I need to generate a unique ID for Accounts and Contacts in addition to the Salesforce ID for use an another of our systems - any ideas on the best way to do this? Thanks
Left(ID,8)&"-"& MID(ID, 9, 4)&"-"&Right(ID, 4)&"-"&Left(ID,4)&"-"&Right(CaseSafeID(ID),12)
A salesforce id of 001610000058w1kAAA produces a GUID of: 00161000-0058-8w1k-0016-000058w1kAAA
Upon record creation populate an external ID text field with the value in this formula field. The reason I suggest using a formula vs just using a PB formula during field update is you can validate your formula is providing the correct output if its a field.
Hi Danielle - did you add the path to your lightning page and enable that page for your org, app, and profiles you want to see that path?
You can click edit page from the setup, then on the lightning page screen, drag and drog the path component into place. Click save and then activation - choose to either set it as the org default (everyone) or specificlaly for app(s), record type(s), and profile(s). When you go back to your custom object, it should appear on the page.
I am only able to see 'Salesforce Certified Platform Developer I - BETA - WI18' after clicking 'Register For An Exam' in Webassessor. Any idea why unable to see the Admin exam?
Webassessor is down for scheduled maintenance.
In the Login Page, the mesage is displayed.
Here is the latest update on Twitter:
Thanks for helping.
You could use workbench for salesforce.
After logging in qo to queries dropdown and select soql. This would give you option to run SOQL and extract data in excel or csv.
To do updates you could use rest explorer which is also available in workbench.
Alternatively you could use
http://www.worldofsalesforce.com/p/world-of-salesforce.html Rest explorer
Using Lightning -> in a case, i have a related record to "Target Details" that our Team can inline edit/update the details of the Target (Lead). They are asking to move the fax field below the phone field. For the life of me, i can't seem to find where to do that. I checked page layouts, compact layouts, etc and none of the fields are in the same order as you see in this screenshot. I really appreciate any help. Thx!
Related record component page layout is controlled by the "Quick Action" layout you choose on that component.
Find the quick action you have chosen, Edit the Action's layout to change related record's layout.
Please check the below link for more clear picture.
Thanks & Regards,
I need to update leads based on a field on the account, called renewal status. Since I needed an account lookup field to connect the lead and account, this has caused MANY issues.
When I tried this:
I get error messages that say "Error element myRule_5_pmetdec (FlowDecision).
The flow failed to access the value for myVariable_old.Account__r.Renewal_Status__c because it hasn't been set or assigned."
What am I doing wrong here?
It is important that you add the account is null boolean false field as your very first criteria by the way.
I'm trying to keep track of whether leads are "new" or "renewal" based on a field on the account. Because workflows won't let me do this across leads & accounts, I made a process in process builder.
Problem is, when I activate the process, our web to lead forms break!! I get a message that says salesforce couldn't make the lead.
I'm thinking it has something to do with the fact that the process is starting up when leads come in, and there is no account to look up. However, I don't see a way to set the process to only work when the lead is linked to an account with our account id lookup field.
Any help would be GREATLY appreciated. I've copied the logic for the process below:
Criteria 1 (lead is open lead and account renewal flag is renewal). Logic: 1 AND (2 OR 3 OR 4)
Rule 1: Renewal status field on account is "Renewal"
Rule 2: Lead Status is New
Rule 3: Lead Status is Contacted
Rule 4: Lead Status is Working
Immediate action for criteria 1 (update lead business type to renewal)
Field "Lead Business Type" on the lead is updated to "Renewal" value.
Criteria 2 (lead not older than 3 months and is open lead and account renewal flag is new). Logic: 1 AND (2 OR 3 OR 4)
Rule 1: Renewal status field on account is "New"
Rule 2: Lead Status is New
Rule 3: Lead Status is Working
Rule 4: Lead Status is Contacted
Immediate action for criteria 2 (update lead business type to new)
Field "Lead Business Type" on the lead is updated to "New" value.
If your goal is to update a lead when from an account record, then I would rewrite my process so that it says:
If Account IS NULL boolean false
If Account.Renewal status is null boolean false
The process will then first check to see if the account lookup is populated, it then will look to see if the field on the account is populated. If either of those two statements are false, the flow interview will stop and no actions will take place.
Otherwise it will continue on to evaluate your other criteria.
The above will allow your web-to-lead to fire without incident.
Please refer the below link for the solution.
Let me know if you are still stuck
Thanks & Regards,