I have a table chart created in my dashboard. I have a report where I am pulling two summed columns and sorting by office.
"Office" is my grouped field and I have "Inv Total" and "Avg Balance" as my other two columns, average being a formiula in my report.
I am able to sort by office then show both summed total but also want a third colum with record count. Is this possible?
To save others the time of hunting for the training material, it's here:
Winter ‘16 Administrator Release Exam (http://certification.force.com/pkb/articles/Public_KB/Winter-16-Administrator-Release-Exam/?q=winter+16&l=en_US&fs=Search&pn=1)
The modules are listed here:
Winter '16 Release Training for Certified Professionals (https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S300000032xGB)
For example, I have a need to display all campaign members that have are publically listed on an exchange, the field that exsists at both the contact and lead level is called 'Ownership' (picklist) that contains values:
Is there a way to create a text formula field that looks at both the contact and lead to display a value in this combined campaign member field?
When creating a text field for just contacts, I created the following formula field and it works well - Text (Contact.Account.Type), but now I need to look at two objects to populate this one field.
Any tips or ideas?
Side by Side.
Could you put me in the right direction please? thank you
You Formula would be something like this:
AND( (CloseDate - DATE(YEAR( CloseDate ), 1, 1) + 1) <= (TODAY() - DATE(YEAR( TODAY() ), 1, 1) + 1))
We want to link up Salesforce with Google Apps but we're having a problem with emails being tracked and added to 'Activity History'. We want to use the feature whereby we press 'Compose Gmail' and a popup comes up. In this email, there is a bbc email address, which is necessary in order to get the email tracked. However, the bcc email address is there but the emails we send aren't being added to the 'Activity History'.
Can someone help with this please?
I want a profile to be able to modify fields on the lead even if doesn't own the lead.
could you please let me know how?
AND( ISPICKVAL(Type, "Customer"),
POS_Type__c = "Unknown"))
When I test this formula it works when Type is Customer and the POS Type field is Blank; however it does not give an error when Type is Customer and POS Type equals "Unknown". This is my first post to the Community and I'm very excited to have joined. Thanks for any help you can give!
POS_Type__c = "Unknown"
What you need to do is go up to the POS Type Name field and then include that in your Validation Rule like this:
AND( ISPICKVAL(Type, "Customer"), OR( ISBLANK(POS_Type__c), POS_Type__r.Name = "Unknown" ) )
I just assumed the Name field so make sure you insert it using the Insert Field button on the formula editor.
POS_Type__r.Name basically means => Traverse to the Name field on related record via POS Type lookup field