I have created a process builder that kicks off a flow on creation of an opportunity with a particular record type to create a quote with a quote line item. The flow ends with a quote sync element. If I take the quote sync element out of the flow, my process & flow work perfectly. As soon as I add the sync element, I receive the following error when trying to save my opportunity:

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If I take the element out of the quote and manually sync the quote from the quote record, it syncs with no problem. It is only when I am automating the syncing in the flow that there is an issue. I contacted Salesforce support and they said that they cannot support this issue because it is in a flow and they do not support flow issues. 

I have automated quote syncing in a flow with other client orgs so know it can be done. Any assistance anyone could offer would be great!
 

I have a workflow with a field update where I am trying to populate the standard "Description" field on an Event record when it is created. Below is the formula for my field update:

"Employee: " & [Hours__c].Project_Assignment__c.Internal_Resource__c.FirstName & " " & [Hours__c].Project_Assignment__c.Internal_Resource__c.LastName &BR()
& "Location: " & [Hours__c].Location__c &BR()
&"Special Notes/Equipment: " & [Hours__c].Special_Notes_Equipment_Needed__c &BR()
&"Scheduled By: " & [Hours__c].Scheduled_By__c &BR()
&"Dates of all corresponding training sessions: " &[Hours__c].Dates_of_Corresponding_Training_Sessions__c &BR()
&"Cost/Notes on Related Charges: " & [Hours__c].Cost_Notes_on_Related_Charges__c &BR() 
&"Invoice Number: " & TEXT([Hours__c].Invoice_Number__c)&BR()
&[Hours__c].Hours_URL__c

When it outputs to the description field on the Event, it looks like this: 

Employee: Joe Brown_BR_ENCODED_Location: Testing Again_BR_ENCODED_Special Notes/Equipment: Testing_BR_ENCODED_Scheduled By: Test User_BR_ENCODED_Dates of all corresponding training sessions: Testing_BR_ENCODED_Cost/Notes on Related Charges: Testing_BR_ENCODED_Invoice Number: _BR_ENCODED_Click here to access the related hours record in Salesforce:https://xxx.salesforce.com/xxxxxxxxxxxxxxxxxxxxx

I saw posts on the forum that indicated this had been an issue prior to 2007 but in 2007, Salesforce made a change that resolved it. Can you please help?

I have a custom object called "Location" with a master-detail relationship to Opportunity and a lookup relationship to Quote. When I create a quote from the opportunity, I would like to populate all location records on the Opportunity with the new Quote ID. We need to do this so that I can display the Location records on the Quote Template (PDF). 

I think I need an after insert trigger on Quote so once I save the quote, the trigger will grab all Location records where the Location Opportunity ID = Quote Opportunity ID, then populate Quote ID on the Location records in the retrieved list. I'm not a developer so am hoping someone can help! Thanks in advance for any help you can offer.

I am working on a project in the NPSP. I'm very new to coding so am hoping to get some guidance on how to go about doing a couple of things on the Donation (Opportunity) object:

 

1. There are two lookup fields - one to a custom object called "Funds" and one to Campaigns. I need to enter a Fund via lookup, then have the Campaign field default to the "Default Campaign" value from that Fund record but be overrideable (so can't use formula).
2. There is an auto-number field on the Donation. There are situations where I would need to clone the Donation record and override the auto-number to populate that field on the clones with the original Donation record rather than a new auto-number.

Any suggestions/help would be greatly appreciated!!

 

Missy

I have a workflow with a field update where I am trying to populate the standard "Description" field on an Event record when it is created. Below is the formula for my field update:

"Employee: " & [Hours__c].Project_Assignment__c.Internal_Resource__c.FirstName & " " & [Hours__c].Project_Assignment__c.Internal_Resource__c.LastName &BR()
& "Location: " & [Hours__c].Location__c &BR()
&"Special Notes/Equipment: " & [Hours__c].Special_Notes_Equipment_Needed__c &BR()
&"Scheduled By: " & [Hours__c].Scheduled_By__c &BR()
&"Dates of all corresponding training sessions: " &[Hours__c].Dates_of_Corresponding_Training_Sessions__c &BR()
&"Cost/Notes on Related Charges: " & [Hours__c].Cost_Notes_on_Related_Charges__c &BR() 
&"Invoice Number: " & TEXT([Hours__c].Invoice_Number__c)&BR()
&[Hours__c].Hours_URL__c

When it outputs to the description field on the Event, it looks like this: 

Employee: Joe Brown_BR_ENCODED_Location: Testing Again_BR_ENCODED_Special Notes/Equipment: Testing_BR_ENCODED_Scheduled By: Test User_BR_ENCODED_Dates of all corresponding training sessions: Testing_BR_ENCODED_Cost/Notes on Related Charges: Testing_BR_ENCODED_Invoice Number: _BR_ENCODED_Click here to access the related hours record in Salesforce:https://xxx.salesforce.com/xxxxxxxxxxxxxxxxxxxxx

I saw posts on the forum that indicated this had been an issue prior to 2007 but in 2007, Salesforce made a change that resolved it. Can you please help?