I have created a simple workflow rule that sends a lead an email with a particular attachment based on a simple checkbox.  The problem is I get no history, either through Activity History or HTML Email Status.  Is there a way to do this?  I can get it in to History via an additional workflow rule, but would prefer to track through HTML email.

I need a formula that references a Lookup to a custom object from a parent record.  When I do the standard formula that I think should work, the 15 digit ID is what is returned.  What am I missing?

 

Thanks,

 

Mark 

Forgive my density today, but I am drawing on blank on how to reference the value placed in a custom field from the Account Object.  For example:  The Cutomer No. is a custom field within Account, and I want to reference that Customer No. on a Sales Order (a custom object in itself.)  Any help would be appreciated!

 

Thanks,

 

Mark 

I have reviewed  Loading Data into salesforce.com  and in Case I - No dependancy loads it says that loading account and contacts has "no data dependancies".  How does this make sense?  I am trying to import from my old CRM and have an export table of Accounts and a table of Contacts.  Without the ID from Salesforce, how do I connect the contact to the proper account regardless of whether or not I use Connector or Data Loader.  Thanks in advance.

 

I have a csv file that has about 30 custom fields that I need to add to salesforce.  The file has the field type like text(255), Date, Checkbox, and so forth.   Is there any way to import them into salesforce?  I would be interested in any option even if it requires the ide or an app.  Thanks.

I need a formula that references a Lookup to a custom object from a parent record.  When I do the standard formula that I think should work, the 15 digit ID is what is returned.  What am I missing?

 

Thanks,

 

Mark 

Forgive my density today, but I am drawing on blank on how to reference the value placed in a custom field from the Account Object.  For example:  The Cutomer No. is a custom field within Account, and I want to reference that Customer No. on a Sales Order (a custom object in itself.)  Any help would be appreciated!

 

Thanks,

 

Mark