I have tasks related to an opportunity and they do not show in the related list "Open Activities", in fact this related list does not show on the opportunities page at all.
Here are my page layout settings:
And here is what I see on my opportunity:
As you can see the opportunity has open tasks, as they show in the next steps section of the activity tab, however the related lists are nowhere to be seen.
What you can do is move away from the old pagelayout and create lightnign layouts, there with the app builder is very easy to drag components where ever you like. Have a try is extremly easy.
On that opp record navigate to gear icon > edit page. Then allocate page to profiles and kaboom!
I'm doing my uploads via dataloader but i do not see any fields on the EmailMessage that i can use to populate my the 'viewer and recipients' related list.
Any help on how i should approach this data load ?
Please refer below link :
Now I want to display on the Project page what Stage Name is currently Active.
Can anyone send me in the right direction?
Thanks in advance
You can write process builder to achieve this requirement. Please see steps below to find solution:
Step 1: Create a text field on Project named "Active Stage Name"
Step 2: Create a process builder on object "Stage" with following condition:
Step 3: Perform Update Record operation to update Project field based on Active stage:
Step 4: Activate process builder and your requirement is done.
Note: To control one active stage for Project, you have to write validation rule.
I hope this will help you. Let me know if you need any additional assistance.
Hello, I am trying to do a simple report to show opportunities won by region. I have scaled this right back but every time I try to present this data it keeps throwing "Record Count" on the Axis, pretty annoying :(
I want to have region on one axis, with the amount on another axis.
Am I missing something really basic?
Any help is much appreciated.
Please Group By Region and Summarize on Amount if you wish to get Group Total.
You need to check Filter if any and Add Americas as well. Or Remove all filters if there are records in Americas it would display.
I am trying to upload a file on a Case Email (Content Version), The file gets uploaded, but when I try to send the email. I get this error 'We cant send this file with ID because its not uploaded to Salesforce CRM or Salesforce Files'
Hopefully a simple one for someone out there. Our Org is set up for multicurrecny and has the corporate currency set up as USD. We additionally have GBP and EUR currencies set up as well as dated exhange rates. All seems well with the dated exchange rates between USD and GBP or EUR in monthly buckets.
The problem comes with some opportunities in EUR which are included in GBP opportunity reports (we have a UK and Ireland office). I cannot work out what exchange rate is used for this report and would love some help! I have done a report on 'amount' and 'amount (converted)' for just the EUR opportunities and it seems as if the exchange rate is neither that of the from manage currencies or dated exchange rate for that period of time.
Any ideas much appreciated!
So, technically it goes like this:
The record is EUR
The User is GBP
The corp is USD
If the record value is 100 EUR, that is displayed on the record in the real field. Then, that 100 is converted to USD, then to GBP using the exchange rates and the GBP value is displayed in the "Converted" fields.
I am reviewing my opportunities records and I was wondering if there's a tool that can tell me which of the custom fields have ever been used. It would then delete it.
Is there a way to check this?
I think the question is self-explanatory. I want to exclude account members from my contacts report?
Is this possible?
I'm creating a new sales process and sales path. I have identified the stages, the sales process and was making a sales path. I have noticied that my lowest probability stage (Identified) is showing at the end of the sales path. All other stages seem to be in the correct order. How can I change it so Identified shows as the first stage in the path? Screenshots attached.
To "Reorder" the picklist values in a sales path:
Goto : Setup>>Object Manager>>Opportunity>>Stage>>Click "Reorder" button under "Opportunity Stages Picklist Values" section>>Move the stages up/down as you need>>Save
But remember this reordering will affect all of your sales paths.
In the activity history, it looks like it's possible to add at attachment to an existing task but I can't figure how to add a 'new' button to add an attachment.