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.
These are typically labels that will appear somewhere else in the system, not necessarily on the Account object.
Take Contacts for example and Contact Roles. This is actually a different object, but the labels are listed under Contacts.
Same logic would apply for Account Team which is another object
Other times they might appear automatically on other objects that are related to Accounts instead of being formula fields
I've created two custom objects, one for inventory management and the other for requests.
I'm trying to find a way to link the "Current Stock" field in the management object to the "Quantity Required" field from the request object, so that the "Current Stock" is debited by the amount of the "Quantity Required" once the order is complete.
How can I link these two fields?
The two objects are currently linked via regular Lookup field to the inventory management object, but that only helps on one side of the equation.
First of all Inventory_Management__c needs to be Master in a Master-Detail relationship with Request__c, instead of the lookup relationship you have defined. This is to be able to define agregations of the details in the master object.
In the object Inventory_Management__c you need 2 additional fields and change the field type of Current_Stock__c:
- Initial_Stock__c : Numeric field. Here is the total availability for this Inventory Object when it has no Requests.
- Consumed_Items__c : Rollup Summary field, SUM of the Quantity_Required__c of the Requests asociated.
- Current_Stock__c need to be a Formula field = Initial_Stock__c - Consumed_Items__c
Error condition formula: Inventory_Management__r.Current_Stock__c < Quantity_Requested__c
Error message(Sample): The quantity you specified exceeds the availability from the Inventory management associated.
Note: This will automatically "debit" the Quantity_Required__c from the Current_Stock__c of the associated Inventory_Management_c record for every Request__c created.
If you want a solution that will only debit the Quantity_Required__c after some action in the Request__c record, you would have to add an extra field in the Request__c Object let's call it Quantity_Approved__c and this field should be the one summarized in Consumed_Items__c. You will have to add an analogue Validation Rule for this field as we did for Quantity_Requested__c.
The Quantity_Approved__c will be read only to the User and you need to create a Workflow rule that do: Quantity_Approved__c = Quantity_Requested__c for the record upon such action.
When I press New Order, I have to fill the field "Account Name".
What should I do to auto-populate the "Account Name" field with the name of the account where I did the visit? Because when I populated the fields of the custom object called Visit, I already typed the name of the account and now I just want it to automatically appear.
I am trying to figure out how to make an account mandatory when an opportunity hit 40% or more probability that it will close. Any suggestions or ideas would be greatly appreciated!
We recently started using queues to distribute leads to our partner community.
Each queue contains one member: the executive user "Role and Subordinates" for each channel partner.
A wrinkle that I never considered just came up:
When an individual queue member opens a lead, the "unread by owner" flag is not updated to false. Makes sense I guess since the owner is a queue, not an individual.
Is there a simple work around to move the checkbox value to FALSE?
If not, I guess I'll remove the field from their page layout and ask that they manage their leads by Lead Status and age (based on created date).
Would welcome ideas...
Also unfortunaltely (I know, I'm batting 1000 here...), that flag cannot be manually manipulated or changed via workflow. You'd probably need a trigger.