I am updating records with Excel Connector, but the workflows that would normally trigger when the record is manually edited don't work when I edit the records with the Excel Connector.  Is there a way to get the workflows to trigger in this situation?

I've just started working in the Force development platform and need to have a Workflow rule run on all contact records once a day to send an email reminder to sales people when a date matches the frequency they want to re-contact the prospect.

 

I want to have this date field checked daily on all prospects and if it matches today's date send the salesperson an email with basic conact info and then update the date field by adding the number of days specified in the frequency field to todays date.

I can get all of that done in the Force platform if I change the date field manually to today's date, but I want it to check all the Prospect records automatically and compare the Trigger date to Today().

I downloaded Cronkit but I don't have any experience with Apex (I have done some programming in ASP in the past) and don't know how to construct the custom batch job that Cronkit requires.

If someone has a sample of code that works in a similar way, or can tell me how it might be done without an add on like CronKit, I would really appreciate, I would really appreciate the info.

 

Thanks

I have a custom object named Consultant that holds contact information for consultants of our company.  FirstName and LastName are the two fields within this custom object that represent the consultants name.  My issue, is that when running a lookup to this Consultant object, the record name is the value that comes up.  I can add fields to the lookup so you could see the FirstName and LastName but there is still a problem.  The object that is related to Consultant, will only show the record name in the lookup field in the record.  I want to make my record name for Consultant a formula field that is a concatenation of First Name and LastName.  The standard object Contact has a setup like this and I want to replicate it.  I don't see how to handle this if it's even possible.  Can this be done and if so, how?

 

Thanks,

 

Ralph

I've just started working in the Force development platform and need to have a Workflow rule run on all contact records once a day to send an email reminder to sales people when a date matches the frequency they want to re-contact the prospect.

 

I want to have this date field checked daily on all prospects and if it matches today's date send the salesperson an email with basic conact info and then update the date field by adding the number of days specified in the frequency field to todays date.

I can get all of that done in the Force platform if I change the date field manually to today's date, but I want it to check all the Prospect records automatically and compare the Trigger date to Today().

I downloaded Cronkit but I don't have any experience with Apex (I have done some programming in ASP in the past) and don't know how to construct the custom batch job that Cronkit requires.

If someone has a sample of code that works in a similar way, or can tell me how it might be done without an add on like CronKit, I would really appreciate, I would really appreciate the info.

 

Thanks