Can someone guide me or help me accomplish the following?
I would like to have an email alert sent to the Account owner when an event is associated to it for a spcific oppertunity.
for example,
An Agent who is working with a referred client (who is owned by someone else in the company to sell a product that pretains to his line of business) asks the his assistant to book a meeting for him, I would like a notice to go out to the actual account owner notifying them of the meeting Date and Time ..etc
Getting " Update failed. First exception on row 1; first error: MISSING_ARGUMENT, Id not specified in an update call: []" error when trying to do a bulk update on the Team Member Role . from "Technical Analyst" to "Benefit Analyst" to ensure the code below is activated.
Please help.
-------------------
trigger trgAfterTeamMember on Company_Team__c (after insert, after update) {
Set<Id> accountIds = new Set<Id>(); List<Account> accountsToUpdate = new List<Account>();
I uploaded Accounts then I uploaded Cotnacts, the contacts birthdate are completely wrong. What is the simplest way to correct this? I checked the excel files that I used to upload the Data, but not sure what happened with Dataloader, funny thing is that the Birthday's are only off by either couple of months, years or days??
I uploaded Accounts then I uploaded Cotnacts, the contacts birthdate are completely wrong. What is the simplest way to correct this? I checked the excel files that I used to upload the Data, but not sure what happened with Dataloader, funny thing is that the Birthday's are only off by either couple of months, years or days??
User "A" is part of a Team Role when selected a field is prepopulated with User "A" Name. Reminders User "A" based on a Date Forumals which is quartely based.
Users were able to recieve them and now it stopped however it is working for only one users. Not sure whats going on. See Code below.
global class GenerateQuarterlyRemindersBatchable implements Database.Batchable<SObject>, Database.Stateful {
global Database.QueryLocator start(Database.BatchableContext bc) {
return Database.getQueryLocator([SELECT Id, Name, Elapsed_Months__c, Next_Effective_Send_Date__c, Account.Final_Interval__c, Account.Analyst__c FROM Opportunity WHERE Requires_Reminder__c = 1]);
}
global void execute(Database.BatchableContext bc, List<SObject> batch){
List<Opportunity> opportunitiesThatNeedReminders = new List<Opportunity>();
List<Task> taskRemindersToCreate = new List<Task>();
for(Opportunity o : (List<Opportunity>) batch) {
System.debug('Old Opportunity: '+o);
//Update opp details
Opportunity oTemp = new Opportunity(Id = o.Id);
oTemp.Next_Effective_Send_Date__c = o.Next_Effective_Send_Date__c.addMonths(math.round(o.Account.Final_Interval__c));
oTemp.Elapsed_Months__c = o.Elapsed_Months__c + o.Account.Final_Interval__c;
System.debug('New Opportunity: '+oTemp);
opportunitiesThatNeedReminders.add(oTemp);
//Create task details
Task t = new Task();
t.OwnerId = o.Account.Analyst__c;
t.Subject = 'Quarterly Report Reminder';
t.Description = '';
t.WhatId = o.Id;
t.ActivityDate = o.Next_Effective_Send_Date__c.addMonths(1);
System.debug('Task: ' + t);
taskRemindersToCreate.add(t);
}
//UPDATE OPPS, INSERT REMINDER TASKS
if(!opportunitiesThatNeedReminders.isEmpty() && !taskRemindersToCreate.isEmpty()) {
try {
database.update(opportunitiesThatNeedReminders);
database.insert(taskRemindersToCreate);
}
catch(Exception e) { System.debug('Error: ' + e); }
}
}
global void finish(Database.BatchableContext bc) {}
I've just deployed the Birthday reminder code and modified it based on our needs. I've tested the APEX code and everything works fine - however we have 9000 clients and would like the default value for the checkbox to be "checked". I've editted the custom field, however the value on the client page still remains unchecked, am I doing something wrong?
I’ve created email alerts on custom fields designed to send an email to a clients and agents summarizing an appointment ( date/time, location, requirements, and agenda and the agent who’s seeing the client) however this could not have been possible on the calendar due to “by design”, therefore when staff are putting the information they have to put it in twice, (one in the customized fields to generate the email and second is in the calendar for agents so that it shows up on thier BB, main Calendar)
We had an issue where 2 different dates have been entered for 1 meeting and created a conflict, I’m trying to eliminate this and I think a task alert would do it but I was wondering if someone had some insight on this.
Appointments get re-scheduled all the times, meaning more practical work with salesforce - is there a better solution to automate this?
Can someone guide me or help me accomplish the following?
I would like to have an email alert sent to the Account owner when an event is associated to it for a spcific oppertunity.
for example,
An Agent who is working with a referred client (who is owned by someone else in the company to sell a product that pretains to his line of business) asks the his assistant to book a meeting for him, I would like a notice to go out to the actual account owner notifying them of the meeting Date and Time ..etc
Getting " Update failed. First exception on row 1; first error: MISSING_ARGUMENT, Id not specified in an update call: []" error when trying to do a bulk update on the Team Member Role . from "Technical Analyst" to "Benefit Analyst" to ensure the code below is activated.
Please help.
-------------------
trigger trgAfterTeamMember on Company_Team__c (after insert, after update) {
Set<Id> accountIds = new Set<Id>(); List<Account> accountsToUpdate = new List<Account>();
I uploaded Accounts then I uploaded Cotnacts, the contacts birthdate are completely wrong. What is the simplest way to correct this? I checked the excel files that I used to upload the Data, but not sure what happened with Dataloader, funny thing is that the Birthday's are only off by either couple of months, years or days??
I've just deployed the Birthday reminder code and modified it based on our needs. I've tested the APEX code and everything works fine - however we have 9000 clients and would like the default value for the checkbox to be "checked". I've editted the custom field, however the value on the client page still remains unchecked, am I doing something wrong?
