I have an object Policy that has an expiry date and status as fields. I want that when the policy expires the status should be updated as Expired. How can I do that? I have built a process but it only updates when the record is edited. How can I update the existing records?
Simple uses cases such as updating a field on the same object or may be a time-based action(for example an Email Alert/Field Update or so), my go to option will ABSOLUTELY be Workflow Rules(I still love them you know!).
In this case what you need is a Workflow Rule + Time-Triggered Field Update. Setup a Time-Trigger that says "1 Day after the Expiry Date" and then add a Field Update to it.
Get it started and we are here ALWAYS to help :-)
Flow Attached below
In most of the cases it works fine, but in some it fails in the second decision element (bottom - right) with the error message Error Occurred During Flow "Forecast_Summary": java.lang.String cannot be cast to java.lang.Number
I found similar issues to this error message and they reference it could be a heap limit issue, but I am getting this error with collections as small as 1 record. In some cases works no problem, in some I get the same error, always in the same step.
I made sure the variables being compared in the step are of the same type.
In the decision element where the flow was breaking sometimes, I was doing a comparison of a variable defined in the flow as currency against a currency field from a SObject.
For some reason, this was causing the cast issue (even though both variables were of the same type - currency).
I ended up creating a formula field (Type: Number) in the object to store the currency value. That worked and the flow has not broken since.
Please see below how to switch to classic and lightning
From the lightning, click on the your name or the circle in the image then you will see a pop up message with some option. There please click on switch to salesforce classic then you will be routed to classic version.
Chedk this video at the end othe video he will be changing the lightning view to classic view.
Can someone help point me to where it is available?
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.
When I create my rule, I select "Field Update" after adding all the information (I think the evaluation criteria will be - created and edited). After selecting "Case" object under field udpate, I am trying to find the first response field I created but it doesn't show up in the drop down. I see there are standard and custom fields but my field is not visible there.
Why is it so? How do i add it the the Field update picklist? The field is a Date/Time field.
My company only uses the Salesforce Service Cloud. Even then, we do not use communities and very limited chatter. I have taken both ADM 201 & ADM 211 classroom course. I passed the Administrator Certification exam last year and would like to pass the Advanced Admin Cert this year. I already have 1 failed attempt; studied for almost 2 months using my Trailhead account and searching free websites that covered topics in the study guide. Obviously it wasn't enough.
Are there any reputable online paid courses (I am not looking for dumps as I really want to learn and understand SF at an advanced level), or does anybody have premeir support that I could pay to access?
I am new to salesforce lightning concepts and I am currently going through the trialhead modules for lightning. Can somebody kindly differentiate between ligtning App and Connected app. Tried googling but could not find striaght forward answers to clearly distinguish between the two. I have highlighted the two in the screenshot attached. Thanks
A very Simple explanation
Lightning App - Are the collection of Tabs(Objects, Lightning Components) that works together to achieve our functionality. For Example - Service, Sales, Service Console, and etc. And one more thing these apps will not be availbale into Salesforce Classic.
Connected Apps: - Connected Apps are used to Authenticate our salesforce while consuming Salesforce API (no matter SOAP or REST) then we go for Connected Apps which provides Client Secret and Client Key that we use in the request. These two keys are responsible to know which salesforce org we are going to take access.
Example: - If you are using Facebook then you may have used the app like "know your marriage Prediction" these all asking for facebook permission they use connected Apps but of Facebook.
So what I want to do is have a list of all of the Shopping Cart Items related to the Payment in a text field on the Payment using the Name field in Shopping Cart Item.
I can't seem to figure out how the loop should be set up. Any help?