Ask Search:
Nora MNora M 
I can't change the data type and it is a new costume objectUser-added image
Best Answer chosen by Nora M
Nishad KallingalNishad Kallingal
Hi Nora,

To create the master-detail relationship field to relate custom object with the account  object
  1. From Setup, enter Objects in the Quick Find box, then select custom object
  2. Click Review.
  3. In the Custom Fields & Relationships related list, click New.
  4. Select Master-Detail Relationship, and click Next.
  5. In the Related To drop-down list, choose account, and click Next.
  6. Click in the Field Name text box and enter the field name ----.
  7. Select the Read/Write radio button.
  8. Check Child records can be reparented to other parent records after they are created if you want to be able to change the relationship field’s value. If you leave this box unchecked, you can’t change the value in the future.
  9. Click Next.
  10. Accept the defaults in the remaining three steps of the wizard.
  11. Click Save.

Regards.
Chris LeszkaChris Leszka 
I'm using Process Builder to create Assets on any Opportunity Products of a specific type whenever an opportunity is marked as Closed - Booked.  Since i have to reference the product family, and create assets based on the Opportunity Products, i've setup the Process to run off the Opportunity Products object.

The issue i'm running into is that i'll have an opportunity with products, and that opportunity's stage gets updated to Closed - Booked... Because the Opportunity products were added prior to the Opportunity stage being updated, the process is not triggering.  If after closing an opportunity i go into the products, make a change and hit save, then it runs just fine.

How do I get the Process to run on the Opportunity stage change?
Best Answer chosen by Chris Leszka
Jackie DoanJackie Doan
Hi Chris,

Instead of using a process to do this, have you thought of trying a process and a flow? You can set the process to run on the oppty stage change, then use a flow to loop through the products. 
Ian GendreauIan Gendreau 
I have an Account that has 3 Opportunities all-time, all won, for the following 3 amounts:
439.00
24,543.40
4,931.00

Annual Revenue field reads: $15,453.  What's the formula behind this field? 

 
Best Answer chosen by Ian Gendreau
Stephen NoeStephen Noe
+1
The standard Annual Revenue field on Accounts is used to represent the revenue of the Account itself - not the revenue your company earns from the Account.
Arni AdamsArni Adams 
What would "Best Practices" be for multiple leads from the same company? Should we:  (a) Convert the leads to a Contact and add them to the same Account, even if we haven't qualified the leads?  (b) Keep them as separate leads?   (c) Other?  
Best Answer chosen by Arni Adams
Bruce LeBelBruce LeBel
The answers to date ignore the question, which is about the lead management process PRIOR TO CONVERSION, for multiple leads from the same company.  I have the same question, as I imagine a large number of salesforce users have as well.  We don't want to deal with six leads from the same company as independent from each other.  We need to have coordinated activities and aligned messaging for all the leads from the same company.  The answers above indicate that salesforce's entire construct of "Leads" functionality only works when there is one and only one Lead from any given company and when you have >1 Leads then you must convert the company into an Account and the Leads into Contacts, regardless of qualification status.  Does salesforce not have a function or methodology for conscious management of multiple leads from the same company?  
Sabrina ChenSabrina Chen 
The import to Adventure Package failed. The error says 
Could not find PricebookEntry with the Name of 'MTT'. But I did import data to PricebookEntry sucessfully early on. SELECT productcode FROM PricebookEntry shows all three productcode in the object. I'm confused. Does anyone have any ideas? The mapping used was:

Opportunity Name - Opportunity ID (Lookup via Name)
ProductCode - Price Book Entry ID (Lookup via Adventure Name)
Explorer - Explorer (Lookup via Full Name)
Best Answer chosen by Sabrina Chen
Sabrina ChenSabrina Chen
I actually figured out the problem I had. I should've chosen: Product Code - Price Book Entry ID (Lookup via Adventure Code). Now import went ok and the challenge passed. I do still have some questions unanswered but I would ask a friend later.
Lee FridmanLee Fridman 
Hi Guys,

I'm having a strange issue that changes the account currency (standard field) to the running user's currency anytime we have a managed package (D&B Hoovers) fill in the annual revenue field. 

I don't know why this is happening and I've been back and forth on the issue with both SFDC and D&B Support... everyone keeps passing the buck and saying it's the other's issue.

ANYWAYS, I'm trying to set up a Workflow rule to change the account currency to match the Billing Country currency (when they don't match) but I don't see "Account Curreny on the list of field available for update:

User-added image

Does anyone have any suggestions?

THANKS!

 
Best Answer chosen by Ed (salesforce.com) 
Maxim MakarenkoMaxim Makarenko
Hi Lee,
You can't reference the standard CurrencyIsoCode field on any object with workflows. You apparently can do it with process builder, although I heard from several people that while you can reference it, it still wouldn't update. But at least you can try it.
You definitely can change the currency using a trigger.
Deanna AaronDeanna Aaron 
Hi. Currently, the Sales Path in the Lead Layout is not customized for our business. It says, DNC > Lead > Marketing Lead > Needs Vitals etc.. The VP of Sales wants it to say "Untouched > Pursuing > Qualified > Unqualified. How can I change the default labels?  

Thank you to those of you who take the time to respond! 
Best Answer chosen by Deanna Aaron
Mayank SrivastavaMayank Srivastava
Hello Deanna,

The Sales Path guidance labels on the top are deriving their names from the Lead Status picklist values on the Lead Object. As far as I know, the only way to change those labels would be to change the picklist value labels in the Lead Status field.

If the Untouched > Pursuing > Qualified > Unqualified stages represent the status of a Lead throughout its lifetime, then why not change the Lead status picklist items to reflect the same?
Rob MartinezRob Martinez 
How do I add a second email address to a contact? There is no field for it.
Best Answer chosen by Moderator (salesforce.com) 
Mamoon HajjaMamoon Hajja
Create a custom field of type Email by going to:

Your Name | Setup | Customize | Contacts | Fields | "New" button next to "Custom Fields and Relationships"

Please mark this answer as the best answer if it resolved your issue. Thanks
 

Saurabh TrailheadSaurabh Trailhead 
The relation between Account and Opportunity is "Lookup", but still you are able to create roll up summary field on Account. Why?
Best Answer chosen by Saurabh Trailhead
Abhishek SivasubramanianAbhishek Sivasubramanian
Yes, there are few exceptions for the Look-Up relationships between standard objects.

Create roll-up summary fields on:
  1. Any custom object that is on the master side of a master-detail relationship
  2. Any standard object that is on the master side of a master-detail relationship with a custom object
  3. Opportunities using the values of opportunity products related to the opportunity
  4. Accounts using the values of related opportunities
  5. Campaigns using campaign member status or the values of campaign member custom fields
https://help.salesforce.com/articleView?id=fields_about_roll_up_summary_fields.htm&type=0
Rick HollenbeckRick Hollenbeck 
I use SF all day long and I am constantly being logged off and have to log back in. Can I change the inactivity timeout so that I don't have to login 5 times a day?
Best Answer chosen by Moderator (salesforce.com) 
Mark PassovoyMark Passovoy
You can change the session timeout in Setup>Admin Setup>Security Controls>Session Settings.