I am trying to create a custom field that links to an attachment in salesforce.

I did this through a custom URL field but the address is extremely lengthy.  Is there a way to create a hyperlink "click here"?

Thanks, 

We are loading external data via a nightly job from SQL Server using DBAmp.

Some of the fields we populate need to be picklists so that users can easily select filter criteria in reports.

Is there a way that I can change the pick list values automatically when new values get added in the source system?

I am struggling to understand the basics in Apex triggers. Can anyone tell me simply how I  should detect a field change. For example in the below. If the contact name has changed then I want to make some updates to the contact record.

trigger AfterUpdate on Contact (before update) {

If (Contact.Name changed)

}

}

 I'm complete beginner to Apex code and would appreciate some help.

I would like to refine the below code to:

1. Trigger only whenPicklist field Contact.Status__c changes from 'Active' to 'Inactive'
2. Change record type from Active to Inactive

trigger InactiveContact on Contact (before insert, before update) { private Contact[] newContact = Trigger.new; newContact[0].Original_Account__c = newContact[0].Accountid; newContact[0].Original_Owner__c = newContact[0].OwnerId; newContact[0].Original_Country_ID__c = newContact[0].Country__c; }

Also is there anywhere I can find examples of apex triggers.

I need to display the Account Description on a child custom object (Account Plan)

Salesforce doesn't seem to give me the option of creating a formula field, I guess because Account Description is a long text field.

Any suggestions for a workaround would be appreciated.

I currently have a link on the contact link section created by ExactTarget:

http://members.exacttarget.com/Integration/SalesforceUI/SFResubscribe.aspx?subtype=Contact&sfid={!Contact.Id}&sessid={!API.Session_ID}&sessurl={!API.Partner_Server_URL_60}

I would like to create this link as a formula field using Hyperlink() but am struggling with where to put the quote marks in this URL.

Is it possible to use a hyperlink field to link to a filtered report

I created a custom link : /00O4000000283d8?pv0={!Account.Id}

I would like to create a hyperlink something like the below:

IF( SAP_ProductCount__c >0,
HYPERLINK(/00O4000000283d8?pv0={!Account.Id}), "Click to view products"),
"")

I would appreciate advice how to achieve the following. I have installed Eclipse and Force.com but so far have not got that far with it, so would appreciate some ideas how I could implement the below and the steps required to get from Developer edition into Production:

On the Account I have two custom fields:

1. Client Relations - Lookup to user field

2. Client Relations Last visit date

I would like to update the "Client Relations Last visit date" when a Client Relations person creates an event.

Simple version would update the account date field (even if a date in future) with Event date when Account Client Relations id = Event Assigned to.

More complex version would only update field if <= Today (but update future event when became past) and update date when event was assigned to any user with a Client Relations profile.

How can I stop users from creating new Salesforce contacts from Outlook?

I would like them to be able to sync changes just not add new records.

We have some required fields in Salesforce but these are ignored whe adding a contact from Outlook.

I am following the instructions to install Force.com IDE here

Step 3 completes fine

But when I get to step 4. In search results I only see Force.com IDE. I do not see Europe Discovery Site.

If I check Force.com IDE I get the following error message:

 Force.com IDE (15.0.0.200902181452) requires plug-in "org.eclipse.wst.html.ui (1.0.0)", or compatible.

I have uninstalled, rebooted, installed several times.

id from RevenueForecast where StartDate > 2007-12-31T00:00:00.000Z

value of filter criterion for field 'StartDate' must be of type date and should not be enclosed in quotes

I am trying to use a button to update opportunity stage to Finance Approved. What is wrong with the below code which gives me an error message: Invalid Field: No such column 'Stage' on entity 'opportunity'

<html>
<head>
<script src="/soap/ajax/9.0/connection.js"></script>
<script language="JavaScript">
var temp= new sforce.SObject("Opportunity");
temp["Id"]="{!Opportunity.Id}";
temp["Stage"]="Finance Approved";
try
{ sforce.connection.update([temp]);
} catch(e)
{ alert(e)
}
window.top.location.href = "/{!Opportunity.Id}";
</script>
</head>
</html>

We are loading external data via a nightly job from SQL Server using DBAmp.

Some of the fields we populate need to be picklists so that users can easily select filter criteria in reports.

Is there a way that I can change the pick list values automatically when new values get added in the source system?

I am struggling to understand the basics in Apex triggers. Can anyone tell me simply how I  should detect a field change. For example in the below. If the contact name has changed then I want to make some updates to the contact record.

trigger AfterUpdate on Contact (before update) {

If (Contact.Name changed)

}

}

 I'm complete beginner to Apex code and would appreciate some help.

I would like to refine the below code to:

1. Trigger only whenPicklist field Contact.Status__c changes from 'Active' to 'Inactive'
2. Change record type from Active to Inactive

trigger InactiveContact on Contact (before insert, before update) { private Contact[] newContact = Trigger.new; newContact[0].Original_Account__c = newContact[0].Accountid; newContact[0].Original_Owner__c = newContact[0].OwnerId; newContact[0].Original_Country_ID__c = newContact[0].Country__c; }

Also is there anywhere I can find examples of apex triggers.

I created 4 custom fields (check boxes) on the Opportunity page for different tax scenarios my company has:

GST

GST & PST
HST
Miami Dade Tax

I need to prevent the opportunity from being saved if 2 or more check boxes are selected, while still being allowed to save the opportunity if no check boxes are selected.  Any idea how I would do this?

FYI - I had started off with a picklist, but unfortunately you cannot write IF statements for picklists.

I am trying to create a custom field that links to an attachment in salesforce.

I did this through a custom URL field but the address is extremely lengthy.  Is there a way to create a hyperlink "click here"?

Thanks, 

Hi, We recently moved our CRM to sales force, I have found everything pretty easy and straight forward. However I have a issue inside the opportunity column. Basically we have a pick list for Probability it is set in percentages 10% 20% 30% etc I'm basically trying to multiply field based on whatever percentage they select.

I know pick lists have issues with being used in formulas here is what I am trying to do

RandomNum  *  Value(text(Prcentagepicklist)) 

Basically I get #err . If I do what I believe the math would be I don't see how the system is messing this up but I really don't know to much about how sales force manipulates values. 

Can some help me see if they can produce a value. The randomnum is a currency normally like 200,000.  

Hi folks,

I've got a custom object which has seven different record types, whose names are exactly as follows:

Child assessment

Child 8-session evaluation

Child final evaluation

Parent assessment

Parent evaluation

School assessment

School evaluation

These can obviously be split into three broad categories - Child, Parent and School, and I'm wanting to create a custom formula field which will do just that for reporting, but I'm struggling on the syntax of the nested IF/OR statements, using record type IDs for each of these.

The formula I've gone with so far is:

=IF

  (OR

     (Record Type = "Parent assessment", "Parent evaluation"),"parent",

        (IF

           (OR(Record Type = "School assessment", "School evaluation"),"School"),"child))

I'm typing this out from memory so I may have missed out a parenthesis or two, that's not a big deal, but when I plugged this into my formula editor, it basically said that it was expecting a boolean, which I assume is relating to my record type names.  I couldn't work out where to find my record type ID numbers, else I'd have used them instead of the record type names.

Any thoughts?

Many thanks,
Charlotte

I currently have a link on the contact link section created by ExactTarget:

http://members.exacttarget.com/Integration/SalesforceUI/SFResubscribe.aspx?subtype=Contact&sfid={!Contact.Id}&sessid={!API.Session_ID}&sessurl={!API.Partner_Server_URL_60}

I would like to create this link as a formula field using Hyperlink() but am struggling with where to put the quote marks in this URL.

Is it possible to use a hyperlink field to link to a filtered report

I created a custom link : /00O4000000283d8?pv0={!Account.Id}

I would like to create a hyperlink something like the below:

IF( SAP_ProductCount__c >0,
HYPERLINK(/00O4000000283d8?pv0={!Account.Id}), "Click to view products"),
"")

id from RevenueForecast where StartDate > 2007-12-31T00:00:00.000Z

value of filter criterion for field 'StartDate' must be of type date and should not be enclosed in quotes