Whenever you’re creating a Formula Field, Workflow Rule, Process Builder (or posting a Question about your Formula in the Answers Community), create a List View that includes all of the Fields that your Formula is evaluating side-by-side along with your Formula Field result (if it’s a Cross-Object Formula create a Report).
Just because you clicked that Check Syntax button and you got that little green message saying “Congratulations!!! No syntax errors in merge fields or functions. (Compiled size: 4998 characters)” doesn’t mean you’re home free. It just means you have the right combination of AND’s, OR’s, &&’s, ||’s, etc. you could still have a flaw or loophole in your Formula Logic.
If you think getting a Syntax Error sucks, just wait’ll you have to explain to your boss why their Pipeline and Forecast Reports and Dashboards are wrong because you didn’t check the results of that shiny new Formula Field you built.
[Insert Winston Wolfe’s parable about premature self-congratulation]
Formula with QC List View
Cross-Object Formula with QC Report
Hi Jason. After posting it I remembered it was already answered by Salesforce back in February! (one forgets! 😇).
Anusha Surepeddi (Salesforce)
@Gustavo Seluja (Medio Mundo LLC) - We are working on bringing text wrapping similar to excel or google sheets, however this requires a change in how we render the data on the report run page. So the change is coming for Summer'19 release (safe harbor) since we want to make sure it will perform well.
Please note that the enhanced report view table is not a HTML table like the legacy report view or classic report view. The table in enhanced report view is an advanced lightning design system component which allows for table column actions such as "group rows by this field" similar to the lightning report builder.
Unlike · 1 person · Edited February 18, 2019 at 11:25 PM
One of our SF Admins was doing some minor page layout adjustment and at that exact time (according to the setup audit log) the relevant profiles were updated with the permissions blanked out/all boxed unchecked.
Any ideas what may have caused this?
Thanks in advance!
I need to Map the "Lead Source" field on Leads to the Account Object when a Lead is converted, however...
The workaround is to create a formula field on the Lead object that returns Text and simply references the LeadSource field. Then, create a text field on the Account object and map the formula LeadSource field to the Account text field.
Any users of the Dupecatcher product care to share the filters that they use?
Thanks for your comment. I want to add a bit more detail to my previous response.
DupeCatcher can block manual inserts/updates based on your settings. It can ALSO block auto-inserts (from web-to-lead and other sources), but there are some caveats when in comes to blocking auto-inserts.
First, most organization do not want auto-inserts blocked outright because sometimes auto-inserts come with new/updated information and/or new opportunities. When blocking an auto-insert, there is no human being who can review the data, unlike when DupeCatcher blocks a manual insert.
Second, with web-to-lead, Salesforce has a safety mechanism--if the record insert is blocked, Salesforce often sends a follow email alerting the admin that an auto-insert was blocked. (This feature does not usually apply to other systems that automatically create records in the org.)
Because of these matters, we designed DupeCatcher to optionally alert, rather than block, auot-inserts.
I do not know how DupeCatcher will work with your specific systems. But since the app is free and since it doesn't put your org or your data at risk, it might be worth some testing. Glad to help you out with this matter if you're interested.
So to add another field to Quick Filter, you will need to add the field to the related list columns.
When I test the email within my company I get what I expect:
When I go outside to my test google account, I get this:
I do not want the Ref ID in the Subject line. Can I stop it from showing up there.....it is in the body of the email and that is fine with me and my users.
Also, I thought I had replaced the Sent By Kate Walsh Via....salesforce but it is back:
Thanks in advance for any suggestions
Did someone of the salesforce gods messed up product object initially and it had to named product2.