Please use the insert field button to naviage to Opportunity - Sales Manager - Manager and select the first name and then last name
Custom Object > Opportunity > Sales Manager > Manager > First Name
the final formula will be something like
Opportunity__r.Sales_Manager__r.Manager.FirstName + " " + Opportunity__r.Sales_Manager__r.Manager.LastName
Does anyone have any experience of uploading data to the Individual object
I don't have this object in any of my orgs but you should be able to add data using the data loader. From the developer page https://developer.salesforce.com/docs/atlas.en-us.212.0.object_reference.meta/object_reference/sforce_api_objects_individual.htm it states that you need to be at API v 42 or higher so make sure you download the latest data loader app from your org otherwise it will not be able to see the object.
In addition, I am not able to find an idea for this to upvote. The only one I've found has been closed because it says delivered, however, its only to share users calendars with each other in lightning: https://success.salesforce.com/ideaView?id=08730000000DtJIAA0
Over time, I could see this becoming a growing issue as multiple people move from company to company that all use Salesforce?
- Setup | Create | Workflows & Approvals | Workflow Rules
- New Rule
- Select the object: Opportunity
- Evaluation Criteria: created and every time it's edited to subsequently meet the criteria [ 3RD OPTION ]
- Rule Criteria: criteria
Stage equals Closed Won
- Click Save & Next
- From under Immediate Workflow Actions, click Add Workflow Action to select Field Update
- Select the Field to Update:
- Select Use a Formula to Set the New Value
- Click Save
- Hit Done
I would like to try and assist here, since integration with other systems require custom coding, may I suggest visiting our Developer Community for any coding related questions at https://developer.salesforce.com/forums. You will get an answer much quicker if you post there. Thank you!
I hope the information above helps!
Then I export all the users to a CSV file, and move the user ID column to the last column, instead of the first (for the next step)
Then I use a VLOOKUP to pull in the correct User ID to the first CSV file, using whatever criteria needed. (match on email address, for example). Overwrite the existing values in the OwnerID column, or add one with that name if you didn't export it.
Then you just pass the CSV file to the data loader, and choose which fields to map (in this case, you just need ID and OwnerID)
I understand we need the link to fill the information in the "Knows about"-section of the chatter profiles. But how can I add the "endorse people" link, please?