- (Because the queriedFields field is set, you also need to set the following fields: sObjectOutputReference.)
You do this with the following steps:
1) Setup the dependency such that only the Lost stage is mapped to values in the Reason's Lost picklist.
2) On the opportunity page layout, make the Reason's Lost picklist required.
This makes it to when a user selects a stage other than Lost, Reason's Lost is not required. But as soon as they select the Lost stage, the red bar shows up on the page layout and something has to be entered for Reason's Lost.
Here's the use case:
We are a nonprofit that uses SF for case management for clients. I use record types for cases to keep the programs separate. In the counseling department, I have a record types of events with layouts to capture two different kinds of sessions: regular counseling session and screening session. I created a custom action following Trailhead's direction called "create session" and I'm trying to get that button to show up on the layout. I'd also like the "Log a Call," "Email" to show too, as a matter of fact.
Here's how my case layout looks:
I drug every button I could that said "Log a Call" or "EMail" into every field it would let me, and added "Create a Session" to both Quick Actions in Salesforce Classic Publisher and the SAlesforce Mobile and Lighting Experience actions.
So then I went to my lightning page layout for Counseling Cases and made sure that I increased the Visual Action Button cap:
Then I checked the profile to be sure that the relevant users (myself and that work group) have the record type enabled, which they do:
All I can get is the +Follow and Change Owner buttons.
Any suggestions??? Thanks all...
Object specific action
To edit a global action:
Goto : Set up >> Global Actions >> Search for the quick action >> Edit >> Choose the record type>> Save
To edit a object specific action:
Goto : Set up >> Object Manager >> Select the Object >> Under "Buttons,Links,Actions" search for the quick action >> Edit >> Choose the record type>> Save
Note: There can be a object specific action and a global action with the same name ,
For example - Log a Call ,
you can see two "Log a Call" actions when you edit the pagelayout.
I've got an autolaunched flow that I trigger with a button. I want the user to be able to push the button, the flow launches, and then the user is either taken back to, or remains on, the record screen.
Right now, when the flow completes, I get a page that says "YOUR FLOW FINISHED."
Also, if I introduce a pause in the flow, I'll get a screen that says "Your flow is paused..."
How do I disable these screens, or return the user to the launch record?
Quick questions regarding setting a field mandatory in a field set. We are currently 2 organizations using 1 Salesforce environment and we would like to set a field mandatory for 1 organization and not the other. I tackled a part of this problem with creating a new page view and making the field mandatory for the other organization which worked perfectly. We stumbled upon a new issue while creating a new account. The field is only visible and mandatory for the other org. but users from the other org. is receiving errors that the field doesn’t have a value. This field is btw added to a field set which is used by both org. which could explain why we are receiving the error. Any tips on how we can fix this issue?
I got it to work after playing around with where the filters are in the Process Builder. It seems like the Process Builder was looking for the nickname field on the Account object at the decison point. Moving the filter to the execution criteria solved the problem. This will save people a lot of time who use Person Accounts.
When creating HTML templates, we tend to copy and paste formatting available in Microsoft Word (e.g. Century Gothic) to be able to conform to our company branding. Although all the spacing is fine and correct when we verify the fields and do a preview email, the spacing increases between the lines by about x2.0
Can't seem to get rid of it?
I have a currency field called "Total spent". I want to create a formula field that looks at this value and if it is between 300,000 and 500,000 take 10% of the total spent value that is over 300,000 and display it. So if the field said 450,000, the formula field would display 15,000 (10% of 150,000). If it is 500,001 or over it takes the same 10% between 300,000 and 500,000 and adds it to 15% of anything over 500,001.
As an example, if the total spent field was 550,001, my forumla would need to display a value of 27,500 (20,000 of the 10% between 300,000 and 500,000 plus 15% of the 50,000 above 500,001). Can anyone help with this? Thanks
Create a formula with return type of Currency -
IF(AND(Total_Spent__c > 300000,Total_Spent__c < 500000), (0.1 * (Total_Spent__c - 300000)), IF(Total_Spent__c > 500000, (20000 + (0.15 * (Total_Spent__c - 500000))),null) )Hope this solves your query!
IF( Opportunity_Name__r.Engineering_Survey_Completed__c, "Yes", "No")
The formula returns the value of No whether the checkbox is ticked or not - am I missing anything here?