Hey,

I'm trying to put up a workflow rule where I can send an email and update opp. status on lost when the opportunity has not been updated a week before the close date and the opportunity status is still open (another workflow sends an email a week before to opp owner to update opportunity).

I have now:

(TODAY() - DATEVALUE (LastModifiedDate) >7 && ISPICKVAL( StageName , "Qualified") && ISPICKVAL( StageName , "Desgined") && ISPICKVAL( StageName , "Proposed") && ISPICKVAL( StageName , "Deferred"))

+ time dependent workflow= [0 days after opportunity: Close date]

It doesn't work, can somebody help me with this?

Thanks!

Hey,

I need an assignment rule when partners convert a lead in the partner portal, there should be a notification to the country lead and he should change the owner when lead is converted. How can i put a formula that recognizes that lead is created by partner?

This is what I have till now:

IsConverted && Ispickval($UserRole.PortalType, "Partner")

Thanks!

Hey,

I would like my salespeople only to fill in correct probabilities for opportunities.

When stage is "Identified" it should be between 1%-49%

Qualified: between 40% & 69%

Proposed: between 70% & 99%.

So when they fill in 25% and select "qualified" there is an error message or the other way around.

Can this be done by validation rules or something?

Thx!

Hey,

I want to create a delete button for the owner of leads because I don't want others to delete the lead of a certain owner, even if they are above them in the hierarchy.

Is there somebody who has a code or something to solve this?

Thanks!

Hey,

I need a validation rule on a field (custom field "ultimate parent account") to check if it is blank. If it is blank I would like to insert the value of another field on that account, namely parent account.

Can someone help me?

I tried already with isblank and blankvalue...

Hey,

I would like a custom field checkbox to be checked on account X when another custom lookup(account) field on account Y is filled in with the name of the account X.

I don't think this works with workflow because of the custom field...

Hey,

I'm trying to set up the rule criteria for a workflow rule. The owner of an account for instance should be notified when someone else is editing the account.

 I know it's something like AND(ischanged(...),....)

Can someone help me with this?

Thanks!

Hey,

I would like my salespeople only to fill in correct probabilities for opportunities.

When stage is "Identified" it should be between 1%-49%

Qualified: between 40% & 69%

Proposed: between 70% & 99%.

So when they fill in 25% and select "qualified" there is an error message or the other way around.

Can this be done by validation rules or something?

Thx!

Hey,

I need a validation rule on a field (custom field "ultimate parent account") to check if it is blank. If it is blank I would like to insert the value of another field on that account, namely parent account.

Can someone help me?

I tried already with isblank and blankvalue...

Hey,

I would like a custom field checkbox to be checked on account X when another custom lookup(account) field on account Y is filled in with the name of the account X.

I don't think this works with workflow because of the custom field...

Hey guys,

I look for a way to set the opportunity stage on lost and a dependent picklist in "reason lost" field to "unknown" (pickvalue) when the opportunity has not been updated for a year.

Can someone help me with this?

Thanks!

Hey,

I'm trying to set up the rule criteria for a workflow rule. The owner of an account for instance should be notified when someone else is editing the account.

 I know it's something like AND(ischanged(...),....)

Can someone help me with this?

Thanks!

Is it possible to automatically transfer the account owner to an account team member? 

Is it possible to automatically transfer the opportunity owner to a sales team member? 

Is it possible to automatically transfer the sales team members to the account team members? 

If so how best to accomplish?