We're new to Contact Roles, which we now have on our opportunities. Now we need to add people to Contact Roles.
To date, we have used a custom lookup field (called "Primary Contact") to record the key person on an opportunity. We'd like to use the people listed in this field to update our Contact Roles.
For example, if John Smith was listed in the custom opportunity field ("Primary Contact") on an opportunity called "Opp 123", we would like to properly designate John as the Primary Contact on the Opp 123 in Contact Roles and assign him a role (e.g. Decision Maker). We would want to everyone listed in the custom "Primary Contact" opportunity field to be assigned the COntact Role of Decision Maker on their respective opportunities.
Does anyone know a way to automate this, perhaps with a Workflow rule(s) or Process Builder?
P.S. New to the community so apologies if this isn't the right place for this question
Here is a blog post that explains how to update Contact Roles from changes to an Opportunity record:
Another helpful post:
Tweak them a tad bit to meet your requirements and you should be golden!
As Soon As I Reference the a sample record id it breaks:
You just need to write:
Select Circulation__c from Insertions_Details__c where Insertion__c ='Your id'
Please try, and let me know if you still face any issue. Insertion__c is itself an ID field, you don't need to put .ID at the end.
I would like to activate notifications for user (it's the icon in the top right corner). It's especially useful during approval process within one of our custom object.
Does anybody has idea how to activate getting notifications messages on Salesforce?
We also tried setting this through conditions using the "IsNull" False boolean. Any help would be greatly appreciated.
AND(NOT(ISPICKVAL([Case].Freezer_Manufacture__c, "Minus Forty")),
[Case].RecordTypeId <> "0123B00000008BRQAY")
We've enable the collaborative forecast tab.
All is working fine, expect of one team. There I only see the opportunities listed of the team head but not the one's of the team members.
I've set-up up a territory based hiearchy (same as for the other teams, and there it is working fine).
So I'm having one VP Sales and several sales reps which are reporting into the VP Sales guy.
But when I'm know jumping to the VP Sales in the forecast tab, I only see his personal opportunities and not the opportunities of all his team members....
Thanks for your help,
I've added a new field to a custom object but I need to update a record before it populates.
it is powered by a workflow I created in Process builder.
I know that this is a simple thing to do but I'm not even sure how to phrase the search I'm looking for.
I am not an expert by no means so hopefully this is easy to do. My search showed a few results but none that matched what I needed.
Thanks Very Much
On the Account record we have the standard Annual Revenue and Number of Employee fields.
In my data quality calculation I want to do ISBLANK or is equal to 0. Some users have left the field blank, others have (very helpfully!) entered 0...!!
Below is my poor attempt to combine IF with OR for these 2 fields. Needless to say, it doesn't work :)
Looking for some help to write this formula properly!
IF( ISPICKVAL(Industry,""), 0,20) + IF( ISPICKVAL( Region__c ,""), 0,10) + IF( LEN(BillingCity) = 0, 0,10) + IF( LEN(BillingCountry) = 0, 0,10) + IF(LEN(Phone) = 0, 0,10)+ IF(LEN( Website) = 0, 0,10)+ IF(ISBLANK(AnnualRevenue),0,20)|| IF(AnnualRevenue = 0,0,20)+ IF(ISBLANK(NumberOfEmployees),0,10)|| IF(NumberOfEmployees = 0,0,10)
IF( ISBLANK(TEXT(Industry)), 0,20) + IF( ISBLANK(TEXT( Region__c )), 0,10) + IF( ISBLANK(BillingCity), 0,10) + IF( ISBLANK(BillingCountry), 0,10) + IF( ISBLANK(Phone), 0,10)+ IF( ISBLANK( Website), 0,10)+ IF( OR(ISBLANK(AnnualRevenue), AnnualRevenue= 0), 0, 20) + IF( OR(ISBLANK(NumberOfEmployees), NumberOfEmployees = 0), 0, 10)
The domain for the org I work for is : company.force.com
The URL we want to use for the communitites is :company.force.com/OnTrack
The problem I face is that the communities URL is predifined as companyportal.force.com
How can I have a community with the URL: company.force.com ?
Force.com domain name is unique, so you can't have multiple. Can we have two different domains for each community?
Take a look here for more information here Running Your Community Under a Custom Domain
Hello successful people,
as SF doesn't allow to edit Products' related list in Price Book object, I want to create a custom object Events (which are our Products) and have it as a related list in PB layout. In that related list I want to see:
- Event name (Product Name)
- City (custom field City__c in Product)
- Event date (custom field Event_Date__c in Product)
- some other fields, which I will add later.
I have created custom Object Events. How should I continue? Create a new custom field for Products on the Events' object? Should I select lookup or master detail relationship?
Your guidance and help is really appreciated.
Actually this is salesforce standard object's related list and due to this, it is not editable. There is one way so that you achieve what you are looking for if you want to:
You can create a custom object and linked it to Price Book. Whenever a prouct adds in Standard object then you can insert its clone record into this new custom object. In this way you can also show desired columns under PB with its related list.