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Email Alerts through workflows when Account Owner is Changes
Hi,
I am trying to setup an email alert through workflows when ever owner changes for the account.I am trying to to it using ISCHANGED(OwnerId) in rule criteria (formula evaluats to true)but it throws an syntax error saying Function ISCHANGED may not be used in this type of formula.
I want to know is there any work aroud for this Issue.
Any help is gr8ly appreciated.
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- Snider433
- June 09, 2009
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Want to show Contact Mailing City field on my Case Page Layout
I want to show the Contact Mailing City field on my Case Page Layout, but it is not an option to select.
Does anyone know a way to get this field to show on the Case Page Layout?
I ultimately want to add that field to the Cases Views so I can have a few cities use the same queue and this way they will be able to easily see which cases are for their city.
Thanks
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- eileen103
- June 09, 2009
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- 0
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Custom Validation Rule assistance
(Probability >= 0.50),
ISNULL( Length_of_Contract__c ))
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- Local Edge
- April 08, 2009
- Like
- 0
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Validation Formula
I have three fields Field A Field B and Field C
If Field A is True then Field B is Required otherwise if Field A is False then Field C is Required. Can someone please tell me how to correctly write the formula, thanks.
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- CRMGeneralist
- February 23, 2009
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Show URL depending on Rating
I would like a URL to be visible on the Account, if the standard field "Rating" is set to "Customer". If any other value i.e. Prospect I do not want the URL to be visible.
The URL is always the same and links (https address) to a common folder on MS Sharepoint where we keep Customer information.
Even better - the URL could actually be different according to a logical value - Account Name. So if it possible to create a dynamic URL depending on Account name, that would be even better.
OR - is it even possible to create a link to our internal servers ? (Not URL link).
Why ?
When an account has become a "Customer", we store some information on it in folders on Sharepoint. It works to link to a folder (https-address), but I only want this link to be active on Accounts rated as "Customer" for many reasons.
Any idea ?
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- SvenBe
- February 20, 2009
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Help with a parameter issue
Hello,
I am trying to create a field update for 2 fields in an object. One field is called status and is a picklist and the other field is called probability which is simply a percent field. I am trying to create a field update that says when status is changed to "completed", then make the probability equal to 100. Here is the formula I created below:
IF (ISPICKVAL( Status__c ,"Completed") , Probability__c = 100)
I am getting this error message: Error: Incorrect number of parameters for function IF(). Expected 3, received 2
Can somebody help me?
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- fsiddiq3
- February 19, 2009
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Custom Formula to Populate Value from Picklis
I have a picklist on a parent field with dropdown options from 1 through 50.
I want to have a formula on the child account which copies the same selection from the parent.
I have tried combinations of CASE, ISPICKLIST, OR and evrey other option to no avail.
Any suggestions?
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- Adrian-E
- February 19, 2009
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Workflow based on changing value in a field
I'd like to create a workflow rule that automatically notifies certain people when an account owner is changed. I would also like to do this for the billing address. I can't figure out a way to base a workflow rule on a value in a field being modified. Has anyone been able to do this?
Thanks in advance!!
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- Cafe
- February 17, 2009
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Only one possible choice from many in a picklist
We operate with 5 currencies. These are available in a picklist for each account - Account Currency (CurrencyIsoCode), as well as when creating opportunities.
We would like to use the same Account Currency on all accounts (and not allow anything else than Euro). For the opportunities, we still want to keep the possibility to chose from the picklist and to keep them in local currencies.
The reason for this is that today, people mess up when creating accounts. They might choose GBP, and still enter Account Revenue in EUR - hence we can not classify our prospects from their revenue. We simply cannot trust the figures.
I´ve tried with ISPICKVAL(picklist_field, text_literal) but this only allows me to return an errormessage on one false value. We need to omit 4 from the list.
Any idea ?
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- SvenBe
- February 15, 2009
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if checked, make different field required
hi there,
does anyone know what the rule would be for something like this? i'm struggling with the code:(
- if this checkbox is checked, make these fields required
- if this checkbox is unchecked, make these same fields NOT required
or even better -
- if this checkbox is checked, REVEAL these fields and make them required
- if this checkbox is unchecked, HIDE these same fields and make them NOT required
Thanks so much!!
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- lsatony
- February 12, 2009
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Two "OR" statements and one "And" help
So there are 2 "OR" statements using PickVals. One is to determine if the Business Unit is one of his and another to determine if the Opportunity Type is one of two he wants to be alerted on.
And then I want the statement to be true if the Stage in one of these opps changes.
Here's what I came up with, but the syntax is wrong:
And(
OR(IsPickVal( BUOpportunityType__c ,"New Core Sale"),( ISPICKVAL( BUOpportunityType__c ,"Migration from Legacy Core"))),
OR(IsPickVal( OSI_Business_Unit__c ,"CSG CU Sales - Major"),( ISPICKVAL( OSI_Business_Unit__c ,"CSG CU Sales SME")),(OSI_Business_Unit__c , "OSC-BSG")))),
IsChanged(StageName)
)
Can someone help me fix this?
Thanks so much,
Jane
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- jisaac
- September 22, 2008
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- 0
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Require Multiple Fields based on Picklist Value Selected
I'm probably just not thinking clearly, but how can I require the completion of several fields based on the selection of a certain value in a picklist field?
I could do a series of Valudation rules (one for each field I need completed), but that sounds a bit inefficient . . .
Thanks!
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- JRBAccruit
- April 07, 2008
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- 0
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How to Clean out Pages, Components, Classes
I am not a developer but we had a developer create some Classes, Components and Pages for us in late 2008 that we put into but never used in production and do not plan to use anytime soon or ever. We would like to export these out of our production org. We see where we can download Classes to our file system and then we could delete the classes, but see nothing similar for Pages and Components. How can we export the Pages and Component so we can also delete them from out production Org?
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- NPM
- April 07, 2010
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- 0
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MailMerge Support for Open Office
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- NPM
- December 09, 2009
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- 0
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How to get full Outbound Messaging Delivery Failure Reason?
Where can we look to get or how can we find a better description of the reason for an Outbound Messaging Delivery Failure? Below is what we get from Outbound Messaging Delivery Status page. It truncates the specifics making for a lot of guess work/ trial and error.
System.Web.Services.Protocols.SoapException: Server did not recognize the value of HTTP Header SOAPAction: . at System.Web.Se
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- NPM
- August 12, 2009
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Community Site Errors with IE7 - Please fix
THere are display errors on the CRM Community site that have been verified by Support - who says they do not control that site and I should post the issue here. Please see below Case 02695306: and also:
http://community.salesforce.com/sforce/board/message?board.id=discuss&thread.id=9359
Can someone fix this please? It is hard to use the site as is.
6/5/2009 12:48 PM | Robert Montford | |
6/5/2009 12:07 PM | Neal Mengel Oh- and the settings I went through were the ones outlined in Janet's email (the second one on the related list tasks.) One of our developers has Chrome installed. ONce they get finshed with somethingthey are doing I will try with Chrome on their machine and post the results here. | |
6/5/2009 11:55 AM | Neal Mengel *.salesforce.com is and has been in my list of trusted sites. I have used my computer at work (IE7) and my computer at home (IE7) - the same issue exists both places. I have no other browser I can use at work. I'm doubting it is my browser issue. | |
6/5/2009 10:22 AM | Robert Montford Thank you for your response, and your patience. It was not indicated on the case, but were the settings you went through our optimum browser settings for Internet Explorer? One thing to double-check would be to make sure all of Salesforce(*.salesforce.com) is added to your list of Trusted Sites. If you're still not displaying the Community pages correctly, there are a couple things I would like you to try. One would be to try a different browser (Mozilla Firefox, Google Chrome, etc..) to see if the same page loads correctly or not. Another thing to try would be to use another computer to view the same page. If you can try these, and let me know the results, that will help us narrow down where is issue is. If you have any questions regarding this case, feel free to email me back at rmontford@salesforce.com and I will get back to you as soon as I can. | |
6/5/2009 10:09 AM | Neal Mengel Any progress update on this? | |
6/2/2009 7:09 PM | Robert Montford Thank you for contacting Salesforce Premier support. I have taken ownership of your case and will be working on it from here. If you have any questions regarding this case in the meantime, feel free to email me back at rmontford@salesforce.com and I will get back to you as soon as I can. | |
6/2/2009 8:39 AM | Janet Tyler From: Fund Salesforce Admin <salesforce.fund.admin@gmail.com> To: Janet Tyler <janet.tyler@salesforce.com> cc: bcc: -------------------------------------------------------------------------------- Date: Tuesday, June 02, 2009 11:35AM Subject: Re: Case 02695306: I am looking at a community page. [ ref:00D062.50036MkbF:ref ] Hi Janet - I went through all the suggested settings and made sure they are set as indicated. Closed and restarted the browser and got the same page display issue. Attached are 3 screen shots that illlustrate the issues. | |
![]() |
![]() | |||||
Attachment Name | Size | Last Modified | |||
![]() | |||||
3.bmp | 739KB | 6/2/2009 8:42 AM | |||
2.bmp | 739KB | 6/2/2009 8:41 AM | |||
1.bmp | 729KB | 6/2/2009 8:41 AM | |||
![]() |
![]() | |||||
Subject | Type | Due Date | |||
![]() | |||||
Email: Case 02695306:I am looking at a community page. [ ref:00D062.50036M... | Task | 6/5/2009 | |||
Call | Task | 6/5/2009 | |||
Email: Case 02695306:I am looking at a community page. [ ref:00D062.50036M... | Task | 6/5/2009 | |||
Email: Case 02695306:I am looking at a community page. [ ref:00D062.50036M... | Task | 6/2/2009 | |||
Email: Case 02695306: I am looking at a community page. [ ref:00D062.50036... | Task | 6/2/2009 |
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- NPM
- June 08, 2009
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Please Help with status formula field based on Effective date and Expiration Date
Any ideas how to make the compile size smaller or otherwise accomplishe what I want?
I need to set a text type status formula field based on Effective Date and Expiration Date (Both are Date formats that are formula fields themselves derived from text fields with values like 20090527) . This is what I have and the error message - I'd like to solve this without needing to wait for Summer 09 if possible. Any ideas appreciated.
Error: Compiled formula is too big to execute (6,419 characters). Maximum size is 5,000 characters IF( AND( E_O_Policy_Effective_Date_Format__c < TODAY() , E_O_Policy_Expiration__c > TODAY() ), "1", "3")
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- NPM
- May 27, 2009
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- 0
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iPhone User Can Not Activate
This is using Mobile Lite. We have several users using it with no problem. I have a user that can download the client fine but the device will not Activate. Does anyone have any ideas?
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- NPM
- May 04, 2009
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- 0
- Continue reading or reply
Problem with Community Thread Content Display
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- NPM
- October 03, 2008
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- 0
- Continue reading or reply
New Issues with Public Calendars?
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- NPM
- September 23, 2008
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- 0
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Help with Passing Event Start/End Date/Time to Custom Object Using Custom Button
&00N50000001kKSt={!Event.StartDateTime} &00N50000001kKSy={!Event.EndDateTime}
Where 00N50000001kKSt is a Registration custom field (Date/Time) called Start and
Appreciate any help with this.
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- NPM
- September 12, 2008
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- 0
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Apex/Configuration Only Sandbox
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- NPM
- March 31, 2008
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- 0
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Status Derived from several Fields
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- NPM
- January 31, 2008
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- 0
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Member Number
1. create the Member Number and2. populate the field.
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- NPM
- August 03, 2007
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- 0
- Continue reading or reply
How to limit Custom Link Search Results?
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- NPM
- June 21, 2007
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- 0
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How to Limit Search Link to Specific Fields
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- NPM
- June 21, 2007
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- 0
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Image Not Displayed in Search Results
I have a formula field called "Active Status" that displays an Image from the Documents object if Status = "Active". The image displays as expected on the Account Detail page, but not on the Search Results page. On that page instead of the image the small "red x" icon displays - even when I right click and select "Show Picture" the image does not display. How can I ensure the image displays on the Search results page as the idea is to highlight results with a particular status.
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- NPM
- June 20, 2007
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- 0
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IMAGE Not Displayed on Search Results Page
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- NPM
- June 19, 2007
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- 0
- Continue reading or reply
Field Names
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- NPM
- April 26, 2007
- Like
- 0
- Continue reading or reply
How to Clean out Pages, Components, Classes
I am not a developer but we had a developer create some Classes, Components and Pages for us in late 2008 that we put into but never used in production and do not plan to use anytime soon or ever. We would like to export these out of our production org. We see where we can download Classes to our file system and then we could delete the classes, but see nothing similar for Pages and Components. How can we export the Pages and Component so we can also delete them from out production Org?
- NPM
- April 07, 2010
- Like
- 0
- Continue reading or reply
How to get full Outbound Messaging Delivery Failure Reason?
Where can we look to get or how can we find a better description of the reason for an Outbound Messaging Delivery Failure? Below is what we get from Outbound Messaging Delivery Status page. It truncates the specifics making for a lot of guess work/ trial and error.
System.Web.Services.Protocols.SoapException: Server did not recognize the value of HTTP Header SOAPAction: . at System.Web.Se
- NPM
- August 12, 2009
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- 0
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Text to be displayed on the page
Hi All.
I have the following requirement -
I want a text to be displayed on the page that should be just a label, not to be associated with any field. It is a normal page and not a Visualforce page.
My text is about 200 characters (the character limit for field label is 50 chars and that for section label is 80 chars).
Can anyone suggest me the solution for this?
Any help will be GREAT :)
Thanks
- vikmac
- July 31, 2009
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- 0
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Task Subject Validation Rule
I need to write a Data Validation rule to enforce users to use the Task Subject pick list values when creating tasks or activities.
I've started with this but need some help finishing it:
IF( Subject <> "Call, Contacted, Conversation, Fax, Handoff, Interview, Left Voicemail, Mailed Collateral, Other, Send Email, Send Letter, Send Quote, Web Meeting , value_if_true, value_if_false)
Thank you,
- Eroc
- June 18, 2009
- Like
- 0
- Continue reading or reply
Email Alerts through workflows when Account Owner is Changes
Hi,
I am trying to setup an email alert through workflows when ever owner changes for the account.I am trying to to it using ISCHANGED(OwnerId) in rule criteria (formula evaluats to true)but it throws an syntax error saying Function ISCHANGED may not be used in this type of formula.
I want to know is there any work aroud for this Issue.
Any help is gr8ly appreciated.
- Snider433
- June 09, 2009
- Like
- 0
- Continue reading or reply
Want to show Contact Mailing City field on my Case Page Layout
I want to show the Contact Mailing City field on my Case Page Layout, but it is not an option to select.
Does anyone know a way to get this field to show on the Case Page Layout?
I ultimately want to add that field to the Cases Views so I can have a few cities use the same queue and this way they will be able to easily see which cases are for their city.
Thanks
- eileen103
- June 09, 2009
- Like
- 0
- Continue reading or reply
Creating a Version Number for Records in a Custom App
I need to find a way to create an auto-incrementing version number for records created in my custom app. I've created a product management database where product information is entered and modified over time. When the record is intially entered, I'd like the version field to show "1". Then if the record gets edited, I want the record to get saved with a new version number (2,3,4,etc).
Can I do this using a custom field?
- MartinH
- May 28, 2009
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- 0
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Trying to create a greater than 'null' field...need some assistance
Hey guys, I'm an intern building a database for a real estate company and need some serious help. I'm trying to create a field (specifically a date field) that when a date is added to the field, it triggers the next set of tasks.
Currently I have selected:
Eviction Scheduled (date field) is 'not equal to' ""
It isn't accepting "" as a null value so first wondering what null is in Salesforce's language.
When that didn't work I tried to create a formula that triggered when any date beyond May 1st, 2009 was entered (and was true). No luck there either.
This was the formula:
REOHQ__REOHQ_Eviction_Scheduled__c > DATE(2009,5,1)
If anyone has any advice, I would be greatly appreciative of some help.
Thank you,
Ross Johnson
- rossjohnson87
- May 14, 2009
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- 0
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Formula to check if Name field contains Account Name
We use a standard naming protocol when naming records on a standard object, i.e. Account Name - Date
I am trying to create a workflow, so that when a user creates a new custom object record and doesnt put the account name into the custom object Name field then a workflow is triggered. I want the workflow to update the name field to include the account name field + a date field + whatever was saved in the date field.
So the workflow would trigger if the 'Name' field does not contain 'Account' field, but i am struggling to put this into formula terms.
Am i going about this the correct way, or should i be using a trigger for this?
Any help would be great.
Matt
- mstev45
- May 06, 2009
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- 0
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iPhone User Can Not Activate
This is using Mobile Lite. We have several users using it with no problem. I have a user that can download the client fine but the device will not Activate. Does anyone have any ideas?
- NPM
- May 04, 2009
- Like
- 0
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validation rule on forecast category cannot work
Hi, I have this validation rule to prevent sales from overriding the forecast category:
or(
and(
case( StageName , "Requirements Analysis", 1, "Qualification", 1, "Proposal", 1, 2) < 2,
Not(ispickval( ForecastCategoryName , "Pipeline"))),
and(
text( StageName)="Negotiation",
Not(ispickval( ForecastCategoryName , "Best Case"))),
and(
text(StageName)="Closing",
text(ForecastCategoryName)<>"Forecast",
text(ForecastCategoryName)<>"Commit"))
The first two work perfect....
but the 3rd one (closing stage = commit
and(
text(StageName)="Closing",
text(ForecastCategoryName)<>"Forecast",
text(ForecastCategoryName)<>"Commit"))
cannot work... I tried many ways to rephase the formula, without luck...
What is wrong?
- CTU007
- April 10, 2009
- Like
- 0
- Continue reading or reply
Custom Validation Rule assistance
(Probability >= 0.50),
ISNULL( Length_of_Contract__c ))
- Local Edge
- April 08, 2009
- Like
- 0
- Continue reading or reply
Outbound Message: javax.net.ssl.SSLPeerUnverifiedException: peer not authenticated
I am looking for some help with the following:
I get the following error when attempt to send outbound message to my test server: javax.net.ssl.SSLPeerUnverifiedException: peer not authenticated
- I have a real certificate installed on the server.
- I am also able to view the listener description when I point browser on my dev workstation to the test server (same URL as the endpoint specified in my O/B message).
- In the IIS log, I can see all the hits from my dev workstation, but no hits from either of SFDC IPaddresses (204.14....)
Appreciate any info that will help me understand and debug this, or at least point me in the right direction.
Thanks!
- AndreyVol
- January 26, 2007
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- 0
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