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
I'd like to create an opportunity lookup field that is passed down by the account object upon creation but can be changed.
1. Create a custom formula field on opportunities that pulls-in the value from the Primary Sales Engineer account field, do not put this field on the page layout.
2. Create another custom field on the opportunity, this time a text field, and plan to add this one to the page layout.
3. Create a workflow rule and field update on the opportunity object that when an opportunity is created, will display the value from the hidden formula field.
4. If you want to change the defailt value in the text field, now you can simply key it in!
I'm trying to create two reports, one with our Estimated Date of Order Entry (DOE Date) in the next 3-6 months, and one in the next 6-12 months. I'm trying to run it with DOE Date = All Time and then a filter with DOE Date is greater or equal to Next 91 Days and DOE Date is lesser to equal to Next 183 Days. I only want to capture whats 3-6 months out, current date to 6 months out. Can anyone help me with this, and the same idea for 6-12 months (184 - 365 days)?
I have done it 3 times and get the same error with an email being sent to me saying "An error has occurred while processing your request."
It imports 173 of of the contacts and then stops.
I have contacted support but they are pretty slow in getting back with me and was wondering if anyone had an ideas why an import would begin but halt in the middle of it.
Looks like there is a known issue with the import wizard.
Please refer to the following link (https://success.salesforce.com/issues_view?id=a1p30000000SupPAAS) for more details regarding the issue
Please sunscribe to the issue so that you will be notified for any updates regarding the issue
I am trying to take a currency field and pull out what the cent are into a seperate field.
I tried this formula RIGHT (TEXT(Retail_List_Price__c ), 2)
However if the amount is $21.00 it displays 21 and not 00.
Please help, thanks.
If the above is not possible, I'd really appreciate some direction on the best way to handle this. Thanks.
Deployment (phase) - 0 - 45 Days after start date on renewal opportunity
Adoption Review - 120 to 90 days before close date on renewal opportunity
Renewal - 90 to 1 days before close date on renewal opportunity
Expansion (phase) - Days that are not Deployment, Adoption Review, Renewal
IF( TEXT(Type) = "Renewal", IF( AND( TODAY() - Start_Date__c >= 0, TODAY() - Start_Date__c <= 45 ), "Deployment", IF( AND( CloseDate - TODAY() >= 90, CloseDate - TODAY() <= 120 ), "Adoption Review", IF( AND( CloseDate - TODAY() >= 1, CloseDate - TODAY() <= 90 ), "Renewal", "Expansion" ) ) ), "N/A" )