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
I ran the report after putting the report in development and after it was deployed. The report I received back were only opportunities that were created by system admins. I also attempted to save the report with Save Hiearchy Level unchecked. No change. The venn diagram, clearly shows I should expect all opportunities back, right?
Yet, when I run a regular Opp report I get all results back.
Note: Date ranges for both reports are the same, all opportunities, all stages, no filteres added.
Pretty much doesn't matter that I have read/write rights to all opportunities, this does not allow you to see the same data from a standard report.
Thank you all for your responses.
Creating the Event type totals is easy.....but the date fields of course show exact dates, such as created date = 8/9/2017...I need that to say August instead.
I have attached a pic of what I need.
These are my solutions but they have their flaws:
- Create custom fields that can be manually updated to reflect stage. (This allows employee manual manipulation opposed to having it autogenerate.
- Use the probability as a baseline as they are attached to a stage, the only problem is sometimes the probability history reflects a change when in fact the actual probability has not changed.
Someone, please help!!!!! If Last Stage Change Date was available in formulas I would have no problem but for some reason, it isn't available for formulas. Are there any workarounds/ can someone help me build a formula to help?
I am attempting to build a stage duration report to show the length of time opportunities average in each stage. Anyone have any tips?
2. Then select Summary or matrix as the Report format.
3. Group the Report by Opportunity History: From Stage
4. Select the Stage Duration field and Summarize(Average)
5. Get me a beer (because you owe me)
I actually just implemented this for my own org, it is not built in functionality but can be built with a workflow rule. Create a new number field Close Date Changes.
Create a workflow that fires everytime an opportunity is created or edited. The formula for the workflow criteria should be:
The workflow rule should run a field update that changes the Close Date Changes field to a value of Close_Date_Changes__c + 1.
This will only work going forward but you can get historical data in there using some excel manipulation.
1. Make a salesforce report using the Opportunity Field History report type.
2. Add a filter that says Field / Event = Close Date
3. Really the only field that needs to be on this report is Opportunity ID.
4. Export this report to excel.
(I am going to assume Opportunity ID is in Column A for the excel formula)
5. Cell B2 put an excel formula =COUNTIF(A:A,A2) then fill this formula all the way down.(This represents the number of close date changes for each Opportunity ID)
6. If you want it nice and clean, copy and paste the VALUES(not the formula) from column B into column C then using the excel remove duplicates functionality remove duplicates on column A.(this step isnt needed, just cuts down on the number of update calls from the data loader)
7. Use the data loader to update all the opportunities in this excel mapping Opportunity Id to Id and column C to the Close Date Changes field we made.
You should have a contact report type called "Contact History" by default if you are have field history tracking turned on. Keep in mind that turning it on only tracks changes moving forward, so if you just activated it, you won't see past changes.
Get your filters and summaries right and you should be good to go.
Im new at this and i wanted to create a stack bar graph with a line chart as a cumulative grand total. I cant seem to figure this out.