thanks for helping
Trying to create a workflow formula that will update a picklist when a chekbox is marked TRUE.
If(Engineering_Lead__c = TRUE,
ISPICKVAL(Engineering_Lead__c, “Kent BlackBurn”),
ISPICKVAL(Engineering_Lead__c, “Justin Citrone”),
ISPICKVAL(Engineering_Lead__c, “Matt Koppe”))\
I keep getting a syntax error. Could someone please assist?
There's more that's wrong with your formula sample -- It seems to show that Engineering_Lead__c is a checkbox field in line 1, but then you've got that same field in lines 3, 5, and 7 showing that it's a picklist. You'll need to figure out which field you got wrong. Engineering_Lead__c cannot be both your checkbox field and your picklist field.
All that said, you won't be able to accomplish this with a single Workflow Rule and Field Update. You'll need a separate Rule and Field Update for each picklist value that you want to assign.
SO... Don't use Workflow. Use Process Builder. With Process Builder, you can have one Rule (checkbox field is checked), and you can then evaluate different criteria, one at a time, and assign a different picklist value update for each criteria that you've defined.
Not sure what happened here. When I open a task, I can no longer see any related opportunities or accounts. However, when I open the opportunity, I can still see the related task. I have looked into the page layout for Tasks and can't see how to add that information back in. Any thoughts?
The Task is usually related to an Opportunity or Account via the Related To field on the Task.
I don't see that field on your page layout and it's usually field that you cannot remove from the page layout either.
Can you check the page layout for Tasks and see if the field is available on the page layout and that you have the permissions to view this field?
I'm attempting to update a group of records (Products) that have a populated LookUp field (related Product).
I want to set the LookUp field to NULL or blank.
Is this possible? I've read that I might need to reference an ID# of a Product in order to update this field, but I'm not sure that's correct.
Any guidance would be greatly apreciated.
"Open - Compliance Approved",1,
"Open - Board Approved",1,
"Open - GA Sent",1,
"Open - GA Received",1,
"Open - Wire/Check Instructions Confirmed",1,
"Open - Wire Sent",1,
"Open - Grant Receipt Letter Received",1,
0) = 1)
Any help is appreciated! Thanks.
Check the profile System Permissions. You'd be surprised what's not auto checked, like View Dashboards in Public Folders. So, here are the things to confirm are checked for your user:
Setup > Manage Users > Profiles > [select profile of interest] > System Permissions> [confirm the following are checked]:
1) Create and Customize Dashboards;
2) Create and Customize Reports;
3) Edit My Dashboard;
4) Edit My Reports;
5) Run Reports and Dashboards;
6) View Reports in Public Folders;
7) View Dashboards in Public Folders.
I am assuming you have access to folder in which her dashboard is present
Here's a link that describes the User Permissions around Reports and Dashboards. https://help.salesforce.com/HTViewHelpDoc?id=analytics_sharing_permissions.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=analytics_sharing_permissions.htm&language=en_US)
You can also check which reports she has added to her dashboard?Can you access those reports?If you can access those reports then you should be able to see components on dashboard
Hope it helps
The value of this field should just reference "Date A" on the same object. In the case that Date A is empty, it should reference "Date B".
What would the best formula for this be?
However, when I try to login again I get the error: "Please check your username and password. If you still can't log in, contact your Salesforce administrator." which does not make any sense since I was logged with this same sandbox login before.
I wish your support to conclude this training because I am trying different strategies since 09/09/2019 without success.