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Time Based Work Flow - Triggering issue before 14th day of the expiration date

I created a Time Based WF rule to send an email alert 14 days before the Expiration Date. This rule is not triggering thou the records match the creteria(14 th day before the expiration date).

The Expiration Date field = Created date + 365 days

I am not checking Expiration date on the rule creteria, If the Oppty status = Closed won and couple other fields creteria match then the Time Based action should occur before 14th day of the Expiration Date.

I appreciate any advise I could get from Listers to automate this process. Thankyou.

Sara
July 26, 2010
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0

1 replies

Attachments with email template

Hi All-

I need to send documents that are added under case attachments related list with with approval notification email. Did anybody has similar requirement? any work arrounds?

I appreciate your help

Sara
June 18, 2008
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0

0 replies

Case Contact address info into Case Page

I need to populate Case Contact Country/City into case custom fields on case page. I am working on PF edition, if anybody has an s-control or suggestions to accomplish this please advise.

Thankyou

Sara
September 11, 2007
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0

2 replies

Activity - Lookup

I need to have a lookup field on Activity /event page, as of now this functionality is not available. can anybody suggest an alternative to tag an ID for contact that I select on event? each contact can have multiple ID's and there are several contacts for each account. I can't use picklist for contact Id because the total unique Id's are more than 10,000.

A custom lookup field would have solved my problem...

I appreciate your input...

Sara
December 02, 2006
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0

0 replies

Several admin users

we have several admin users, when I 'hide folders from all users' on Reports and Dashboards does it hide from other admin users ???

Sara
December 02, 2006
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0

0 replies

Report on master and related list object-Help

Hi all-

I need to run a report on master object to find if it has a related list(child object) with null records...

ex. Account(master) and Shippment(child), I need to find if an account record has no shippment records..

When I use Account and Shippment, it shows only the records that have a related records... I can't run a report on account becuase it has no flag to show null related records..

Please help...

Sara
December 02, 2006
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0

1 replies

Opportunity Update Reminder / summary of the pipeline of your direct reports.

How do I update the user information in pipeline reports under Oppty Reminder?

ex. I have manager at Role1, as of now he gets the pipeline reports of user1(role2) and user2(role2) who falls directly under Role1, but I need pipeline info of users(role3) that fall under User1(role2) and User2(role2) roles .... to be shown on Role1 managers reminders.

Your help is aprreciated..

Sara
December 02, 2006
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0

1 replies

Formula to return checkbox

I need to return checkbox value checked or unchecked based on another field content.... is it possible?

Sara
October 15, 2006
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0

1 replies

Admin and App development workshops

Hi Guys..

Anybody went thru the Salesforce Adminidstrator or App development workshops? It is big investment for me....want to know if it is really worth my time and money.... Please advise.

Thanks

Sara
October 02, 2006
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0

1 replies

Admin and App Dev workshops

Hi Guys..

Anybody went thru the Salesforce Adminidstrator or App development workshops? It is big investment for me....want to know if it is really worth my time and money.... Please advise.

Thanks

Sara
October 02, 2006
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0

2 replies

Page layouts on Profiles

Is there a way to extract page layouts from user profiles ? I have several user profiles with atleast 5+ page layouts on all objects, trying to extract the details without going into each profile....everytime I need to check something..

I like to run a report on Profiles also....

Sara
September 14, 2006
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0

1 replies

Certification

Hi All,

I would like to get certified in Salesforce admin/Dev... What is the procedure? Do I have to go thru the Salesforce.com Training?? Please guide... Thanks

Sara
September 14, 2006
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0

1 replies

Profile and pagelayouts

Is there a way to run a report on profile with all the page layouts in that profile?

Sara
July 30, 2006
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0

1 replies

Locking an object

Is there a way to lock an object for a single user for setup changes? We have multiple admins.... when two people are working on the same objects it is causing lot of issues ....in page Design, fields datatype changes etc..

Sara
July 23, 2006
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0

3 replies

Mass creating custom fields

I need to add 200+ custom fields into a custom object, is there away to add them all at once...instead of creating each one ...thru setup....??????

Please hekp!!

Sara
July 23, 2006
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0

1 replies

Custom Fields- mass create

I need to add 100+ custom fields to a custom object, is there a way to upload/mass create the field names/datatyes etc., instead of entering each field manually?

I appreciate your help.... Thanks

Sara
June 21, 2006
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0

0 replies

Lead - Activity - Email notification

I am trying to send an email notifictaion to a contact (not a SF User) thru Lead-Activity..

The email TO: only lists the Lead names...... Is there a work around to get to the Contact Email???

Please reply if you sent email notifications thru SF to partners to handle Leads......

Message Edited by Sara on 05-24-2006 06:47 PM

Sara
May 21, 2006
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0

0 replies

Partner Portal for PE edition

Anyone on PE edition developed or using thirdparty/somekind of partner portal????? Is it possible to build custom app on SF and give access to partners to manage leads & opptys?? ??

The API toolkit is only for EE & DE ..

Thankyou

Message Edited by Sara on 05-24-2006 06:48 PM

Sara
May 21, 2006
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0

1 replies

Picklist & Lookup

What is limit on #pickvalues in a pick list? also #of rec on a lookup? (PE & EE edition)

Thanks

Sara
May 16, 2006
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0

2 replies

Data Migration to SForce

Hi All..

What is the best practice to migrate data from Saleslogix to salesforce?

Suggest using any tools?

Please share...your experience..

Thanks

Message Edited by Sara on 05-21-2006 01:00 PM

Sara
April 27, 2006
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0

2 replies

Time Based Work Flow - Triggering issue before 14th day of the expiration date

I created a Time Based WF rule to send an email alert 14 days before the Expiration Date. This rule is not triggering thou the records match the creteria(14 th day before the expiration date).

The Expiration Date field = Created date + 365 days

I appreciate any advise I could get from Listers to automate this process. Thankyou.

Sara
July 26, 2010
Like
0

2 replies

Page layouts on Profiles

I like to run a report on Profiles also....

Sara
September 14, 2006
Like
0

3 replies

Mass creating custom fields

I need to add 200+ custom fields into a custom object, is there away to add them all at once...instead of creating each one ...thru setup....??????

Please hekp!!

Sara
July 23, 2006
Like
0

2 replies

Data Migration to SForce

Hi All..

What is the best practice to migrate data from Saleslogix to salesforce?

Suggest using any tools?

Please share...your experience..

Thanks

Message Edited by Sara on 05-21-2006 01:00 PM

Sara
April 27, 2006
Like
0

3 replies

Number of records under custom object lookup

I have a lookup based on custom object/fields. The drop down displays 50 records at once..

Is there a way to restrict the number of rec. to display?

Thankyou for your help

Sara
March 28, 2006
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0

5 replies

Excel connector for Opportunity upload

Anybody using excel connector for opportunity uploads?

Sara
March 14, 2006
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0

4 replies

Opportunity Notification email

I need to initiate a notification email when an opportunity is closed. I am on Prof.version so I can't use workflow. Is there a way to do this?
Thankyou in advance

SForce User
March 03, 2006
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0

5 replies

Lead custom field mapping

Hello,
On lead conversion : I want to map lead custom field to the custom field on Account, as well to the custom field on opprtunity. As of now I can map to only one custom field(either account or oppty). Is there a way to map to two objects/ fields?????????
I appreciate your help.

Sara
February 13, 2006
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0