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How to apply the - Round Robin Lead Assignment formula
- Richster
- May 02, 2007
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- 0
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Dependent Auto-Number Field
Hello,
Is there a way to only have an auto-number field populate on certain record types?
- bfunk3778
- April 14, 2009
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Workflow not firing based on days from Oppty Close Date
Hi,
I have a workflow set up to auto Close Lost opportunities that are 30 days past their Close Date.
Here's my formula:
and(
or(
ispickval( StageName,"Qualified"),
ispickval(StageName,"Qualified Suspect")),
TODAY()-CloseDate=30,
ispickval(Type ,"Renewal Business"))
I have an opportunity that meets all these criteria and the workflow has not fired. Any thoughts?
- bfunk3778
- March 31, 2009
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Create 'My Pipeline' list atop all user's opptys/leads
Hi,
I'm playing around with Visualforce to create a component or list of a user's opportunities or leads closing within the month (or some other range of criteria) that will display atop any opportunity or lead so that the sales rep always knows at a given moment what their pipeline looks like for the month. Maybe it can have conditional alerts that show when an oppty or lead is nearing its close date or event date (we run an event based business). Is this possible? Should I just create a dashboard and embed it in a Visualforce component? Can someone help me with the code? I'm a little new to this.
Thanks.
- bfunk3778
- March 27, 2009
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Liveperson/Salesforce Integration needed!
Liveperson uses "Ticket Numbers" as customer reference for support inquiries, we want all inquiries to receive Case numbers instead and to generate a Case automatically.
Is there anybody out there that can help us build this?
- bfunk3778
- April 12, 2006
- Like
- 0
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Workflow not firing based on days from Oppty Close Date
Hi,
I have a workflow set up to auto Close Lost opportunities that are 30 days past their Close Date.
Here's my formula:
and(
or(
ispickval( StageName,"Qualified"),
ispickval(StageName,"Qualified Suspect")),
TODAY()-CloseDate=30,
ispickval(Type ,"Renewal Business"))
I have an opportunity that meets all these criteria and the workflow has not fired. Any thoughts?
- bfunk3778
- March 31, 2009
- Like
- 0
- Continue reading or reply
How to apply the - Round Robin Lead Assignment formula
- Richster
- May 02, 2007
- Like
- 0
- Continue reading or reply