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Converting Process to a Formula field with a syntax error
I am working with cleaning up a lot of legacy things in an org I recently came into. In one case, there is a process that I think will work just as well, if not better, as a regular formula field. However, copying over the formula in it, I am getting a Syntax error. Missing '='
Here is the formula:
IF( OR( ISPICKVAL([Account].CS_Relationship_Health_Score__c, "Red"), ISPICKVAL([Account].CS_Adoption_Health_Score__c , "Red"), ISPICKVAL([Account].CS_Product_Health_Score__c , "Red"), ISPICKVAL([Account].CS_Services_Health_Score__c , "Red"), ISPICKVAL([Account].CS_Support_Health_Score__c , "Red") ) , "Red", IF( OR( ISPICKVAL([Account].CS_Relationship_Health_Score__c, "Yellow"), ISPICKVAL([Account].CS_Adoption_Health_Score__c , "Yellow"), ISPICKVAL([Account].CS_Product_Health_Score__c , "Yellow"), ISPICKVAL([Account].CS_Services_Health_Score__c , "Yellow"), ISPICKVAL([Account].CS_Support_Health_Score__c , "Yellow") ) , "Yellow", "Green" ) )
Can anyone help with clearing up the error?
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- N. Weidman
- May 10, 2022
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Best way to show county coverage (Details within)
I have an ask from the department I support, and I was hoping to get some help brainstorming the solution. I work in healthcare, and one of the things our Network team deals with is called "adequacy." For this, they need to have a certain number of each specialist covering an area to count as "adequet." To report on this, it is generally easy enough to run a report on zip/county for accounts, but that doesn't always capture everything. There are cases where there might be a facility right on the border of two counties, so while it is in County A, it might actually also be the closest facility for patients in County B as well.
What I'm trying to figure out is the best way to be able to track multiple counties for accounts. Some of the possible ideas that I've discounted are:
What I'm trying to figure out is the best way to be able to track multiple counties for accounts. Some of the possible ideas that I've discounted are:
- Free text field. In general, I avoid these, because they're not easy to report on and invites a lot of input error. It is obviously the easiest solution, however.
- Multi-select picklist. This would also be pretty easy and make reporting easy...but for just the state I am located in, there are 84 counties, which means we'd hit the 100 entry maximum very quickly
- Junction object? I haven't used these much at all, but someone else has suggested it...I already have an object that stores all the states/counties in the country, so it's certainly possible, but I'm not sure of the way to integrate.
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- N. Weidman
- March 31, 2020
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Build Logic to Reassign Accounts Trailhead challenge issue
In this exercise, I am at the step "Determine Who to Assign Each Account To." In the decision element, it says to "In the Outcomes section, for Name, type Hot," however, that value is not available:

I am sure that this is another case like others I've run into where the Trailmix is out of order/has parts taken out, and this was supposed to be done in another section that is no longer covered. However, I'm not sure what that section might be to refer to it and set up the values needed. Can anyone help?
I am sure that this is another case like others I've run into where the Trailmix is out of order/has parts taken out, and this was supposed to be done in another section that is no longer covered. However, I'm not sure what that section might be to refer to it and set up the values needed. Can anyone help?
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- N. Weidman
- May 15, 2018
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Unsure of purpose in part of Cloud Flow Designer exercise
In the Guide Users Through Your Business Processes with Cloud Flow Designer trailhead exercise, I am unclear on the purpose of one component. (I completed the exercise - this a question of understanding what I did, not how to do it.) The exercise had you include a lightning component to upload files as part of lead creation...I just don't understand why. Where do these files go? I created several leads with this flow and attached different kinds of files, but I can't find them anywhere in the lead itself.
Do these go somewhere, or did this exercise just not include that part? (Meaning it was to test that we could create the option, but the file intentionally spews off into the ether because they aren't actually needed..)
Again, I completed the exercise, this is just a loose thread that is going to bug me if I can't figure out.
Do these go somewhere, or did this exercise just not include that part? (Meaning it was to test that we could create the option, but the file intentionally spews off into the ether because they aren't actually needed..)
Again, I completed the exercise, this is just a loose thread that is going to bug me if I can't figure out.
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- N. Weidman
- May 06, 2018
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Create Object-Specific Quick Actions tutorial
My question isn't with this section's challenge, but rather something that happened with the walk-through part that they provided. They had us create an event called "New Showing" that would appear on the mobile options. This practice worked perfectly, so for some experimentation, I created a few more properties and went to create showings for them, and the option was gone, as well as the customer ordering that I had set up:

I checked the backend, and everything is still correct there, so I know that it wasn't something getting deleted or overwritten:

Is there something else going on, or is this just a quirk with the trailhead playground?
I checked the backend, and everything is still correct there, so I know that it wasn't something getting deleted or overwritten:
Is there something else going on, or is this just a quirk with the trailhead playground?
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- N. Weidman
- April 23, 2018
- Like
- 0
- Continue reading or reply
Converting Process to a Formula field with a syntax error
I am working with cleaning up a lot of legacy things in an org I recently came into. In one case, there is a process that I think will work just as well, if not better, as a regular formula field. However, copying over the formula in it, I am getting a Syntax error. Missing '='
Here is the formula:
IF( OR( ISPICKVAL([Account].CS_Relationship_Health_Score__c, "Red"), ISPICKVAL([Account].CS_Adoption_Health_Score__c , "Red"), ISPICKVAL([Account].CS_Product_Health_Score__c , "Red"), ISPICKVAL([Account].CS_Services_Health_Score__c , "Red"), ISPICKVAL([Account].CS_Support_Health_Score__c , "Red") ) , "Red", IF( OR( ISPICKVAL([Account].CS_Relationship_Health_Score__c, "Yellow"), ISPICKVAL([Account].CS_Adoption_Health_Score__c , "Yellow"), ISPICKVAL([Account].CS_Product_Health_Score__c , "Yellow"), ISPICKVAL([Account].CS_Services_Health_Score__c , "Yellow"), ISPICKVAL([Account].CS_Support_Health_Score__c , "Yellow") ) , "Yellow", "Green" ) )
Can anyone help with clearing up the error?
- N. Weidman
- May 10, 2022
- Like
- 0
- Continue reading or reply
Best way to show county coverage (Details within)
I have an ask from the department I support, and I was hoping to get some help brainstorming the solution. I work in healthcare, and one of the things our Network team deals with is called "adequacy." For this, they need to have a certain number of each specialist covering an area to count as "adequet." To report on this, it is generally easy enough to run a report on zip/county for accounts, but that doesn't always capture everything. There are cases where there might be a facility right on the border of two counties, so while it is in County A, it might actually also be the closest facility for patients in County B as well.
What I'm trying to figure out is the best way to be able to track multiple counties for accounts. Some of the possible ideas that I've discounted are:
What I'm trying to figure out is the best way to be able to track multiple counties for accounts. Some of the possible ideas that I've discounted are:
- Free text field. In general, I avoid these, because they're not easy to report on and invites a lot of input error. It is obviously the easiest solution, however.
- Multi-select picklist. This would also be pretty easy and make reporting easy...but for just the state I am located in, there are 84 counties, which means we'd hit the 100 entry maximum very quickly
- Junction object? I haven't used these much at all, but someone else has suggested it...I already have an object that stores all the states/counties in the country, so it's certainly possible, but I'm not sure of the way to integrate.
- N. Weidman
- March 31, 2020
- Like
- 0
- Continue reading or reply
Build Logic to Reassign Accounts Trailhead challenge issue
In this exercise, I am at the step "Determine Who to Assign Each Account To." In the decision element, it says to "In the Outcomes section, for Name, type Hot," however, that value is not available:

I am sure that this is another case like others I've run into where the Trailmix is out of order/has parts taken out, and this was supposed to be done in another section that is no longer covered. However, I'm not sure what that section might be to refer to it and set up the values needed. Can anyone help?
I am sure that this is another case like others I've run into where the Trailmix is out of order/has parts taken out, and this was supposed to be done in another section that is no longer covered. However, I'm not sure what that section might be to refer to it and set up the values needed. Can anyone help?
- N. Weidman
- May 15, 2018
- Like
- 0
- Continue reading or reply
Create Object-Specific Quick Actions tutorial
My question isn't with this section's challenge, but rather something that happened with the walk-through part that they provided. They had us create an event called "New Showing" that would appear on the mobile options. This practice worked perfectly, so for some experimentation, I created a few more properties and went to create showings for them, and the option was gone, as well as the customer ordering that I had set up:

I checked the backend, and everything is still correct there, so I know that it wasn't something getting deleted or overwritten:

Is there something else going on, or is this just a quirk with the trailhead playground?
I checked the backend, and everything is still correct there, so I know that it wasn't something getting deleted or overwritten:
Is there something else going on, or is this just a quirk with the trailhead playground?
- N. Weidman
- April 23, 2018
- Like
- 0
- Continue reading or reply
Trying to Complete "Map Your Workflow Criteria to Process Criteria" Trailhead Unit
Hello, I'm trying to complete the "Map Your Workflow Criteria to Process Criteria" trailhead unit under the "Workflow Rule Migration" module however there seems to be fields from other trails/modules that I have yet to create including a "Top Account" field and a Support Plan picklist which includes Basic, Premium, and Standard Support. There's also a Contract Type picklist that I'm missing. Can someone please tell me which trails and/or units that I need to complete in order to complete the Unit in my subject? Thanks in advance to those that can assist!
- Steven Sousa
- February 19, 2018
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- 0
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