My requirement is that I want to display some sort of button in PDF to be sent out to customer upon clicking of which the response if automatically get stored in Salesforce.
The customer wants a smooth experience, so they don't want the customer to be navigated to any public site where their response will be stored.
Is this feasible to achieve in Salesforce?
I started this new superbadge yesterday and I am wondering if there is an issue with step 7: Set up reporting for sales managers in Lightning Experience.
I believed to have done everything right () report was created, added to Account, Dashboard was created. But I received the following error:
ERROR: The Opportunities Pipeline report must:
1. Display data for all time,
2. Show opportunities by stage,
3. Contain a funnel chart,
4. Provide the information required by the dashboard.
I am trying to understand it, but the requirements and point 4 in the error message makes it a little unspecific (I can dismiss error 1,2,3 easily)... What information do they want to show on the Dashboard? I created all 3 charts but I guess I am not displaying the correct metrics...
Hi all, I am so close to finishing this process automation badge but am stuck in one area in Step 7.
I've built out my process builder as follows
And my date formula as follows
Case(MOD(Date__c-DATE(1900,1,7),7),0,"Sunday",1,"Monday",2,"Tuesday",3,"Wednesday",4,"Thursday",5, "Friday",6,"Saturday", "")
Challenge Not yet complete... here's what's wrong: The Robot Setup Day of the Week formula does not seem to be working properly. The Day of the Week should not fall on Saturday or Sunday.
It works nicely but doesn't seem to pass, what could be up.