I have spent the greater portion of my day trying to accomplish what I thought would be rather simple. I have been asked to create an email alert that will be sent to any AE who's Expected Closing Date for an oppurtunity is 2 weeks away. I have tried everything and cannot implement it successfully. All the formulas and criteria are based on actual dates (I.E.05/1/12) they do not allow me to indicate 2 weeks or 14 days. Again, all I need is to be able to create a rule/task/alert that will email an opportunity owner when their are 2 weeks until estimated close date.
our accounts have several account numbers per client. We built a custom Account Number object on the Account page to be able to add numerous account numbers. The problem is that when we delete an account, thje account numbers remain in the system and it's interferring with sales information we are importing. Can I create a Workflow rule or feild update / trigger or anything basically stating :
when an account is deleted, delete all account numbers from Account Number object
our accounts have several account numbers per client. We built a custom Account Number object on the Account page to be able to add numerous account numbers. The problem is that when we delete an account, thje account numbers remain in the system and it's interferring with sales information we are importing. Can I create a Workflow rule or feild update / trigger or anything basically stating :
when an account is deleted, delete all account numbers from Account Number object
