We have two completely different lines of business both using the standard Opportunitiy Products & Opportunities, so we are trying to split one business line away. We have five new custom objects for the new business, but we cannot figure out how to duplicate the standard Opportunity Product function to use a field from each of these new custom Objects to create a product & price list of something a customer orders within the business line. Can anyone suggest what to do?

When it's a day after an Opportunity occurs (Event_Start_Date__c + 1) I want an email to be sent automatically to all Opportunity Contacts for the particular Opportunity. This email asks all staff (listed as Opportunity Contacts on the Opportunity Related Field) how the event was and what their actual work hours were for the night.
The particular email is a template named: Email Staff for Hours and Feedback
The particular Opportunity name is: Neiman Marcus Model Cocktail Party
The email should go to all Opportunity Contacts except for the Primary/Owner who is essentially the client. We list all reporting parties of the Opportunity as a Primary in the Opportunity Contacts Related Field area.
I created a Workflow Rule (named: Email Staff for Hours and Feedback) with an Email Alert (named: Email staff after an event for feedback and IN/OUT Times) but I don't know how to finish it to accomplish what I want it to do.

#1 do I also need to create a Time-Dependend Workflow Action on the Workflow Rule if I have already created within the Rule Detail the Rule Criteria as TODAY () = (Event_Start_Date__c + 1)? (I am trying to trigger the email alert one day after the Event Start Date ... our events only last a few hours so the day after the event start date will always be a good time to send this email).

#2 how do I get the email to go automatically to all Opportunity Contacts except the primary? Eash of the Opportunity Contacts are of course Contacts already in Salesforce with email addresses?

My custom list view is in an Object named Candidate. In that Custom List View I want to autopopulate the "Value" field? I want to add the location of a field from a different Object. How do I do that so that we don't have to manually fill in the Value everytime because it changes several times per day.

Here's an example:

for Object: Candidates

Field                       Operator                   Value

Position Title         Includes                   Object: Open Positions Field: Position_Title__c

I have two objects: Positions and Candidates. Each has a field named Job Title. I want to create a VF page that shows all instances Job Title matches in both Objects (I'm trying to match all Candidates in the system with new open jobs that we have open).

I got excited when I saw this code & used it on one of my Visualforce pages because it does something close to what we need, but not exactly:

<apex:page standardController="Position__c" recordSetVar="positions" sidebar="false" showHeader="false">
    <apex:pageBlock >
        <h1>Welcome to the Sloan Professional Services Careers Home Page!</h1>
        <p>Sloan Professional Services is an industry leader, and to stay ahead of the pack, we need to grow! We are currently seeking bright and talented professionals to join our winning team.  Browse the current openings below, and send in your resume via email to apply today.</p>
        <br />
        <apex:pageBlockTable value="{!positions}" var="position">
            <apex:column value="{!position.name}" rendered="{!IF(position.Status__c == 'Open - Approved', true, false)}"/>
            <apex:column value="{!position.Location__c}" rendered="{!IF(position.Status__c == 'Open - Approved', true, false)}"/>
            <apex:column value="{!position.Posted_Job_Description__c}" rendered="{!IF(position.Status__c == 'Open - Approved', true, false)}"/>
        </apex:pageBlockTable>
    </apex:pageBlock>
</apex:page>

I tried changing what was being redered by making the IF statements apply to the Candidate field "Job Title" = Position "Job Title" but was completely unsuccessful. Anyone know how I can do this?

My Quotes look somewhat good except the order of the Opportunity Products in the table. No matter the order on the Salesforce Opportunity Products page the quote puts the line items in a different order. As you can see it makes it look jumbled. I have a "Family" category (Staff, Glassware, hors d'oeuvres, liquor) but I can't make it populate to the Quote.

How can I sort the hors d'oeuvres from the staff from the liquor in the quote? I could use the Family field (pick-list) as the determiner as to the grouping. It would look better probably if each Family had their own table (list & price of staff; list & price of hors d'oeuvres; etc.) on the same sheet of the quote, but I have no idea how to sort based upon Family. Does anyone know?

Here is the code that produces the jumbled Quote that I am using without any sorting or grouping by Family:

<apex:page standardController="Opportunity" showHeader="false" renderas="pdf">

<table border="0" cellspacing="0" cellpadding="0" width="100%" id="table1">
<tr>
    <td>
        <img src='{!URLFOR($Resource.Logo4567687)}' title="logo" />
    </td>
    <td  align="right"><font face="Arial" >
    <b>Quote  for:&nbsp;<apex:OutputField value="{!Opportunity.Date_Taken__c}"/></b></font><br/>
        <font face="Arial" color="#3399ff">
        <span style="color:#045FB4"><b>Sloan Professional Services, LLC</b></span><br/>
        <br/>
        563 West 139th Street <br/>
        New York, New York 10031 <br/>
        (646) 678-0380 New York <br/>
                (310) 710-6668 Los Angeles <br/>
        </font>
     </td>
   
</tr>

<hr/>

</table>
<table border="0" cellspacing="0" cellpadding="0" width="115%" id="table1">
  <tr>
        <td align="center"><font face="Arial">Quote valid through:&nbsp;<apex:OutputField value="{!Opportunity.CloseDate}"/><br/>   
        Proposed by: {!Opportunity.Owner.FirstName} {!Opportunity.Owner.LastName}</font>
        </td>
 </tr>
</table>
<br/>
<hr/>
<p><b><font face="Arial" color="#000080">Client Information</font></b></p>

<table border="0" width="100%" id="table2">
<tr>
       <td align="center">
           <b><span style="color:#045FB4"><font face="Arial">        {!Opportunity.Name}'s Event<br/></font>
           <font face="Arial">&nbsp;        <apex:OutputField value="{!Opportunity.Event_Start_Date__c}"/> from {!Opportunity.Event_Start_Time__c} to {!Opportunity.Event_End_Time__c}<br/></font></span></b>
           <font face="Arial">at<br/>
           {!Opportunity.Event_Location__c}<br/><br/></font>
                   </td>
       </tr>
<tr>
       <td>         
           <font face="Arial">Bill To:<br/>
Karlie Lahm<br/>                         
  {!Opportunity.Account.Name}<br/>
                             {!Opportunity.Account.BillingStreet}<br/>
                              {!Opportunity.Account.BillingCity}, {!Opportunity.Account.BillingState} {!Opportunity.Account.BillingPostalCode}<br/>
           {!Opportunity.Account.Phone}<br/>
           </font>
        </td>
        </tr>   
</table>
<br/>
<hr/>
<p><b><font color="#ffffcc" face="Arial">Products</font></b></p>
<table border="0" width="100%" id="table4">
<tr>
       <td bgcolor="#ffffcc"><b><font face="Arial">Product</font></b></td>
       <td bgcolor="#ffffcc"><b><font face="Arial">Product</font></b></td>
       <td bgcolor="#ffffcc"><b><font face="Arial">Quantity</font></b></td>
       <td bgcolor="#ffffcc"><b><font face="Arial">Description</font></b></td>
       <td bgcolor="#ffffcc"><b><font face="Arial">Unit Price</font></b></td>
       <td bgcolor="#ffffcc"><b><font face="Arial">Total Price</font></b></td>
</tr>
<tr>
       <apex:repeat value="{!Opportunity.OpportunityLineItems}" var="line">
          <tr>
             <td>{!line.PricebookEntry.Name}</td>
             <td>{!line.Quantity}</td>
             <td>{!line.Product_Description__c}</td>                       
             <td><apex:OutputField value="{!line.UnitPrice}"/></td>
             <td><apex:OutputField value="{!line.Line_Item_Total__c}"/></td>
          </tr>
       </apex:repeat> 
</tr>
<tr>
       <td bgcolor="#ffffcc" align="right" colspan="7">
       <font face="Arial"><b>Total:</b>&nbsp;<apex:OutputField value="{!Opportunity.Total_Event_Price__c}"/></font></td>
</tr>
</table>
<br/>
<hr/>
<p><b><font color="#3333ff" face="Arial">Terms and Conditions</font></b></p>
<table border="0" width="100%" id="table3">

<tr>
        <td><font face="Arial">
       
              Start date:&nbsp;<apex:OutputField value="{!Opportunity.Date_Taken__c}"/><br/>
              Contract End date:&nbsp;<apex:OutputField value="{!Opportunity.CloseDate}"/><br/>
            </font>
        </td>
        </tr>
 

<tr>
       
        <td><font face="Arial">
              Payment Method:<apex:OutputField value="{!Opportunity.Method_of_Payment__c}"/><br/>
              Remainder Due: <apex:OutputField value="{!Opportunity.Final_Payment_Due__c}"/><br/>
                          </font>
      
       </td>
     
     
</tr>
        <br/>
         <td><font face="Arial">{!Opportunity.Contract_Narrative__c}
              <br> </br>
              <br>  </br>
              To reserve staff and/or products for your event you must pay a deposit of 80%
              of the total event fee. Full payment for the staff is due no later than 24 hours
after your event. An adjusted invoice based upon actual hours and participation will be presented within 24 hours of the event end. Cancellation of the event will forfeit
              the entire deposit. Payment via credit card is also acceptable. Please make all checks out to Sloan Professional Services, LLC.
            </font>
       </td>
</table>
<p>&nbsp;</p>
<hr/>
</apex:page>

Thank you,
Brett

I have a field (called Job Title) in my Opportunities Object and Contacts object that has the exact same picklist values (Accounting Manager, Controller, etc.) How do I create a list (related list or via a report) of all Contact field values (Job Titles) that match the same Opportunity field value (Job Titles)?

We are about to roll out a destination management service (i.e. 500 ppl coming to NYC for a week's conference & need entertainment, transportation, hotels, etc.) as an addition to our current services we provide. We have a long list of resources for each category a client will want: many different preferred restaurants, Broadway & off-Broadway shows, the best transportation vendors, preferred hotels, etc. Each of those categories has many different contacts categorized by price level, capacity they can handle, etc. (i.e. does the client want Italian, French, Russian, and at what price range).

As we speak to a client we want to "check off" Italian food no more than $45 per dish and with a capacity of 150 seats while on the phone with a client. The system then lists or prepares a report with all resources that fall within that specific criteria.

What approach should we take to creating functionality within Salesforce to sort through our mass of information based upon the specifics a client desires & their budget can handle? We need ideas before we load all our resource info into Salesforce in all it's specific entirety (price per plate, type of food, amount of people they can transport, luxury hotel or boutique hotel, etc.).

Thank you!

SloanPSEvents

I am trying to add a timecard function so our managers can enter time weekly for their employees. I cannot get the "IF" and "ISPICKVAL" to work. I have the following fields created:

"Monday_Time_In" containing picklist values (11:00 AM, 11:15 AM, 12:00 PM, ...)

"Monday_Time_Out" containing picklist values (11:00 AM, 11:15 AM, 12:00 PM, ...)

"Monday_Calc_Start" which I'm trying to use to convert "11:00 AM" to 1100 or "1:00 PM" to 1300

Purpose of converting: converting hours and minutes to military time so I can then calculate actual hours worked by an employee for a particular day

I haven't had success using the Date/Time function because there is no pop-up list or pick list for Time (except in the Events time entry section which doesn't help) and the automatic time pops up when you select a date on a calendar. It's a hassle to highlight and change the auto time that comes with the date selected on the calendar.

Here's the beginning test portion of my current formula (that's not working):

IF( ISPICKVAL(Monday_Time_In__c = "11:00 AM", 1100,

 IF(ISPICKVAL(Monday_Time_In__c = "11:15 AM", 1115,

  IF(ISPICKVAL(Monday_Time_In__c = "11:30 AM", 1130,

null

      )

     )

    )

   )

  )

 )

Does someone have an easier way to do this or see a mistake in the formula?

My custom list view is in an Object named Candidate. In that Custom List View I want to autopopulate the "Value" field? I want to add the location of a field from a different Object. How do I do that so that we don't have to manually fill in the Value everytime because it changes several times per day.

Here's an example:

for Object: Candidates

Field                       Operator                   Value

Position Title         Includes                   Object: Open Positions Field: Position_Title__c

I have two objects: Positions and Candidates. Each has a field named Job Title. I want to create a VF page that shows all instances Job Title matches in both Objects (I'm trying to match all Candidates in the system with new open jobs that we have open).

I got excited when I saw this code & used it on one of my Visualforce pages because it does something close to what we need, but not exactly:

<apex:page standardController="Position__c" recordSetVar="positions" sidebar="false" showHeader="false">
    <apex:pageBlock >
        <h1>Welcome to the Sloan Professional Services Careers Home Page!</h1>
        <p>Sloan Professional Services is an industry leader, and to stay ahead of the pack, we need to grow! We are currently seeking bright and talented professionals to join our winning team.  Browse the current openings below, and send in your resume via email to apply today.</p>
        <br />
        <apex:pageBlockTable value="{!positions}" var="position">
            <apex:column value="{!position.name}" rendered="{!IF(position.Status__c == 'Open - Approved', true, false)}"/>
            <apex:column value="{!position.Location__c}" rendered="{!IF(position.Status__c == 'Open - Approved', true, false)}"/>
            <apex:column value="{!position.Posted_Job_Description__c}" rendered="{!IF(position.Status__c == 'Open - Approved', true, false)}"/>
        </apex:pageBlockTable>
    </apex:pageBlock>
</apex:page>

I tried changing what was being redered by making the IF statements apply to the Candidate field "Job Title" = Position "Job Title" but was completely unsuccessful. Anyone know how I can do this?

I have a field (called Job Title) in my Opportunities Object and Contacts object that has the exact same picklist values (Accounting Manager, Controller, etc.) How do I create a list (related list or via a report) of all Contact field values (Job Titles) that match the same Opportunity field value (Job Titles)?

I have a many-to-many relationship between 2 objects - contracts & headings.  The junction object is called Contract Headings and is the detail side of the 2 master-detail relationships.

On the headings object, I have a lookup formula to pull back a category number from a fourth object Heading Category.  I've also put a cross-object formula on the junction object Contract Headings to pull this contract number over from the Heading object.  I realize you cannot use cross-object formula fields in roll-up summaries so to get around this, I created another formula field on the junction object to pull over the value from the cross-object formula field (on junction object) for category. 

So to summarize, on the child object in this attempted roll-up, I have a cross-object formula which I cannot use in a roll-up and another formula to give the value in the un-usable cross-object formula...confusing I know.  :)

However, when I try to create the roll-up summary field on the contract object to give the MIN category number from the junction object, the field does not show up. 

I really need a roll up summary field on the contract object to give the MIN of the category number on the heading object.  Any idea how I can make this work?

Howdy everyone,

Well, I'm a bit stumped. I'm trying to test a web-to-lead form where I preset the record type:

<input type="hidden" id="recordType" name="recordType" value="012Q00000008ULW">

I have the "keep the existing record type" option set under Lead Settings and it is still not working. 

Everything else is populating correctly on the lead record in SFDC. 

Thoughts?

Thanks,