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1 replies

Custom Object Conditional Date/Age Calculation Help

I'm trying to calculate a custom object's age based on conditional factors, but the formula is giving me fits.  I"d appreciate any insights you might have.
 
I have a custom object and want to create a field called 'Age' that shows the age of the object, but with some conditions.
 
If the object 'status' picklist = "Accepted / Confirmed" or "Cancelled / Lost" I would like this field to return the last modified date.  (ideally the date the status changed from stage history, but that's not a critical point for me)
 
If not, the age should be Today () - CreatedDate.
 
I can't seem to get this formula to work, has anyone done anything similar to this?
 
Thanks!
SOLVED
40 replies

Time Based Workflow Question: Time based rule evaluation?

I was hoping that SFDC would add time based rule evaluation to the workflow capabilities.  That is, to run workflow rules without requiring the record to be modified first to trigger the rule.
 
My example is we allow some accounts be have a protected status as long as they have certain activity in a certain time period.  I've created the field that shows the days since said qualified activity occured, I have a workflow that will change the protected status based on the value in that qualified activity age field.
 
However, the rule only runs when someone modifies the account, so accounts can be falsely protected simply by not editing them.
 
I'm trying to find a way to make this rule run periodically without the modification.
 
Any suggestions?
 
Thanks,
 
Michael
9 replies

Validation Question: Prevent Editing based on role and opportunity stage

I would like to prevent standard users from editing 'Closed/Won' opportunities, based on either forecast category or the specific stage we use.
 
this way, once an opportunity is closed, only an admin or other role we specify can edit that opportunity. 
 
Does anyone know if this is possible, and how to do it?
 
Thanks,
 
Michael
5 replies

Calculating Annual % of Quota

Hi All, I'm sure this has probably been covered before but I can't find anything.  I would like to create a report/dashboard that shows annual % of quota for all reps.  As you know, the Customizeable Forecast reports only run % of quota monthly or quarterly.  I thought I could just create a new custom User formula for "annual quota", and then use a custom summary formula to calculate:
 
Sum of Won Opportunities / Annual Quota
 
but I can't get it to work.
 
Anyone have any ideas?
 
Thanks!