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Validation Rule for blank picklist
So I have the validation rule below that compares the 3 picklist and cannot have the same value. When I tested the rule it works as expected when you select a value. Problem is the defualt value of the picklist is none meaning blank and I need to have this rule to to not show the error if both or all 3 of them is blank. These fields are not required to have value but if populated it needs to be different from each other. Is there a way to do this?
Any help is greatly appreciated.
AND(
OR(
TEXT( Tertiary_Details__c ) = TEXT( Secondary_Details__c),
TEXT( Tertiary_Details__c )= TEXT( Primary_Details__c ),
TEXT( Secondary_Details__c )= TEXT( Primary_Details__c )),
NOT($User.BypassValidationRules__c),
NOT(ISBLANK (TEXT(Final_Reason__c))))
Any help is greatly appreciated.
AND(
OR(
TEXT( Tertiary_Details__c ) = TEXT( Secondary_Details__c),
TEXT( Tertiary_Details__c )= TEXT( Primary_Details__c ),
TEXT( Secondary_Details__c )= TEXT( Primary_Details__c )),
NOT($User.BypassValidationRules__c),
NOT(ISBLANK (TEXT(Final_Reason__c))))
Best Answer chosen by John MendozaGive this a try
Show 6 answers
Robert Evans Odessa Leasewave
Does anyone have experience intergrating Odessa Leasewave with Salesforce? I am looking for some basic implementation guidelines. Thanks
Best Answer chosen by Robert EvansHello,
You will need to integrate your Odessa system with Salesforce using REST or SOAP API. Post this question in developer forum "developer.salesforce.com" to get more details around the integration.
let me know in case you need further details.
You will need to integrate your Odessa system with Salesforce using REST or SOAP API. Post this question in developer forum "developer.salesforce.com" to get more details around the integration.
let me know in case you need further details.
How to change the Pardot default email preference page?
I'm trying to change the default email preference page to a custom page that was just designed? I don't see an option to do that. The default variable tag is being used in many of our email templates and I'm hoping to not have to update them all manually. Thank you.
Best Answer chosen by Candice San JuanHi Candice,
Would you please mark this query as a best answer and open a new thread and post your above query separately. I'd love to answer but please close this one and keep the community clean :)
I will jump to your next thread as well and keep on answering...
Would you please mark this query as a best answer and open a new thread and post your above query separately. I'd love to answer but please close this one and keep the community clean :)
I will jump to your next thread as well and keep on answering...
Mac and Salesforce/Outlook Integration
Question,
We just started using the Salesforce/Outlook integration a few weeks ago. However we ran into our first issue today. We have one person using a mac, the rest of us are on pc's, and today when she went to log an email on send the button would not work. The contact was pulling in, we just couldn't click the button.
Has anyone else had any issues with this? With it being the only Mac in our office, it's hard to trouble shoot what's going on.
We just started using the Salesforce/Outlook integration a few weeks ago. However we ran into our first issue today. We have one person using a mac, the rest of us are on pc's, and today when she went to log an email on send the button would not work. The contact was pulling in, we just couldn't click the button.
Has anyone else had any issues with this? With it being the only Mac in our office, it's hard to trouble shoot what's going on.
Best Answer chosen by Megan ReberryI thought I had the latest version too! I was banging my head because I was like "But my users have the latest version. There has to be a different solution."
When I talked to SF support, they told me to literally follow these steps. I figured I had nothing to lose and tried the steps they offered:
1. Open any Office 365 Product.
2. Choose Help at the top.
3. Click on Check for Updates.
4. Select Manually check.
5. Check off the "Join the Office Insider program to get early access to new releases"
6. Select Office Insider Fast for the picklist value under "Choose how you get insider builds" field.
7. Click on Check for Updates.
8. After doing that, I found out I was wrong. There were more updates. I clicked to update all and it worked.
If you follow these exact steps and it still doesn't work then you might need to talk to your office 365 administrator to push the 16.24 through Insider to everyone.
I'm trying to finish a trailhead module but I can't download an app from the app exchange into my Trailhead Playground
I'm trying to finish the beginner Admin trailhead module but I can't download an app from the app exchange into my Trailhead Playground instead it attempt to download into my PRD ORG. I sign into Trailhead with my PRD creditals.
Does anyone know what I am doing wrong here? Please help!
Does anyone know what I am doing wrong here? Please help!
Best Answer chosen by Brian FergusonHarisha KWhen you try downloading the app from APp exchange, it asks for the login credentials. Try giving a Developer ORg credentials, where the Developer Org is connected to Trailhead.
Else, you can have option to loginto Trailhead Playground, when you try completing the challenge.
You can loginto One of the Playground. In the user record. Reset the password, so that you can use those credentials to login to app exchnage.
Hope this Helps!
Else, you can have option to loginto Trailhead Playground, when you try completing the challenge.
You can loginto One of the Playground. In the user record. Reset the password, so that you can use those credentials to login to app exchnage.
Hope this Helps!
Restoring Campaign Name - Primary Campaign Source field incorrect name
The campaign object was renamed and I just reset it in a sandbox to Campaign. However now on the opportunity object the field that should be Primary Campaign Source is still Primary [old campaign custom name].
Is there any want to change it back?
Is there any want to change it back?
Best Answer chosen by Deanne WaltersYou should be able to do this by going to Setup -> Rename Tabs and Labels then, pick the Opportunity object. Don't change anything on step 1, but on step 2, you should have access to change the Primary Campaign Source label:
I'm unable to add products after clicking the Edit Lines on the Quote
From the CPQ Quote "Edit Lines" button I get a screen which tells me the quote has no line items and to click the "Add Products" button, however there is no add products button.
This is in a sandbox org, which was just refreshed from production. I've done the OAuth already in the config settings. What else am I missing?
Here is a screen shot:
Best Answer chosen by Pete Fifeis there a way to limit target amount adjustment to apply only certain products on a quote.
We are in the middle of the CPQ implementation, Currently, we have in-house built Target Amount functionality built on standard quote object which sales team loves it and we would like to replicate the functionality on CPQ Quote object. The issue with CPQ Target Amount functionally is, it will adjustment all the lines items on the quote by default and we need to limit that and should only adjust the software line items and it should not be applied on PS or training line items. is there a way to accomplish this.
Best Answer chosen by Anil MadithatiIf the reason it should not adjust PS/training is because those items are non-discountable by sales reps at all, then yes, you can set "non-discountable" to true on the product record, which in turn will set it to true for any new quote lines, and Target Amount will only modify the quote lines where that field is set to false. If the answer is some other reason, unfortunately you will not be able to use the out-of-the-box field, but you would be able to create your own custom field on the CPQ Quote object and use a price rule to set a discount or modify a price in a number of ways which can be governed according to the logic you need. E.g., the entry criteria for the price rule could be "product family = software" for starters.
Neil Hatch Flow - Upload Document in Lightning
Hi,
I have a flow that has the user upload a document. I'm storing the document/s id's, but as a Collection Text varible (no other option). I want to be able to reference the document id to a praticular record, but seems I have no way of doing this as its a Collection.
How can I update an Object record with the values from a Collection?
I have a flow that has the user upload a document. I'm storing the document/s id's, but as a Collection Text varible (no other option). I want to be able to reference the document id to a praticular record, but seems I have no way of doing this as its a Collection.
How can I update an Object record with the values from a Collection?
Best Answer chosen by Neil HatchNext to current screen please drag a loop element, where you can create a single text vraibale to iterate the collections of ids.
Add an Assignment element and you can access individual Record Id (In my example varRecordId).
Link the Loop to Assignment and Assignment to Loop again to close the loop.
(Either collection variables has single record or multiple adjust your assignment accordingly)
Loop will again link to update record element as per my bellow sample flow
Add an Assignment element and you can access individual Record Id (In my example varRecordId).
Link the Loop to Assignment and Assignment to Loop again to close the loop.
(Either collection variables has single record or multiple adjust your assignment accordingly)
Loop will again link to update record element as per my bellow sample flow
Alon Magen picklist screen component default value
I have a screen in a flow where users can update several opportunity fields. One of the fields is a picklist and I want the field on the screen to be prepopulated with the currently selected value for that picklist. The thing is that it is not possible to set value for the picklist:
For a number field (and other types) I can show the current values:
My flow works and I can update all fields of all types. but I still want a way to prepopulate the picklist values on the screen.
For a number field (and other types) I can show the current values:
My flow works and I can update all fields of all types. but I still want a way to prepopulate the picklist values on the screen.
Best Answer chosen by Alon MagenHi,
We can add a Static choice as default selected choice currently.
Just click on "Add Choice" button and, add a new resource of choice type with a static value.
That newly added choice will be available for select in Default Value picklist.
For dynamic choice there is an open idea under Product Team Review https://success.salesforce.com/ideaView?id=08730000000ihzjAAA
We can add a Static choice as default selected choice currently.
Just click on "Add Choice" button and, add a new resource of choice type with a static value.
That newly added choice will be available for select in Default Value picklist.
For dynamic choice there is an open idea under Product Team Review https://success.salesforce.com/ideaView?id=08730000000ihzjAAA
