It's no different than if I had a wristwatch and someone walked up to me and asked "Excuse me, do you know what time it is?" I mean how could I not help that person??? They're asking for information, and I have that information (or can at least help them) and it costs me NOTHING, it takes MINIMAL physical effort on my behalf, it barely takes a moment of my time. How could I simply walk away without giving them the time of day? I just can't do that to someone, that's my "Why?".
Go to Your Name » Setup » Develop » Pages
Copy/paste the following code into a new Page replacing what appears by default. Notice that in this example we're using custom fields for the Account address components:
Uh, uh, uh my Little Birds, get ready to spread your wings 'cuz Momma's gonna teach you to fly!
Here we go:
On your Report create a Custom Summary Formula (CSF) and select your Hours field and use the ROUND function. You might have to play around with the formual a bit if you always want it to Round UP
My CST keeps telling us about this feature it sounds great but we cannot figure out how to turn it on.
Premier support sent us instructions for analytic snapshot but thats not what we want. We want this feature in Winter 14.
We have unlimited.
NonEnhanced User Interface - Name > Setup > Customize > Reports & Dashboards > Historical Trending
Enhanced User Interface - Setup > Customize > Reports & Dashboards > Historical Trending
In the setup menu you will see this feature is enabled on a per object basis. Once enabled for a specific object, a new Report Type becomes available with the following label:
"Object Name with Historical Trending"
By default, the following standard fields are Tracked on the Opportunity Object:
Additionally, you are permitted to track Three custom fields of your choice
Up to Eight custom fields can be tracked on each Custom Object
- Up to 5 million rows of data will be stored
- 5 snapshot dates are permitted
- 4 historical filters are permitted
- Current data plus up to the prior 3 months can be included
When setting up Operational Trending you will be given the option to filter your results to meet the above limits.
I have no clue how to research how other orgs handle this. Any resources, terminology or direction would be greatly appreciated. Should I ask this question elsewhere?
it sounds like you are becoming a "system owner" of Salesforce.com where you should be in a position where you can start to make your rules and policies about how people "Buy" your service.
As you venture into this its important to layout what your "Service Level Agreements" are and balance the SLA with what resources and time you have to complete them. When dealing with cross functional teams in a team its important to define SLA careful because each function, in their mind, are the most important so communicating and managing expectations between all of them is key.
In addition, think about how your "Release Management" and "Change Management" will work. When you deploy a change for Sales you want to make sure it doesn't impact manarketing etc. Also, try to consolidate your releases in to production and have regular bullitins to all your stakeholders of whats going on with the platform.
If you are the sole guru, you should be fearful of imposing to other people what your system needs to be sustainable and successful
I'm trying to update the member status for my campaign members. Today we only have standard out of the box values of "Responsed" and "Sent". I already have a list of additional values in the member status field but these values are not showing up. Any thoughts on how I can get these values to show up?
We are about to enable multiple currencies feature.
Before we do that, I need some answers to the following:
a- Our corporate currency shall be LBP but our current and new records need to be stamped with USD. Is that feasible?
b- Our need is to be able to enter Opportunities and Quotes in foreign currency and send quotes to our accounts with the respective foreign currency (DZD). Is this feasible?
c- Please confirm the navigation to check used data space: Administration Setup > Data Management > Storage Usage > 'Data Storage' in 'Used' column (we need to check it for the lockout time).
Thanks a lot,
a) Upon enablement, all existing records are stamped with a default currency code that you provide in your enablement request. For example, if your organization contains records using USD and EUR, you need to switch them all to the same default currency prior to enablement. Support for this type of conversion is also available as a salesforce.com paid implementation service. Thus, I feel that your enablement request should clearly specify that your default currency code on the enablement request should be USD and corporate currency code should be LBP. (Please refer https://help.salesforce.com/HTViewHelpDoc?id=admin_enable_multicurrency_implications.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=admin_enable_multicurrency_implications.htm&language=en_US))
b) If you are mentioning around reporting with different currencies, then it is possible. Amounts in reports are shown in their original currencies, but can be displayed in any active currency. You can change the currency used for report totals by selecting a currency from Show | Currencies. The default value for the drop-down is your personal currency. For any amount, you can also choose to display the Converted column—for example, Annual Revenue Converted—which will show amounts in the currency you select. (Please refer http://help.salesforce.com/HTViewHelpDoc?id=admin_currency.htm&language=en_US (http://help.salesforce.com/HTViewHelpDoc?id=admin_currency.htm&language=en_US))
c) Yes, the navigation path is correct. Administration Setup > Data Management > Storage Usage > 'Data Storage'
Hope this helps.
I would request you to verify the understanding with the Salesforce support staff on these points. From the help documentation, this is what I can make out.
Field Update 1:
UPPER(LEFT( FirstName , 1)) + LOWER(MID(FirstName, 2,80))
UPPER(LEFT( LastName , 1)) + LOWER(MID(LastName, 2,80))
Lead: FIRST LASTor first Last = First Last
Then I tried salesforce.com as the web page and it works perfectly.
Is there a criteria on which the web tabs work? What kind of websites do they support?