• vandemanjw
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When converting a lead to an account, there is an option to have a reminder for the task that is created at that time.  This box is checked by default.  Is there a way to remove this as a default?

 

Thanks. 

I have a picklist for different types of service that are offered:

 

Web Design

Search Marketing

SEO

Maintenance

 

I have a second picklist for billing options, with options dependent on the above picklist:

 

Prepay Invoice

Post-pay Invoice

Prepay Credit

Post-pay Credit

 

If Web Design is selected, there are multiple billing options in the second picklist.

 

However, if Search Marketing is selected, there is only a single billing option.  In this situation, is there a way to make the billing option picklist default to that single value?  Not a big deal, but would save a couple of clicks for the user.

 

Thanks. 

Message Edited by vandemanjw on 01-30-2010 11:59 PM

I have a picklist value named: Negotiation Status and an item named - Terminated that is within the picklist. 

 

I setup another field called Termination Date.

 

What i'm trying to accomplish is when a user selects Terminated from the Negotiation Status picklist, the Termination Date field must be a required field in which the user must enter a date.   

 

Can someone help me in the correct validation rule - error condition formula I can use to execute this? 

 

Salesforce API Names: 

Negotiation Status: Negotiation_Status__c

Termination Date: Termination_Date__c 

 

 

Message Edited by nickfs92840 on 01-14-2010 11:01 AM

I'm kinda new to apex, and im fairly stranded. Trying to basically create a trigger that on the completion of a log a call task, reads a particular field, and updates status based on it. More specifically, I'm not sure if what i want to do is possible.

 

To update  the lead shouldn't be too difficult. I would just run a SOQL on the lead Id and update the status field. I do this all day long from the API. The problem I'm really having is how to get information out of the current task. That is, how do i know what lead and what the contents of the tasks field are. 

 

Any help or direction would be much appreciated!