I use account hierarchies and have PARENT accounts which have multiple CHILD accounts.

The PARENT account contains a custom field which is only displayed on the parent level. How can I pull this field into the CHILD accounts to be displayed?

Also, is there any way to include this field in any of the reports for CHILD accounts? 

Hi,

We receive signed agreement documents from our customers.  We have a quota of 10 documents received per week.  We track the date of receipt of each document. I can generate a report to show the cumulative documents received by week.  I'm not sure how to generate a chart that shows, on a weekly basis, the difference between the cumulative documents received and the cumulative goal.   Do I need to use custom summary formulas for this?  

Can anyone help me with this?  Thanks.

Salesforce has a limitation of 40 Characters on Picklist Values, however ours has more any workaround on this one?

When Sending an Email from a Case we want to enforce that it uses a "Department Email" such as

support@salesforce.com, can this be done with coding and if so does anyone have the code?

I have been coordinating CRM activities for over 10 years now, however I was recently laid off so I am seeking a full-time position within the Salesforce.com avenue. I was employed with the same company for 13 years and have a strong work ethic. My email is callery_renee@yahoo.com. Renee Callery

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.

Hello All,

I would like to build a Visual Force Calendar that would show me all My Projects (currently created as a Case in SFDC). However, I have never done one so what I would like is someone to do this project with me via web-ex so I can essentially learn how to build this Visual Force page. If anyone is interested please respond with rates?

Thanks!

When Sending an Email from a Case we want to enforce that it uses a "Department Email" such as

support@salesforce.com, can this be done with coding and if so does anyone have the code?

Hi,

I have following problem,

i'm trying to create a workflow that will update Subject field in Task based on specific cretiria,

When i get to field update part, it gives me 2 options

blank value

and formula editor

if i use formula editor and put this value in "First Contact"

i get this error

Error: Formula result is data type (Text), incompatible with expected data type (Picklist).

i have this value in my pick list, but SF does not let me choose from pick list

also why woudl it require it? when i create new task via workflow i can put any Subject i like

can anyone help please

I seem to hit a wall everytime i try to 'update selected cells' where the selected cells are custom fields with 'number' as type. The error is completely generic saying : "Object required".

I'm sure i have the correct structure and what not seeing as how i loaded the table using the 'Table query wizard'. I can update all the other custom fields that i've tried except for 'number' types.

I also find it strange that i can 'insert' a new row and the custom number fields take the value without a hitch, updating is where the problem is at.

Can anyone tell me if i'm missing something or if there is a work around for this.

Thanks

When converting a Lead, is there a way to setup a rule to automatically check the box "Do not create a new opportunity upon conversion"?

Thanks,

E

Hi.

I am trying to convert a datetime value to milliseconds on a formula I making. Anyone has done it or any ideas? Much appreciate the help and thanks.

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.

Hi, again.

Is it possible to integrate the territory name into a mail merge document? If so, how?

Thanks!

Hello,

I hope that this is the correct discussion area for this question.

I would like to be able to group contacts in a view based on the Account Type of the contact's account record.  Unfortunately, Account Type is not one of the available fields in the Filter By Additional Fields drop down box (although several Account fields are there). 

Is it possible to add Account Type to that list of drop down fields?

Thanks for any and all help.

Bryan Hunt

Hi Everyone

This is probably an obvious one but I'm trying to report on a historical snap of the Expected revenue at the Opportunity level ie. month what was the expected revenue for the all the open Opportunities at the time.

I can do this easily in the present but I can't get an idea of what it was this time last year.

Any ideas anyone... sounds too simple not to be doable but how would you even summarise this report - last modified? :smileysad:

Whenever a new lead is entered, I want to see new tasks being created automatically and assigned to the lead owner. How can I do this in the Professional Edition?

Thanks.

I have a custom object that includes an Account Lookup.  I want to display the email address of the Person Account using a Formula Field on the custom object.  Ultimately, I want to be able create a Workflow Alert, sending an Email to the Person Account when the custom object is updated.  Is this possible?  Workaround?

Thanks

Mark

Beaverton, Oregon

Hi,

We receive signed agreement documents from our customers.  We have a quota of 10 documents received per week.  We track the date of receipt of each document. I can generate a report to show the cumulative documents received by week.  I'm not sure how to generate a chart that shows, on a weekly basis, the difference between the cumulative documents received and the cumulative goal.   Do I need to use custom summary formulas for this?  

Can anyone help me with this?  Thanks.