Over time, I could see this becoming a growing issue as multiple people move from company to company that all use Salesforce?
The Omni-Channel utility appears in the utility bar in your Lightning Console app. From there, agents can change their presence status and triage their incoming work assignments.
From Setup in Lightning Experience, enter Apps in the Quick Find box, then select App Manager.
Click the dropdown next to the console app your want to add Omni-Channel to, then click Edit.
Under Utility Bar, click Add.
Is 'Field_name_1__c' blank?
Yes - Check if 'Field_name_2__c' is blank (see below)
No - return 'Yes'
Is 'Field_name_2__c' blank?
Yes - return 'Pending'
No - return 'No'
Any ideas? I presume it would be an IF Formula but I'm unsure how to do this.
Multi-picklist field: Marketing_Promotion_Code__c
Single picklist field: ChannelRequestType__c
When either or both of these values are selected in the mulit-picklist field: 6TO-FY14-LTD, 8TO-FY14-LTD. The following picklist value: "Marketing Promo" is required to be entered in the "Channel Request Type" field.
I am not sure how to write this validation rule because I keep recieving syntax error: Multi-select picklist fields are only supported in certain functions.
You didn't need the TEXT as ISBLANK works with multi-select fields. Also you didn't need the OR() because you were only checking ChannelRequestType for 1 value rather than 2 values.
Then I export all the users to a CSV file, and move the user ID column to the last column, instead of the first (for the next step)
Then I use a VLOOKUP to pull in the correct User ID to the first CSV file, using whatever criteria needed. (match on email address, for example). Overwrite the existing values in the OwnerID column, or add one with that name if you didn't export it.
Then you just pass the CSV file to the data loader, and choose which fields to map (in this case, you just need ID and OwnerID)
Any ideas on why I wouldn't be able to create a new contact using the add-in?
I followed the resolution steps on that page and it fixed the issue for me so give it a shot.
Sales_Engineering_Signoff__c = False,
ISPICKVAL(StageName ,"Commercial Negotiation"),
ISPICKVAL(StageName ,"Purchase/Cancel(Pending Orders)"),
Have you tried this formula ?
You cannot leave the checkbox unchecked in an Opportunity in one of the 3 Stages and in one of the 2 record types.
AND( Sales_Engineering_Signoff__c = False, OR( ISPICKVAL(StageName ,"Commercial Negotiation"), ISPICKVAL(StageName ,"Purchase/Cancel(Pending Orders)"), ISPICKVAL(StageName ,"Purchase/Cancel") ), OR( RecordType.Name="Add On", RecordType.Name="New Business" ) )
Are the stage picklist values and Record Type names are accurate in the formula?
I'm trying to make a formula that tells me the Reporting Week by a date field (in this case, it's a field called Requested Date - which is the date an individual requested a service).
I've looked at so many formulas online and some work except for the end of the year the weeks are -1. I can't seem to find the 1 true formula for determining this. Here is the formula I am currently using.
MOD( FLOOR((DATEVALUE(Requested_Date__c) - DATE(1900,01,01))/7),52)-1I've tried using -1 and +1 at the end of the formula and neither have worked. Any suggestions? This would be a huge help to everyone I think if we figured this out!
IF( CEILING( ( DATEVALUE(Requested_Date__c) - DATE( YEAR( DATEVALUE(Requested_Date__c) ), 1, 1) + 1) / 7) > 52, 52, CEILING( ( DATEVALUE(Requested_Date__c) - DATE( YEAR( DATEVALUE(Requested_Date__c) ), 1, 1) + 1) / 7) )