I'm fairly new to SF and am having trouble putting in the correct formula to get each image I have uploaded to "Documents", to show in a different image in each Account record.

I don't know the correct syntax or verbage to use. This is what I entered, and obviously am getting the same image on all the Accounts.

Getting Started with Image Fields

IMAGE("/servlet/servlet.FileDownload?file=01560000000MlnC", 

"photo",150, 150)

I'd appreciate some help.

Thanks

Hi All,

This is probably a really noob question, but I'm just getting my head around things.

I have created a formula field called DaysSinceLastActivity, which does this:

ROUND(TODAY()-LastActivityDate, 0)

This returns an integer number for days between today and the LastActivityDate. 

The problem I am having is that if my guys put in reminders - activities to contact a lead at a particular point in the future, my "DaysSince" field starts returning a negative number: it subtracts (Activity Due Date) from (Today). 

Is there a way to get this formula to ignore future dates altogether, and roll with LastActivityDate's that are in the past only? 

I thought about having it return 0 if the number is negative, but that is basically wrong too.

Ideas?

Thanks in advance!

Nick

I would like to create a field so that I can sort myopportunities by twohalf year categories, ratherthan 4 Quarters:

CloseDate from 1/7/2009 to 31/12/2009 = H209

Can you help?

When trying to login (using the connector) I receive an error saying Username, password, token or user not valid or blocked. Exception code: 5078.

The login information is correct becasuse it is being used in another PC in another location with no problems at all.

Any ideas what is generating this error?

Thanks.

The database:

id - user - tickets

1 - user1 - 10

2 - user2  - 20

I would like to add up the total tickets of all users in the database and be able to sort them by created record date (10 + 20 = 30). I'm not able to add 'standard summary fields' in order to sum the total amount of tickets.

Hello!  Since SF insn't very good at exception reporting, I am trying to come up with a way to find out which leads the sales team has not followed up with.

I'm trying to create a custom formula field that will look at the last activity date to see whether it is the same as the created date - if it is, I can assume the lead hasn't been followed up with.  I keep getting an error when I try this formula:

 IF( DATEVALUE( CreatedDate)  =  LastActivityDate, FALSE, TRUE)

I don't think I am using the correct function - can someone please help?

Thank you!!!! 

Hi

        I created a field name educational requirements using picklist(Multiselect) if a user saves a record without selecting the educational fileds it has to show the error message like "PLEASE SELECT EDUCATION" now i want validation rule for this picklist(Multiselect)

Hi,

i want emalil alert,when any body creats anr reports other than me....can any body assist me how to do that?

Thanks in advance

However, since last week, I can't login with it. The error message is about an API access rights.

I have create a custom object called Pricing.  This object is a child object with the Parent being the Opportunity Object.  On my Opportunity object I have two fields the Contract Start Date & the Contract End Date.

On my pricing object I want to calculate an item's amount using the following formula: ((Contract End Date - Contract Start Date)/12) * rate = Amount

So for everything works.

The problem is, on the Opportunity object, I want to do a roll up summary field to total all the Pricing objects "Amounts", but the system will not let me.  I assume that is because my formula references fields on the Opportunity object and thus will not allow the roll up summary.  My question is, is there a way around this?

Thanks

Todd B.

I'm trying to generate a Val rule which prevents a Stage from being selected. When the 'source' (or influencing field) is a picklist, text, or date field I have no issues, but I cant find the function that controls how a Boolean (particularly, if Null) controls/limits the Stage...

Input most welcome!

KSK  

I am trying to create a validation rule that will make the Account Billing Country and the Contact Mailing Country fields required and contain values from a specific list (i.e. Country = Argentina or Bolivia or Colombia and nothing else). So far I have only been able to make the fields required. I am having trouble defining the correct formula for the pick-list of acceptable values. I tried:

AND( LEN( BillingCountry ) = 0, CONTAINS("Argentina || Peru || Bolivia || USA || Canada || Ghana || Indonesia || Malaysia || Taiwan || Mexico || Nigeria || Pakistan || South Africa || Uganda || India || Philippines || Armenia || Russia", BillingCountry))

But it is not giving me an error message when I mis-spell one of those countries nor when I enter something not on the list.

Any help would be appreciated.

Thanks

Can I create a validation rule which checks if a value in a picklist object in contains a certain strong?

I have a picklist of the following

SMB_Phone

SMB_Email

ENT_Phone

ENT_Email

I dont want to reference each value individually - how can I achieve this?

Hello,

I'm really excited about SF Content being free for all my users, and I think I have a great way to start using it. We have these PDF reports that go out to our customers, and I'd love it if we could bcc these emails to a Salesforce email address which would grab the attachments and stash them in a workplace (the same workplace for all attachments). I think this should be pretty easy, but I'm not sure where to begin.

I know that I'd create an email service, and I'd obviously add that email address to the emails being sent out, and create a new Apex class, but I looked through the Winter '10 API guide and didn't see what kind of calls I'd make - if anyone could give me an idea of what the code would look like, I'd really appreciate it!

Help?

I'm a newb, but I got some great help at Dreamforce this week on some code I'm trying to implement. Here's the deal: when an image-type Attachment is added to an Asset, I want to set the custom picklist field on the Asset called Picture_Type__c to "Specific Picture". I got that working, but now of course I need the reverse, too, which is that if all image-type Attachments are removed from an Asset, I want to set Picture_Type__c back to empty. Here's the code I have so far:

trigger ImageOnAsset on Attachment (after insert, after undelete, after delete) { Set<Id> assetIdSet = new Set<Id>(); if (Trigger.isDelete) { List<Attachment> attachmentParents = [SELECT ParentId FROM Attachment Where Id IN :Trigger.old]; Map<Id,Set<Id>> assetImages = new Map<Id,Set<Id>>(); for (Attachment attachment : attachmentParents) { assetImages.put(attachment.ParentId, new Set<Id>()); } for (Attachment attachment : [SELECT Id, ParentId, ContentType FROM Attachment WHERE ParentId IN :assetImages.keySet()]) { if(attachment.contentType != null && attachment .contentType.startswith('image')) { assetImages.get(attachment.ParentId).add(attachment.Id); } } // for (Map.Entry<Id,Set<Id>> assetImage : assetImages) { // todo: here's where I need help! // } For(Attachment oldAttachment : Trigger.old) { if(oldAttachment.contentType != null && oldAttachment.contentType.startswith('image')) assetIdSet.add(oldAttachment.ParentId); } } else { For(Attachment newAttachment : Trigger.new){ if(newAttachment.contentType != null && newAttachment.contentType.startswith('image')) assetIdSet.add(newAttachment.ParentId); } } if(!assetIdSet.isEmpty()) { For(Asset ass : [SELECT Asset.Id, Asset.Picture_Type__c FROM Asset where Id IN :assetIdSet]){ ass.Picture_Type__c = 'Specific Picture'; update ass; } } }

 In addition to the "here's where I need help", I also am not sure where/how I can say "only do this if the parent object is an Asset.

Thanks!

Hello,

I'm trying to make it so that the Accounts with a type of Customer can only be owned by someone in the Sales profile. I don't see a way to restrict by profile, so the closest I've come is to call out user ids, with the following validation rule:

and(case(OwnerId, "005500000011YxTAAU",false, "005500000011YxbAAE",false, "005500000011YB4AAM",false, "005500000011YxRAAU",false, "005500000011YxhAAE",false, "005500000012etTAAQ",false, "005500000011YAkAAM",false, true) , ispickval(Type,"Customer") )

 This fails with "Error: Incorrect argument type for function case()." Help - what am I doing wrong?

Hi All,

Just curious if anyone knows about how long I should expect to wait for the code review of our native app? It's pretty simple, and all in Apex and Visualforce.

Thanks!

-Jake

Hi All,

I've got a request from a user to update the standard Subject field on a task to a specific text value if a picklist gets set to a certain value. When I tried this, I got the error: "Error: Formula result is data type (Text), incompatible with expected data type (Picklist)." Which is weird, because Subject is not really your typical picklist - I think it's technically a "Combo Box" according to Salesforce. Anyway, it's not looking like this is possible, but I'm wondering if someone here knows a workaround. Thanks!

One of my developers has just finished getting SSO implemented, and it's working great, but I can't get it to work with Salesforce Mobile Lite for the iPhone. I'm not really sure what credentials the user should enter, but when I had my user try his Salesforce username and Salesforce password it just hangs on Registering...

Any ideas?

Thanks!!

-Jake

We have this nifty custom object which tracks our customer's hardware specs called Hardware_Information__c. It's a child of Account. Sometimes we provide that hardware to them, and sometimes they provide their own. When we provide it to them, we link the Asset entry to the hardware_information__c via the Associated_Product__c lookup field. Here's a visual:

I'm hoping to write a trigger that fires when an Asset's AccountID changes that would:

1. Check if there's an Associated_Product__c id that matches the Asset's ID that just changed
2. If so, set the Hardware_Information__c's AccountId equal to the new Asset's ID
3. If not, do nothing

This would essentially just make it so the Hardware Info follows its Asset when the Asset gets moved. I found this post which seems to be a great starting point. What do y'all think?

Thanks!!

-Jake

Hi,

I am trying to figure out how user's can authenticate using devices and salesforce api's when we plan on enabling SAML 2.0 based SSO for the web interface.  One of our goals is to have SSO available from the internet (off our core internal network).  

• Will users be required to know their salesforce user name and password?  If so, one of the benefits of SSO, automatic disabling of access when the user is disabled at the identity provider, seems to be lost. 
• Does delegated authentication fit somewhere in the equation?

Thanks

Hello,

I'm really excited about SF Content being free for all my users, and I think I have a great way to start using it. We have these PDF reports that go out to our customers, and I'd love it if we could bcc these emails to a Salesforce email address which would grab the attachments and stash them in a workplace (the same workplace for all attachments). I think this should be pretty easy, but I'm not sure where to begin.

I know that I'd create an email service, and I'd obviously add that email address to the emails being sent out, and create a new Apex class, but I looked through the Winter '10 API guide and didn't see what kind of calls I'd make - if anyone could give me an idea of what the code would look like, I'd really appreciate it!

Help?

I'm a newb, but I got some great help at Dreamforce this week on some code I'm trying to implement. Here's the deal: when an image-type Attachment is added to an Asset, I want to set the custom picklist field on the Asset called Picture_Type__c to "Specific Picture". I got that working, but now of course I need the reverse, too, which is that if all image-type Attachments are removed from an Asset, I want to set Picture_Type__c back to empty. Here's the code I have so far:

trigger ImageOnAsset on Attachment (after insert, after undelete, after delete) { Set<Id> assetIdSet = new Set<Id>(); if (Trigger.isDelete) { List<Attachment> attachmentParents = [SELECT ParentId FROM Attachment Where Id IN :Trigger.old]; Map<Id,Set<Id>> assetImages = new Map<Id,Set<Id>>(); for (Attachment attachment : attachmentParents) { assetImages.put(attachment.ParentId, new Set<Id>()); } for (Attachment attachment : [SELECT Id, ParentId, ContentType FROM Attachment WHERE ParentId IN :assetImages.keySet()]) { if(attachment.contentType != null && attachment .contentType.startswith('image')) { assetImages.get(attachment.ParentId).add(attachment.Id); } } // for (Map.Entry<Id,Set<Id>> assetImage : assetImages) { // todo: here's where I need help! // } For(Attachment oldAttachment : Trigger.old) { if(oldAttachment.contentType != null && oldAttachment.contentType.startswith('image')) assetIdSet.add(oldAttachment.ParentId); } } else { For(Attachment newAttachment : Trigger.new){ if(newAttachment.contentType != null && newAttachment.contentType.startswith('image')) assetIdSet.add(newAttachment.ParentId); } } if(!assetIdSet.isEmpty()) { For(Asset ass : [SELECT Asset.Id, Asset.Picture_Type__c FROM Asset where Id IN :assetIdSet]){ ass.Picture_Type__c = 'Specific Picture'; update ass; } } }

 In addition to the "here's where I need help", I also am not sure where/how I can say "only do this if the parent object is an Asset.

Thanks!

I'm using Eclipse to develop Apex code.  I was working on a pretty big controller directly in my production account (I know, I know...) and got a little behind on implementing the test routines.  Eventually the controller would no longer save to my server since the average test coverage dropped below 75%.  I was seeing this error in the 'Problems' window in Eclipse:

'Average test coverage across all Apex Classes and Triggers is 74%, at least 75% test coverage is required'  

I immediately stopped working on the controller and went back to implement test routines in this and a couple of the other controllers.  Now the controller will save but the error message persists even if I run tests from within Eclipse.  When I run tests directly in the UI I'm told the average coverage is 84%.

How can I 'clear' the error message from the Eclipse 'Problems' window? 

have the same number/letter combo but they treat upper and lower case letters
different.  When we bring these into our accounting system (Great Plains)
they make them all upper case letters.  Therefore 2 customers may have the
same ID # in Great Plains. 

is we have already used up all 3 auto number external id fields.

however we need ours to show up in a report and not be solved through the excel
connector.  I thought we could just build a formula field to display the
18 character (in case sensitive) ID but the trouble is the formula is too
large. Here is the code:

Id &
Mid("ABCDEFGHIJKLMNOPQRSTUVWXYZ",
16 * IF(LOWER(Mid(Id,0,1)) != Mid(Id,0,1),1,0) +
8 * IF(LOWER(Mid(Id,1,1)) != Mid(Id,1,1),1,0) +
4 * IF(LOWER(Mid(Id,2,1)) != Mid(Id,2,1),1,0) +
2 * IF(LOWER(Mid(Id,3,1)) != Mid(Id,3,1),1,0) +
1 * IF(LOWER(Mid(Id,4,1)) != Mid(Id,4,1),1,0),1) &
Mid("ABCDEFGHIJKLMNOPQRSTUVWXYZ",
16 * IF(LOWER(Mid(Id,5,1)) != Mid(Id,5,1),1,0) +
8 * IF(LOWER(Mid(Id,6,1)) != Mid(Id,6,1),1,0) +
4 * IF(LOWER(Mid(Id,7,1)) != Mid(Id,7,1),1,0) +
2 * IF(LOWER(Mid(Id,8,1)) != Mid(Id,8,1),1,0) +
1 * IF(LOWER(Mid(Id,9,1)) != Mid(Id,9,1),1,0),1) &
Mid("ABCDEFGHIJKLMNOPQRSTUVWXYZ",
16 * IF(LOWER(Mid(Id,10,1)) != Mid(Id,10,1),1,0) +
8 * IF(LOWER(Mid(Id,11,1)) != Mid(Id,11,1),1,0) +
4 * IF(LOWER(Mid(Id,12,1)) != Mid(Id,12,1),1,0) +
2 * IF(LOWER(Mid(Id,13,1)) != Mid(Id,13,1),1,0) +
1 * IF(LOWER(Mid(Id,14,1)) != Mid(Id,14,1),1,0),1) 

Any ideas on the code or formula field work around? 

Are there any other options?

-Andy

Hello,

I have an image formula on my account to setup a VENN diagram, very similar to a demonstration in a "Tips & Tricks" webinar.

The problem is the URL (http://chart.apis.google.com/) to build the images is non-secure, causing security warnings to appear on our Account page when using Internet Explorer.

Does anyone know of a similar tool with a secure URL to use as an alternate to the google chart api?  I'm hoping to have a solution that doesn't really on users resetting IE security settings (which may turn out to be a headache).

Thank you,

AT

I'm fairly new to SF and am having trouble putting in the correct formula to get each image I have uploaded to "Documents", to show in a different image in each Account record.

I don't know the correct syntax or verbage to use. This is what I entered, and obviously am getting the same image on all the Accounts.

Getting Started with Image Fields

IMAGE("/servlet/servlet.FileDownload?file=01560000000MlnC", 

"photo",150, 150)

I'd appreciate some help.

Thanks

I've created a report that shows my opportunity pipeline by probability but I'm trying to merge a couple of the rows together and am looking for some help on how to do it.  I'd like to combine the 10% and 20% opportunities into a single row of data so the total monthly and grand totals are combined. 

Somehow the last row of date would show the following:

10-20%    $3,000      $468,686.35     $602,427.38        $1,074,113.73

Any help that can be provided would be great.  Thanks!

Need to return in a view or a  report alll leads or accounts that do not have an open activit. 

Want to create a field that returns how many open activities a record has.  Is there a way to this using custom formula field or reports?

-Thanks