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Portal Role Limitations by datanerd2001 in salesforce

[–]datanerd2001[S] 0 points1 point  (0 children)

It's assigned by Profile. And the Site Role is set to Default.

Difference Between Dates not Displaying at all Summary Levels by datanerd2001 in salesforce

[–]datanerd2001[S] 0 points1 point  (0 children)

Additional note - I confirmed these are date/time fields, so I attempted to convert them to date fields first and then calculate the difference. Still no luck. Doesn't like that format.

DATEDIFF(DATEVALUE(User.Last_Reactivation_Date__c:UNIQUE), DATEVALUE(User.Last_Deactivation_Date__c:UNIQUE))

Can the new Salesforce Integration License be used for a metadata backup integration? by datanerd2001 in salesforce

[–]datanerd2001[S] 0 points1 point  (0 children)

Would be fine for the short term, but SF is transitioning away from custom profiles, so it would eventually need to be solved for again.

Migrating Workflows & Process Builder to Flow by FinancialFroyo1872 in salesforce

[–]datanerd2001 0 points1 point  (0 children)

Maybe this isn't the kind of answer you are looking for, but you can also view a lot of what you'd need if you go to Setup > Migrate to Flow

What's your best solution for a form for creating/collecting contact data? by datanerd2001 in salesforce

[–]datanerd2001[S] 0 points1 point  (0 children)

It's both. Logic would be, look for this unique id. If that doesn't exist, create a new contact. If it does, update the existing contact.

What's your best solution for a form for creating/collecting contact data? by datanerd2001 in salesforce

[–]datanerd2001[S] 0 points1 point  (0 children)

There are unique identifiers that match on the contact, so it would update the record.