• larrmill59
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HI all,

 

is there a way to add a workflow rule that gets triggered when a value is changed twice?

 

For example a closed date is set to 15/04/2013 in january, the in April it is changed to 15/05/2013 and in May it is changed again to 15/09/2013.

I would like to know if there is a way to at that moment have the rule evaluated to true in order to send an email alert.

 

The aim is to identify sales opportunitis which keep on moving right on the calender and get moved from quarter to quarter.

Maybe there are other ways to track it?

 

Many thanks in advance

Cinzia

i wish to see stop user from changing status to something on case if activity history which is relative list have 0 or no records.

how can i do it without trigger, is there a way?

Is there any way to change the owner of a Chatter group outside of deleting and re-creating the group? We have an admin who will no longer be in our instance of Salesforce, so his login will be inactivated. We would like him to be removed as owner of all the groups he has created.

 

Thanks

Larry

I am trying to transfer reference information from one custom object to another. The name of the field I am trying to transfer is "Able to Mention Customer's Name". The picklist values for this field are Yes, No, Pending. 

 

I would like the value of this field to be updated into the field "Contract Allows External Use?"

 

Below is my formula. Any advice with what I am doing wrong is greatly appreciated. 

 

CASE( Customer_Information__r.Able_to_Mention_Customer_Name__c ,"Yes", "No", NULL)

 

Hi, 

 

New to formula's and I need to create 2 validation rules... 

 

1.) That will not allow duplicate leads to be registered

2.) If Company & Email & Last Name are null do not register as a lead.

 

Any advice? 

Hi all, i have picklist month field wich contains numeric values and year also i have picklist field.Lets say this year when you enter month i.e. Nov or Dec and year i.e. 2012 then it should not allow.So it should allow only month i.e Oct and year i.e.2012 (i.e.Current year of the previous month). Fields:month__c and Year__c Pls provide the example and let me know asap Thanks!

Hello Guys,

 

I need some help on a small requirement.

 

If the sales rep do not work on the assigned leads then we want to send a email alert to the VP sales.

First email after 3 days of lead creation/assignment

@nd email after 10 days of lead creation/assignment .

 

Suggestions please.!!

 

Thanks in advance.

Hi!

We've 10 salesforce license- which was purchased some months back.

I recently joined the team,

 

1) How can I find which kind of license(professional, enterprise, unlimited etc).  I think, I could find looking the features available but justed wanted to check, if some easy way available. For now, it seems to me, it is enterprise edition

 

2) We've consumed all 10 licenses and  now we want to give just 'read' access of 'accounts & 'contacts' to atleast 10 more people. Do we need to purchase license for this or any easy way available.

 

I checked chatter free license type, for which I can add 5000 users.. but finding they can't access any such standard object.

 

Please suggest!!

 

When I create a formula field, the only return types available to me are Currency, Date, Date/Time, Number, Percent, & Text.

 

Why no True/False (checkbox) type? (Or for that matter, why no email, phone, or URL types?)

 

I've been creating number fields with values of 1 or 0, but that is far from ideal, especially, because they display on reports as "1.00" or "0.00".

 

Is there a better workaround?

Good afternoon, folks! I am working in Leads. I have a picklist called “Lead Status.” The choices in this picklist are:

  • Zero
  • Open
  • Attempted Contact
  • Actively Engaged
  • Qualified
  • Disqualified.

It’s the controlling field for a dependent picklist called “Reason Disqualified.” The choices in that picklist are:

  • Did not respond
  • Incorrect contact data
  • Not interested
  • Is consultant or vendor
  • Already in pipeline

If "Disqualified" is selected under the Lead Status picklist, I want the user to be required to select one of the choices under the "Reason Disqualified" picklist. The formula I’m currently using is:

 

AND(TEXT(Status) = "Disqualified",

ISBLANK(TEXT(Reason_Disqualified__c))) 

 

Any help/guidance is appreciated! 

I have a perplexing issue.  I have a Visualforce page with an input field that has a lookup.  When clicking the "Search" button (magnifying glass), the searched field can be selected but the window does not close, forcing the user to press the "Close Window" button.  Any suggestions on how to fix this?

 

Thanks in advance.

Hi,

 

I have a requirement where in when a user login to the ideas site if he has any comments on his ideas that has been previously posted, he/she should get a pop-up alert that someone has commented on his/her ideas. We have a link that displays the recent activity but we need an alert or pop-up to tell the user that he/she has new messages kind of thing.

 

Could any one help me with this.

Thanks in advance.

 

I'm trying to auto name a record as it's created. I want to combine the account name and the current date and use that as the name.

 

The code snip below does work but the date is too complex. How do I get just the mm/dd/yyyy to show?

 

 for(Account a:accountList) {
                  //set your field values here.
   c.Name = a.Name + ' ' + date.today();
   c.Account_Executive__c = a.owner.FirstName + ' ' + a.owner.LastName;
   c.Region__c = a.Region__c;
   c.RME_Date__c = date.today();

I have a page with 5 data entry sections each of which is tied to a specific record type of the object. I would like to only show the one section that applies to the record type that was selected when creating the record. I found the references and code samples for the rendered attribute, but just can't seem to get the syntax correct. The code below is my latest attempt, but it won't save. The error is "Incorrect parameter for operator '='. Expected Object, received Text"

 

<apex:pageBlockSection title="Fee Waiver RME" rendered="{!RME__c.RecordType='012S00000000Pvm'}">

 

Any help would be appreciated.

how to send lost oppertunity link in email using workflows..?????

 

plz help