I created a button "Send Email" that starts a Flow on an Opportunity. 

I created a Record Lookup element in the flow and created variables for the Opportunity field I want to capture. I created 30 variables.

Is there a way to display only the Opportunity fields that are ISBLANK on another Screen element? If yes, how would I accomplish this? Do I need to create a formula? I currently have 30 Opportunity fields I want to check. 

I created the Flow to ensure a user could check to see if they entered information in all fields.

Any help will be greatly appreciated. 

 

All,

I created a custom button on an opportunity with the code below

/p/process/Submit?id={!Opportunity.Id}&retURL=%2F{!Opportunity.Id}

Is there a way to create a button using Visual force where this button will be displayed only if the Stagename = Sales Order ?

Does anyone have any visualforce code examples?


 

All,

In my custom link section in Home, I created a link , with content source = URL and the following below

https://test--skuid.na3.visual.force.com/apex/ui?page=ProgramsHealthCheckPipeline

When I went into Lightning App Builder this was not available as a component.

How can I display this link on my lightning home page? Do I have to create a lightning component? if yes, how?

in Campaign object, There is a button labeled "Add to Pardot List"  with the following information below

https://pi.pardot.com/list/pullCrmCampaign/fid/{!Campaign.Id}/campaignName/{!URLENCODE(Campaign.Name)}/leadCount/{!Campaign.NumberOfLeads}/contactCount/{!Campaign.NumberOfContacts}?sessionid={!$Api.Session_ID}&serverurl={!$Api.Partner_Server_URL_90}

I created a formula (Text) field based on the website below, however, I was unable to trigger the "Add to Pardot List" button.

https://help.salesforce.com/articleView?id=000188475&type=1 

Below is the formula I created  in the formula(Text) field

HYPERLINK("https://pi.pardot.com/list/pullCrmCampaign/fid/Campaign.Id/campaignName/URLENCODE(Campaign.Name)/leadCount/Campaign.NumberOfLeads/contactCount/Campaign.NumberOfContacts?sessionid=$Api.Session_ID&serverurl=$Api.Partner_Server_URL_90",IMAGE("https://iongeo--c.na3.content.force.com/servlet/servlet.FileDownload?file=01550000002hQsa", "Pardot List"))

I created this formula field because I want this field to display only for system administrators . I did not want to create other page layouts. 

I would appreciate if you all could help me on this requirement. 

 


 

I have created the trigger below


trigger Opportunity_CS_Default_Stage on Opportunity (before insert) {
      for(Opportunity opp: trigger.new){
           opp.stagename = 'Identification';
     }
}


How can I update this trigger so that it will only updated the stagename = 'Identification' , and when the Opportunity Record type name = Concept_Team     only ?

All,

I created a custom button on an opportunity with the code below

/p/process/Submit?id={!Opportunity.Id}&retURL=%2F{!Opportunity.Id}

Is there a way to create a button using Visual force where this button will be displayed only if the Stagename = Sales Order ?

Does anyone have any visualforce code examples?


 

All,

In my custom link section in Home, I created a link , with content source = URL and the following below

https://test--skuid.na3.visual.force.com/apex/ui?page=ProgramsHealthCheckPipeline

When I went into Lightning App Builder this was not available as a component.

How can I display this link on my lightning home page? Do I have to create a lightning component? if yes, how?

in Campaign object, There is a button labeled "Add to Pardot List"  with the following information below

https://pi.pardot.com/list/pullCrmCampaign/fid/{!Campaign.Id}/campaignName/{!URLENCODE(Campaign.Name)}/leadCount/{!Campaign.NumberOfLeads}/contactCount/{!Campaign.NumberOfContacts}?sessionid={!$Api.Session_ID}&serverurl={!$Api.Partner_Server_URL_90}

I created a formula (Text) field based on the website below, however, I was unable to trigger the "Add to Pardot List" button.

https://help.salesforce.com/articleView?id=000188475&type=1 

Below is the formula I created  in the formula(Text) field

HYPERLINK("https://pi.pardot.com/list/pullCrmCampaign/fid/Campaign.Id/campaignName/URLENCODE(Campaign.Name)/leadCount/Campaign.NumberOfLeads/contactCount/Campaign.NumberOfContacts?sessionid=$Api.Session_ID&serverurl=$Api.Partner_Server_URL_90",IMAGE("https://iongeo--c.na3.content.force.com/servlet/servlet.FileDownload?file=01550000002hQsa", "Pardot List"))

I created this formula field because I want this field to display only for system administrators . I did not want to create other page layouts. 

I would appreciate if you all could help me on this requirement. 

 


 

I have created the trigger below


trigger Opportunity_CS_Default_Stage on Opportunity (before insert) {
      for(Opportunity opp: trigger.new){
           opp.stagename = 'Identification';
     }
}


How can I update this trigger so that it will only updated the stagename = 'Identification' , and when the Opportunity Record type name = Concept_Team     only ?

Hi,

I would like to have all new Opportunities start with a default stage value of Stage 1: Initial Interest. I tried a WF rule but was unsuccessful. (below)

I think the best way to do this is with a trigger but i cannot find how to setup a trigger to insert a default value when the opp is created.

Please Help!!