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  • Kathleen Munetz-Vasquez 3
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1 replies

Need help with an apex template.

There is a button on the lead object that when the end user clicks it; it generates a visualforce page that then gets emailed to the community for referrals. The template needs to be edited, when we edit the template it does not save the changes. We looked at the visual force pages but were not able to see where it points to the email template id in the apex coding. Please let me know if this makes sense. Currently in the email templates the template appears like this "apexTempReferralTemplate0052A000008sL4pQAE" (this is just one example and there are many others that look the same but with different id's at the end). 
SOLVED
5 replies

Need help with an ISPICKVAL formula, I have an account state picklist and a Billing/Shipping state picklist field, I need the formula to return which ever one is populated.

This is the formula I created.

IF(ISPICKVAL( AccountID__r.Billing_Shipping_State__c ,"AccountID__r.Billing_Shipping_State__c",
 AccountID__r.State__c ))
SOLVED
3 replies

Custom send email button in Salesforce not working.

Trying to create a Salesforce button but it is not working, this is the error message I am receiving: Also below is the code as well.

Unable to Access Page
The value of the "p3_lkid" parameter contains a character that is not allowed or the value exceeds the maximum allowed length. Remove the character from the parameter value or reduce the value length and resubmit. If the error still persists, report it to our Customer Support team. Provide the URL of the page you were requesting as well as any other related information. 


https://cs21.salesforce.com/email/author/emailauthor.jsp?retURL=/{!Webform_Inquiries__c.Name}&p2_lkid={!Webform_Inquiries__c.OwnerFullName}&p3_lkid={!Webform_Inquiries__c.Name}&p7={!Webform_Inquiries__c.Full_Name__c} %20}&rtype=003&template_id=00X2A000001v2uc &new_template=true
0 replies

Need help with Javascript if statement. What I need is IF the "var differentaddressforinvchecks" equals yes then the docusign document will populate the billing/shipping address and if not if no then it will populate the account address.

var payment="Paid";
var paymentstatus = '{!EFI_Grants_Contracts__c.Grant_Status__c}';
var granttypePTE="PTE Grant";
var grantRecordType='{!EFI_Grants_Contracts__c.RecordTypeDesc__c}';
var grantprogramtsg="Target Sector Trade Show Grant";
var grantprogramgk="Reimbursable Gold Key/Matchmaker Grant";
var grantprogramir="International Registration/Certification Grant";
var grantprogram= '{!EFI_Grants_Contracts__c.Export_Diversification_Program__c}';
var amtapprvd='{!EFI_Grants_Contracts__c.AmtApprvdLess2500__c}';
var amtapprvdless="Yes";
var amtapprvdmore="No";
var differentaddressforinvchecks= “Yes”
var differentaddressforinvchecks= “No”
 
if (paymentstatus==payment)
{
alert("Unable to process payment. The status of this grant is {!EFI_Grants_Contracts__c.Grant_Status__c}");
}
else if (grantprogram==grantprogramtsg && amtapprvd==amtapprvdless)
{
If ( differentaddressforinvchecks=Yes, Billing_Shipping_Street__c&& Billing_Shipping_City__c&&
Billing_Shipping_State__c== Billing_Shipping_Postal_Code__c)
{
else if(differentaddressforinvchecks=No)
 
{!REQUIRESCRIPT("/apex/DocuSign_JavaScript")}
//********* Option Declarations (Do not modify )*********//
var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var CCNM='';var CRCL=''; var CRL='';var OCO='';var DST='';var LA='';var CEM='';var CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var RES='';
//*************************************************//
 
// Docusign Template Name: Grants - Intl - Request For Payment
DST = "a9aeaf26-07f7-4e8f-9f17-b657a19c388f";
CES = 'Grant Request for Payment - {!EFI_Grants_Contracts__c.Export_Diversification_Program__c} - {!urlencode(EFI_Grants_Contracts__c.Account_Name__c)}';
CEM = 'Request for payment for Company {!urlencode(EFI_Grants_Contracts__c.Account_Name__c)}';
CRL='Email~jjainarain@eflorida.com;FirstName~Janet;LastName~Jainarain;Role~Role1;RoutingOrder~1;,Email~accounting@enterpriseflorida.com;LastName~Accounting Department;Role~Role2;RoutingOrder~2;';
CCRM='Role1~Signer 1;Role2~CC1';
CCTM='Role1~Signer;Role2~Carbon Copy';
SSB = '0';
OCO = '';
 
//********* Page Callout (Do not modify) *********//
window.location.href ="/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!EFI_Grants_Contracts__c.Id}&RC="+RC+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRCL+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES;
//*******************************************//
}
 
else if (grantprogram==grantprogramtsg && amtapprvd==amtapprvdmore)
{
{!REQUIRESCRIPT("/apex/DocuSign_JavaScript")}
//********* Option Declarations (Do not modify )*********//
var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var CCNM='';var CRCL=''; var CRL='';var OCO='';var DST='';var LA='';var CEM='';var CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var RES='';
//*************************************************//
 
// Docusign Template Name: Grants - Intl - Request For Payment
DST = "fa15ad26-c5f4-4177-9828-1fe88619c84f";
CES = 'Grant Request for Payment - {!EFI_Grants_Contracts__c.Export_Diversification_Program__c} - {!urlencode(EFI_Grants_Contracts__c.Account_Name__c)}';
CEM = 'Request for payment for Company {!urlencode(EFI_Grants_Contracts__c.Account_Name__c)}';
CRL='Email~jjainarain@eflorida.com;FirstName~Janet;LastName~Jainarain;Role~Role1;RoutingOrder~1;,Email~rschlotman@enterpriseflorida.com;FirstName~Robert;LastName~Schlotman;Role~Role2;RoutingOrder~2;,Email~accounting@enterpriseflorida.com;LastName~Accounting Department;Role~Role3;RoutingOrder~3';
CCRM='Role1~Signer 1;Role2~Signer 2;Role3~CC1';
CCTM='Role1~Signer;Role2~Signer;Role3~Carbon Copy';
SSB = '0';
OCO = '';
 
//********* Page Callout (Do not modify) *********//
window.location.href ="/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!EFI_Grants_Contracts__c.Id}&RC="+RC+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRCL+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES;
//*******************************************//
}
 
else if (grantprogram==grantprogramgk && amtapprvd==amtapprvdless)
{
{!REQUIRESCRIPT('/apex/dsfs__DocuSign_JavaScript')}
 
//********* Option Declarations (Do not modify )*********//
var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var CCNM='';var CRCL=''; var CRL='';var OCO=''; var DST='';var LA='';var CEM='';var CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var RES='';var sourceId='';
//*************************************************//
 
var sourceId = '{!EFI_Grants_Contracts__c.Id}';
DST = "a9aeaf26-07f7-4e8f-9f17-b657a19c388f";
CES = 'Grant Request for Payment - Gold Key Grant - {!JSENCODE(EFI_Grants_Contracts__c.Account_Name__c)}';
CEM = 'Request for payment for Company {!JSENCODE(EFI_Grants_Contracts__c.Account_Name__c)}';
CRL='Email~jjainarain@eflorida.com;FirstName~Janet;LastName~Jainarain;Role~Role1;RoutingOrder~1;,Email~accounting@enterpriseflorida.com;LastName~Accounting Department;Role~Role2;RoutingOrder~2';
CCRM='Role1~Signer 1;Role2~CC1';
CCTM='Role1~Signer;Role2~Carbon Copy';
SSB = '0';
 
//********* Page Callout (Do not modify) *********//
window.location.href ="/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID="+sourceId+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRCL+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES;
//*******************************************//
}
 
else if (grantprogram==grantprogramgk && amtapprvd==amtapprvdmore)
{
{!REQUIRESCRIPT('/apex/dsfs__DocuSign_JavaScript')}
 
//********* Option Declarations (Do not modify )*********//
var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var CCNM='';var CRCL=''; var CRL='';var OCO=''; var DST='';var LA='';var CEM='';var CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var RES='';var sourceId='';
//*************************************************//
 
var sourceId = '{!EFI_Grants_Contracts__c.Id}';
DST = "fa15ad26-c5f4-4177-9828-1fe88619c84f";
CES = 'Grant Request for Payment - Gold Key Grant - {!JSENCODE(EFI_Grants_Contracts__c.Account_Name__c)}';
CEM = 'Request for payment for Company {!JSENCODE(EFI_Grants_Contracts__c.Account_Name__c)}';
CRL='Email~jjainarain@eflorida.com;FirstName~Janet;LastName~Jainarain;Role~Role1;RoutingOrder~1;,Email~rschlotman@enterpriseflorida.com;FirstName~Robert;LastName~Schlotman;Role~Role2;RoutingOrder~2;,Email~accounting@enterpriseflorida.com;LastName~Accounting Department;Role~Role3;RoutingOrder~3';
CCRM='Role1~Signer 1;Role2~Signer 2;Role3~CC1';
CCTM='Role1~Signer;Role2~Signer;Role3~Carbon Copy';
SSB = '0';
 
//********* Page Callout (Do not modify) *********//
window.location.href ="/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID="+sourceId+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRCL+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES;
//*******************************************//
}
 
else if (grantRecordType==granttypePTE && amtapprvd==amtapprvdless)
{
{!REQUIRESCRIPT("/apex/DocuSign_JavaScript")}
//********* Option Declarations (Do not modify )*********//
var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var CCNM='';var CRCL=''; var CRL='';var OCO='';var DST='';var LA='';var CEM='';var CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var RES='';
//*************************************************//
 
// Docusign Template Name: Grants - Intl - Request For Payment
DST = "a9aeaf26-07f7-4e8f-9f17-b657a19c388f";
CES = 'Grant Request for Payment - Partner Trade Event Grant - {!urlencode(EFI_Grants_Contracts__c.Account_Name__c)}';
CEM = 'Grant Request for Payment - Partner Trade Event Grant - {!urlencode(EFI_Grants_Contracts__c.Account_Name__c)}';
CRL='Email~jjainarain@eflorida.com;FirstName~Janet;LastName~Jainarain;Role~Role1;RoutingOrder~1;,Email~accounting@enterpriseflorida.com;LastName~Accounting Department;Role~Role2;RoutingOrder~2;';
CCRM='Role1~Signer 1;Role2~CC1';
CCTM='Role1~Signer;Role2~Carbon Copy';
SSB = '0';
OCO = '';
 
//********* Page Callout (Do not modify) *********//
window.location.href ="/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!EFI_Grants_Contracts__c.Id}&RC="+RC+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRCL+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES;
//*******************************************//
}
 
else if (grantRecordType==granttypePTE && amtapprvd==amtapprvdmore)
{
{!REQUIRESCRIPT("/apex/DocuSign_JavaScript")}
//********* Option Declarations (Do not modify )*********//
var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var CCNM='';var CRCL=''; var CRL='';var OCO='';var DST='';var LA='';var CEM='';var CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var RES='';
//*************************************************//
 
// Docusign Template Name: Grants - Intl - Request For Payment
DST = "fa15ad26-c5f4-4177-9828-1fe88619c84f";
CES = 'Grant Request for Payment - Partner Trade Event Grant - {!urlencode(EFI_Grants_Contracts__c.Account_Name__c)}';
CEM = 'Grant Request for Payment - Partner Trade Event Grant - {!urlencode(EFI_Grants_Contracts__c.Account_Name__c)}';
CRL='Email~jjainarain@eflorida.com;FirstName~Janet;LastName~Jainarain;Role~Role1;RoutingOrder~1;,Email~rschlotman@enterpriseflorida.com;FirstName~Robert;LastName~Schlotman;Role~Role2;RoutingOrder~2;,Email~accounting@enterpriseflorida.com;LastName~Accounting Department;Role~Role3;RoutingOrder~3';
CCRM='Role1~Signer 1;Role2~Signer 2;Role3~CC1';
CCTM='Role1~Signer;Role2~Signer;Role3~Carbon Copy';
SSB = '0';
OCO = '';
 
//********* Page Callout (Do not modify) *********//
window.location.href ="/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!EFI_Grants_Contracts__c.Id}&RC="+RC+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRCL+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES;
//*******************************************//
}
 
else if (grantprogram==grantprogramir && amtapprvd==amtapprvdless)
{
{!REQUIRESCRIPT('/apex/dsfs__DocuSign_JavaScript')}
 
//********* Option Declarations (Do not modify )*********//
var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var CCNM='';var CRCL=''; var CRL='';var OCO=''; var DST='';var LA='';var CEM='';var CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var RES='';var sourceId='';
//*************************************************//
 
var sourceId = '{!EFI_Grants_Contracts__c.Id}';
DST = "a9aeaf26-07f7-4e8f-9f17-b657a19c388f";
CES = 'Grant Request for Payment - Intl Registration Grant - {!URLENCODE(EFI_Grants_Contracts__c.Account_Name__c)}';
CEM = 'Request for payment for Company {!JSENCODE(EFI_Grants_Contracts__c.Account_Name__c)}';
CRL='Email~jjainarain@eflorida.com;FirstName~Janet;LastName~Jainarain;Role~Role1;RoutingOrder~1;,Email~accounting@enterpriseflorida.com;LastName~Accounting Department;Role~Role2;RoutingOrder~2';
CCRM='Role1~Signer 1;Role2~CC1';
CCTM='Role1~Signer;Role2~Carbon Copy';
SSB = '0';
 
//********* Page Callout (Do not modify) *********//
window.location.href ="/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID="+sourceId+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRCL+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES;
//*******************************************//
}
 
else if (grantprogram==grantprogramir && amtapprvd==amtapprvdmore)
{
{!REQUIRESCRIPT('/apex/dsfs__DocuSign_JavaScript')}
 
//********* Option Declarations (Do not modify )*********//
var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var CCNM='';var CRCL=''; var CRL='';var OCO=''; var DST='';var LA='';var CEM='';var CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var RES='';var sourceId='';
//*************************************************//
 
var sourceId = '{!EFI_Grants_Contracts__c.Id}';
DST = "fa15ad26-c5f4-4177-9828-1fe88619c84f";
CES = 'Grant Request for Payment - Intl Registration Grant - {!URLENCODE(EFI_Grants_Contracts__c.Account_Name__c)}';
CEM = 'Request for payment for Company {!URLENCODE(EFI_Grants_Contracts__c.Account_Name__c)}';
CRL='Email~jjainarain@eflorida.com;FirstName~Janet;LastName~Jainarain;Role~Role1;RoutingOrder~1;,Email~rschlotman@enterpriseflorida.com;FirstName~Robert;LastName~Schlotman;Role~Role2;RoutingOrder~2;,Email~accounting@enterpriseflorida.com;LastName~Accounting Department;Role~Role3;RoutingOrder~3';
CCRM='Role1~Signer 1;Role2~Signer 2;Role3~CC1';
CCTM='Role1~Signer;Role2~Signer;Role3~Carbon Copy';
SSB = '0';
 
//********* Page Callout (Do not modify) *********//
window.location.href ="/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID="+sourceId+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRCL+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES;
//*******************************************//
}
 
else
{
alert("Grant is not configured for automatic request for payment");
}
 
 
SOLVED
2 replies

Case formula for picklist values

I need help. I have created a formula field - using case, it's working for every subject except for the subject "About Enterprise Florida"; if this subject is choosen the formula field I created returns a blank. See below. I originally was trying to use includes but kept running into syntax errors.

CASE( Subject__c , "Career Opportunities with Enterprise Florida", "Administration - Human Resources", 
CASE( Subject__c , "Vendor Inquiry", "Administration - Human Resources", 
CASE( Subject__c , "Sports", "Administration - Salesforce", 
CASE( Subject__c , "Data & Statistics", "Business Development", 
CASE( Subject__c , "Expand an Established Florida Business", "Business Development", 
CASE( Subject__c , "Florida Industry Information", "Business Development", 
CASE( Subject__c , "Foreign Direct Investment (FDI)", "Business Development", 
CASE( Subject__c , "Incentives", "Business Development", 
CASE( Subject__c , "Locate a Business to Florida", "Business Development", 
CASE( Subject__c , "Minority and Small Business Financing", "Business Development", 
CASE( Subject__c , "Rural Florida", "Business Development", 
CASE( Subject__c , "Small Business Assistance", "Business Development", 
CASE( Subject__c , "About Enterprise Florida - EFI Investor Relations", "External Affairs", 
CASE( Subject__c , "About Enterprise Florida - EFI Partner / Stakeholder", "External Affairs", 
CASE( Subject__c , "About Enterprise Florida - General Questions", "External Affairs", 
CASE( Subject__c , "Stakeholder Council Membership", "External Affairs", 
CASE( Subject__c , "Africa Trade Expansion Program", "International Trade & Development", 
CASE( Subject__c , "Export and Trade Assistance", "International Trade & Development", 
CASE( Subject__c , "Trade Show Information", "International Trade & Development", 
CASE( Subject__c , "About Enterprise Florida - EFI Leadership", "Marketing & Communications", 
CASE( Subject__c , "About Enterprise Florida - Press Inquiry", "Marketing & Communications", 
CASE( Subject__c , "About Enterprise Florida - Public Records Request", "Marketing & Communications", 
CASE( Subject__c , "Buildings & Sites / GIS", "Marketing & Communications", 
CASE( Subject__c , "Marketing Inquiry", "Marketing & Communications", 
CASE( Subject__c , "Sponsorship Opportunity", "Marketing & Communications", 
CASE( Subject__c , "Subscriptions & Newsletters", "Marketing & Communications", 
CASE( Subject__c , "Website/Tech Support", "Marketing & Communications", 
CASE( Subject__c , "Florida Defense Alliance & FDSTF", "Military & Defense", 
CASE( Subject__c , "International Offices - Enterprise Florida", "International Offices", 
NULL)))))))))))))))))))))))))))))


 
SOLVED
2 replies

I need help writing a day formula in Salesforce.

I am currently creating three separate fields in Salesforce for the created date; month, day, and year. I need help with the day formula. Thanks!
0 replies

Formula in Process Builder for email alert

So I am creating a new "Webform Inquiries"process in the process builder- I just set up the email alert action and everything is working as it should, but I just remembered that no email alerts should go out on the weekends. So I created a formula that gives me the follow up date excluding weekends based on the created date. This is my first time creating a process in process builder; so how do I write a formula using the formula field on the object "Webform Inquiries". Let me know if this makes sense. Thanks!
SOLVED
2 replies

Multi Select Picklist formula.

I have created a formula field for a Multi select picklist and the formula I wrote is not working the error reads "Error: Incorrect parameter type for operator '+'. Expected Number, received Text". I know it's because of the opportunity ID number but how else can I write this? Here's what the formula looks like:

IF(INCLUDES(  Opportunity_Number__r.Grant_Opportunity_Type__c  , "Appropriation"), "Appropriation" + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "Brazil Market Entry Grant"), "Brazil Market Entry Grant" , + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "DIG - Defense Infrastructure Grant"), "DIG - Defense Infrastructure Grant", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "DRG - Defense Reinvestment Grant"), "DRG - Defense Reinvestment Grant", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "DTF - Defense Task Force"), "DTF - Defense Task Force",  + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "FL Trade Grant"), "FL Trade Grant", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "Foreign International Offices"), "FSF Event Market Assistance", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "FSF Event Market Assistance"), "DIG - Defense Infrastructure Grant", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "FSF Major & Regional Grant Program"), "FSF Major & Regional Grant Program", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "General Services"), "General Services", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "Investment"), "Investment", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "Other Income"), "Other Income", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "PTE Grant"), "PTE Grant", + BR(), null) +

 
SOLVED
3 replies

Cross object Formulas.

I need help! Please! So I have created a formula field that I want to reference fields from two objects. I am currently working on two custom objects; Contract Management and Grants. I would like to be able to write a formula that would give me the account name from either objects field so that it populates into another custom object called amendments. Hope this makes sense. I am a new Admin so I would appreciate your thoughts and assistance. Thanks!
SOLVED
4 replies

How to get a related list on both the parent and child object in salesforce.

I am working on a contract project in the Salesforce Sandbox and I need help; here is what I am trying to do: 
  1. Custom Object is "Contracts Managment" - Once a contract is entered there is a contract payment related list where you can then add a contract payment.
  2. There is a custom object "Amendment" that is the child of the "Contracts Management" object.  
I need to be able to add a the contracts payment as a related list on the amendment so that I can add payments from the amendment object as well. Please help and let me know if you need more detail.

Thanks in advance!
1 replies

Need help with an apex template.

There is a button on the lead object that when the end user clicks it; it generates a visualforce page that then gets emailed to the community for referrals. The template needs to be edited, when we edit the template it does not save the changes. We looked at the visual force pages but were not able to see where it points to the email template id in the apex coding. Please let me know if this makes sense. Currently in the email templates the template appears like this "apexTempReferralTemplate0052A000008sL4pQAE" (this is just one example and there are many others that look the same but with different id's at the end). 
SOLVED
5 replies

Need help with an ISPICKVAL formula, I have an account state picklist and a Billing/Shipping state picklist field, I need the formula to return which ever one is populated.

This is the formula I created.

IF(ISPICKVAL( AccountID__r.Billing_Shipping_State__c ,"AccountID__r.Billing_Shipping_State__c",
 AccountID__r.State__c ))
SOLVED
3 replies

Custom send email button in Salesforce not working.

Trying to create a Salesforce button but it is not working, this is the error message I am receiving: Also below is the code as well.

Unable to Access Page
The value of the "p3_lkid" parameter contains a character that is not allowed or the value exceeds the maximum allowed length. Remove the character from the parameter value or reduce the value length and resubmit. If the error still persists, report it to our Customer Support team. Provide the URL of the page you were requesting as well as any other related information. 


https://cs21.salesforce.com/email/author/emailauthor.jsp?retURL=/{!Webform_Inquiries__c.Name}&p2_lkid={!Webform_Inquiries__c.OwnerFullName}&p3_lkid={!Webform_Inquiries__c.Name}&p7={!Webform_Inquiries__c.Full_Name__c} %20}&rtype=003&template_id=00X2A000001v2uc &new_template=true
SOLVED
2 replies

Case formula for picklist values

I need help. I have created a formula field - using case, it's working for every subject except for the subject "About Enterprise Florida"; if this subject is choosen the formula field I created returns a blank. See below. I originally was trying to use includes but kept running into syntax errors.

CASE( Subject__c , "Career Opportunities with Enterprise Florida", "Administration - Human Resources", 
CASE( Subject__c , "Vendor Inquiry", "Administration - Human Resources", 
CASE( Subject__c , "Sports", "Administration - Salesforce", 
CASE( Subject__c , "Data & Statistics", "Business Development", 
CASE( Subject__c , "Expand an Established Florida Business", "Business Development", 
CASE( Subject__c , "Florida Industry Information", "Business Development", 
CASE( Subject__c , "Foreign Direct Investment (FDI)", "Business Development", 
CASE( Subject__c , "Incentives", "Business Development", 
CASE( Subject__c , "Locate a Business to Florida", "Business Development", 
CASE( Subject__c , "Minority and Small Business Financing", "Business Development", 
CASE( Subject__c , "Rural Florida", "Business Development", 
CASE( Subject__c , "Small Business Assistance", "Business Development", 
CASE( Subject__c , "About Enterprise Florida - EFI Investor Relations", "External Affairs", 
CASE( Subject__c , "About Enterprise Florida - EFI Partner / Stakeholder", "External Affairs", 
CASE( Subject__c , "About Enterprise Florida - General Questions", "External Affairs", 
CASE( Subject__c , "Stakeholder Council Membership", "External Affairs", 
CASE( Subject__c , "Africa Trade Expansion Program", "International Trade & Development", 
CASE( Subject__c , "Export and Trade Assistance", "International Trade & Development", 
CASE( Subject__c , "Trade Show Information", "International Trade & Development", 
CASE( Subject__c , "About Enterprise Florida - EFI Leadership", "Marketing & Communications", 
CASE( Subject__c , "About Enterprise Florida - Press Inquiry", "Marketing & Communications", 
CASE( Subject__c , "About Enterprise Florida - Public Records Request", "Marketing & Communications", 
CASE( Subject__c , "Buildings & Sites / GIS", "Marketing & Communications", 
CASE( Subject__c , "Marketing Inquiry", "Marketing & Communications", 
CASE( Subject__c , "Sponsorship Opportunity", "Marketing & Communications", 
CASE( Subject__c , "Subscriptions & Newsletters", "Marketing & Communications", 
CASE( Subject__c , "Website/Tech Support", "Marketing & Communications", 
CASE( Subject__c , "Florida Defense Alliance & FDSTF", "Military & Defense", 
CASE( Subject__c , "International Offices - Enterprise Florida", "International Offices", 
NULL)))))))))))))))))))))))))))))


 
SOLVED
2 replies

I need help writing a day formula in Salesforce.

I am currently creating three separate fields in Salesforce for the created date; month, day, and year. I need help with the day formula. Thanks!
SOLVED
2 replies

Multi Select Picklist formula.

I have created a formula field for a Multi select picklist and the formula I wrote is not working the error reads "Error: Incorrect parameter type for operator '+'. Expected Number, received Text". I know it's because of the opportunity ID number but how else can I write this? Here's what the formula looks like:

IF(INCLUDES(  Opportunity_Number__r.Grant_Opportunity_Type__c  , "Appropriation"), "Appropriation" + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "Brazil Market Entry Grant"), "Brazil Market Entry Grant" , + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "DIG - Defense Infrastructure Grant"), "DIG - Defense Infrastructure Grant", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "DRG - Defense Reinvestment Grant"), "DRG - Defense Reinvestment Grant", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "DTF - Defense Task Force"), "DTF - Defense Task Force",  + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "FL Trade Grant"), "FL Trade Grant", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "Foreign International Offices"), "FSF Event Market Assistance", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "FSF Event Market Assistance"), "DIG - Defense Infrastructure Grant", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "FSF Major & Regional Grant Program"), "FSF Major & Regional Grant Program", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "General Services"), "General Services", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "Investment"), "Investment", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "Other Income"), "Other Income", + BR(), null) +
IF(INCLUDES( Opportunity_Number__r.Grant_Opportunity_Type__c  , "PTE Grant"), "PTE Grant", + BR(), null) +

 
SOLVED
3 replies

Cross object Formulas.

I need help! Please! So I have created a formula field that I want to reference fields from two objects. I am currently working on two custom objects; Contract Management and Grants. I would like to be able to write a formula that would give me the account name from either objects field so that it populates into another custom object called amendments. Hope this makes sense. I am a new Admin so I would appreciate your thoughts and assistance. Thanks!
SOLVED
4 replies

How to get a related list on both the parent and child object in salesforce.

I am working on a contract project in the Salesforce Sandbox and I need help; here is what I am trying to do: 
  1. Custom Object is "Contracts Managment" - Once a contract is entered there is a contract payment related list where you can then add a contract payment.
  2. There is a custom object "Amendment" that is the child of the "Contracts Management" object.  
I need to be able to add a the contracts payment as a related list on the amendment so that I can add payments from the amendment object as well. Please help and let me know if you need more detail.

Thanks in advance!