SF and MS Outlooks stopped working I can’t get it back
in outlook  hit the “send and add to SF” tab, I get a “SF login failure” message reset my security token but does not work

On the Tasks tab using the Mobile application, Is it possible to add a filter show Today + Overdue tasks?  

 

It would be the same filter you'd see on your home page if you logged into Salesforce via desktop/laptop.

 

Thanks,

Lori

We have a custom picklist, "Business Practice", on Activities.

We would like the "Business Practice" field to default to the the assigned person's role.

Activities can be entered two ways:

- by the team member (team member assigns themselves to the task)

- by the executive assistant (assigns the task to the team member)

Role hierarchy

--------------

System Admin

  - Exec Asst (Eric)

    - Practice A leader (Abby)

      - Practice A  team member (Adam, Anthony, Amy)

    - Practice B leader (Ben)

      - Practice B team member (Beth, Bob)

    - Practice C leader (Carla)

      - Practice C team member (Cathy, Carter, Cassy)

 

Anthony and Amy set their own appointments (default Business Practice to A).

Bob sets his own appointments (default Business Practice to B).

Cathy, and Cassy set their own appointments (default Business Practice to C).

Eric sets up appointments for:

- Adam (default Business Practice to A)

- Beth (default Business Practice to B)

- Carter (default Business Practice to C)

Any suggestions on how to accomplish this?  Or is there a better way to do this?

 

Thank you.

 

Is there a way to set up a user with the following limited admin rights?

- Not able to set up new users

- Able to reset passwords on existing users

 

Due to how the security is set up, I need to restrict who can add users and put them in the proper level of hierarchy.  But, I want to have someone able to reset passwords if I'm not available.

 

Thanks.

 

 

I have users asking about Chatter.

 

Thanks.

 

I thought I read somewhere the new user interface from the Spring 10 release will not work with Windows XP.

 

I'm trying to find where I read that but I can't.  Did I dream it?

 

 

Here is the scenario:

- I have a custom object with multiple records types.

- Currently, I have a formula field, "Total Enrollment", based on the type of record;

   If record type A, field1 * field2,

   If record type B, field3 + field4 + field 5,

   If record type C, field1 * field5,

   etc

- "Commission" is formula is based on the type of record;

   If record type A, "Total Enrollment" * field2 * 25%,

   If record type B, (field3 + field4 + field 5) * 15%,

   If record type C, "Total Enrollment" * 10%,

   etc

- "Annual Revenue" is formula is based on the type of record;

   If record type A, "Commission" + field8,

   If record type B, field15 - field13,

   If record type C, "Commission" + 10000,

   etc

- I added an addtional record type, Z so I need to update the formulas for all 3 fields

- Now, the "Annual Revenue" formula won't compile because it's too big.

 

Ideally:

- When a record is created or updated:

   a formula for that record type calculates and updates the "Total Enrollment" field with the end result

   a formula for that record type calculates and updates the "Commission" field with the end result

   a formula for that record type calculates and updates the "Annual Revenue" field with the end result

- Effectively, I'd have 3 formula fields for each record type instead of one massive formula that checks which record type it is.

 

Additional problem:

- They've been adding record type Z already, so I need to go back and update the formulas on those records.

 

Please let me know if

 

Any suggestions or ideas?

 

 

 

 

I have a formula with a Compiled size of 4,215 characters.   The value of a picklist determines which formula is used.

 

This is a simplified version of the formula.

 

IF(ISPICKVAL(Type__c, "A"), formula1,
IF(ISPICKVAL(Type__c, "B"), formula2,
IF(OR( ISPICKVAL(Type__c, "C"), ISPICKVAL(Type__c, "D"), ISPICKVAL(Type__c, "E"), ISPICKVAL(Type__c, "F") ), formula3,
IF(OR( ISPICKVAL(Type__c, "G"), ISPICKVAL(Type__c, "H"), ISPICKVAL(Type__c, "I"), ISPICKVAL(Type__c, "J") ), formula4,
IF(OR( ISPICKVAL(Type__c, "K"), ISPICKVAL(Type__c, "L") ), formula5,
IF(ISPICKVAL(Type__c, "M"), formula6,
IF(ISPICKVAL(Type__c, "N"), formula7,
IF(ISPICKVAL(Type__c, "O"), formula8,
IF(ISPICKVAL(Type__c, "P"), formula9,
IF(ISPICKVAL(Type__c, "Q"), formula10,
0))))))))))

 

Is there any way I can reduce the compile size?

 

Thanks!

Is it possible to send an email notification to the old owner and new owner when you transfer a lead?

 

Thanks in advance.

Two of 53 users are receiving the following error message and locking up their Word.

 

Runtime Error!

Program:  C:\Program Files\Microsoft Office\Office\WINWORD.EXE

This application has requested the Runtime to terminate it in an unusual way.  Please contact the application's support team for more information.

 

We have Outlook 2003 and Word 2000.   We're on the Enterprise edition of Salesforce.

 

Any suggestions?

 

Thanks in advance

On the Tasks tab using the Mobile application, Is it possible to add a filter show Today + Overdue tasks?  

 

It would be the same filter you'd see on your home page if you logged into Salesforce via desktop/laptop.

 

Thanks,

Lori

 

Is there a way to set up a user with the following limited admin rights?

- Not able to set up new users

- Able to reset passwords on existing users

 

Due to how the security is set up, I need to restrict who can add users and put them in the proper level of hierarchy.  But, I want to have someone able to reset passwords if I'm not available.

 

Thanks.

 

Hi I wonder if anyone can help me with a formula

 

I have a field called "CC after discount" that I want to update from three possibly fields minus a discount field.

 

Three possible fields are

Legacy Connection charge - Custom field - Currency

Connection Charge - custom field - Roll up summary

Connection Charge FS - Roll up summary

Upgrade additional connection charge - currency field.

 

I want to take the value from any one of these (which ever one has a value) and minus the amount entered in the field called "Discount Amount connection charge" which is custom field - currency.  and enter the result into the "CC after discount" field.

 

Thanks in advance for your help

Geri

So, I am running a custom report on some custom objects that I made. The first object is Patient-Item, this object is for a purchase of an item by a patient. It contains the Patient ID, Item ID, Quantity, and Date Purchased. The second object is Item, which contains Item ID, Description, and Unit Cost.

For my Custom Summary Formula, I want to display the Total Cost by multiplying the Patient-Item: Quantity by the Item: Unit Cost. 

So far I have come up with this formula:

( PAT_ITEM__c.PI_QUANTITY__c:SUM )   *  (FK_Item__c.ITEM_UNIT_COST__c:SUM)

This formula will work when I summarize the information by Patient-Item: Patient-Item ID and Item ID: Item ID.

 

But when I summarize the information by Patient ID and Patient-Item: Patient-Item ID, it gets all screwy. It shows the correct amount for each individual patient-item, but the formula is incorrect for an individual patient's total-cost on all item purchases.

For example, one patient bought 2 items at $2.00 each and 1 item at $7.99, and the total given to me is $29.97. I understand that this is correct according to my formula, but what I want it to show is ((2*$2.00)+(1*$7.99)), which is $11.99.

But for some reason, another patient bought 1 item at $25.00 and then another instance of 4 items at $25.00 each, and the total given to me was $125.00, even though the formula should have come up with ((1+4)*($25.00+$25.00)) = 5 * $50.00 = $250.00

 

So I am thinking that the formula I am looking for looks something like this:

(( PAT_ITEM__c.PI_QUANTITY__c )   *  (FK_Item__c.ITEM_UNIT_COST__c)):SUM

But this gives me several error messages, 

First: "extra ":""

If I remove the ":", then I get: "extra SUM"

If I remove the "SUM", then I get: "PAT_ITEM__c.PI_QUANTITY__c does not exist. Check Spelling."

 

I would like to be able to summarize my information by Patient ID and Patient-Item: Patient-Item ID so that users can find a Total Cost for several Patient-Items being purchased by the same Patient, and if possible on the same date or within a short period of time (which I have defined so far as Today in the Time Frame box on the Run Report screen).

 

So I guess I was just wondering if someone could help me out with my formula syntax. I've checked the Tips and I can't seem to find anything that makes sense.

 

Thanks, and I hope this post wasn't too long.

Here is the scenario:

- I have a custom object with multiple records types.

- Currently, I have a formula field, "Total Enrollment", based on the type of record;

   If record type A, field1 * field2,

   If record type B, field3 + field4 + field 5,

   If record type C, field1 * field5,

   etc

- "Commission" is formula is based on the type of record;

   If record type A, "Total Enrollment" * field2 * 25%,

   If record type B, (field3 + field4 + field 5) * 15%,

   If record type C, "Total Enrollment" * 10%,

   etc

- "Annual Revenue" is formula is based on the type of record;

   If record type A, "Commission" + field8,

   If record type B, field15 - field13,

   If record type C, "Commission" + 10000,

   etc

- I added an addtional record type, Z so I need to update the formulas for all 3 fields

- Now, the "Annual Revenue" formula won't compile because it's too big.

 

Ideally:

- When a record is created or updated:

   a formula for that record type calculates and updates the "Total Enrollment" field with the end result

   a formula for that record type calculates and updates the "Commission" field with the end result

   a formula for that record type calculates and updates the "Annual Revenue" field with the end result

- Effectively, I'd have 3 formula fields for each record type instead of one massive formula that checks which record type it is.

 

Additional problem:

- They've been adding record type Z already, so I need to go back and update the formulas on those records.

 

Please let me know if

 

Any suggestions or ideas?

 

 

 

 

I have a formula with a Compiled size of 4,215 characters.   The value of a picklist determines which formula is used.

 

This is a simplified version of the formula.

 

IF(ISPICKVAL(Type__c, "A"), formula1,
IF(ISPICKVAL(Type__c, "B"), formula2,
IF(OR( ISPICKVAL(Type__c, "C"), ISPICKVAL(Type__c, "D"), ISPICKVAL(Type__c, "E"), ISPICKVAL(Type__c, "F") ), formula3,
IF(OR( ISPICKVAL(Type__c, "G"), ISPICKVAL(Type__c, "H"), ISPICKVAL(Type__c, "I"), ISPICKVAL(Type__c, "J") ), formula4,
IF(OR( ISPICKVAL(Type__c, "K"), ISPICKVAL(Type__c, "L") ), formula5,
IF(ISPICKVAL(Type__c, "M"), formula6,
IF(ISPICKVAL(Type__c, "N"), formula7,
IF(ISPICKVAL(Type__c, "O"), formula8,
IF(ISPICKVAL(Type__c, "P"), formula9,
IF(ISPICKVAL(Type__c, "Q"), formula10,
0))))))))))

 

Is there any way I can reduce the compile size?

 

Thanks!

I am trying to reduce the size of my formula as it keeps giving me a compile error. How do I do this? Is it the formula syntax or the actual field size.

 

 

if(MONTH( Date_Received__c)=1,(DATE(YEAR(Date_Received__c), MONTH(Date_Received__c),31)),
if(MONTH( Date_Received__c)=2,(DATE(YEAR(Date_Received__c), MONTH(Date_Received__c),28)), 
if(MONTH( Date_Received__c)=3,(DATE(YEAR(Date_Received__c), MONTH(Date_Received__c),31)), 
if(MONTH( Date_Received__c)=4,(DATE(YEAR(Date_Received__c), MONTH(Date_Received__c),30)), 
if(MONTH( Date_Received__c)=5,(DATE(YEAR(Date_Received__c), MONTH(Date_Received__c),31)), 
if(MONTH( Date_Received__c)=6,(DATE(YEAR(Date_Received__c), MONTH(Date_Received__c),30)), 
 TODAY() ))))))

 

 

I can only get up to June and I need the whole year in here.

 

Thank you in advance

We have new offices that will be using Citrix. 

 

Has anyone successfully used Citrix with the Outlook Connector?

 

Thanks

Hi .. here is my formula:

IF(AND(NOT(ISNULL(Entry_Date__c)), ISNULL( Detail__c )),"Created", IF(AND(NOT(ISNULL(Entry_Date__c)), NOT(ISNULL( Detail__c ))),"Processed", IF(AND(NOT(ISNULL(Entry_Date__c)), NOT(ISNULL( Detail__c )), (Detail__r.Paid__c)),"Paid","")))

 

.. My issue with Above Formula is that it ALWAYS return "PROCESSED" ... no other value nis returned. I could not get it right for my processing, can ANYBODY please help me out in acheiving this result for this data.

 

ACTUAL OUTPUT FROM FORMULA:

 

Status__c	Detail__c	Paid__c	Entry_Date__c
Processed			2/20/2009
Processed	XYZ-001	TRUE	2/20/2009
Processed	XYZ-004		2/20/2009
Processed	XYZ-005		2/20/2009
Processed	XYZ-002	TRUE	2/20/2009
Processed			2/20/2009

 

 

DESIRED OUTPUT:

 

Status__c	Detail__c	Paid__c	Entry_Date__c
Created			2/20/2009
Paid	XYZ-001	TRUE	2/20/2009
Processed	XYZ-004		2/20/2009
Processed	XYZ-005		2/20/2009
Paid	XYZ-002	TRUE	2/20/2009
Created			2/20/2009

 

SF and MS Outlooks stopped working I can’t get it back
in outlook  hit the “send and add to SF” tab, I get a “SF login failure” message reset my security token but does not work

Can we Add/Remove buttons like, Save, Save & New, Cancel with our custom buttons on Edit Pages?

I could not run the xls connector since the upgrade to the summer 08 release.
I installed the latest version of the office edition too.
Somebody can help me to recover this appi?
Thanks

Hi all,

I am new to SF, especially to formulas.  I created a custom field "Lead Score" in the leads tab and would like to score my leads based on 8-10 criterias including leadsource, customer budget, timeline etc...

I researched online and learned to make one formula work:

if ( ISPICKVAL( LeadSource , "Web"), 4,
if ( ISPICKVAL( LeadSource , "Trade Show"), 6,
if ( ISPICKVAL( LeadSource , "Phone Inquiry"), 8,
if( ISPICKVAL( LeadSource , "Partner"), 10,
if( ISPICKVAL( LeadSource , "Advertisement"), 4,
if( ISPICKVAL( LeadSource , "Employee Referral"), 7,
if( ISPICKVAL( LeadSource , "External Referral"), 6,
if( ISPICKVAL( LeadSource , "Unclassified"), 0, 0))))))))

but now when I try to add a second formula (below) to the same formula field or a seperate one it gives me syntax errors " )".  How can I score my leads based on 8+ criterias that are listed on my Leads field? Any help is greatly appreciated.

if ( ISPICKVAL( {!Budget} , "None"), 0,
if ( ISPICKVAL( {!Budget} , "$0-$999"), 2,
if ( ISPICKVAL( {!Budget} , "$1,000 - $ 2,000"), 4,
if ( ISPICKVAL( {!Budget} , "$2,000 - $4,000"), 5,
if ( ISPICKVAL( {!Budget} , "$5,000 - $ 10,000"),6,
if ( ISPICKVAL( {!Budget} , "$15,000 - $25,000"), 7,
if ( ISPICKVAL( {!Budget} , "$30,000 - $ 45,000"),9,
if ( ISPICKVAL( {!Budget} , "$50,000 - $80,000"), 10,
if( ISPICKVAL( {!Budget} , "$100,000+"), 12, 0))))))))

Best Regards,


Kush

Please note that my ) signs appear to be smilies :(


Message Edited by Kush on 06-09-2008 03:12 PM

Hello

I am a newbie to salesforce coding and these forums so apologies if this is posted in the wrong place! I hope someone can help me out.

I recently implemented salesforce primarily to improve our case management process. A key requirement is to be able to monitor the time we have spent internally on a case vs the number of hours the customer has on their SLA and the corresponding time left i.e. SLA hours MINUS time spent so far. I downloaded a neat stop clock application from appXchange to provide a simple stop clock and it workw well. I have also figured out how to create the fields and everything is working to a point but....

Rather than have to go into each record and press save to trigger a field refresh, how can I update multiple records in one go?

Is there a simple bit of code that can run against a set of records and update a particular field? Do I need an S control - not really sure how to make one but someone suggested it would be a place to start?

 I have struggled to find an answer to something I have found simple in other systems (in Lotus I used agents set to run on schedule for example).

Any help or guidance would be much appreciated. Thanks in advance!