Hello,

 

Someone must have had this problem in the past... 

 

Salesforce ID’s are upper and lower case.  And they can

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. 

 

All we need is a unique ID for each account but the problem

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

 

The other postings regarding this problem were helpful

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?

 

Thanks in advance

 

-Andy

 

Is it possible to add fields on a page from a standard button (convert page)?  What i'm trying to do is add two fields on the page that displays after I click "Convert" from the lead page layout.  Our problem is we have two fields on the account page that are required but the reps aren't required to fill them out unless they edit the account page... I'm wanting to avoid adding these required fields to the lead layout because they may not know then answer until right before they want to convert them into contacts. 

I tried to Override the Convert button but its over my head...

Any ideas, solutions or best practices?? 

I need help trying to figure out the right formula for a date format.  I'm trying to create a custom button that will automatically map to folders on an external drive.  The problem we have with the external drive is we can only save a date in the following format: month.day.year instead of how sfdc has it: month/day/year.  So, ideally I want this field to be the close date in that format so I can create a formula that will map to the external drive. 

Any ideas?

Thanks!

hi all,

i've recently be assigned the admin role and not sure how to set up a time dependent workflow based on the last activity...

scenerio - when there is no activity at the contact level within 30 days, a custom checkbox at the contact level gets checked off.

can anyone help?  any insight would be greatly appreciated!

thanks
-ascarl2 



Message Edited by ascarl2 on 06-04-2008 05:29 AM

Hello,

 

Someone must have had this problem in the past... 

 

Salesforce ID’s are upper and lower case.  And they can

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. 

 

All we need is a unique ID for each account but the problem

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

 

The other postings regarding this problem were helpful

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?

 

Thanks in advance

 

-Andy

 

I need help trying to figure out the right formula for a date format.  I'm trying to create a custom button that will automatically map to folders on an external drive.  The problem we have with the external drive is we can only save a date in the following format: month.day.year instead of how sfdc has it: month/day/year.  So, ideally I want this field to be the close date in that format so I can create a formula that will map to the external drive. 

Any ideas?

Thanks!

Is it possible from a workflow to send and automated email (via alerts) but have it also show up in activity history - similar to manually sending email from activity history.
We need to audit emails - even if automatically generated
Thanks in advance for any help