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Sean Clark
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Member since 2018
Operations Assistant/SF Dev Trainee
eSynergy Solutions

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Trying to create a report to show the Gross Profit

Hello All,

I'm trying to create a report on Salesforce to show the Gross Profit between 2 dates and show this split on a Weekly basis.

Currently we have a 'Placement Report' which has all the details of when we place someone to work at a company, this has Start Date, End Date, Pay Rate, Bill Rate and WGP of each individual.

I'm not sure if this is possible using Salesforce standard reports, could you please advise me on what my options are?

Sean Clark
May 18, 2021
Like
0

2 replies

Need to schedule a Apex Trigger to run Daily

Hi All,

I have the below Apex Trigger and need to schedule it to run daily.

I am new to coding and this is one of my first pieces of code.

Could someone please advice me on how to do this?

---------------------------------------------------------------------------------------------

trigger CloseVacancies on TR1__Job__c (after insert, after update) {

Set <String> jobID = New Set <String> ();
For (TR1__Job__c job: Trigger.new){
if (job.Id != Null){
jobID.add(job.Id);
}
}
if(jobID.size ()> 0) {
List <TR1__Job__c> upJobList = new List <TR1__Job__c> ();
for (TR1__Job__c vac: [SELECT Id, TR1__Status__c, TR1__Days_Open__c FROM TR1__Job__c WHERE id in: jobID AND TR1__Days_Open__c >= 42 AND TR1__Status__c != 'Closed']){
vac.TR1__Status__c = 'Closed';
vac.TR1__Closed_Date__c = system.Date.today();
upJobList.add(vac);
}
If(upJobList.size()> 0)
update upJobList;
}
}

---------------------------------------------------------------------------------------------

Sean Clark
October 16, 2019
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0

0 replies

Opportunity Object not accessible to all users

Hi Guys,

I know that the Opportunity Object is only available to Admins' but we need all users to be able to view and create Opportunities.

Is there anyway we can do this without addition costs to the business?

Anyway this can be done through a visualforce page? If so would someone have visualforce code of this or be able to assist?

Thanks,
Sean

Sean Clark
May 16, 2019
Like
0

SOLVED

4 replies

Formula field isn't working as expected

Hi All,

I have the following formula (text) field below. However it isn't working as i expect it to.

IF(
Candidate__r.Company_Group_Type_Text__c == 'Potentials',
IMAGE('/servlet/servlet.FileDownload?file=0151v000003E7qF', ''),
IF(
Candidate__r.Company_Group_Type_Text__c == 'Trusted',
IMAGE('/servlet/servlet.FileDownload?file=0151v000003E7qZ',''),
IF(
Candidate__r.Company_Group_Type_Text__c == 'Associate',
IMAGE('/servlet/servlet.FileDownload?file=0151v000003E7qK', ''),
IF(
Candidate__r.Company_Group_Type_Text__c == 'Influencer',
IMAGE('/servlet/servlet.FileDownload?file=0151v000003E7qU', ''),
IF(
Candidate__r.Contact_ID__c == '0030Y00001JQUHr',
IMAGE('/servlet/servlet.FileDownload?file=0151j000000DoLm', ''),
IF(
Source__c == 'Vacancy Lead' && Source_Date__c >= TODAY() - 7 && Source_Date__c <= TODAY(),
IMAGE('/servlet/servlet.FileDownload?file=0151j000000Dp1y', ''),
IF(
Source__c == 'Vacancy Lead' && Source_Date__c >= TODAY() - 14 && Source_Date__c <= TODAY() - 8,
IMAGE('/servlet/servlet.FileDownload?file=0151j000000Dp3f', ''),
IF(
Source__c == 'Vacancy Lead' && Source_Date__c >= TODAY() - 21 && Source_Date__c <= TODAY() - 15,
IMAGE('/servlet/servlet.FileDownload?file=0151j000000Dp3G', ''),
IF(
Source__c == 'Vacancy Lead' && Source_Date__c >= TODAY() - 28 && Source_Date__c <= TODAY() - 22,
IMAGE('/servlet/servlet.FileDownload?file=0151j000000Dp3V', ''),
IF(
Source__c == 'Vacancy Lead' && Source_Date__c >= TODAY() - 7 && Source_Date__c <= TODAY() && (Candidate__r.Company_Group_Type_Text__c == 'Influencer' || Candidate__r.Company_Group_Type_Text__c == 'Potentials' ||Candidate__r.Company_Group_Type_Text__c == 'Trusted' || Candidate__r.Company_Group_Type_Text__c == 'Associate'),
IMAGE('/servlet/servlet.FileDownload?file=0151j000000Dp1y', ''),
IF(
Source__c == 'Vacancy Lead' && Source_Date__c >= TODAY() - 14 && Source_Date__c <= TODAY() - 8 && (Candidate__r.Company_Group_Type_Text__c == 'Influencer' || Candidate__r.Company_Group_Type_Text__c == 'Potentials' ||Candidate__r.Company_Group_Type_Text__c == 'Trusted' || Candidate__r.Company_Group_Type_Text__c == 'Associate'),
IMAGE('/servlet/servlet.FileDownload?file=0151j000000Dp3f', ''),
IF(
Source__c == 'Vacancy Lead' && Source_Date__c >= TODAY() - 21 && Source_Date__c <= TODAY() - 15 && (Candidate__r.Company_Group_Type_Text__c == 'Influencer' || Candidate__r.Company_Group_Type_Text__c == 'Potentials' ||Candidate__r.Company_Group_Type_Text__c == 'Trusted' || Candidate__r.Company_Group_Type_Text__c == 'Associate'),
IMAGE('/servlet/servlet.FileDownload?file=0151j000000Dp3G', ''),
IF(
Source__c == 'Vacancy Lead' && Source_Date__c >= TODAY() - 28 && Source_Date__c <= TODAY() - 22 && (Candidate__r.Company_Group_Type_Text__c == 'Influencer' || Candidate__r.Company_Group_Type_Text__c == 'Potentials' ||Candidate__r.Company_Group_Type_Text__c == 'Trusted' || Candidate__r.Company_Group_Type_Text__c == 'Associate'),
IMAGE('/servlet/servlet.FileDownload?file=0151j000000Dp3V', ''),
NULL
)))))))))))))

The Bold section shows that if the source is 'Vacancy Lead' AND the source date is within the last week AND if company group type text equals Trusted OR Potentials OR Associate OR Influencer. I have a record that meets this criteria but isn't returning the right document.

It is returning the document that is related to the criteria of the underlined section - which is if the Company group type text equals potentials

Hope someone can help!

Sean Clark
May 10, 2019
Like
0

SOLVED

2 replies

Error: Incorrect parameter type for function 'or()'. Expected Boolean, received Text

I'm building a Formula (Text) field to display documents when certain criteria is hit. The formula is below.

IF(
Candidate__r.Company_Group_Type_Text__c == 'Potentials',
IMAGE('/servlet/servlet.FileDownload?file=0151v000003E7qF', ''),
IF(
Candidate__r.Company_Group_Type_Text__c == 'Trusted',
IMAGE('/servlet/servlet.FileDownload?file=0151v000003E7qZ',''),
IF(
Candidate__r.Company_Group_Type_Text__c == 'Associate',
IMAGE('/servlet/servlet.FileDownload?file=0151v000003E7qK', ''),
IF(
Candidate__r.Company_Group_Type_Text__c == 'Influencer',
IMAGE('/servlet/servlet.FileDownload?file=0151v000003E7qU', ''),
IF(
Candidate__r.Contact_ID__c == '0030Y00001JQUHr',
IMAGE('/servlet/servlet.FileDownload?file=0151j000000DoLm', ''),
IF(
Source__c == 'Vacancy Lead' && Source_Date__c >= TODAY() - 7 && Source_Date__c <= TODAY(),
IMAGE('/servlet/servlet.FileDownload?file=0151j000000Dp1y', ''),
IF(
Source__c == 'Vacancy Lead' && Source_Date__c >= TODAY() - 14 && Source_Date__c <= TODAY() - 8,
IMAGE('/servlet/servlet.FileDownload?file=0151j000000Dp3f', ''),
IF(
Source__c == 'Vacancy Lead' && Source_Date__c >= TODAY() - 21 && Source_Date__c <= TODAY() - 15,
IMAGE('/servlet/servlet.FileDownload?file=0151j000000Dp3G', ''),
IF(
Source__c == 'Vacancy Lead' && Source_Date__c >= TODAY() - 28 && Source_Date__c <= TODAY() - 22,
IMAGE('/servlet/servlet.FileDownload?file=0151j000000Dp3V', ''),
IF(
Source__c == 'Vacancy Lead' && Source_Date__c >= TODAY() - 7 && Source_Date__c <= TODAY()&& Candidate__r.Company_Group_Type_Text__c == 'Influencer' || 'Potentials' || 'Trusted' || 'Associate',
IMAGE('/servlet/servlet.FileDownload?file=0151j000000Dp1y', ''),
IF(
Source__c == 'Vacancy Lead' && Candidate__r.Company_Group_Type_Text__c == 'Influencer' || 'Potentials' || 'Trusted' || 'Associate' && Source_Date__c >= TODAY() - 14 && Source_Date__c <= TODAY() - 8,
IMAGE('/servlet/servlet.FileDownload?file=0151j000000Dp3f', ''),
IF(
Source__c == 'Vacancy Lead' && Candidate__r.Company_Group_Type_Text__c == 'Influencer' || 'Potentials' || 'Trusted' || 'Associate' && Source_Date__c >= TODAY() - 21 && Source_Date__c <= TODAY() - 15,
IMAGE('/servlet/servlet.FileDownload?file=0151j000000Dp3G', ''),
IF(
Source__c == 'Vacancy Lead' && Candidate__r.Company_Group_Type_Text__c == 'Influencer' || 'Potentials' || 'Trusted' || 'Associate' && Source_Date__c >= TODAY() - 28 && Source_Date__c <= TODAY() - 22,
IMAGE('/servlet/servlet.FileDownload?file=0151j000000Dp3V', ''),
NULL
)))))))))))))

The highlighted section i have recently added and is the issue, it doesn't seem to like the '||' but i need it to say if the source is Vacanacy Lead, if the soruce date is between the specified and if the Company Group Type Text equals Potentials or trusted or influencer or associate.

The only part it isn't liking is the Company Group Type Text equals Potentials or trusted or influencer or associate.

Sean Clark
May 10, 2019
Like
0

0 replies

Anyone know of an integration which could show the latest tech trends and hottest technologies

We are looking for an integration for salesforce which will show real time tech trends and hottest technologies.

Within our database we have a list of every candidates CV as well as a daxtra search that allows us to search for technologies within their CV. It would be amazing if an integration such as mentioned above exists and would be able to list the contacts who have these technologies within their CV.

Might be a bit of an ask, but does anyone know if this exists?

Sean Clark
December 18, 2018
Like
0

3 replies

Creating custom button or link to add a contact to specific Call List

Hi Guys,

I'm looking for a way to create a custom button or link within the Contact Record Page which will add the Contact who's record im on to a specific Call List if certain criteria are met on the profile.

E.g. if the contacts Job Title = Java Developer and Contract Preference = Permanent then when the button is pressed it will add them to the 'Permanent Java Candidates' Call List.

Any help would be absolutly amazing!

Sean Clark
November 30, 2018
Like
0

1 replies

Process Builder Formula Criteria

Hi Guys,

I have a process builder with certain criteria, i want to add another criteria to say if the Created Date equals This Week and another one to say if the Created Date equals Next Week.

I have been looking everywhere for this info but can't find it.

Hope someone can help!

Sean Clark
November 23, 2018
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0

2 replies

An unhandled fault has occurred in this flow - Error ID: 1862147452-6502 (757189606)

Hi Guys,

I have created a process builder to update a date field on a custom object when the date field on a contact is greater than the date field on the custom object. When i update the date field within the contact page to be greater than on the custom object, the field on the custom objhect doen't update and when i go to edit the record i recieve the below Error.

We can't save this record because the “Candidate Tracker Contact Update” process failed. Give your Salesforce admin these details. <b>An unhandled fault has occurred in this flow</b> An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Error ID: 1862147452-6502 (757189606)

Would greatly appriciate any help with this!

Sean Clark
November 21, 2018
Like
0

2 replies

Application which scan's Salesforce data and categorises it

Hello All,

Does anyone know of an application or an integration which will scan all data within Salesforce, weither it be Fields or CV's (Resumes) and categorise them accordingly?

I work for an IT Recruitment company and within our Salesforce we have fields for Job Titles, Candidate CV's and records of if a candidate has had an interview or sent a CV to a position, what position they were going for.

We are looking for somehting wich will scan all of this data and categorise into technologies... For example on a profile how many times 'Java' was mentioned in all of the fields/Cv's.

Does anyone know of an application which is capable of this? Or anyway of achieving this?

Sean Clark
October 30, 2018
Like
0

SOLVED

25 replies

Creating a Test Class of an Apex Trigger

Hello,

I am trying to write a test class for the below Apex Trigger but could do with some assistance as this is a first for me.

Could anyone help?

-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Trigger OldMVPTrigger on MVP__c (after update) {

List<Task> taskListToInsert = new List<task>();

for(MVP__c mvp:Trigger.new)
{
if(mvp.Last_Contacted_On__c == Date.Today().addDays(-30) && system.today() <= system.today().toStartOfWeek().addDays(5) )
{
task t = new Task();
t.Subject = 'You need to call '+mvp.MVP_Forename__c+' today';
t.ownerId = mvp.MVP_Owner__c;
t.WhatId = mvp.Id;
t.ActivityDate = mvp.Last_Contacted_On__c;
taskListToInsert.add(t);
}
}
if(taskListToInsert.size() > 0)
{
insert taskListToInsert;
}
}
-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Sean Clark
August 17, 2018
Like
0

3 replies

Creating an Apex Trigger to have an Alert on the Contact

Hi,
I am trying to create an Apex Trigger to create an Alert saying 'Are you sure you want to save without filling in the Availability?' if the field: Availability is blank and the PickList field: Candidate Status is either Consult Hot, Consult Warm, Perm Active, Perm Passive, Assigned, Placed or Prospect.

Can anyone help me with this?

The errors are showing: Line7 - Expecting ')' but was: 'AND'
Line14 - Expecting ';' but was: ')'

trigger ContactAlert2 on Contact (before update) {

for(Contact c :Trigger.New){

If(
ISBLANK(Availability__c)
AND(
ISPICKVAL(c.TR1__Candidate_Status__C = 'Consult Hot') ||
ISPICKVAL(c.TR1__Candidate_Status__c, 'Consult Warm') ||
ISPICKVAL(c.TR1__Candidate_Status__c, 'Perm Active') ||
ISPICKVAL(c.TR1__Candidate_Status__c, 'Perm Passive') ||
ISPICKVAL(c.TR1__Candidate_Status__c, 'Placed') ||
ISPICKVAL(c.TR1__Candidate_Status__c, 'Assigned') ||
ISPICKVAL(c.TR1__Candidate_Status__c, 'Prospect')))

c.addError('Are you sure you want to save without filling in the Availability?');

}
}

Sean Clark
August 16, 2018
Like
0

SOLVED

10 replies

Apex trigger to create a task and set Assigned To, to the MVP Owner

I have created an Apex Trigger to create a Task on the MVP Object but keep getting an error.

I am trying to link the Assigned To (Lookup(user,calender)) on the Task object to the MVP Owner (Lookup(user)).

Can anyone help correct this error?

User-added image

Sean Clark
August 15, 2018
Like
0

SOLVED

2 replies

Apex Trigger to create a task on MVP object (Only Create on a weekday)

I have created a Apex Trigger to create a task on the MVP object when the Last Contacted On date is 30 days old.

Is there anyway i can make it so that the task will only be created on a weekday? (Monday - Friday)

trigger OldMVPTrigger on MVP__c (after insert) {

List<Task> taskListToInsert = new List<task>();

for(MVP__c mvp:Trigger.new)
{
if(mvp.Last_Contacted_On__c == Date.Today().addDays(-30))
{
task t = new Task();
t.Subject = 'Call [MVP__c].MVP__c.FirstName Today';
t.OwnerId = '[MVP__c].MVP_Owner__c';
t.WhatId = mvp.Id;
taskListToInsert.add(t);
}
}
if(taskListToInsert.size() > 0)
{
insert taskListToInsert;
}
}

Sean Clark
August 15, 2018
Like
0

SOLVED

4 replies

Formula field isn't working as expected

Sean Clark
May 10, 2019
Like
0

SOLVED

2 replies

Error: Incorrect parameter type for function 'or()'. Expected Boolean, received Text

Sean Clark
May 10, 2019
Like
0

2 replies

Clone the 1-Account, Contact & Opportunity Data Quality dashboard and name it My Account and Contact Dashboard.

Manmeet Singh 52
February 20, 2019
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0

3 replies

Creating custom button or link to add a contact to specific Call List

Sean Clark
November 30, 2018
Like
0

2 replies

An unhandled fault has occurred in this flow - Error ID: 1862147452-6502 (757189606)

Sean Clark
November 21, 2018
Like
0

2 replies

Application which scan's Salesforce data and categorises it

Sean Clark
October 30, 2018
Like
0

SOLVED

25 replies

Creating a Test Class of an Apex Trigger

Sean Clark
August 17, 2018
Like
0

128 replies

security specialist superbadge challenge 2

I don't know why, but Trailhead does not see that I've setup a user Samantha Cordero with the profile Field Sales User. I've create the Field Sales User profile, created the user Samantha Cordero, activate the user, generate a password, and logged in as the user. I even logged in as her in Salesforce 1, but I still get this message:
error message

Here is what her user detail page:
User-added image

Field Sales User profile:
User-added image

Frankie Collyer
November 01, 2017
Like
1