• jmm73
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When a contact is marked for sync in outlook and the account is not already in SFDC, user must select Quick Create to create the account.  However, I can only see the top half of the Quick Create window (Account Name, Site, Phone).  Website, Save, and Cancel are not visible.  I have changed resolution settings but problem still exists.  Any ideas?  Thanks.
  • December 10, 2009
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I have a workflow rule that has never worked. any ideas please? thanks.


In my Org we are required to track the validity of multiple certifications per contact. I have instated a time based workflow rule that notifies by email 30 days before it expires.




I have set the following parameters


  • Evaluation Criteria: Evalutaion When a record is created, or when a record is edited and did not previously meet the rule criteria 
  • Rule Criteria: ExpiryDate not equal to [blank]
  • Time Dependent Workflow action: 31 days before expiry date: Send Email, create task.
Thanking you


  • February 26, 2010
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