That serie of videos named: WHO SEES WHAT is excelent:
And the next on line courses:
Online course: Administration Essentials for New Admins and Administration Essentials for the
Other helpful resources:
Online course: Analyze Your Data with Reports
Online course: Configure Salesforce with Custom Fields
Online course: Customizing Profiles to Align with Your Business Needs
Online course: Getting a Head Start with Chatter
Online course: Getting Started with Managing Data
Online course: Managing Users and Troubleshooting Login Issues
Online course: Summarize Your Data with Dashboards
Then I just studied all of the different sections of the study guide.
I am looking to only allow specific users or profile to change "Stage" value to "Closed Won" if that is possible. Only three people in my company are able to close deals in are sales process this would help to make sure they are only ones closing deals
AND( ISCHANGED(StageName), TEXT(StageName) = "Closed Won", $User.Id <> "ID OF THE FIRST USER", $User.Id <> "ID OF THE SECOND USER", $User.Id <> "ID OF THE THIRD USER" )
Here the IDs should be that of the Allowed Users.
Also, if you can use Profiles instead of the UserId then I would highly recommend using Custom Permissions to do this. This blog post deals twith the exact same use case - http://thewizardnews.com/2015/01/08/custom-permissions-the-joy-of-flexibility-in-validation-rules-and-workflow/
I have created a custom field on the Account object and I need to have it pushed out to the Opportunity object. Basically, I want to be able to enter the data at the Account level and have it automatically populated on the Opportunity. The field I created is a Look-up relationship based on information from the Contract object.
How do I get this field to appear on the Opportunity page? I have been wracking my brain on how to do this and it's something I need to get done ASAP as an absolute priority project depends on this. Any help or direction is GREATLY appreciated!!
Let's start from the beginning.
If you are generating your document with S-docs from the Contract or Opportunity and you can't see Account level merge fields, you can create formula fields on the Contract/Opportunity object which will display Account data. You should be able to use these formula fields in your S-doc merges. These formulas are possible because the Account object is the parent of the child Opportunity/Contract objects.
There isn't a direct link between Contracts and Opportunities. So if you want to use Contract info on a merge document originating from an Opportunity record (or vice versa), you'll need to link those two objects with a Look-up relationship field first. Once that relationship/link has been created, you'll be able to create formula fields or maybe even S-docs will allow you to use direct merge fields.
Has anyone accomplished this task that might be able to lend a helping hand and point me in the right direction as to what is hould do from here.
Any help or advice would be greatly appreciated.
What exactly are you trying to gain from the integration? Maybe there is a simpler way.
I am having problems logging into the Excel Connector the 1st time for Salesforce Professional Edition after installing.
After adding the Excel Connector to my list of add-ons within Excel 2007 and attempting to run the add-on, I receive a Microsoft Visual Basic error message which reads "Can't find project or library."
I am then prompted for a sf_connector Password. When I enter my Salesforce password (with my security token added to it), I have received a Project Locked error message which reads "Invalid Password".
Can anyone point me in the right direction and let me know how I can get the Excel Connector to work on my machine?
Thanks in advance
I would like to know which version of excel connector are you using?
Please click on the link and follow the steps, the problem you are reciving is beacuse you have not installed the MSI.zip file try this and let me know.
Install the below link first:
Since you have added the plugin you need not add the connector and now try using the connector or else remove the old plugin from the addin section and add this
This plugin is for ee edtion:
This plugin is for PE edition:
Based on your sfdc edition please choose the plugin.
If the above steps did not work then install one more file from your salesforce :
Login to salesforce ---> go to setup-->Desktop integration---> Connect for Office
Install this plugin and try i am sure it will work, please update me on the same.
Please close all microsoft products and install(Outllok,excel,word etc)
Please let me know if you need any assistance from me i would be more than happy to help you.
If this answer helped you please select 'Yes'
Could anyone tell me what's this new green counter in Salesforce1?
Is it possible to capitalize the first letter in a field? The field is First Name. I don't want to enforce this, but rather upon tabbing off the field, capitalize the first letter. Similar to the Phone # fields, which automatically format.
With the assumption that you have Workflow Rules on your edition(with ref. to old questions), here you go:
- Setup | Create | Workflows & Approvals | Workflow Rules.
- New Rule.
- Select the Object.
- Evaluation Criteria: created and every time it's edited.
- Rule Criteria: formula evaluates to true.
LEFT(FirstName, 1) <> UPPER(LEFT(FirstName, 1))
- Save & Next.
- From under Immediate Workflow Actions, click Add Workflow Action to select Field Update.
- Select the Field to Update: FirstName.
- Select User a Formula to Set the new Value.
- Click Show Formula Editor.
MID(FirstName, 2, LEN(FirstName))
As per this API, it is designed by Salesforce to return up to the first 2,000 report rows only.