Hi all,

I am trying to update two objects by inserting new records and updating existing records but am having trouble.  

Account is the Master Object of the Custom Object named Invoices.  
So on the Invoices Object there is a lookup (Master-Detail)Account.  

Here is the scenario, each week I receive a spreadsheet containing all accounts (person Accounts) along with invoices.  So i need to create a new account if it doesn't exist and then create a new invoice if it doesn't exist. If it does exist then i simply need to update the account and invoice.  

The fields on the Invoices object are pubId(an external ID), Price, Total

I am having a very difficult time updating these records.  I am able to update/create new records for the Accounts (Import Person accounts through the UI) but I am having a hard time importing the Invoices.  No matter what I've tried it doesn't seem to create new Invoices.  Is it because I am working with Person Accounts??

Is there a better way to do this?  I have access to DemandTools and the DataLoader.  Thanks in advance.

Hi all,

I need a bit of some help creating a trigger.   Contacts and accounts are being created using the API.  Upon insert a contact and an account are created with the following data:

Account Owner (defaulting to the api account)

Account Record Type (In this case "Enterprise'")

Account Name

Contact Owner (defaulting to the api account)

Contact Name

Contact MailingState

Contact MailingCity

What I need to do is create a trigger to perform the following.  After insert, check if Account BillingState, AccountBillingCity are null and Account Record Type is named  "Enterprise" or the 15digitid.  If so, populate AccountBillingState with the Contact Mailing State and populate AccountBillingCity with the ContactMailing City

I hope this makes sense.  Thank you in advance.  

I am trying to come up with a solution to prevent bad data from being saved.  I am working with Contracts and I have a custom field called AdID.  It's a text field and a Unique Identifier.  What I want to do is prevent a user from saving a contract record if the time falls between a current one with the same AdId.  For example

I would want a Validation Rule to prevent the saving of contract xyz since the dates overlap and contain the same AdId.  I can't think of a good way to do this.  Any help is greatly appreciated

Hi all,

I'm looking for some guidance on how to modify this trigger.  I downloaded the App Exchange App "Custom Object Lead Conversion" by Hi-Soft and I need to slightly edit the code to fit my use case.  What I've noticed is the Trigger does not bring over multiple records of the Custom Object when it's converted.  It seems to bring only the 1st record while disregarding the rest.  I am not a programmer so any help would be great.  Below is the unmodified code from the Trigger.  Thanks in advance

trigger UpdateCustomeObject_Trigger on Lead (before update) {
//This trigger will associate a Custom Object record with the contact and opportunity associated to the 
//lead after it has been converted.
//The Custom Object is associated to an opportunity only if an opportunity record exist on the Lead.
    for (Integer i = 0; i < Trigger.new.size(); i++){
        if (Trigger.new[i].IsConverted == true && Trigger.old[i].isConverted == false){
            Set<Id> leadIds = new Set<Id>();
            for (Lead lead : Trigger.new) 
                leadIds.add(lead.Id);
            
            Map<Id, CustomObject__c> entries = new Map<Id, CustomObject__c>([select Contact__c, Opportunity__c, Account__c, Lead__c from CustomObject__c where lead__c in :leadIds]);        
            if(!Trigger.new.isEmpty()) {
                for (Lead lead : Trigger.new)  {
                    for (CustomObject__c CustomObject : entries.values()) {
                        if (CustomObject.Lead__c == lead.Id) {
                            CustomObject.contact__c = lead.ConvertedContactId;
                            CustomObject.opportunity__c = lead.ConvertedOpportunityId;
                            CustomObject.account__c = lead.ConvertedAccountId;
                            update CustomObject;
                            break;
                        }
                    }
                }
            }
        }
    }

}

I have a lookup field on contracts to an opportunity.  Is there a way that I can write a validation rule that requires an opportunity to have a contract that is "Activated' prior to marking the opportunity as Closed/Won?

 Thanks 

Can someone point me in the right direction for writing a trigger that updates a field on the Account Record if a contract is expired?  

For instance if a contract is current (start and end date are within current date) it would update the field to say current.  If the contract end date is a date in the past and there are no other current contracts it would update the field to "lapsed"

Thanks in advance 

I have a custom field on the Account Object called Account Status.  It has three values, Current, Lapsed, null. 

I am trying to create a workflow rule that looks at all of the contracts within an account and evaluates the start and end dates.  If the latest contract end date is a date in the past it would update Account Status to "Lapsed"

Any help is greatly appreciated.  Thanks

Is there a way to create  a custom report that lists all of the primary contacts in the account role along with opportunities?  I am having a hard trouble finding a way. 

What I need is to create a report that Lists the account, Contact Name, Account Role, Opportunities in account, and custom info from the opportunities.  

Thanks

I need to improve the quality of our data.  A lot of our reps are creating and completing activities without relating it to the proper record.  Is there an easy way to calculate a formula that divides the number of those describes activities with the total count.

Number of Unrelated Activities marked as closed/Total number of Completed.

Thanks

I'm using Salesforce Enterprise Edition. 

I am trying to create  a workflow rule that automatically updates the Type Field on a Task to Email, when an email is sent through salesforce.  My workflow criteria is  when Type does not contain Meeting, LVM, Call (basically null) and Status equals complete.  No matter what I cannot get it to run.  Every email sent through salesforce has no type.  Please help



Hi all,

I am trying to update two objects by inserting new records and updating existing records but am having trouble.  

Account is the Master Object of the Custom Object named Invoices.  
So on the Invoices Object there is a lookup (Master-Detail)Account.  

Here is the scenario, each week I receive a spreadsheet containing all accounts (person Accounts) along with invoices.  So i need to create a new account if it doesn't exist and then create a new invoice if it doesn't exist. If it does exist then i simply need to update the account and invoice.  

The fields on the Invoices object are pubId(an external ID), Price, Total

I am having a very difficult time updating these records.  I am able to update/create new records for the Accounts (Import Person accounts through the UI) but I am having a hard time importing the Invoices.  No matter what I've tried it doesn't seem to create new Invoices.  Is it because I am working with Person Accounts??

Is there a better way to do this?  I have access to DemandTools and the DataLoader.  Thanks in advance.

Hi all,

I need a bit of some help creating a trigger.   Contacts and accounts are being created using the API.  Upon insert a contact and an account are created with the following data:

Account Owner (defaulting to the api account)

Account Record Type (In this case "Enterprise'")

Account Name

Contact Owner (defaulting to the api account)

Contact Name

Contact MailingState

Contact MailingCity

What I need to do is create a trigger to perform the following.  After insert, check if Account BillingState, AccountBillingCity are null and Account Record Type is named  "Enterprise" or the 15digitid.  If so, populate AccountBillingState with the Contact Mailing State and populate AccountBillingCity with the ContactMailing City

I hope this makes sense.  Thank you in advance.  

Hi all,

I'm looking for some guidance on how to modify this trigger.  I downloaded the App Exchange App "Custom Object Lead Conversion" by Hi-Soft and I need to slightly edit the code to fit my use case.  What I've noticed is the Trigger does not bring over multiple records of the Custom Object when it's converted.  It seems to bring only the 1st record while disregarding the rest.  I am not a programmer so any help would be great.  Below is the unmodified code from the Trigger.  Thanks in advance

trigger UpdateCustomeObject_Trigger on Lead (before update) {
//This trigger will associate a Custom Object record with the contact and opportunity associated to the 
//lead after it has been converted.
//The Custom Object is associated to an opportunity only if an opportunity record exist on the Lead.
    for (Integer i = 0; i < Trigger.new.size(); i++){
        if (Trigger.new[i].IsConverted == true && Trigger.old[i].isConverted == false){
            Set<Id> leadIds = new Set<Id>();
            for (Lead lead : Trigger.new) 
                leadIds.add(lead.Id);
            
            Map<Id, CustomObject__c> entries = new Map<Id, CustomObject__c>([select Contact__c, Opportunity__c, Account__c, Lead__c from CustomObject__c where lead__c in :leadIds]);        
            if(!Trigger.new.isEmpty()) {
                for (Lead lead : Trigger.new)  {
                    for (CustomObject__c CustomObject : entries.values()) {
                        if (CustomObject.Lead__c == lead.Id) {
                            CustomObject.contact__c = lead.ConvertedContactId;
                            CustomObject.opportunity__c = lead.ConvertedOpportunityId;
                            CustomObject.account__c = lead.ConvertedAccountId;
                            update CustomObject;
                            break;
                        }
                    }
                }
            }
        }
    }

}

Can someone point me in the right direction for writing a trigger that updates a field on the Account Record if a contract is expired?  

For instance if a contract is current (start and end date are within current date) it would update the field to say current.  If the contract end date is a date in the past and there are no other current contracts it would update the field to "lapsed"

Thanks in advance 

I have a custom field on the Account Object called Account Status.  It has three values, Current, Lapsed, null. 

I am trying to create a workflow rule that looks at all of the contracts within an account and evaluates the start and end dates.  If the latest contract end date is a date in the past it would update Account Status to "Lapsed"

Any help is greatly appreciated.  Thanks

Is there a way to create  a custom report that lists all of the primary contacts in the account role along with opportunities?  I am having a hard trouble finding a way. 

What I need is to create a report that Lists the account, Contact Name, Account Role, Opportunities in account, and custom info from the opportunities.  

Thanks

Is there a way to show in the Contact object that a contact is the primary contact listed in an attached opportunity?

-Thanks