• Petya
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Hello 

 

Automatically create account, opportunity and contact after incoming lead from the app exchange 

We are using custom objects for opportunity. We receive Leads in our system, when someone saves our app from the AppExchange.

We would like to convert immediately this leads to account, contact and opportunity (custom object).

 

Any ideas how to achieve this?

 

Thanks

 

Hello
I try to deploy a change set and receive always the following error:
"Fields in highlights panel must be a subset of fields in detail section. Currently Field 1, Field 2, Field 2 fields are not in detail section"

What does this mean?? I don’t have highlights panel on my page layout, and I cannot configure it...

Totally frustrated with this deployment…

Any advices?

Hello 

 

I made a formula using a google chart link.

IMAGE("http://chart.googleapis.com/chart?chf=bg,s,DDF8CC&chxl=0:|0|20.000|40.000|60.000|80.000|1.000.000|1:|Margin+2010|Margin+2011|Margin+2012&chxr=0,0,160|1,5,100&chxs=0,676767,11.5,0,lt,676767&chxt=x,y&chbh=a,4,4&chs=450x150&cht=bhs&chco=008000,FF0000&chds=5,1000000,5,1000000&chd=t:"
+ SUBSTITUTE(TEXT(Margin_2012__c), ".","")+"," 
+ SUBSTITUTE(TEXT(Margin_2011__c), ".","")+"," 
+ SUBSTITUTE(TEXT(Margin_2010__c), ".","") 
+"|1000000,1000000,1000000", "No Image available", 150, 450)

 

This is a chart, which shows the margin by year in comparison with the target. The last line shows the target for 3 years, always 1 Mio. I would like to add a field, to allow the user to define the annual target. How could I add the value from this additional field to my formula?

Now the user needs to change the target directly in the formula, for example when the target should be more than 1 Mio, the user must go to the formula and add the value to the last line. It could be simpler when he changes only the appropriate field on the UI and the value in the chart changes automatically.

 

When I change the last line to +"|My_Target1_field__c,My_Target2_field__c,My_Target3_field__c", "No Image available", 150, 450) I receive an empty chart and I have date in my target fields.

 

Any suggestions?

How to create simple google chart and add it to the account page layout?

I need to take data from different custom objects, and analyze it directly on the account.

When I use the google chart app from app exchange, there are formulas and I don’t get what I want.

I found many article online but the most of them are too complicated for beginner, or they are appropriate for the Dashboard object

 

Any advices?

Hello 
I have different record types and only if all conditions for example from the first record type are fulfilled, the user can go to the second record type. So I need to know how much time is spent in a record type.
Any ideas how to achieve this?

Hello 

 

I created trigger to accumulate value from custom object into his master object. I have a lookup relationship, cannot use master detail and rollup fields, so the trigger is one possibility. When I change in the custom object the value, which I want to assume on the master object, the appropriate field on the master object is not updated  immediately from my trigger.

When I make small changes in the master object and save the record, the trigger works and the value is updated also on the master record.

I start with trigger CalculateTotalMargin on Account (before update)

 

How should I define my trigger, to have immediately update on the master record, when the detail record is changed?

 

Any Ideas

 

Hi 

I try to convert a record in another record type but I want to take all already entered values from the old record into the new one with the conversion.

II s there a simpler way to achieve this e.g. Button with URL link?

Hi 

I have a custom java script button. When I click on the button I am linked to a standard salesforce page and I have there required fields, which must be filled, and immediately after opening the page I see an error message "Error: Invalid Data. Review all error messages below to correct your data." How can I avoid/hide this error message? The user can already see, that some fields are required and if he doesn’t fill the fields, this error message can be showed, but not before.

Is there any smart way to achieve this?

 

Hello

I made a simple visual force page with information from another object. I need also to add a filter similar like the filter on standard list views. What is the simplest way to achieve this? 

<apex:page sidebar="false">
<apex:enhancedList height="300" listId="00BD0000007A7sO" type="My Page"/>

</apex:page>

 

thanks

Hello 

I try to implement a visual force page as a section part from custom object. The section should simple include questions and answers (picklist). I defined the following code, but I see the chatter window under the section and below on the salesforce page :) I dont know way.

The picklist should be edited only in edit mode, and now this is not possible with my code.

Any ideas? 

 

So the chatter is not anymore on the visualforce page :) but I still cannot edit the picklists only in edit mode.

 

<apex:page standardController="Custom_Object_c">
 <apex:form >
 <apex:pageBlock >
 <apex:pageBlockSection title="Checklist" columns="1" showHeader="false">
 
   Is this your question?
        <apex:inputField value="{!Custom_Object_c.Answer_Question__c}"/>
    </apex:pageBlockSection>  
  </apex:pageBlock>
 </apex:form> 
</apex:page>

Hi 

I need your advice to the following problem:

I have the Fields Owner and Responsible on the account and on the opportunity object. When I define an opportunity, I need to fill in these fields with the values from the Account automatically.

With workflow it is not possible to make this. The fields are lookup fields to the User object.

I suppose this is possible with trigger.

 

Does anyone have advices and experiences with similar topic?

I try to find the best solution for the following problem: 

I have a custom object with Master-Detail relationship to opportunity. If the Opportunity reached a stage "qualified", the user have to fill in the custom object. 

Now if I reach the qualified stage, I have to open this custom object and if I try to close without to fill in, I cannot., because the fields are mandatory and dependent from the stage.

But If I have the qualified Stage already, I could define immediately to enter the mandatory field in my custom object, or when this object does not exist, the user must create it, when the stage is qualified.

 

Any Ideas? 

Hello 

I try to define a formula, which counts every time if a condition is true -1 backwards. I don’t want to have any negative values, if i reached 0, I want to stay by 0 and don’t want to count to -1, -2 ... and so on.

This is my formula

IF( ISNULL(Counter__c) ,0, Counter__c - 1)

The problem is that with this formula I stil have negative values.

Any Ideas?

 


 

Hello
I made a custom object with a Master-Detail Relationship to its Parent Object Opportunity.
I want to see automatically the Opportunity-Name by this Custom Object, but I can’t see it.
Any Ideas?

Thanks