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Need App - Schedule and Format Reports
I am looking for an application (or solution) to schedule formatted reports to users outside SF. We have weekly reports of data that we send to clients / managers we were able to accomplish this task via Jaspersoft 4 Salesforce. We could schedule reports, format the report, as well as PDF the report for distribution as an attachment. However, their application is going away in the next month or two and I MUST HAVE a Solution prior to this. Anyone know of an application that accomplishes this or a solution (that is relatively easy)? Any assistance is appreciated! Thanks!
- heatherwebster
- April 17, 2009
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Workflow Rule: Running Only Once a Day
OR( $User.ProfileId ="00e50000000vGpt", $User.ProfileId ="00e50000000vGcG", $User.ProfileId ="00e50000000vGpj", $User.ProfileId ="00e50000000vH76", $User.ProfileId ="00e50000000vHv5")
I tried this, but run into the problem when it's Today and someone else (other than sales) updates the record, it won't trigger and I want it to. *Last Modified Date 1 is a custom field that displays the date field and not date/time.
AND( OR( $User.ProfileId ="00e50000000vGpt", $User.ProfileId ="00e50000000vGcG", $User.ProfileId ="00e50000000vGpj", $User.ProfileId ="00e50000000vH76", $User.ProfileId ="00e50000000vHv5"), AND( Last_Modified_Date_1__c <>TODAY(), LastModifiedBy.Id <> $User.Id ) ) )
Any assistance or direction is appreciated!
- heatherwebster
- November 04, 2008
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Tagging Last Account Contact Date based on Profile
I need to develop a way to tag the last date that a rep did something (activity, opportunity, etc) with an account and the last date that an account manager did something with an account (activity, case, etc). Once the date is determined, there needs to be colors that correspond with the date <90 days, >90 days. The color part is easy, it’s the tagging of the date that’s the hard part.
Ideally, this would be two fields populated on the account record one being “Last Date Sales Exec” and the other being “Last Date Account Manager”.
Problem: There are multiple ways that a rep/account manager can touch an account within SF – via an activity, updating an opportunity/case, adding a note to an account, or even updating the account details with phone, fax etc.
Does anyone have any suggestions of ways to accomplish this? Worst case scenario, I have to create this manually (in excel) based on data in SF but I would rather not. J
BTW – I have to have this completed before a Nov 12 meeting.
- heatherwebster
- October 30, 2008
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Imaged Formula Field Not Displaying Properly
- heatherwebster
- August 27, 2008
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Creating a Custom Controller - Has to be Simple
Error: Apex class 'GoldSheet' does not exist |
- heatherwebster
- August 21, 2008
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Assistance Creating Visualforce Page - Atlanta, GA
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Strategy for Hosting Fee |
Accounting |
Jim |
10/20/2008 |
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New Documentation |
Millard |
Bob |
11/22/2008 |
3 |
Another Example |
Text |
Person |
7/16/2008 |
- heatherwebster
- July 16, 2008
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Need App - Schedule and Format Reports
I am looking for an application (or solution) to schedule formatted reports to users outside SF. We have weekly reports of data that we send to clients / managers we were able to accomplish this task via Jaspersoft 4 Salesforce. We could schedule reports, format the report, as well as PDF the report for distribution as an attachment. However, their application is going away in the next month or two and I MUST HAVE a Solution prior to this. Anyone know of an application that accomplishes this or a solution (that is relatively easy)? Any assistance is appreciated! Thanks!
- heatherwebster
- April 17, 2009
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- 0
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Validation rule on PICKLIST
I want to add a "Reason Lost" to my Opportunities. This new field will be a picklist.
I want to validate that, if the status is changed to "Closed - Lost" a "Reason Lost" must be entered.
If I have 3 reasons, let´s say: "Price", "Service", "Cancelled Operation"
Do I really need a formula like this?
AND(ISPICKVAL(Status, "Closed - Lost"), NOT(OR(ISPICKVAL(ReasonLost__c,"Price"),ISPICKVAL(ReasonLost__c,"Service"),ISPICKVAL(ReasonLost__c,"Cancelled Operation"))))
I would have hoped for a much simpler:
AND(ISPICKVAL(Status, "Closed - Lost"), NOT(ISNULL(ReasonLost__c)))
What am I doing wrong? or is this a limitation? (I can´t imagine if I want to do this for a picklist with 100 values!)
Thanks all!
- dev_jh
- October 30, 2008
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How can I disable edit on a record if it is already in a specific status?
1. Purchase_Orders and
2. purchase_items.
Ambili
- arasu
- August 27, 2008
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Imaged Formula Field Not Displaying Properly
- heatherwebster
- August 27, 2008
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- 0
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