We have 2 fields populating from a third party system
tour_date__c and tour_time__c
at the moment the tour_time__c field is a picklist for reporting purposes but it doesnt have to beit can be text if need be.
I want to combine the tour_date__c and tour_time__c field into one "tour_date_time__c" field either with a formula field or with a field update. Field Update would be better but either would work.
I am pretty new to flows and I need a little help.
So we have an onboarding team that justs verifies information that a Sales Agent has filled out.
There are many single value pick lists in the opportunity. For example we have one called "Agreement Status" and the picklist Values are Sent Delivered Completed
I have created these as choices in the flow and also changed stored values in each choice to not incluse the {} (something I read on another article) in order to get them to update and that works great. I can change the value in the flow and it updates the value on the sObject field.
The problem I am having is when I go into the flow it does not display the current value in the sObject field.
What I have tried was create a variable and asign it to my sObject field Agreement_Status__C. then created a choice and labeld it Orginal Value with a stored value of the new variable and then made that choice the default choice. However I don't see the current value all I see is "orginal Value"
How do I get a picklist current value to display in a flow?
I have a text field called subject and I want the formual to evalate to true if the text field has any of these three text values. Presentation/Demo Given Conversation Started Set Appointment for Presentation
Then I am doing a field update to a date field.
The issue I am having is when the field reads "Presentation/Demo Given" and then changes to "Conversation Started" or any combination it is updateding the date field with todays date.
I want it only to update that filed if "created, and any time it’s edited to subsequently meet criteria" so, if the value if that field swiches beteween any of those three values I want the field up date to do nothing which I have selcted. Here is what I have so far
OR( Subject__c ="Conversation Started",Subject__c="Presentation/Demo Given",Subject__c="Set Appointment for Presentation")
I am trying to see how long a record has been in each status.
So we have 5 status Submit Request Assigned More Info Needed Reaching out to Publishers Closed
I want to track how long in minutes this record spent in each status. I have created fields for all the dates and I have field updates made. Where I am getting stuck is how do I create a workflow rule that will update "More info needed close date" with "now()" when it leaves a stage. I know how to create when it goes into the stage but how do I have it update the date field when it leaves a stage.
I have a custom object for RFPs. What I need is when sales submits the RFP for pricing I need the owner of that record to round robine evenly between 3 people.
Step 1 - The sales rep fills out the RFP information and then changes the status to Submitted. Step 2 - I now want this to round robin evenly between 3 other employees
Its a pretty simple I think it can be done with a few workflows and field updates just not sure how
We have a series of check boxes on the Account object that I would like to autopoulate into an opportunity upon creation of the opportunity.
My example is. Clients get reports on certain days. So I have a series of check boxes Monday, Tuesday, Wednesday, Thursday, Friday. Lets say we have Monday and Wednesday checked When creating the opportunity I want the same check boxes (on the opportunity) autopopulate to whatever was on the account object.
Does anyone have any suggestions on how to do this?
My Challenge is I have not been able to find a solution to this question. I want to remove the edit/ del links from the Activity history on the Accounts object
There are no user or profile permissions that I can find that can achieve this.
This is very important has we recycle leads based on no activity for the last 30 days and we found an employee deleting others tasks to make the activiy history look like it was more then 30 days old
I still want read access to the tasks for all users but no option to delete them .
We run advertising campagins and sometimes they get paused. I am trying create a field that tells me how many days a campagin has been Paused
So I created 2 fields
"Pause Date" and "Un-Pause Date"
I created Workflows that when the Stage changes to Paused it puts todays date in the "Paused" Field and when its Unpaused it puts today's Date in the "Unpaused" Field.
I then Created a Formula Field "Days Paused" which subtracts the Unpaused Date from the Paused Date. This all works perfectly.
My Problem is what happens if it gets paused more then once. How do I keep adding to the "Days Paused" field because the pause date and unpause date fields will be changeing as things get paused and unpaused
I am trying to see how long a record has been in each status.
So we have 5 status Submit Request Assigned More Info Needed Reaching out to Publishers Closed
I want to track how long in minutes this record spent in each status. I have created fields for all the dates and I have field updates made. Where I am getting stuck is how do I create a workflow rule that will update "More info needed close date" with "now()" when it leaves a stage. I know how to create when it goes into the stage but how do I have it update the date field when it leaves a stage.
I have a custom object for RFPs. What I need is when sales submits the RFP for pricing I need the owner of that record to round robine evenly between 3 people.
Step 1 - The sales rep fills out the RFP information and then changes the status to Submitted. Step 2 - I now want this to round robin evenly between 3 other employees
Its a pretty simple I think it can be done with a few workflows and field updates just not sure how
We have 2 fields populating from a third party system
tour_date__c and tour_time__c
at the moment the tour_time__c field is a picklist for reporting purposes but it doesnt have to beit can be text if need be.
I want to combine the tour_date__c and tour_time__c field into one "tour_date_time__c" field either with a formula field or with a field update. Field Update would be better but either would work.
I have a text field called subject and I want the formual to evalate to true if the text field has any of these three text values. Presentation/Demo Given Conversation Started Set Appointment for Presentation
Then I am doing a field update to a date field.
The issue I am having is when the field reads "Presentation/Demo Given" and then changes to "Conversation Started" or any combination it is updateding the date field with todays date.
I want it only to update that filed if "created, and any time it’s edited to subsequently meet criteria" so, if the value if that field swiches beteween any of those three values I want the field up date to do nothing which I have selcted. Here is what I have so far
OR( Subject__c ="Conversation Started",Subject__c="Presentation/Demo Given",Subject__c="Set Appointment for Presentation")
We run advertising campagins and sometimes they get paused. I am trying create a field that tells me how many days a campagin has been Paused
So I created 2 fields
"Pause Date" and "Un-Pause Date"
I created Workflows that when the Stage changes to Paused it puts todays date in the "Paused" Field and when its Unpaused it puts today's Date in the "Unpaused" Field.
I then Created a Formula Field "Days Paused" which subtracts the Unpaused Date from the Paused Date. This all works perfectly.
My Problem is what happens if it gets paused more then once. How do I keep adding to the "Days Paused" field because the pause date and unpause date fields will be changeing as things get paused and unpaused
