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Validation Rule - Any help would be greatly appreciated!!
Hello All,
I'm in need of a validation rule for a text field. Once that field has been populated w/ information it can not be changed.
See formula below:
IF(NOT(ISBLANK(Acquisition_Program_Name__c )), Acquisition_Program_Name__c,
ISCHANGED( Acquisition_Program_Name__c))
Received the following error:
Error: Incorrect parameter type for function 'IF()'. Expected Text, received Boolean
- SFDCneophyte
- April 11, 2013
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- 0
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Formula for Cross Object (standard objects) workflow
I've created a blank TEXT field called Lead Source Details that appears on the both the lead and conact records.
I wanted to see if there a workflow rule that can be created that would perform the following:
Anytime a lead or contact is a member of a campaign and that lead or contact responds to teh campaign and the Lead Source Details field is blank, Then update that field (stamp) with the "Campaign Name".
Thanks
KG
- SFDCneophyte
- February 27, 2013
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- 0
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Formula within Reports?
I'm trying to run a report (that contains a formula) that would display the MRC for each month based on the start date of the MRC and on the term of the contract.
Opportunity.RecurringMonthlyFee__c:SUM *Opportunity.Contract_Term__c:SUM
- SFDCneophyte
- January 19, 2013
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- 0
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Cloud Flow Design for record look up & create
Anyone who can help!
I'm trying to create a cloud flow design that would that would trigger based on the status of a Lead or Contact record. Which in turn would check a custom object to see if a record exist if it doesn't it then creates a record....The flow would be as follows:
Lead or Contact record becomes (Sales Qualified) ----> Check to see if this record has a Qualified Lead Record (custom object), if false then create new Qualified Lead Record.
Any help would be greatly appreciated.
-KG
- SFDCneophyte
- January 14, 2013
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- 0
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Custom field to give a value from Lead or Contact fields
I've created three fields , one on the lead page, the second on the contact page and a third on the campaign members page. But I looking for a formula to be used on the campaign member page that would read the value of the lead or conatct page fields. It would be either or. The list is also a pick list...
TEXT( Lead.Lead_Source_Segment__c )
TEXT( Contact.Lead_Source_Segment__c )
IF(NOT(ISBLANK(Lead.Lead_Source_Segment__c ))&& ISBLANK(Contact.Lead_Source_Segment__c ), Lead.Lead_Source_Segment__c
IF(NOT(ISBLANK(Contact.Lead_Source_Segment__c ))&& ISBLANK(Lead.Lead_Source_Segment__c), Contact.Lead_Source_Segment__c ,
IF(NOT(ISBLANK (Lead.Lead_Source_Segment__c ))&& NOT(ISBLANK(Contact.Lead_Source_Segment__c )), Contact.Lead_Source_Segment__c ,
null)))
Error: Syntax error. Found 'Lead.Lead_Source_Segment__c
IF(NOT( ISPICKVAL(Lead.Lead_Source_Segment__c ))&& ISPICKVAL(Contact.Lead_Source_Segment__c ), Lead.Lead_Source_Segment__c
IF(NOT(ISPICKVAL (Contact.Lead_Source_Segment__c ))&& ISPICKVAL(Lead.Lead_Source_Segment__c), Contact.Lead_Source_Segment__c ,
IF(NOT(ISPICKVAL (Lead.Lead_Source_Segment__c ))&& NOT(ISPICKVAL(Contact.Lead_Source_Segment__c )), Contact.Lead_Source_Segment__c ,
null)))
Error: Syntax error. Found 'Lead.Lead_Source_Segment__c'
- SFDCneophyte
- January 03, 2013
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- 0
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Formula for two check boxes
I'm trying to write a formula for two check boxes. One is being populated by Jagsaw Data.com clean that automatically gets checked when an Account Contact or Lead is graveyard. I've created a seperate field for called Lead Inactive that I want to automaticaly update when graveyward check box is updated.
VALUE( jigsaw_clean__Graveyard__c )
Error: Incorrect parameter type for function 'VALUE()'. Expected Text, received Boolean
- SFDCneophyte
- December 27, 2012
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- 0
- Continue reading or reply
Cross object formulas... Again
Hello All,
I'm trying to populate a TEXT field on a custom object. The goal is to check for an Account Name on the Lead Object or on the Contact Object. Based on my formula below I'm getting a eror. Any help would be greatly appreciated.
Thanks,
IF
(OR(Lead__r.Account__r.Name),
(OR(Contact__r.Account.Name)),
null)
Error: Incorrect parameter for function 'OR()'. Expected Boolean, received Text
- SFDCneophyte
- October 11, 2012
- Like
- 0
- Continue reading or reply
Cross object formulas
I have a cross object formula that I'm trying to include a multi-select picklist to auto-populate a Text field on a custom object. But I'm getting an eror. If anyone can help it would be greatly appreciated.
-Thanks
INCLUDES( Lead__r.Product_Focus__c, "Investor", "Pro", "Maxit", "Financial Guidance", "Account Opening", "Money", "Movement", "Adv Trading", "Rules Engine","ENS", "Trading", "SDX for TurboTax", "FTS Professional Services", "Mobile", "Portfolio Rebalancing", "Web Services")
Error: Incorrect number of parameters for function 'INCLUDES()'. Expected 2, received 17
- SFDCneophyte
- October 11, 2012
- Like
- 0
- Continue reading or reply
Validation Rule - Any help would be greatly appreciated!!
Hello All,
I'm in need of a validation rule for a text field. Once that field has been populated w/ information it can not be changed.
See formula below:
IF(NOT(ISBLANK(Acquisition_Program_Name__c )), Acquisition_Program_Name__c,
ISCHANGED( Acquisition_Program_Name__c))
Received the following error:
Error: Incorrect parameter type for function 'IF()'. Expected Text, received Boolean
- SFDCneophyte
- April 11, 2013
- Like
- 0
- Continue reading or reply
Custom field to give a value from Lead or Contact fields
I've created three fields , one on the lead page, the second on the contact page and a third on the campaign members page. But I looking for a formula to be used on the campaign member page that would read the value of the lead or conatct page fields. It would be either or. The list is also a pick list...
TEXT( Lead.Lead_Source_Segment__c )
TEXT( Contact.Lead_Source_Segment__c )
IF(NOT(ISBLANK(Lead.Lead_Source_Segment__c ))&& ISBLANK(Contact.Lead_Source_Segment__c ), Lead.Lead_Source_Segment__c
IF(NOT(ISBLANK(Contact.Lead_Source_Segment__c ))&& ISBLANK(Lead.Lead_Source_Segment__c), Contact.Lead_Source_Segment__c ,
IF(NOT(ISBLANK (Lead.Lead_Source_Segment__c ))&& NOT(ISBLANK(Contact.Lead_Source_Segment__c )), Contact.Lead_Source_Segment__c ,
null)))
Error: Syntax error. Found 'Lead.Lead_Source_Segment__c
IF(NOT( ISPICKVAL(Lead.Lead_Source_Segment__c ))&& ISPICKVAL(Contact.Lead_Source_Segment__c ), Lead.Lead_Source_Segment__c
IF(NOT(ISPICKVAL (Contact.Lead_Source_Segment__c ))&& ISPICKVAL(Lead.Lead_Source_Segment__c), Contact.Lead_Source_Segment__c ,
IF(NOT(ISPICKVAL (Lead.Lead_Source_Segment__c ))&& NOT(ISPICKVAL(Contact.Lead_Source_Segment__c )), Contact.Lead_Source_Segment__c ,
null)))
Error: Syntax error. Found 'Lead.Lead_Source_Segment__c'
- SFDCneophyte
- January 03, 2013
- Like
- 0
- Continue reading or reply
Formula for two check boxes
I'm trying to write a formula for two check boxes. One is being populated by Jagsaw Data.com clean that automatically gets checked when an Account Contact or Lead is graveyard. I've created a seperate field for called Lead Inactive that I want to automaticaly update when graveyward check box is updated.
VALUE( jigsaw_clean__Graveyard__c )
Error: Incorrect parameter type for function 'VALUE()'. Expected Text, received Boolean
- SFDCneophyte
- December 27, 2012
- Like
- 0
- Continue reading or reply
Cross object formulas... Again
Hello All,
I'm trying to populate a TEXT field on a custom object. The goal is to check for an Account Name on the Lead Object or on the Contact Object. Based on my formula below I'm getting a eror. Any help would be greatly appreciated.
Thanks,
IF
(OR(Lead__r.Account__r.Name),
(OR(Contact__r.Account.Name)),
null)
Error: Incorrect parameter for function 'OR()'. Expected Boolean, received Text
- SFDCneophyte
- October 11, 2012
- Like
- 0
- Continue reading or reply
Cross object formulas
I have a cross object formula that I'm trying to include a multi-select picklist to auto-populate a Text field on a custom object. But I'm getting an eror. If anyone can help it would be greatly appreciated.
-Thanks
INCLUDES( Lead__r.Product_Focus__c, "Investor", "Pro", "Maxit", "Financial Guidance", "Account Opening", "Money", "Movement", "Adv Trading", "Rules Engine","ENS", "Trading", "SDX for TurboTax", "FTS Professional Services", "Mobile", "Portfolio Rebalancing", "Web Services")
Error: Incorrect number of parameters for function 'INCLUDES()'. Expected 2, received 17
- SFDCneophyte
- October 11, 2012
- Like
- 0
- Continue reading or reply