We are looking at solutions to automate the opportunity names. 

 

The current proposal is a custom button is used to evoke the flow.

- URL HACK - provides current user id, account id

- Flow looks up oppty record types available to user

- Flow looks up account record (contact record if person account via subflow)

- Flow checks to see if record type uses automated names

 

Proposed format is as follows:

[ACCOUNT NAME]-[PRODUCT]-[AMOUNT]-[AUTONUMBER]

 

The autonumber is optional and is only added it the first three variables are already used in a name.

Examples:

JOHN DOE - APPLE PRODUCT - 1000

JOHN DOE - APPLE PRODUCT - 1000 - 2

JOHN DOE - APPLE PRODUCT - 1000 - 3

JOHN DOE - APPLE PRODUCT - 1000 - 4

 

 

Can visual workflow (Cloud Designer) be used to generate the autonumber?

I have created a flow that loads data from a custom object called staging plan.

 

• Staging plan contains fields that are group into the follow sections

Action Plan 1, Action Plan 2 & Action Plan 3

 

• The user is then asked the type of task they want to create from the data. 

For example: Use select Action Plan 1

 

• A task is created populated with Action Plan 1 Fields on staging plan.\

 

• Next the data in the plan fields need to be set to null.

So the four field in Action plan need to be cleared.

 

What variable\constant do I use to remove the previous value and store a null in the field?

Hello,

This is to report an issue on Trailhead projects units.
The following error message is displayed when trying to go to the next unit of aTrailhead project.
400 Bad Request
Request Header Or Cookie Too Large

Screenshot of the web page displaying the error:


Here is a sample URL that I was trying to access, does not when refreshing the URL.
https://developer.salesforce.com/trailhead/project/quickstart-lightning-components/quickstart-lightning-components2

Any help is much appreciated, thanks

Shamina

I have created a flow that loads data from a custom object called staging plan.

 

• Staging plan contains fields that are group into the follow sections

Action Plan 1, Action Plan 2 & Action Plan 3

 

• The user is then asked the type of task they want to create from the data. 

For example: Use select Action Plan 1

 

• A task is created populated with Action Plan 1 Fields on staging plan.\

 

• Next the data in the plan fields need to be set to null.

So the four field in Action plan need to be cleared.

 

What variable\constant do I use to remove the previous value and store a null in the field?