When I check the campaign in Salesforce, it shows no members. I'm trying to figure out how to assign new leads to a particular campaign.
<input type="hidden" name="Campaign_ID" id="701C0000001EZpI" value="SSW-2017">
I wanted to add a Time Zone field to leads and contacts so reps could call people at the appropriate time.
Brent Mellow at akaCRM created a great formula based on area code which you can find here: http://www.akacrm.com/blog/35-sfdc-insight/148-finding-time-zone-for-contacts.html
His formula is just for US area codes. I expanded it to include Canadian area codes:
If anyone has other ways of managing time zone data I 'd be interested to here it.
Your custom field needs to be of data type "formula," -- not a picklist -- then paste the timezone formula in. You'd need to create a field on both the Lead and Contact record with thes ame formula.
Here's a screenshot from my instance
Any possible solution on COMMUNITY to show different navigation menu items for internal users and all community users. For ex:- i have created 2 page variations 1st one is standard and second page variation assign to internal users, system admin ?
This appears to be a feature request defined on the following Idea:
I need help sorting out two issues (Problem 1 & Problem 2):
I need a validation rule that will hand the following:
Leads cannot be converted unless Lead Stage = AE Qualified
Company isn't using Lead Status to track for this purpose, they've created a custom picklist field and AE Qualified is an option. AE Qualified carries it's own validation, so as long as that has passed, conversion should be allowed.
I have tried and failed with many variations, most recently:
IsConverted = TRUE,
NOT(ISPICKVAL(Lead_Stage__c , "5. AE Qualified"))
Problem 2 -
For Lead Stage = AE Qualified, I need to set up a rule that will prevent the Stage assignment unless the following is true:
A group of fields have been filled in (see below) OR one of two checkboxes are checked
If I omit the need to check for the checkboxes, what I have written works as follows:
ISPICKVAL(Lead_Stage__c , "5. AE Qualified"),
ISBLANK(TEXT( Budget__c )),
ISBLANK(TEXT (Timeline__c )),
ISBLANK( AE_Qualification_Notes__c ),
ISBLANK( TEXT(CRM_System__c )),
Your validation rule should be:
AND( IsConverted, NOT( TEXT( PRIORVALUE(Lead_Stage__c) ) = "5. AE Qualified") )
You can write validation like this:
AND( ISPICKVAL(Lead_Stage__c , "5. AE Qualified"), OR( ISBLANK(TEXT( Budget__c )), ISBLANK( TEXT(Budget_Authority__c)), ISBLANK(TEXT (Timeline__c )), ISBLANK( AE_Qualification_Notes__c ), ISBLANK(TEXT(Industry)), ISBLANK(Territory__c), ISBLANK( TEXT(CRM_System__c )), ISBLANK(TEXT( Marketing_Automation__c)) ), NOT(Checkbox1__c), NOT(Checkbox2__c) )
Give it a try.
We would like to use the same field twice in a quote template. We need the "prepared by" email field to appear twice, in areas of the quote that we chose.
I would have thought using a custom lookup field would have worked, but I don't seem to be able to link to anything but the "user" object.
Would a formual field work here?
Do you want to populate it on an output of any form or just a template?
If this is a simple template then you can simply use the same api (field_Name__c) twice to populate the same value in your template.
Thanks & Regards,
I can add custom fields to Accounts & Contacts, but no capability for similar in Tasks.
Is this possible, I do not seem to have the option to add custom fields in any Task fields view.
I'm trying to create a validation rule: If Opportunity AMOUNT>0 then Payment method (which is a picklist) is required
ISBLANK( Account.Backup__c ),
Primary_Liaison_Back_up_CareDirect__c = TRUE,
Account.Backup__c is the Back-up field on the Account and Account.CareDirect__c is the other field that I've been trying to add to the formula. If either of these fields are populated, the validation rule should allow the Primary_Liaision_Back_up_CareDirect__c field to be TRUE. If neither field is populated, it should fire the error.
I want not only the date, but the time of creation to show up in a report on a custom object. I would like to capture records created today (or 1 day) and sort them by time of creation.
It does appear to be sorting based on time of creation, but the only evidence of this is if we open the record and check. How can I get it to show up in the report?