c))
Susan Keefer top 10 report in lightning dashboard
Hi-
I'm trying to create a top 10 opportunities report (based on total contract value) and place it on a dashboard in Lightning. I had to build the report in Classic because I was unable to find a way to filter by 'top 10 rows' in Lightning report builder, and the report runs fine in LIghtning and appears as I would expect. However, if I add it to a dashboard, the top 10 filter disappears and it just shows all opportunities. Any ideas?
I'm trying to create a top 10 opportunities report (based on total contract value) and place it on a dashboard in Lightning. I had to build the report in Classic because I was unable to find a way to filter by 'top 10 rows' in Lightning report builder, and the report runs fine in LIghtning and appears as I would expect. However, if I add it to a dashboard, the top 10 filter disappears and it just shows all opportunities. Any ideas?
Best Answer chosen by Susan KeeferKenneth Devorak Validation issue on page layout
I have a validation rule inside my contact object. I also have 2 different page layouts. The field that gets validated is only on 1 page layout. When on the other page layout I'm getting a validation error for a field thats not on that layout. Here is a screen shot of the validation. How can I stop this from happening?
Best Answer chosen by Kenneth DevorakTry this =
AND(
RecordType.Name = 'Insert Record Type Name Here',
OR(
ISBLANK(Tabe_Grade_Language__c),
NOT(REGEX(Tabe_Grade_Language__c, "\\d{2}\\.\\d{1}"))
)
)Kajal Patel Quick Action
Hi
How do I bring this button in Lightning Experience. When I open cases in Salesforce Classic, under Email Related list, I see the "Send Email" button but in LE how do I bring this quick action? I checked the case page layout and "under mobile and lightnling action", I see this Email action but not in LE.
How do I bring this button in Lightning Experience. When I open cases in Salesforce Classic, under Email Related list, I see the "Send Email" button but in LE how do I bring this quick action? I checked the case page layout and "under mobile and lightnling action", I see this Email action but not in LE.
Best Answer chosen by Kajal PatelHey,
In LE, the email quick action is in the publisher layout (along with chatter/post, poll options etc.)
Thanks
In LE, the email quick action is in the publisher layout (along with chatter/post, poll options etc.)
Thanks
Kenneth Devorak validation on a number format
I need to validate the the following data is enter as follows. XX.X the X can only be a number. 2 digit number followed by a period then a 1 digit number. Any help on fixing this would be great.
Below is my validation but its not working properly.
NOT( OR( ISBLANK( Tabe_Grade_Language__c), REGEX( Tabe_Grade_Language__c , "[0-9]{2}.[0-9]{1}") ) )
Below is my validation but its not working properly.
NOT( OR( ISBLANK( Tabe_Grade_Language__c), REGEX( Tabe_Grade_Language__c , "[0-9]{2}.[0-9]{1}") ) )
Best Answer chosen by Kenneth DevorakTry this =
OR(
ISBLANK(Tabe_Grade_Language__c),
NOT(REGEX(Tabe_Grade_Language__c, "\\d{2}\\.\\d{1}"))
)Tom Le Is there a way to put a global action on the home page of a community?
Currently, I can only do this via a page layout. So when I'm looking at an actual record in the community I can see it, but I want to see a global action as a standalone "button" in the community.
Best Answer chosen by Tom LeHi Tom,
i think you can put global actions by assigning record types to profiles.
for more details please check the below threads : -
https://help.salesforce.com/articleView?id=000317747&language=en_US&type=1&mode=1 (https://help.salesforce.com/articleView?id=000317747&language=en_US&type=1&mode=1)
https://success.salesforce.com/answers?id=9063A000000l3qsQAA
Hope it helps.
if you find the infrormation as informative then mark it to close the thread.
Nidhi Thaker Modify formula field to capture blank value
Hello!
I need some help with my formula field. So, I have a picklist which is 'Reasons for Cancellation' and then a formula field which populates a report with text provided by me.
The formula is as follows:
IF(
CONTAINS(TEXT(Cancellation_Reason__c),"Lack of Payment")
,"Deliquency",
CASE(TEXT(Cancellation_Reason__c),
"Customer Moved", "Customer Moved / Out of Business",
"Business Sold/Out of Business", "Customer Moved / Out of Business",
"Does Not Understand Product", "Customer Not Satisfied with Product",
"Product Does Not Meet Needs", "Customer Not Satisfied with Product",
"Unhappy with BW Service", "Customer Not Satisfied with Product",
"Unable to Establish Communication", "Other",
"Financial Hardship", "Other",
"Other")
)
Now, if the chosen reason from picklist is Unable to Establish Communication, Financial Hardship or Other, the formula field will ensure that the text that will go on the report is 'Other'. Correct?
Secondly, I need to add something to the formula. If none of the reasons are chosen, the report still shows 'Other'. I need it to be blank if no reason is chosen, i.e. if no picklist value is chosen, that cell in the report should be blank.
Thanks for your help!
I need some help with my formula field. So, I have a picklist which is 'Reasons for Cancellation' and then a formula field which populates a report with text provided by me.
The formula is as follows:
IF(
CONTAINS(TEXT(Cancellation_Reason__c),"Lack of Payment")
,"Deliquency",
CASE(TEXT(Cancellation_Reason__c),
"Customer Moved", "Customer Moved / Out of Business",
"Business Sold/Out of Business", "Customer Moved / Out of Business",
"Does Not Understand Product", "Customer Not Satisfied with Product",
"Product Does Not Meet Needs", "Customer Not Satisfied with Product",
"Unhappy with BW Service", "Customer Not Satisfied with Product",
"Unable to Establish Communication", "Other",
"Financial Hardship", "Other",
"Other")
)
Now, if the chosen reason from picklist is Unable to Establish Communication, Financial Hardship or Other, the formula field will ensure that the text that will go on the report is 'Other'. Correct?
Secondly, I need to add something to the formula. If none of the reasons are chosen, the report still shows 'Other'. I need it to be blank if no reason is chosen, i.e. if no picklist value is chosen, that cell in the report should be blank.
Thanks for your help!
Best Answer chosen by Nidhi ThakerAnkush AgarwalHi Nidhi,
Please find below updated formula:
IF(
CONTAINS(TEXT(Cancellation_Reason__c),"Lack of Payment")
,"Deliquency",
CASE(TEXT(Cancellation_Reason__c),
"Customer Moved", "Customer Moved / Out of Business",
"Business Sold/Out of Business", "Customer Moved / Out of Business",
"Does Not Understand Product", "Customer Not Satisfied with Product",
"Product Does Not Meet Needs", "Customer Not Satisfied with Product",
"Unhappy with BW Service", "Customer Not Satisfied with Product",
"Unable to Establish Communication", "Other",
"Financial Hardship", "Other",
"Other","Other")
""
)
Please find below answer for your queries:
Now, if the chosen reason from picklist is Unable to Establish Communication, Financial Hardship or Other, the formula field will ensure that the text that will go on the report is 'Other'. Correct?
AA: Updated formula will populate Other for all three picklist value.
Secondly, I need to add something to the formula. If none of the reasons are chosen, the report still shows 'Other'. I need it to be blank if no reason is chosen, i.e. if no picklist value is chosen, that cell in the report should be blank.
AA: Last value of Case will set the value as blank instead of Other
Hope this may solve your problem.
Please find below updated formula:
IF(
CONTAINS(TEXT(Cancellation_Reason__c),"Lack of Payment")
,"Deliquency",
CASE(TEXT(Cancellation_Reason__c),
"Customer Moved", "Customer Moved / Out of Business",
"Business Sold/Out of Business", "Customer Moved / Out of Business",
"Does Not Understand Product", "Customer Not Satisfied with Product",
"Product Does Not Meet Needs", "Customer Not Satisfied with Product",
"Unhappy with BW Service", "Customer Not Satisfied with Product",
"Unable to Establish Communication", "Other",
"Financial Hardship", "Other",
"Other","Other")
""
)
Please find below answer for your queries:
Now, if the chosen reason from picklist is Unable to Establish Communication, Financial Hardship or Other, the formula field will ensure that the text that will go on the report is 'Other'. Correct?
AA: Updated formula will populate Other for all three picklist value.
Secondly, I need to add something to the formula. If none of the reasons are chosen, the report still shows 'Other'. I need it to be blank if no reason is chosen, i.e. if no picklist value is chosen, that cell in the report should be blank.
AA: Last value of Case will set the value as blank instead of Other
Hope this may solve your problem.
Kenneth Devorak Validation Help
I'm using the following validation but its making the field a required field. How do I also allow the field to be blank?
OR
(
NOT(ISNUMBER( Tabe_Score_Language__c )),
AND(ISNUMBER( Tabe_Score_Language__c ), LEN( Tabe_Score_Language__c ) <>3)
)
Thank you,
OR
(
NOT(ISNUMBER( Tabe_Score_Language__c )),
AND(ISNUMBER( Tabe_Score_Language__c ), LEN( Tabe_Score_Language__c ) <>3)
)
Thank you,
Best Answer chosen by Kenneth DevorakAND( NOT(ISBLANK(Tabe_Score_Language__c)), OR( NOT(ISNUMBER( Tabe_Score_Language__c )), AND(ISNUMBER( Tabe_Score_Language__c ), LEN( Tabe_Score_Language__c ) <>3) ) )
I actually used workbench to delete those records in a list view.
Thanks,
SS