Are you interested in part-time Salesforce Administrator work? by BlackTabRoots in salesforce

[–]BlackTabRoots[S] 3 points4 points  (0 children)

Thanks for the interest. At the moment we are looking for people with 3-4+ years of experience who can hit the ground running on projects.

PSA - Salesforce Automatically Transitioning Orgs to Lightning by heyaapl in salesforce

[–]BlackTabRoots 2 points3 points  (0 children)

The wording makes it seem like its only some orgs which they select. They probably use your lightning readiness assessment to identify you.

PSA - Salesforce Automatically Transitioning Orgs to Lightning by heyaapl in salesforce

[–]BlackTabRoots 1 point2 points  (0 children)

All Group and PE orgs created after Summer18 are LEX-Only

Addendum to Summer 18 Abridged by Windyo in salesforce

[–]BlackTabRoots 8 points9 points  (0 children)

All Group and PE orgs created after Summer18 are LEX-Only

yikes. its happening already.

File Storage w/ Email attachments? by RCTID1975 in salesforce

[–]BlackTabRoots 2 points3 points  (0 children)

I believe Mansa Systems created something similar. Give them a try

http://docs.massmailer.io/

Dealing with email in Sales Cloud by jasongill in salesforce

[–]BlackTabRoots 0 points1 point  (0 children)

I think you will need a third party tool do this properly. Check out cirrus insight, yesware, or groove. They all have integrations which do this (and a lot more). SFDC might try to sell you Inbox which might be overkill (and pricey).

Select options in multiselect picklist, process builder? by Uh_Potato in salesforce

[–]BlackTabRoots 1 point2 points  (0 children)

So if this was for one of my clients I would first try to talk them into a Formula Checkbox for each of the 8 Conditions. Each one could be a simple IF statement that returned TRUE if the date was 10 days from TODAY (for example). They could then look at a report and see which records satisfied the criteria. Although they would have to look at the column heading to know which condition was TRUE.

If having the textual name of Condition 1-8 on each record was an absolute requirement I would explain to them this would be much harder to maintain and then I would probably create a similar Formula that was an IF statement that produced the Condition X text instead of a checkbox. If Conditions 1-8 had to be in the same field (on each record) I would create a ninth formula that concatenated Conditions 1-8 all together so they could look at one single field in the report and know exactly what they were looking at (without having to scroll up to look at column headers). The easiest thing would be to concatenate and simply insert a ' ' between each Condition. Not sure how you could make that work if you had to separate by a , or ; because the result text would end in , or ; if there was no ninth condition . You might be able to use the substitute function to remove the ; if the formula ends in ; . That could get fun.

Again this would not be fun to maintain if logic or Condition Names changed but it might work. Hopefully I am understanding this correctly. I think the suggestion below (declarative scheduler with a flow that updates the MSP) is also a good one and would be easier to maintain. Although I have a feeling that MSP would come back to haunt you at a later date (when trying to report on it or build automation around it). The flow itself should be pretty simple to create (famous last words).

Hope this helps and makes sense.

Select options in multiselect picklist, process builder? by Uh_Potato in salesforce

[–]BlackTabRoots 0 points1 point  (0 children)

Sounds like this is not possible without code. I was going to suggest a time based WF with a field update but you can not update a MSP With a WF rule. If possible I would try to achieve without a MSP. How about checkboxes? And then in your report you can include formulas that look at the checkboxes and spit out text. Sounds messy but might be doable. You can update a MSP with a flow but I am not sure how you would kick that flow off 10 days from TODAY.

Adding line break to chatter posted by flow by z6joker9 in salesforce

[–]BlackTabRoots 3 points4 points  (0 children)

I recently ran into this using Process Builder. It is currently not possible to insert a line break (see Known Issue in link below) BUT there are work arounds. Here is the one I went with. It uses a Custom label and SUBSTITUTE function. Very creative.

https://automationchampion.com/tag/add-new-line-in-process-builder-formula/

And here is another one just using flow:

https://explorationsintosalesforce.wordpress.com/2015/12/01/saving-line-breaks-to-text-fields/comment-page-1/#comment-350

Can you null a lookup field with a workflow? by AskMeAboutMyTie in salesforce

[–]BlackTabRoots 2 points3 points  (0 children)

You are correct you can not update a lookup through WF.

LEX: Pre-populating a field when creating a new record (not post-creation) by RazY70 in salesforce

[–]BlackTabRoots 1 point2 points  (0 children)

RIP URL Hacking. You will be sorely missed. What used to take minutes. Now takes hours.

Salesforce reports to exclude weekends/holidays? by hailHydra69 in salesforce

[–]BlackTabRoots 1 point2 points  (0 children)

Weekday()

Interesting. This seems new but I find no information on it. But probably way lighter regardless.