Hi Everyone,

 

We use products, pricebooks and schedules.  We run into multiple issues because the Schedule object is not available in the GUI like most objects in salesforce.  It is only available via the API. 

 

Being able to do two things would dramatically make our salesforce experience better:

 

1.  Transaction numbers - I'd love to see the scheduled payments numbered.

 

2.  Being able to create a simple formula where Close Month not equal to Schedule Month

 

I do not know APEX so writing a trigger seems impossible to me at this point.  Has anyone found a work around for either of the above in the GUI?  In our case these 2 items need to be incorporated into our reporting capabilities for all of our Users.

 

Any help or suggestions would be greatly appreciated!!

 

 

IF( CloseDate <= TODAY() , 1,0) almost gets me where I want to go. 

 

I'm trying to create a true or false (1 or 0) result to help me determine revenue this month to date.  How do I limit the above results to THIS_MONTH in a formula field?

 

IF( CloseDate <= TODAY() , 1,0) almost gets me where I want to go. 

 

I'm trying to create a true or false (1 or 0) result to help me determine revenue this month to date.  How do I limit the above results to THIS_MONTH in a formula field?

 

We are working in SalesForce Team Additon and are finding the Lookup Field lookup function to be frustrating. There are no filters available and with thousands of contacts, it is impractical.

My quest is to find s-control code that will allow us to establish a predefined filter based on the current account to provide a list of contacts from which the user can select.

Can anyone help me?

Regards,
Jim