I'm bashing my head against a Partner Community limitation on Lead conversion with existing Accounts.
Specifically, to convert a Lead to an existing Account, one must own or have write access to the Account. But of course, we can't let any one partner own an Account, and we sure as hell can't open up write access to all of our Accounts to the wild wooly world.
The net is that Partners either have to let an insider convert for them, or the Partner creates a dupe Account during Lead conversion. (We have lots of Leads converting into existing Accounts)
I'm secretly hoping that I am misunderstanding the limitations on conversions. How do you all prevent these Account dupes from Partner Community Lead conversions?
Unfortunately, you are right, there is an idea for this-:
I have a suggestion if you use custom lead conversion then you will be able to overcome this issue , create a custom lead conversion button. On click of button call apex class for lead conversion.If you use this cusom functionalityfor lead conversion, user will not require create permission on Account.
Let me know if it was helpful!
Whenever you’re creating a Formula Field, Workflow Rule, Process Builder (or posting a Question about your Formula in the Answers Community), create a List View that includes all of the Fields that your Formula is evaluating side-by-side along with your Formula Field result (if it’s a Cross-Object Formula create a Report).
Just because you clicked that Check Syntax button and you got that little green message saying “Congratulations!!! No syntax errors in merge fields or functions. (Compiled size: 4998 characters)” doesn’t mean you’re home free. It just means you have the right combination of AND’s, OR’s, &&’s, ||’s, etc. you could still have a flaw or loophole in your Formula Logic.
If you think getting a Syntax Error sucks, just wait’ll you have to explain to your boss why their Pipeline and Forecast Reports and Dashboards are wrong because you didn’t check the results of that shiny new Formula Field you built.
[Insert Winston Wolfe’s parable about premature self-congratulation]
Formula with QC List View
Cross-Object Formula with QC Report
Is there a way to count the number of groups returned in a report (not the number of records in the group - 'power of 1', but the number of groups)
In this screenshot below, I'd like to get the average of emails per month, so I need the RowCount / number of groupings (in this case, 3). I have done that manually, but would love to change this to a dynamic formula.
Is this possible?
If the number of Months in your report is a known quantity, like the Report Filter is set to LAST 3 MONTHS, or something like that you can "hard code" the number of Month Groupings into the Formula like this
( RowCount / 3 )But if the the number of date Groups is fluid, then you're f*cked
However, I am trying to convert this to a number because in my report, I can't summarize as either average or total.
What do I need to do to change this to a number field?
I am trying to add percentages to the below report. What I'd like to show is each status divided by the total of the statuses for each practice line. For example, in the regulatory practice there is 1 unit in the preparing phase. There are a total of 9 units in the regulatory practice. What formula do I use to have "regulatory preparing / regulatory total" or 1/9 to equal 11%?
A big thanks in advance to anyone who can assist!
This seems much easier to do in classic.
Same email id is the criteria of duplicate contact Salesforce. here you can set up the new matching rule Under data>duplicate Managment>matching rules.
in your case account should be exact and first and last name also should be exact. after creating new matching rule refresh one of contact and merge with another one. (don't forget to activate Rule)
after that, you can delete or deactivate that rule.
Hope this will help you.
If you found your solution here, please mark as the best answer, So it will help others too
So, I have a filter and alert set to "do not insert" new duplicate leads. I purposely manually entered a duplicate lead (several times actually). I went from the Dupecatcher tab back to the "sales" tab and clicked "create new" lead.
Nothing happened. No alert, nothing.
So, how does Dupecatcher work exactlly? What am I doing wrong?
I am continuining to manually search for and remove duplicates... out of 2000 leads, this will take a while, lol! I would l like to be able to have Dupecatcher filter out duplicates if I ever do another mass upload. At the same time, I would also like a sort of "smart filter" that can look through my current list of leads (all 2000 of them), and filter out the duplicates that way.
Is there no such way to do that? And how the heck do I get Dupecatcher to work exactly?
First, you are correct. DupeCatcher only blocks new incoming duplicates. Out other app, Cloudingo, scans and cleanses the existing database. Check it out.
In terms of your DupeCatcher filters--we may need to tweak your filter settings. Be sure the filter has at least one rule (for field matches). Be sure it is an active filter. Also, rules work on a AND logic, so if you have more than one rule, be sure your test cases are matchng on all rules.
There are instructional documents and videos available on the DupeCatcher AppExchange listing, the DupeCatcher web site, and You Tube.
In addition feel free to email us at firstname.lastname@example.org, or phone us at 972-241-1543.
Symphonic Source, makers of DupeCatcher and Cloudingo.
it should be a mandetory field as well.
Is there a way to do it?
1. Create a Custom Object called "Opportunity Attachments" with Master-Detail Relationship to Opportunities ( Opportunity is the parent and Opportunity Attachment is the child). Allow the Notes and Attachments for the new object
2. Click "New Relationship" and create the Master-Detail Relationship between the Opportunity and the Opportunity Attachments Object
3. Go to the Opportunity Page Layout and Drag and Drop the Opportunity Attachments related list just under the fields (for better visibility)
4. Create Your Opportunity Attachments Records, give them proper, recognizable name and attach the file in their notes and attachments
The only problem with this issue is that you cannot have a separate fields under each step, but you`ll have the attachments as a related list.