Hello,

I'm working on a managed package app and wondering what the best option is for allowing users to customize the app. The primary peice of the package is a flow. I want the user to be able to specifiy a handful of fields that are referanced in the flow. What is the best way to allow this customization? Is it custom settings? A visualforce page?

Thanks,
Connor

Hi all, 
I'm looking to update a picklist on a visualforce page, based on the values from a text formula field. 

Visualforce Page: 
 

<apex:page standardController="Scorecard__c" extensions="ScorecardExtension" lightningStylesheets="true">
    <apex:form >
        <apex:pageBlock title="Scorecard" mode="edit">
            <apex:pageBlockButtons >
                <apex:commandButton action="{!save}" value="Calculate"/>
            </apex:pageBlockButtons>
            <apex:pageBlockSection columns="2">
                <apex:outputField value="{!Scorecard__c.Name}"/>
                <apex:outputText value=""/>
                <apex:outputField value="{!Scorecard__c.Revenue_M__c}"/>
                <apex:outputText value=""/>
                <apex:inputField value="{!Scorecard__c.Revenue__c}"/>
                <li Style="list-style:none">{!Scorecard__c.Calculate_Revenue__c}/150</li>
                <apex:outputField value="{!Scorecard__c.Full_NAICS_Codes__c}"/>
                <apex:outputText value=""/>
                <apex:inputField value="{!Scorecard__c.Industry__c}"/>
                <li Style="list-style:none">{!Scorecard__c.Calc_Industry__c}/100</li>
                <apex:inputField value="{!Scorecard__c.Sourcing_Frequency__c}"/>
                <li Style="list-style:none">{!Scorecard__c.Calc_Sourcing_Frequency__c}/100</li>
                <apex:inputField value="{!Scorecard__c.Role__c}"/>
                <li Style="list-style:none">{!Scorecard__c.Calc_Job_Function_Pick__c}/100</li>
                <apex:inputField value="{!Scorecard__c.Sourcing_Type__c}"/>
                <li Style="list-style:none">{!Scorecard__c.Calc_Sourcing_Type__c}/100</li>
                <apex:inputField value="{!Scorecard__c.Opportunity_Size__c}"/>
                <li Style="list-style:none">{!Scorecard__c.Cal_Opportunity_Size__c}/100</li>
                <apex:inputField value="{!Scorecard__c.Target_Pricing__c}"/>
                <li Style="list-style:none">{!Scorecard__c.Calc_Target_Pricing__c}/40</li>
                <apex:inputField value="{!Scorecard__c.Manufacturing_Processes__c}"/>
                <li Style="list-style:none">{!Scorecard__c.Calc_Manufacturing_Process__c}/50</li>
                <apex:inputField value="{!Scorecard__c.Customer_Responsiveness__c}"/>
                <li Style="list-style:none">{!Scorecard__c.Calc_Customer_Responsiveness__c}/85</li>
               <li Style="list-style:none"><apex:outputField value="{!Scorecard__c.Score__c}"/>{!Scorecard__c.Score__c}/825</li>
             </apex:pageBlockSection>
        </apex:pageBlock>
    </apex:form>
</apex:page>

If Revenue_M__c is populated, I want to update the Revenue__c field accordingly. I've started a controller extension, but don't know if that's the right way to go. 

public class ScorecardExtension {
 
    private final Scorecard__c sccard;
    
    public ScorecardExtension(ApexPages.StandardController stdController) {
        this.sccard = (Scorecard__c)stdController.getRecord();
    }
    
    public String getRevenue() {
         switch on this.sccard.Revenue_M__c {
            when '<10' {	
                this.sccard.Revenue__c = '<$5m (or no size on Zoominfo)';
            }	
            when '11-25' {		
                this.sccard.Revenue__c = '$5-250m';
            }
            when '26-50' {	
                this.sccard.Revenue__c = '$5-250m';
            }
            when '51-250' {	
                this.sccard.Revenue__c = '$5-250m';
            } 
            when '251-500' {	
                this.sccard.Revenue__c = '$250m+';
            } 
            when '501-2,500' {	
                this.sccard.Revenue__c = '$250m+';
            } 
            when '2,501-5,000' {	
                this.sccard.Revenue__c = '$250m+';
            }
            when '5,000+' {	
                this.sccard.Revenue__c = '$250m+';
            } 
            when else {		
                this.sccard.Revenue__c = 'None';
            }
        }
    
        return this.sccard.Revenue__c;
    }
}

I have a requirement where our Account Executives should only be able to transfer leads if:

a) they are the current owner
b) the current owner is "Marketing"

Their profile has tranfer abilities.
Here is the validation rule, but it is currently not working as expected. I'd appreciate any help. 
 

AND(ISCHANGED( OwnerId ),
PRIORVALUE(OwnerId) <> Owner:User.Id || Owner:User.Alias <> 'mkting',
OR($Profile.Name = 'Standard Fast Radius User', $Profile.Name = 'SDR'))

Hello, 

I'm trying to update a date/time field on the lead object. However, every which way I try to adjust the date, it throws an error. I've tried this via the import wizard and dataloader.io, both to no avail. I'd appreciate any help.
 

Error: 
 

INVALID_FIELD:Failed to deserialize field at col 2. Due to, '2018-09-11 02:26:00' is not a valid value for the type xsd:dateTime:First_Quote_Request_Time__c --

trigger ContactTrigger on Contact (after update) {
    if(trigger.isAfter) {
        List<Contact> contacts = trigger.new;
        
        Set<Id> acctIds = new Set<Id>();
        for(Contact contact : contacts) {
            acctIds.add(contact.AccountId);
        }
        List<Account> accounts = [Select Id, Name From Account Where Id in: acctIds];
        List<Opportunity> opportunities = new List<Opportunity>();
        User marketingUser = [Select Id, Name From User Where Name='Marketing' Limit 1];
        if(trigger.isInsert) {
            for(Integer i = 0; i < contacts.size(); i++) {
                if(!String.isEmpty(contacts[i].Which_Manuf_Service_Shall_We_Quot__c)) {
                    opportunities.add(createOpportunity(contacts[i], marketingUser, accounts));
                }
            }
        }
        if(trigger.isUpdate) {
            List<Contact> oldContacts = trigger.old;
            for(Integer i = 0; i < contacts.size(); i++) {
                if(!String.isEmpty(contacts[i].Which_Manuf_Service_Shall_We_Quot__c) && (oldContacts[i].Which_Manuf_Service_Shall_We_Quot__c != contacts[i].Which_Manuf_Service_Shall_We_Quot__c)) {
                    opportunities.add(createOpportunity(contacts[i], marketingUser, accounts));
                }
    		}
        }
        insert opportunities;
    }
    
    public Opportunity createOpportunity(Contact contact, User marketingUser, List<Account> accounts) {
        Date today = System.today();
        String tech = null;
        List<String> services = new List<String> {'a', 'b', 'c', 'd', 'e', 'f', 'g', 'h', 'i', 'j', 'k', 'l'};
        List<String> serviceAbbreviations = new List<String> {'a', 'b', 'c', 'd', 'e', 'f', 'g', 'h', 'i', 'I','j', 'k', 'l'};    
            for(Integer i = 0; i < services.size(); i++) {
                if(contact.Which_Manuf_Service_Shall_We_Quot__c.equals(services[i])) {
                    tech = serviceAbbreviations[i];
                }
            }
        tech = String.isEmpty(tech) ? 'Other' : tech;
        String accountName = '';
        for(Account account : accounts) {
            if(account.Id == contact.AccountId) {
                accountName = account.Name;
            }
        }
        System.debug('Contact: ' + contact);
        System.debug('Contact Account: ' + contact.Account);
        System.debug('Account Name' + accountName);
        Opportunity opp = new Opportunity();
                    opp.ContactId = contact.Id;
                    opp.AccountId = contact.AccountId;
                    opp.CreatedById = marketingUser.Id;
                    opp.StageName = 'Quoting';
                    opp.Name = 'RFQ - ' + accountName + ' (' + tech + ')';
                    opp.CloseDate = today.addDays(30);
        return opp;
    }
}

trigger LeadSourceTrigger on Opportunity (before update, before insert) {
 List<Opportunity> oppList = new List<Opportunity>();
    
    //Go through the updated records coming into the database and update their custom fields 
    //according to the updated lead source 
    for(Opportunity opp : Trigger.new)
    {
        if(opp.LeadSource == '' && opp.HS_Original_Source__c != '' && opp.HS_Original_Source__c != 'OFFLINE')
        {
          if(opp.HS_Original_Source__c == 'ORGANIC SEARCH')
          {
               opp.LeadSource = 'Organic Search';
               System.debug('organic search');
           }
           /*
              if(opp.HS_Original_Source__c == 'next value')
          {
               opp.LeadSource = 'next value';
               System.debug('next value');
           }
           
           
            */
          
          //Put each updated record in the list created
          oppList.add(opp);  
        }
        
 }
 }

I have a requirement where our Account Executives should only be able to transfer leads if:

a) they are the current owner
b) the current owner is "Marketing"

Their profile has tranfer abilities.
Here is the validation rule, but it is currently not working as expected. I'd appreciate any help. 
 

AND(ISCHANGED( OwnerId ),
PRIORVALUE(OwnerId) <> Owner:User.Id || Owner:User.Alias <> 'mkting',
OR($Profile.Name = 'Standard Fast Radius User', $Profile.Name = 'SDR'))

trigger LeadSourceTrigger on Opportunity (before update, before insert) {
 List<Opportunity> oppList = new List<Opportunity>();
    
    //Go through the updated records coming into the database and update their custom fields 
    //according to the updated lead source 
    for(Opportunity opp : Trigger.new)
    {
        if(opp.LeadSource == '' && opp.HS_Original_Source__c != '' && opp.HS_Original_Source__c != 'OFFLINE')
        {
          if(opp.HS_Original_Source__c == 'ORGANIC SEARCH')
          {
               opp.LeadSource = 'Organic Search';
               System.debug('organic search');
           }
           /*
              if(opp.HS_Original_Source__c == 'next value')
          {
               opp.LeadSource = 'next value';
               System.debug('next value');
           }
           
           
            */
          
          //Put each updated record in the list created
          oppList.add(opp);  
        }
        
 }
 }