Skip to main content Build the future with Agentforce at TDX in San Francisco or on Salesforce+ on March 5–6. Register now.

Feed

Connect with fellow Trailblazers. Ask and answer questions to build your skills and network.

Hi, this seems silly but I’m thoroughly confused. I need to create 2 simple validation rules, both use the same fields but I’m working on the easiest one first.

 

Checking only 2 fields - throw an error if:

 

(Picklist) Type of Request ≠ NEW

AND

(Text field) Existing Amount ≠ BLANK

 

IOW, if the text field is populated, then the picklist can’t be in the New value.  

This is what I have but it’s not working correctly. What am I missing? 

 

AND(

( RecordType.Name = "Request" ),

 

NOT(ISPICKVAL(Type_of_Request__c, "New" )),

NOT(ISBLANK (Existing_Amount__c))

)

 

Appreciate any help!  

 

#Salesforce Developer  #Formulas  #Validation Rule

2 answers
  1. Today, 10:16 PM

    Hi , 

     

    Try this 

     

    AND(

    RecordType.Name = "Request" ,

    ISPICKVAL(Type_of_Request__c, "New"),

    ISBLANK (Existing_Amount__c)

    )

0/9000

I created a daily scheduled flow at 8am to send an email alert via an action.  It looks good when I debug however when testing in the Sandbox no emails are being sent (deliverability is set to all emails). 

 

Screenshots Attached - I am missing anything?  

Scheduled Triggered Flow 5.png

 

 

Scheduled Triggered Flow 4.png

 

 

Scheduled Triggered Flow 3.png

 

 

Scheduled Triggered Flow 2.png

 

 

Scheduled Triggered Flow 1.png

 

 

 

 

#Flow  #Salesforce Admin  #Sales Cloud

3 answers
  1. Today, 10:02 PM
    I cannot see what is in the action, I can just see that you insert the recordId as input variable. Normally you should be defining To, From, Subject, Message but I am not seeing those being set up in here and the problem may lie there.
0/9000

Error Type: Batch Apex error

Error Date: 2025-01-21 09:00:54

Message: "First error: Insert failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, A validation rule is preventing the record from saving: Restrict SUBJECT values to picklist options: []"

Context: npsp__LVL_LevelAssign_BATCH

0/9000

Hi Folks, 

This might be something that "everybody knows this just not me" thing🙄. So when you go to lookup field on the record and when you have permission to create record. The "+" sign shows up in the lookup to add a record. However, the same behavior is not showing in Flow lookup component. Is this by design or something I have to configure? See images below. - Thank you 🙏

 

Screenshot (13)_LI.jpg

 

Look up on the record: 

 

Screenshot (15)_LI.jpg

6 answers
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    Jun 14, 2022, 7:15 PM

    Hello,

     

    As far as I'm aware this isn't possible natively. 

     

    You can however, have a checkbox for record does not exist and then present user fields to create the record at the same time

0/9000

Hi all.  I'm in the Service module and I'm wanting customize fields and layout of the New Case pop-up.  It's easy enough to find the Case object and customize all aspects of it, but not the New Case object.    Any advice? 

 

#Case Object

0/9000

I am attempting to remove the delete option from Opportunity Products for every user except for Admin, but the delete option and trash icon still shows within the list view whenever I log in as another user. Just for clarification, I am trying to remove the delete option and trash icon (as seen in photos). Is this possible? 

opportunity product 1.jpg

 

 

opportunity product .jpg

 

  

 

#Salesforce Developer  #Trailhead  #Salesforce Admin  #TrailblazerCommunity  #Salesforce  #Help  #Opportunity  #Opportunity Product Line Items  #Opportunity Products

0/9000

#Reports & Dashboards

 

 

I'm trying to figure out a way to build a report showing the % of closed-won opportunities that contain a certain product.  

We have a product with product code C_P2P_Promo and I need to create a report which shows 

What % of Opps since July included this product in the quote? 

 

I created a report based on the report type "Opportunities with Products" 

I added summary formula field which has this logic 

 

Report for Cordico.png

 

Here is the report filter 

 

 

Report filter.png

I grouped by the "Opportunity Name" (Group ROWS) and  

"Product Name" (Group COLUMNS) 

Note: Opps Count is formula field (Power of One) 

Not sure this is the way to create this report. Please help. 

 

 

0/9000

ICU Locale Formats requires all API and VF Pages are version 45 and above. This requirement makes this update redundant "API Versions 21.0 through 30.0 Retirement" because 45>30.  

 

If we put them together, makes us even more confused. 

 

 

0/9000

I am configuring Levels.  I am the System Administrator.  CRED access is set for the Levels object, Tab Default is On, All GAU fields are Edit and I have enabled the Visualforce Page (npsp.LVL_LevelEdit).  I continue to get a permission error when trying to Create a New Level.  What am I missing?  

 

Thank you 

 

#Salesforce Admin

0/9000

There is a new entry in the Spring 25 release notes for a "Flow Approval Process" feature but very limited information about how to create this. Is this using Flow Orchestration? When creating a new flow (from setup) there is an option for a Record-Triggered Approval Orchestration.

1) Is this what they are referring to and 2) are they free?

https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_automated_approvals.htm&release=254&type=5

8 answers
  1. Jan 1, 12:28 AM

    @Daryl Moon - It's all about creating an approval processing using Flow types Autolaunched Approval Orchestration (No Trigger) or  Record-Triggered Approval Orchestration. I heard somewhere that it is not 100% free; some sort of limits apply. I think it is usage based 

     

    Happy New Year! 

    Screenshot 2024-12-31 at 6.27.11 PM.png

0/9000