So maybe I'm missing something here, but I was working through the Create and Customize List Views section of the Lightning Experience Customization and the Challenge section is missing. I tried logging out, then back in and checked several browsers with no luck. Anyone else experience this problem. Here's a screenshot:
I've been using the trigger below to automatically add the Product Description to the Line Description in the Opportunity Product. However, if a user manually adds a Line Description when adding a product, that manual line description is overwritten. Any thoughts of what can be added to this to prevent that from happening. Here's the code:
trigger LineDescriptionFromProduct on OpportunityLineItem (before insert)
{ // Add pricebookentry ids to an array for future query ID[] idSet = new ID[trigger.new.size()]; for(Integer i = 0; i < trigger.new.size(); i++) { idSet[i] = trigger.new[i].PricebookEntryId; System.Debug(trigger.new[i].PricebookEntryId); }
// Create a map for product ids/descriptions Map<ID, String> descMap = new Map<ID, String>(); for(PricebookEntry entry: [select p.Id, p.Product2.Description from PricebookEntry p where p.Id in :idSet]) { System.Debug(entry.Id + ' - ' + entry.Product2.Description); descMap.put(entry.Id, entry.Product2.Description); }
Looking for help trying to figure out this error. We are creating a points system based on the number of times something is published. I'm trying to create a formula that will enter a specific number into number field after the prospect becomes a customer. I've already created the workflow, I just having some trouble with the formula to generate the number. The number field needs to be editable so that it can be overridden by the sales manager. It also needs to be a number so that we can use it in reporting calculations.
Here's the formula I am trying to work with for the field update:
So maybe I'm missing something here, but I was working through the Create and Customize List Views section of the Lightning Experience Customization and the Challenge section is missing. I tried logging out, then back in and checked several browsers with no luck. Anyone else experience this problem. Here's a screenshot:
So maybe I'm missing something here, but I was working through the Create and Customize List Views section of the Lightning Experience Customization and the Challenge section is missing. I tried logging out, then back in and checked several browsers with no luck. Anyone else experience this problem. Here's a screenshot:
I am an admin and since the update - the data.com clean button has dissapeared and says its only supported by Salesforce Classic. This should change. Does anyone have any workarouds to make the button appear on the accounts page?
Looking for help trying to figure out this error. We are creating a points system based on the number of times something is published. I'm trying to create a formula that will enter a specific number into number field after the prospect becomes a customer. I've already created the workflow, I just having some trouble with the formula to generate the number. The number field needs to be editable so that it can be overridden by the sales manager. It also needs to be a number so that we can use it in reporting calculations.
Here's the formula I am trying to work with for the field update:
Does anyone know if it's possible to replicate the "Opportunity Product" functionality of the Opportunities object on a custom object?
We have a custom object called Projects and we would like to be able to add products just like we do in opportunities with all of the built in functionality such as establishing revenue schedules.
I need to set up an automatic field update to an email sent via Activity History. We track the number of activities and types of activities of our users on our dashboards. When an email is sent via Activity History, or a Mass Email is sent, the activity type is excluded.
