I have a custom Object called Private Client Account in this object we store Email and Phone Numbers. My users want to be able to create a new task from this object and pull in the Email and Phone Number just like the email and Phone number is pulled on the Contact tasks and events.
Is this possible. I thought I could createa custom formula on the Task and pull in the Email and Phone Number from my custom object but I keep getting a syntax error that says Error: Field Private_Client_Account__c does not exist. Check spelling.
Its does exist and the spelling is right.
What could i be doing wrong? Any othe sugesstions?
I would like to change a field value with another field is updated. I would like to change the standard field - Type from Prospect to Clientwhen a field called AUM is populated (this field is populated from a third party via the API). Is this possible? My main goal for my wholesalers is to the let them know someone when from a prospect to a client when a sale is made.
Is it possible to send an email to multiple SF contacts with Outlook Edition and log that activity in each other contact records. My sales team does not like using the mass email function.
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Maintain current system configuration, manage all Salesforce.com projects, enhancements and support/maintenance of our existing Salesforce.com instance
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Maintain overall system configuration and support the internal Salesforce.com, Customer Portal, AppExchange, and additional client projects as necessary.
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My company has a third party that performs sales reporting and feeds sales and assets to salesforce.com. We can see the sales and assets a firm or contact is has and with what product.
With out using the terriorty management tool (more functional then needed). I would like to create a custom formula or scontrol, that defines what terriroty the firm or contact belongs in.
For example if Joe Smith is created as a new person and he is located in TEXAS I would like another field to be automaticly updated to reflect is part of Terriroty 11 (TX is one of the states in that terriroty).
I have a custom object created that houses sales & assets information for my contacts and firms (this information is being pushed in through the API from a third party).
My questions is, I would like to see a SUM total of my Most Recent Asset postition for all my Mutual Funds. I know I can created a report and gather this information. But I was hoping to see this information on my contact and account page. Is this possible, to see the sum total of all sales figures at the end of the related list items?
I have a custom Object called Private Client Account in this object we store Email and Phone Numbers. My users want to be able to create a new task from this object and pull in the Email and Phone Number just like the email and Phone number is pulled on the Contact tasks and events.
Is this possible. I thought I could createa custom formula on the Task and pull in the Email and Phone Number from my custom object but I keep getting a syntax error that says Error: Field Private_Client_Account__c does not exist. Check spelling.
Its does exist and the spelling is right.
What could i be doing wrong? Any othe sugesstions?
I have a s-control button that creates a new task when clicked. I also want it to auto populate a custom picklist field when the task is created.
The code I have written is below, does anyone know what code I need to include to populate a custom field via this s-control? If this is not possible do you have any other suggestions?
Also, is there any specific reason I would want to do this with apex code rather than an s-control, if so any tips on how to get started. I have yet to implement any serious Apex code.
I have created a custom object which is called License. In some cases, the information is duplicated and multiple license objects exists that should be merged as one. However, I do not want to loose all the e-mails that were sent in each license. I would like to merge the licenses and combine all the Notes & Attachments records in the final master license.
I am using C# and the WebServices. However, I am unable to find a way do do this.
My company has a third party that performs sales reporting and feeds sales and assets to salesforce.com. We can see the sales and assets a firm or contact is has and with what product.
With out using the terriorty management tool (more functional then needed). I would like to create a custom formula or scontrol, that defines what terriroty the firm or contact belongs in.
For example if Joe Smith is created as a new person and he is located in TEXAS I would like another field to be automaticly updated to reflect is part of Terriroty 11 (TX is one of the states in that terriroty).
