- An account and a contact were created, by converting a lead owned by a default owner, and were assigned to a default owner.
- Today, I tried to change the contact owner to a Sales rep but could not do so and would revert back to the default owner.
- I changed the account owner to the Sales rep which also changes the contact owner as desired.
Thank you in advance!
I am having trouble with a formula so I figured I would ask the experts:
I have 3 Opportunity fields (that should be combined but cant be for various reasons on our end) - One denotes if its an inbound partner account, another an outbound partner account and the final an influenced partner account.
What I need is a formula that allows me to say:
IF Inbound_Partner_Account__c CONTAINS any value, display 'INBOUND',
IF Outbound_Partner_Accunt__c CONTAINS any value, display 'OUTBOUND',
IF Influenced_Partner_Account__c CONTAINS any value, display 'INFLUENCED',
IF all fields are empty, display 'OTHER'
Obviously the above is not a proper syntax but I've tried so many crazy variations that I am not even sure what would be helpful to provide.
ANy help would be tremendously appreciated!
IF( NOT(ISBLANK(Inbound_Partner_Account__c)), "INBOUND", IF( NOT(ISBLANK(Outbound_Partner_Accunt__c)), "OUTBOUND", IF(NOT(ISBLANK(Influenced_Partner_Account__c)), "INFLUENCED", "OTHER") ) )Please do not forget to mark this thread as SOLVED and answer as the BEST ANSWER if it helps address your issue.
Seeking some help here on a validation rule.
Use case: Need to make a validation rule when a picklist field is chosen AND a custom text field is blank, throw the error message. If not, can save.
Let's say the picklist field is called Product Type and the custom text field is called Environment.
Which function is best to use here? AND or IF?
What I got so far:
AND(Product_Type__c="Op Services",ISBLANK(Environment__c),false, null)
// Do I have to make the ISBLANK --> ISNOTBLANK or something so I can validate the rule to true? else error message.
Any help will be appreciated.
You only need the AND() statement. The syntax for the validation rule is that ALL arguments must be true in order for the rule to give the error. Therefore, your rule would be as follows:
AND( ISPICKVAL(Product_Type__c="Op Services"), ISBLANK(Environment__c) )Now if the picklist is Op Services and Environment is blank, the rule will give an error.
Also, you need to use ISPICKVAL or first convert the picklist to text via the TEXT() function to evaluate picklist fields in a rule.
AND( TEXT(StageName) = "Committed", OR( ISBLANK (Date_Field_1), ISBLANK (Date_Field_2) ) )
What I am struggling to figure out is how to limit the validation rule to only work with a particular opportunity record type? I want to make certain things required at the Committed stage, but only for certain opportunity record types.
Is there a way to mass identify all field create dates on an object, like an opportunity for example?
The field's created date is located on the field record but I can't seem to access that date in a report so that I do not have to click into each field's record to identify the date.
Thanks in advance for your help!
I was wondering if there's a way to create an opportunity field that populates text based on a contact field. For exampled, on our contact page layour, we have a Contact Notes section. I would love for this to populate on the opportunity page as well. I currently have a contact lookup to associate a contact to an opportunity that also fills out the contact phone number depending on the contact selected.
Since you have a Contact Lookup field on the Opportuntiy Object, you could do this. But, since Contact Notes is likely long text field (correct me if I'm wrong), you can't create a formula field to pull in that information. Rather, you would need to create a process in the Process Builder that says anytime the Contact Notes field is changed, to update all of the Opportunities related to that Contact and populate the Contact Notes (Or whatever you name the field0 on the Opportunity.
I'm trying to make a Formula Date field called Date Contracted to reflect the original date we have contracted on all new and excisting bookings.
The Formula should be:
When Deposit Due Date is populated, Date Contracted should be Deposit Due Date minus 7,
Unless the Deposit Due Date is greater or equal to Final Due Date, than populate the Final Due Date minus 2,
Unless the Final Due Date falls on a Monday (Helper Date Day), than populate Final Due Date minus 4
IF(AND(Deposit_Due_Date__c >= Final_Payment_Due__c,Helper_Date_Day__c = 'Monday'),Final_Payment_Due__c - 4,
IF(Deposit_Due_Date__c >= Final_Payment_Due__c, Final_Payment_Due__c - 2, Deposit_Due_Date__c - 7))
The formula is not populating the – 4 days when the Final Due Date is populating ‘Monday’. Its still keeping it at – 2 Days from Final Due Date
Would someone let me know what I’m doing wrong with this formula? Thanks you in advance!
Importantly, I AM able to export ALL demo field history data using the data loader (i.e., regardless of the oppty stage), but I can only get (field)IDs not (field)Names. I end up having to paste the ID's into my org's URL to find out what the oppty/modified by names are.
The Opportunity Field History Report offers me FAR more fields than the data loader. Any ideas on how I can get my report to work?
Thanks so much.