I have a client who uses and external system (higly specialized to their industry) to generate and store their sales/revenue information.  Their extrenal system and Salesforce are not conneted and there are no plans to make that happen in the near future.  At this point, their Accounts and Closed/Won sales are the only information they have loaded into Salesforce (16K records). 

The company wants to use Salesforce for Forecasting, Quotas, and Reports.  Currently the set up is Accounts (Master), Custom Object "Lanes" (child). 

I've thought of customizing the "Opportunities" object to load their "Lane" information instead of using the current Custom "Lane" Object, and setting the Stage to "Closed Won" for all records.  The client isn't interested in that option because the name "Opportunities" is confusing for the Sales Reps.

So, since we are not using the opportunities object which I need for Forecasting/Quotas/% on plan...

Can anyone think of some other options for me in regards to matching up their Quota data to reflect % on plan? 

I'm an admin.
 

Since Salesforce currently doesn't have a 24 hour time format in the USA locale, I'm wondering what the best work around for this is?  Use a plain text field, or create a picklist with values 1-24 and 15 minute intervals?What have others done for this?

The records I am tasked with uploading from an external report are Master-Detail.  They details are called "loads" and the masters are the "customer accounts".  Each of the detail (load) records have a unique number, so I'm good there.  However, the master customer accounts do not have any unique identifiers (no customer or account numbers), aside from the customer name.  

I believe the upserts will need to be run weekly, and there will be around 15K loads to run, plus any new customer accounts.  I know I need external IDs for both the loads and the customer accounts.  I want to avoid having the company keep track of customer numbers on their end, so I'm wondering if it would work for me to create a "Customer Name" field and use the customer name as the External ID.  

I recognize that the customer name would be in two places in Salesforce:

1) The standard Salesforce account name field which doesn't allow me the option to make it an external ID field

and

2) My custom "Customer Name" that I would make an external ID field.  I would hide this field to avoid confusion for the reps, so they would only see the standard Account Name field.

I recognize in doing this, I would need to have both columns in my CVS file.  It would be easy to maintain on the cvs, as I could just copy/past the column that contains the Customer Name on the spreadsheet into a new column for the external IDs.  The information would be the same, but the cvs headers and Salesforce fields would not.

In short it would look like this:

CSV Colums
Customer Name - (ABC, Inc.) - mapped to Salesforce standard Account Name field (visible)
Custom Name External ID - (ABC, Inc.) - mapped to Salesforce custom External ID field (hidden)

The report that is generated is standard, so the customer names should not change.  Regardless, I would set them to case insensitive since they are names.

Would this work? What is the potential fall out from it?  Is there a better way to avoid my customer having to track External IDs that they don't already have assigned in their other database?

I know it's a lot.  Any suggestions are much appreciated.

Oh my!  I am working on my Security Specialist Superbadge.  I installed the Trailhead Security Superbadge managed package and received a "Successful Install" message and email.  However, when I ran the Apex Test Execution, there was no 'BeAwesome' test with the 'sb_security' listed under All Namespaces.  There were three other options listed:

Class Name 
th_con_app.PlaygroundInstallerTests
th_con_app.WelcomeFinderTests

So, I figured that it indeed did NOT install correctly.  I tried to uninstall the package, but it errored out because it's connected to my Trailheads.  I tried deleting the connected Trailhead and got a message that I'm not authroized.

I set up a whole new developer account, installed the package...successfully this time (I can see the 'BeAwesome' test with the 'sb_security' listed).  I set up a new Playground to use.  All should have been good.

Problem:  No matter which Playground I launch, it's connected to the bad package I first installed, and I cannot uninstall it.  

What to do?

I have one too. I'm trying to complete the challenge for "Map Your Workflow Criteria to Process Criteria"

"There was an unexpected error while verifying this challenge. Usually this is due to some pre-existing configuration or code in the challenge Org. We recommend using a new Developer Edition (DE) to check this challenge. If you're using a new DE and seeing this error, please post to the developer forums and reference error id: ZCMXATUO"

I can't move onto my next challenge without completeing this one:(

I have one too. I'm trying to complete the challenge for "Map Your Workflow Criteria to Process Criteria"

"There was an unexpected error while verifying this challenge. Usually this is due to some pre-existing configuration or code in the challenge Org. We recommend using a new Developer Edition (DE) to check this challenge. If you're using a new DE and seeing this error, please post to the developer forums and reference error id: ZCMXATUO"

I can't move onto my next challenge without completeing this one:(

For challenge Workflow Rule Migration>>Map Your Workflow Actions to Process Actions
 "Challenge Not yet complete... here's what's wrong: 
We updated an opportunity's stage to Closed Won, but a draft contract for the associated account wasn't created. Make sure the Closed Won criteria node and its associated action are configured correctly."

Kind Regards
Mayur 

I've uploaded an image file through SF File Upload process, used the Copy Link option and inserted into my email signature, however it is not showing in my emails.  I have not problem going directly to the link and viewing the same image file in my browser session.  I've also been able to upload the same image file to an external server and the image displays properly in the email signature.  Here's the html code for displaying the image:

<img src="https://ciopartners.my.salesforce.com/sfc/p/6A000000tGyz/a/6A000000fy0h/NhVH4puAGXo7K1rOhbbWJ4w1jaNOQ1ds6wf5hFFULxg" alt="Company Logo" />

Here you can see that the image is not found by SF when creating the email:



TIA,
Mitch