I am new to salesforce, currently in the process of migration from Desk.
I would like to add an additional case status:
I have added an additional value to the "Status" picklist in:
Setup > ObjectManager > Case > FieldsAndRelationships > Status.
This value does not show on the dropdown values in Case details > Status or on the case path.
Only the original 4 values are available to select.
Basically what I am trying to do is highlight at the top of case record page when something needs to be sent to the customer.
I then want to insert 2 text fields:
- Item required
- Tracking Code
I am using the case Path > Guidance for Sucess option to highlight the requirements for other status' and was hoping to insert this in the same area.
Any suggestions or advice would be greatly appreciated.
Is there a way to correct this to have it save as 'Call' or some other value?
Activity on Contact Record:
That record expanded:
Thanks for your help!
I understand that I have to deactivate the record type to delete it. But when I try and do this it tells me that it "cannot be deactivated becasue the following profiles use this record type as a default." There is nothing that uses them as a default. How can i get round this?
We have the following custom fields in the Accounts Object:
Field Name: Manager 1
Field Name: Office Manager
I am trying to populate the Office Manager text field with the Name of the User which is selected in the Manager 1 field.
Is this possible by specifying through the formula editor in the custom text field or will we need a workflow rule?
Please let me know your suggestions on how to achieve this.
Or if you want to keep the Text field you'll need to update it using the Process Builder or a Workflow Rule
I don't think so because the Record Type determines the Page Layout. Considering you enter the Contact AFTER hitting the New button, how would it know to display the appropriate page layout? You can build some type of Validation that checks the Contact Type and checks to see if it matches the Record Type of the Case.
This Validation would be created on Case:
CASE(RecordType.Name, "Type 1", 1, "Type 2", 2, "Type 3", 3, 0) = CASE(Contact.Type__c, "Type 1", 1, "Type 2", 2, "Type 3", 3, 0)or something like that.
We are getting ready to implement Marketing Cloud and we need to fill-up the form for SAP(Sender Authentication Package)
I was wondering if any of you guys have a list of ideas, I saw some videos and they suggest something like email.domain.com
All your suggestions will be appreciated.
This is how it looks for me when I add the component Related List - Single ( this will only work if you have a lookup from Case to the custom obj)
As per this article:
Keep in mind that you can’t delete:
The default pages and objects that come with the template
A page’s default page variation
A custom object page without deleting its related object pages (detail, list, and related list)
I've added the below to the formula trying to amend an original formula, the first three peramaters are new, however I am getting errors when I try to join the the formula. The bold highlight is the new part of the formula.
$RecordType.Name = 'X3_Year_Bridge','Bridging_Finance_Individual','Buy_to_Let_Individual',' Buy_to_Let_Individual',
TEXT(PRIORVALUE(Status__c))= "Funding Approved")
TEXT(ISPICKVAL(Status__c = "Completed"))
0) = 1,
Error Messages Received
AND( OR( $RecordType.DeveloperName = 'X3_Year_Bridge', $RecordType.DeveloperName = 'Bridging_Finance_Individual', $RecordType.DeveloperName = 'Buy_to_Let_Individual', $RecordType.DeveloperName = 'Buy_to_Let_Individual' ), ISPICKVAL(Status__c,"Completed"), NOT(ISBLANK(TEXT(Have_we_Received_Copy_of__c))), OR( ISBLANK(Policy_Number__c), ISBLANK(Start_Date_BI__c), ISBLANK(End_Date_BI__c), ISBLANK(Sum_Insured__c) ) )
If you also want to check with a specific value for Have_we_Received_Copy_of__c and old value of Status__c should Funding Approved then you should go with the above one?
Here is my setup of the process:
Here's the decision:
And here's the action if true:
And here's the error that I'm getting :
Challenge not yet complete in My Trailhead Playground 3
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Update failed. First exception on row 0 with id 0016g000009dTKPAA2; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the “Any Name” process failed. Give your Salesforce admin these details. <b>An unhandled fault has occurred in this flow</b><br>An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Error ID: 1757659942-165091 (-53599811): 
Can anyone see what I'm doing wrong?