IF( NOT(ISBLANK(RelatedOpportunity__c)), RelatedOpportunity__r.Amount - Amount, NULL )
I assumed that the Amount field on the Related Opportunity is a standard field as well so there's no need to do Amount__c.
I would also rely more on the Insert Field button to insert the field names.
The workflow function is to date stamp a hidden custom field for when the lead owner changes the status to any of the 3.1, 4.1, 4.2, 4.3, 4.4, 4.5 values as shown in screenshot which can be done with the basic rule criteria being met, but it also needs to incorporate lastmodifiedby equals lead record owner and lastmodifiedby does not equal, for example, "Test User".
A formula is needed since the rule criteria route does not allow for user lookup (lead owner) on lastmodifiedby filter.
AND( $User.Id = OwnerId, $User.Alias <> "Insert Alias of Test User", ISCHANGED(Status), TEXT(PRIORVALUE(Status)) = 'Open,' CASE( Status, '3.1 Contacted',1, '4.1 Assigned to Partner',1, '4.2 Conversica Incoming Engage',1, '4.3 Conversica Re-engage',1, '4.4 Post Event Follow Up',1, '4.5 Conversica Pre event outreach',1, 0 ) = 1 )
You have the template/skeleton for the formula. Feel free to tweak and adjust as needed.
Looking to create a validation rule so that a case by a certain record type can only be complete by 2 specific profiles
ISPICKVAL( Status , "Completed"),
RecordTypeId = "01260000000164d",
$Profile.Id = "00e60000000nf6g",
$Profile.Id = "00e60000000oqST",
$Profile.Id = "00e60000000omPy")))
AND ( ISCHANGED(Status), ISPICKVAL( Status , "Completed"), RecordType.Name = "Insert Record Type Name", CASE( $Profile.Name, "System Administrator", 1, "Sales", 1, "Marketing Profile", 1, 0 ) = 0 )
Use the above formula and substitute my examples with your own valid profile names.
Is it possible to exclude activity related to opportunities in an activity on accounts report in professional edition?
Please do the below
Create a custom formula field on Activity Object
Field Label: Related to Account
Formula return type Checkbox
LEFT(WhatId,3) = "001"As per the above formula the checkbox will be checked to True if Account is selected under Related To field.
Now Create a Report using the report type Activities with Accounts and add field filter
Related to Account equlas True
This report will only return Activities related to Accouts but where Account is selected under related to field
When enabled, the user can create, edit, and delete campaigns, configure advanced campaign setup, and add campaign members and update their statuses with the Data Import Wizard. Available in Professional, Enterprise, Unlimited, and Performance Editions.
If this option isn’t selected, the user can only view campaigns and advanced campaign setup, edit the Campaign History for a single lead or contact, and run campaign reports.
And I would only rely on the above.
As far as your questions go, Marketing User is considered more of a feature license(free) and that is why it exists on the user record. Licensing is always done on a user by user basis and not a profile basis. Now why did salesforce decide to have a user level checkbox and then a profile to determine Campaign related permissions is something that only Salesforce knows.
Based on what I have learnt and seen over the years, the Marketing User checkbox best determines if a user should be able to manage campaigns or not and then rest of the permissions are controlled via the Profile.
I want to remove "$" from in front of Weekly, Monthly & Kilometers. Daily is fine.
How can I do that?
Only do this if you think it's worth the effort otherwise it's unnecessary maintenance of custom fields.
Also found this idea: https://success.salesforce.com/ideaView?id=08730000000gnhyAAA
Profile Name in UI : System Administrator
- Profile API Name: System Administrator (Is this correct? OR
- Profile API Name: System_Administrator (Is this correct?)
Profile Name in UI : Custom Profile A
- Profile API Name: Custom Profile A (Is this correct? OR
- Profile API Name: Custom_Profile_A__c (Is this correct?)
Just getting starting with the Knowledge feature. Doing some tests and cannot locate a published article when logged in as a read only user.
When I log in as myself, I created the article and published it. When I search for it, it comes up in the search results in Knowledge.
However, when I log in as another user and search for the same article. Nothing comes up.
Logged in as Admin-
Logged in as another user -
This user has read only access to Knowledge, the Knowledge tab, and the Article Type. And it is my understanding, a license is only required to create and edit articles in Knowledge. To view, no license is needed.