Please try below formula for validation rule: -
If you wanted for all records
AND( NOT(ISBLANK(GlobalSource_c)), GlobalSource_r.Name ="ABS", TEXT(Source_c) <> "Sourced by ABS" )If you wanted only when creating the record
AND( ISNEW(), NOT(ISBLANK(GlobalSource_c)), GlobalSource_r.Name ="ABS", TEXT(Source_c) <> "Sourced by ABS" )
Note: - Please use the correct API name and use insert field for selecting the fields.
I can see only four fileds when i have clicked on Log a Call under activities in Lightining but i wanted add a custom field .
Does someone help here
$CustomMetadata.Opportunity_Stage_Limit__mdt.Qualified_Limit.Stage_Name__c, TODAY()+ $CustomMetadata.Opportunity_Stage_Limit__mdt.Qualified_Limit.Day_Limit__c,
$CustomMetadata.Opportunity_Stage_Limit__mdt.RF1_Limit.Stage_Name__c, TODAY()+ $CustomMetadata.Opportunity_Stage_Limit__mdt.RF1_Limit.Day_Limit__c,
I am looking to relate my email communications to a client (from Gmail) to an existing case in Salesforce.
I added the thread ID to the email subject as well as the email body and I have copied the Routing Address that has been set up.
Instead of tying the email to the existing case, it keeps creating new cases. Is there a setting I'm missing? I am using the formula that we have used in another client org and it is working fine there. I just can't figure out why it isn't recognizing the thread id and tying the email to the case.
Please help! :)
@Kari, ya even by SFDC's own admission that formula won't work everytime based on the Case ID itself, you might have run into one of the times that it doesn work... Looks like someone dropped an updated version on this idea recently:
There is the only way I can see is adding the clone button on the page layout. Was wondering if I can create a permission set?
I want to create a VR that one of both fields are filled in, but NOT both.
how do I do that?
Both fields are currency.
I assume it's something like but not sure
ISBLANK (Type Min),
ISBLANK (Type Max)
I have some currency formula fields that I need to be able to overide...
Unit_Price__C = a formula field
Unit_Price_2__C = a currency field
I need the field I'm working on to display Unit_Price_2__C, but if it's blank, to display Unit_Price__C instead.
Please can anyone guide my before I go mad!
I have a validation rule on Opportunity that doesn't allow users other than System admins when the Opportunity set to closed booked. How Can I add 2 fields(License Provisioned and Purchase order number) that should be edited by all users even though the Opportunity set to closed booked.
Rule currently has-
$Profile.Name <> 'System Administrator',
$User.Id <> "0058000000DY9QG",
TEXT(PRIORVALUE(StageName)) = 'Closed booked'
Thank you, Vineeth V
This ia very long thread, and I was wondering if anyone can help with my dilemma! I created a custom button (based on sample code) to send an email and I would love if the From field auto populated ALWAYS from a specific email address and always pull in the Contact from the case? This is the code I have now, but it's not what I want: