Salesforce Developer Community

Karthika A 7
NEWBIE
70 Points
Member since 2020

Chatter

Feed
0

Best Answers
0

Likes Received
0

Likes Given
10

Questions
7

Replies

create a field named "Sales Manager' in Opportunity

Here is the requirements for Sales Manager field:
References the Manager (User record field) of the Revenue Prime on the Parent Account

Any suggestions on how to create this field?

Thanks

Karthika A 7
July 15, 2021
Like
0

SOLVED

3 replies

Looking to create a custom url for Detail page link

I am creating a detail page link in a page layout.
I have created a report and wanted this detail page link to point to my report based on the Campaign Name.
How do I create a custom url for this?

Any suggestions please?

Karthika A 7
July 13, 2021
Like
0

SOLVED

2 replies

Added a field to compact layout, but it is missing in the highlights panel

A field is added to the compact layout, but it is missing in the highlights panel. Any suggestions please?

Thank you

Karthika A 7
July 12, 2021
Like
0

SOLVED

2 replies

When opening a task, it is opening with a Standard Task layout

I created a new task under Campaigns and when I try to open the task, it is opening with the standard Task layout. I created a new Marketing task record type, layout and have assigned it to the profile and marked that record type as default. Still it is using the Standard task layout.

Any suggestions please?

Karthika A 7
June 22, 2021
Like
0

3 replies

Custom tab is not visible for users with specific profile, while others are able to see the tab.

Custom tab is not visible for users with specific profile/permission set, while others are able to see the tab.

Any suggestions please?

Karthika A 7
June 17, 2021
Like
0

1 replies

Tyring to fetch a new field from Scratch Org

Trying to fetch a new field I created from my Scratch Org (using the below command). It says "No results found".

sfdx force:source:retrieve -m CustomField:Activity.newFieldName

I also tried pull command and it is not fetching the new field
sfdx force;source:pull

Any suggestions please?

Karthika A 7
June 17, 2021
Like
0

SOLVED

2 replies

When I retrieve a picklist field from my scratch Org, it doesn't seem to have the picklist values.

When I retrieve a picklist field from my scratch Org, it doesn't seem to have the picklist values.
It just has the field name and type.

Karthika A 7
June 16, 2021
Like
0

SOLVED

2 replies

I would like to use a custom image in a formula field in Salesforce Lightning

I would like to use a custom image in formula field to show the status of a Campaign in Opportunity in Salesforce Lightning.

Where should I store my image in Salesforce to use this image in formula field?

Any suggestions please?

Karthika A 7
May 31, 2021
Like
0

0 replies

I would like to reference campaign fields in Opportunity object for process builder- Email alert. Is this possible?

Scenario: When an Opportunity is edited and the influencing Campaign is Inactive, I should send an email to the Campaign Owner.

I am trying to use Campaign fields (name, Status, Type) in Opportunity object - Proocess Builder - Email alert. How can I reference it.

I am new to Salesforce. Any suggestions please?

Karthika A 7
May 20, 2021
Like
0

SOLVED

2 replies

This validation rule doesn't work

AND(
OR($Permission.ABC_Sales, $Permission.DEF_Sales),
NOT(ISPICKVAL((Campaign.Status),"Active"))
)

As a Sales User, I should only be able to ad Active Campaigns to an Opportunity. The above validation rule doesn't seem to work. Any suggestions?

Karthika A 7
May 19, 2021
Like
0

SOLVED

2 replies

create a field named "Sales Manager' in Opportunity

Here is the requirements for Sales Manager field:
References the Manager (User record field) of the Revenue Prime on the Parent Account

Any suggestions on how to create this field?

Thanks