This might be more a question for the Excel community but I am hoping to find help here. We used the following format for dates in our previous CRM "Wed Sep 19 10:13:25 UTC 2018". Is there any esay way to have it match Salesforce date format "YYY-MM-DD"? We don't need to keep the time specifics, date alone is great.
Thanks a lot!
Is the date currently in text format in Excel? If so you can pull out the individual pieces of the date using the MID() and RIGHT() formulas and then paste them back together in the correct order. You might try something like this:
Presuming the date text "Wed Sep 19 10:13:25 UTC 2018" is in cell A1 put the following in cell B1:
=RIGHT(A1,4) & "-" & TEXT(MONTH(DATEVALUE(MID(A1,5,3) & " 1")),"0#") & "-" & MID(A1,9,3)
This should give you 2018-09-19 stored as a text format. Here's the breakdown of the formula:
RIGHT(A1,4) gives the last 4 characters of the original string i.e. "2018" for the YYYY part of your date.
& "-" adds a hyphen
TEXT(MONTH(DATEVALUE(MID(A1,5,3) & " 1")),"0#") this one is the monster to determine the "09" for the month. The first step is MID() which pulls the value "Sep" from the original string. MONTH(DATEVALUE()) converts the "Sep" to "9". The TEXT() part converts "9" to "09". This is the MM for your date.
& "-" add another hyphen
MID(A1,9,3) finally adds the "19" from the original string to give you the DD part.
Hope this works for you and does what you need. If you have any questions, let me know!
Is there a way for me to make this required without having to create custom fields? (We have a basic package for salesforce and I am a system Admin)
P.S. Is this something I can request from salesforce? We should have the option to make a field required even when its not a custom one.
Setup > Customize > Contacts > Validation Rule > New
give it any name you want
In the syntax , put :
ISBLANK( MailingCity ) ,
ISBLANK( MailingCountry ) ,
ISBLANK( MailingState ) ,
ISBLANK( MailingStreet ) ,
ISBLANK( MailingPostalCode )
in the error message, put the error text that your users will see when they click on Save while the Mailing Address is not fully filled out
But when I create the macro and go to edit it, nothing is highlighted. I can't add any steps to the macro. What am I getting wrong?
Thanks in advance.
Field Types: Field A - Picklist, Field B - Checkbox, and Field C - lookup (filtered)
Logic: (A or B) and C
Should it be something like this:
Right now I get "Error: Incorrect number of parameters for function 'IF()'. Expected 3, received 1"
but if I attempt to add another ")" I get Error: Syntax error. Extra ')'
Im unsure whether what I am attemptinghave created is enforcing the logic or that I have used the correct syntax for each of the field types.
Appreciate any insights!
Can you please post your business logic, as per above comment I think you want to check If field__c is blank and PicklistField value PicklistOption and B__c is true than system trigger validation error
If yes, please try below formula:
And(ISBLANK( FieldC__c ),ISPICKVAL( PicklistField,"PicklistOption"),B__c )
Is there a way to do this? We do assign a lot of our tasks from Marketo, so maybe there is a way to do this from within Marketo?
Link to install the package: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tf4000003f3Mp
As a safe harbor, this is not supported by me or Salesforce. I've done this on my own as good faith to you and the community and I make no promises I'm able to respond to any questions here about this, but I'll try.
The components are as follows:
1 custom field on tasks to mark as first. (1st task)
1 PB to fire on task creation and where the whoID is a lead (On Create - Tasks)
1 Lighting Flow to check if this is the first task and if so mark it as such. (task Counter)
(just for my reference this package was created in my dev fifedom4.my.salesforce.com instance)
I am sure I am missing something obvious. I can access products in one opportunity and its relevent quote section. I cant in another. They are a different record type so I assume this has something to do with it, but I cant see what it is that I have not set up correctly. Could someone help?
Go back to the Opportnity linked to the Quote.. On the Opportunity, you can change the Price Book by going to the "Products" related list and click the Change Price Book button.
After this, when you create a new Quote, the new price book will be associated with the Quote.
18-0001 Opportunity Name or just an ID of 18-0001 and so on. Is this possible? And could it change as of January 1 to 19-0001, etc?
Thanks, in advance, for your help-
You can create a new custom field on opportunity with the type Auto Number. Auto numbers can have a display format that includes the current year, so you will want to set that to:
Set starting number to 1.
And that's it - you're all set!