Hello,

 

Is there a way to only have an auto-number field populate on certain record types? 

Hi,

 

I have a workflow set up to auto Close Lost opportunities that are 30 days past their Close Date. 

 

Here's my formula:

and(
      or(

           ispickval( StageName,"Qualified"),

           ispickval(StageName,"Qualified Suspect")),

      TODAY()-CloseDate=30, 
      ispickval(Type ,"Renewal Business"))

 

I have an opportunity that meets all these criteria and the workflow has not fired.  Any thoughts? 

Hi,

 

I'm playing around with Visualforce to create a component or list of a user's opportunities or leads closing within the month (or some other range of criteria) that will display atop any opportunity or lead so that the sales rep always knows at a given moment what their pipeline looks like for the month.  Maybe it can have conditional alerts that show when an oppty or lead is nearing its close date or event date (we run an event based business).  Is this possible?  Should I just create a dashboard and embed it in a Visualforce component?  Can someone help me with the code?  I'm a little new to this. 

 

Thanks.

Hello,  my organization uses Salesforce as our CRM but Liveperson as our web-chat and knowledgebase application.  There WAS an app in the appexchange tht integrated the two with the whole nine yards - custom tab, reporting, transcript documentation and case generation - but now it's gone. 

Liveperson uses "Ticket Numbers" as customer reference for support inquiries, we want all inquiries to receive Case numbers instead and to generate a Case automatically.

Is there anybody out there that can help us build this?

Hi,

 

I have a workflow set up to auto Close Lost opportunities that are 30 days past their Close Date. 

 

Here's my formula:

and(
      or(

           ispickval( StageName,"Qualified"),

           ispickval(StageName,"Qualified Suspect")),

      TODAY()-CloseDate=30, 
      ispickval(Type ,"Renewal Business"))

 

I have an opportunity that meets all these criteria and the workflow has not fired.  Any thoughts?