Here is what I am hoping to accomplish:

• Create the form we need using Visualforce
• Add a button to the specific account record type that will shortcut to the form
• Form will need ability to be emailed (similar to how you can do Quote to PDF and email it)

Please help!

I would like to use a workflow action to fill in my External ID field, using a certain format, whenever my users enter in an Account number on an Account record. Here is my currently workflow criteria:

Rule Criteria(Account: Account Record TypeEQUALSCustomer Account) AND (Account: Account NumberNOT EQUAL TOnull)
Evaluation CriteriaEvaluate the rule when a record is created, and any time it's edited to subsequently meet criteria

Here is my dilemma. Our account numbers look like this: WA123456. The field that needs to be auto-filled/updated when the account number field is populated, is the External ID field. The format of this field needs to be: WA_XG_123456. So, I cannot simply pull in the value from my Account Number field - it has to be formatted in this way. The great news is, the numbers in the External ID are the same as those in the Account Number field.

Can anyone help me with the formula to get this workflow action in place for my rule?

I would like to use a workflow action to fill in my External ID field, using a certain format, whenever my users enter in an Account number on an Account record. Here is my currently workflow criteria:

Rule Criteria(Account: Account Record TypeEQUALSCustomer Account) AND (Account: Account NumberNOT EQUAL TOnull)
Evaluation CriteriaEvaluate the rule when a record is created, and any time it's edited to subsequently meet criteria

Here is my dilemma. Our account numbers look like this: WA123456. The field that needs to be auto-filled/updated when the account number field is populated, is the External ID field. The format of this field needs to be: WA_XG_123456. So, I cannot simply pull in the value from my Account Number field - it has to be formatted in this way. The great news is, the numbers in the External ID are the same as those in the Account Number field.

Can anyone help me with the formula to get this workflow action in place for my rule?

I would like to use a workflow action to fill in my External ID field, using a certain format, whenever my users enter in an Account number on an Account record. Here is my currently workflow criteria:

Rule Criteria(Account: Account Record TypeEQUALSCustomer Account) AND (Account: Account NumberNOT EQUAL TOnull)
Evaluation CriteriaEvaluate the rule when a record is created, and any time it's edited to subsequently meet criteria

Here is my dilemma. Our account numbers look like this: WA123456. The field that needs to be auto-filled/updated when the account number field is populated, is the External ID field. The format of this field needs to be: WA_XG_123456. So, I cannot simply pull in the value from my Account Number field - it has to be formatted in this way. The great news is, the numbers in the External ID are the same as those in the Account Number field.

Can anyone help me with the formula to get this workflow action in place for my rule?

Hi,
I have a problem with Opportunity related list Quotes.
I can't see the button "New Quote", I  try to modify quote settings in the opportunity layout (like that https://success.salesforce.com/answers?id=90630000000D5QRAA0) but there's no button header, just the column one is visible. How can I do to solve my issue?