I thought that this would be a simple matter of linking the picture to the template via img src="URL_of_picture." However, it's not working and I'm going nuts.

The template is marked as being "available for use." Really, it's just a delivery system for the jpeg, which contains all the information that's needed in the email.

I have the jpeg file uploaded into the document folder. The jpeg is marked as being an "Externally Available Image", the folder it's in is "accessible by all users".

When I look at the template, there's no problem. The picture shows as expected. However, when I try a test email, all that I get is a box with a red x.

If I load the picture to an external source, such as Photobucket or tinypic, there is no problem in seeing the email. However, I don't like the idea of using external sources, I want to just load the picture into SalesForce and use it. Can anybody tell me what I'm doing wrong? I really, really need an answer to this by Friday.

Thanks in advance,

Jill

I want to create a button on the opportunity page that creates a special kind of task "Request Contract". I want it to assign the task to a particular individual and link it to the opportunity. So far, I've been able to create the task and assign it to a particular person.

However, I can't figure out how to link it to the opportunity. Or rather, I can't figure out how to pass the opportunity's ID to the task. Everything I've tried just results in an error message. Even when I insert the opportunity ID from the "insert merge field" drop down box, the button doesn't work.

Can somebody help with this?

Thanks in advance.

J.

{!REQUIRESCRIPT("/soap/ajax/16.0/connection.js" )}
{!REQUIRESCRIPT("/soap/ajax/16.0/apex.js" )}

var t1= new sforce.SObject("Task" );
t1.OwnerId = "00530000001itnL";//SFDC ID of user record
t1.Subject = "Requesting Contract";
t1.Status = "Not Started";
t1.Priority = "Normal";
t1.What = {!Opportunity.Id}

result = sforce.connection.create([t1]);

Hello,

Is there a quick way to copy the territory assignment rules over to the lead assignment rules?

When I set up a report to group by "Forecast Category", I get lines for "Closed", "Pipeline" and "Omitted". What I want are lines for "Closed", "Pipeline" and "Closed + Pipeline". I see that "Closed + Pipeline" is available in the "Select Columns to Total" section and I can group by "Closed + Pipeline" (not that grouping by "Closed + Pipeline" is helpful).

Is there a way to get the report to look like:

Closed + Pipeline ________________

Pipeline ____________________

Closed ____________________

Is there such a thing as an intermediate table in SalesForce? By this I mean, I have two types of products (hardware and software). I would like assets to point to only hardware products and my custom object 'assays' to point to only software products.

I'm thinking that it would work if I could have an intermediate table that holds only one type of product (but would be updated everytime somebody updated the product table with the appropriate type of product.)

Thanks in advance!

Hello,

What I need is something like a multi-select picklist, only instead of just picking the name(s) of the assays, I need to be able to select (or enter) the name of the assay and add the number of assays that the customer uses.

I'm picturing something like a spreadsheet. I don't see that option in the datatypes. Is there a quick way to add or create one? I'm on a very tight deadline. (I have three hours to come up with a solution.)

Edited to add: A table might work, too. Or anything where I can have two different fields per item.

I want the Opportunity Territory to be automatically filled in with the territory from the Account. Can anybody tell me the best way to do this?

Thanks in advance.

In the Asset object, when I choose a Product, it automatically puts the Product Name into the Asset Name. I want to do something similiar in Opportunity.

I've created a picklist for Opportunity Description. I want the Opportunity Name to be filled in with the Opportunity Description immediately after the user selects an Opportunity Description.

How is this done in Assets and how can I recreate that in Opportunities?

Is it possible to create combo boxes in SalesForce? If so, how?

Thanks,

J.

Hello,

I have two custom Activity fields: Result (picklist) and Result Date.

When somebody selects a Result, I want the Result Date to be filled in with the current date.

I can't figure out what the proper syntax is. Can anybody help me?

Thanks in advance!

I would like to change the Opportunity Name from being a text box to being a drop down box.

Failing that, I would like to insert a drop down box that people can use to fill in the Opportunity Name box.

What is the correct syntax to use in order to get SalesForce to fill in the name in from the drop down box.

In pseudo code, what I want is:

If Drop Down is Not Null, then name = Account Name + _ + Drop Down List Value.

Thanks in advance!

Hi, again.

Is it possible to integrate the territory name into a mail merge document? If so, how?

Thanks!

Hello,

Is there a way to automatically assign an account by territory? (That is, if Territory = Los Angeles, then owner = Mary, else if Territory = San Francisco, then owner = John.)

Is there a way in SalesForce to match nicknames to legal names:

Example for Contacts: Jim to James, Tom to Thomas, Billy to William.

Example for Accounts: CDC to Center for Disease Control.

Is it possible to have a zip code range in one line?

Example line 1 says "zip code Is Between 90000 and 93226".

As opposed to line 1 saying "zip code >= 90000" and line 2 saying " zip code <= 93226"

I want to set a trigger (or workflow?) on the territories so that they automatically assign a value to our custom field, Region.

Example: If the Territory is SW, then the Region should be WEST. If the Territory is NE, then the Region should be EAST.

Edited to add: Region is a picklist with five options. Can somebody tell me what the correct syntax is?

Looking to leverage SF's CRM to house and manage all of our customer databases with the ability to see one view of all customer activity.  Not sure where to start.  All suggestions welcome.  Thx...

I want to create a button on the opportunity page that creates a special kind of task "Request Contract". I want it to assign the task to a particular individual and link it to the opportunity. So far, I've been able to create the task and assign it to a particular person.

However, I can't figure out how to link it to the opportunity. Or rather, I can't figure out how to pass the opportunity's ID to the task. Everything I've tried just results in an error message. Even when I insert the opportunity ID from the "insert merge field" drop down box, the button doesn't work.

Can somebody help with this?

Thanks in advance.

J.

{!REQUIRESCRIPT("/soap/ajax/16.0/connection.js" )}
{!REQUIRESCRIPT("/soap/ajax/16.0/apex.js" )}

var t1= new sforce.SObject("Task" );
t1.OwnerId = "00530000001itnL";//SFDC ID of user record
t1.Subject = "Requesting Contract";
t1.Status = "Not Started";
t1.Priority = "Normal";
t1.What = {!Opportunity.Id}

result = sforce.connection.create([t1]);

When I set up a report to group by "Forecast Category", I get lines for "Closed", "Pipeline" and "Omitted". What I want are lines for "Closed", "Pipeline" and "Closed + Pipeline". I see that "Closed + Pipeline" is available in the "Select Columns to Total" section and I can group by "Closed + Pipeline" (not that grouping by "Closed + Pipeline" is helpful).

Is there a way to get the report to look like:

Closed + Pipeline ________________

Pipeline ____________________

Closed ____________________

Hello,

What I need is something like a multi-select picklist, only instead of just picking the name(s) of the assays, I need to be able to select (or enter) the name of the assay and add the number of assays that the customer uses.

I'm picturing something like a spreadsheet. I don't see that option in the datatypes. Is there a quick way to add or create one? I'm on a very tight deadline. (I have three hours to come up with a solution.)

Edited to add: A table might work, too. Or anything where I can have two different fields per item.

I want the Opportunity Territory to be automatically filled in with the territory from the Account. Can anybody tell me the best way to do this?

Thanks in advance.

In the Asset object, when I choose a Product, it automatically puts the Product Name into the Asset Name. I want to do something similiar in Opportunity.

I've created a picklist for Opportunity Description. I want the Opportunity Name to be filled in with the Opportunity Description immediately after the user selects an Opportunity Description.

How is this done in Assets and how can I recreate that in Opportunities?