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Peter ReidPeter Reid 
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Hi everyone, I have my fields mapped, email to email for Lead-> Contact and Lead-> account conversion

The field populates after converted on Contact, but it doesn't populate on Account, I've tested several scenarios, why wouldn't the email field get mapped to the Account?

Thanks for any help!
Best Answer chosen by Peter Reid
Patrick SullivanPatrick Sullivan
No, you need to create a second Email field on Lead, then map that to your Account. Since email is already being mapped to Contact Email out of the box, you can't mess with that. So, the lead is going to need a copy of the email field to source the Account Email field. 

Also, why are you putting an email on the Account?
Brandon JensenBrandon Jensen 
Can someone help with this formula.. 
I'd like an alert when any of these fields change when another field isn't blank.. 

AND(  
OR (  
ISCHANGED ( Classification__c ),  
ISCHANGED ( On_Contract__c ),  
ISCHANGED ( Target_Customer__c ),  
ISCHANGED ( Niche_Customer__c ),  
ISCHANGED ( CS_Accepted__c ),  
ISCHANGED ( TickerSymbol ),

OR(  
AND(  
NOT (ISBLANK ( Stitch_ID__c))))))
Best Answer chosen by Brandon Jensen
Deepak AnandDeepak Anand
So like this = 

1. When any of these fields change
OR(
    ISCHANGED(Classification__c),
    ISCHANGED(On_Contract__c),
    ISCHANGED(Target_Customer__c),
    ISCHANGED(Niche_Customer__c),
    ISCHANGED(CS_Accepted__c),
    ISCHANGED(TickerSymbol)
)

2. When another field isn't blank
NOT(ISBLANK(Stitch_ID__c))

Now combine them in an AND - 
AND(
    [1],
    [2]
)

So that yields = 
AND(
    OR(
        ISCHANGED(Classification__c),
        ISCHANGED(On_Contract__c),
        ISCHANGED(Target_Customer__c),
        ISCHANGED(Niche_Customer__c),
        ISCHANGED(CS_Accepted__c),
        ISCHANGED(TickerSymbol)
    ),
    NOT(ISBLANK(Stitch_ID__c))
)
Jill ReganJill Regan 
I have a validation error that runs if:
picklist value = Not Started, blank, or NA
AND the account Country code is not equal to US.

I want this errro to populate only if an opporutnitys business location picklist value = MES or IES
as soon as i enter the 3rd piece of criteria then it does not work

IF(
    AND(
        OR(
           ISPICKVAL(Business_Unit__c,'MES'), 
           ISPICKVAL(Business_Unit__c,'IES'), 
           ISPICKVAL(Country_guidance_policy_checked__c, 'Not Started'),
           ISPICKVAL(Country_guidance_policy_checked__c, ''),
           ISPICKVAL(Country_guidance_policy_checked__c, 'N/A')  
        ),

           NOT(Account.Country_Code__c = 'US')       
    )
    ,true
    ,false
)


 
Best Answer chosen by Jill Regan
Paras BhattParas Bhatt

    AND(
        OR(
           ISPICKVAL(Business_Unit__c,'MES'),
           ISPICKVAL(Business_Unit__c,'IES')
        ),
        OR(
           ISPICKVAL(Country_guidance_policy_checked__c, 'Not Started'),
           ISPICKVAL(Country_guidance_policy_checked__c, ''),
           ISPICKVAL(Country_guidance_policy_checked__c, 'N/A')
        ),
        NOT(Account.Country_Code__c = 'US')
    )


Just Formatted the formula.

Nidhi SoniNidhi Soni 
Could someone explain me these error.
1. Primary Campaign Source: id value of incorrect type: 2014 - NCSL
2. Apologies....This Seems To Be SPAM
3. cannot reference converted lead
 
Best Answer chosen by Nidhi Soni
Aaron DeRanAaron DeRan
1. You tried to map the name of a campaign into the Primary Campaign Source field. That field needs you to map the Campaign ID to it. So for example, if the campaign 2014 -  NCSL has the Campaign record ID 701E0000000JMTB, then you need that to be the value in the column you map to Primary Campaign Source.
2. Check your lead validation rules. That is definitely not a standard error message, so it had to have come from a validation rule.
3. You cannot make updates to a converted lead. If a lead record has already been converted, it is basically an archived record and you can no longer make updates to it.
Theo RandTheo Rand 
The standard error message appears to be: "duplicate value found: ... duplicates value on record with id: "

Any way to customize this error message?
Best Answer chosen by Theo Rand
Deepak AnandDeepak Anand
Sorry! Nope there isn't a way to manipulate that.
Debra ShoupDebra Shoup 
I’ve written a few validation rules on the event object for one of the event record types. These rules are to require certain fields if the event date/time is less than the creation date/time. However, my rule isn’t firing consistently. It will work on the first rule below if the date is a few days ago, but if I enter the date as yesterday or the day before, it doesn't work. The second rule doesn't work at all. Any help would be greatly appreciated.
 
Here is the first rule which requires a set of customer outlook fields to be completed:
And(
RecordTypeId ='01260000000YMCI'/*Metal Coatings*/,
ActivityDateTime<= DATETIMEVALUE( CreatedDate),
OR(
ISBLANK(TEXT( Customer_Sentiment__c )),
ISBLANK(TEXT(Markets_Served__c )),
ISBLANK(TEXT( Competitors_Used__c )),
ISBLANK(TEXT( New_Orders_for_This_Quarter__c )),
ISBLANK(TEXT( Steel_Purchases_for_This_Quarter__c )),
ISBLANK(TEXT( Engineering_Activity_for_This_Quarter__c ))
))
 
Here is the second rule that requires
And(
RecordTypeId ='012Q00000005EB8'/*Metal Coatings*/,
ActivityDateTime<= DATETIMEVALUE(CreatedDate),
ISBLANK( TEXT( Topic_s_Discussed__c ))
)
 
Best Answer chosen by Debra Shoup
Aaron DeRanAaron DeRan
May I ask, why do you need two different rules? Looks like if the record type is the same and the created date is greater or equal to the activity date time, then you want all of the fields in both rules to be completed. Why not just make it one rule?
Erik PetersonErik Peterson 
Hi there,  this seems like a silly question, but how could I display the opportunity ID on the opportunity?  
Create text field?  Create formula field?
Best Answer chosen by Erik Peterson
Deepak AnandDeepak Anand
Well not silly! Here is how you do that - 
  1. Label: Opportunity Id
  2. Type: Formula
  3. Return Type: Text
  4. Formula:
    CASESAFEID(Id)
Best Answer chosen by Brandon Bridges
Deepak AnandDeepak Anand
Oops! I am sorry we cannot do that. It just respects the same icon as on the Tab.

Sorry I wish I had a better answer for you :-(
Cheryl WardCheryl Ward 
Hi everyone,

No matter what format I choose for my report, Summary, Tabular, Matrix the "Summarize by field" is always greyed-out. I have grouped columns, sorted by, etc., everytime the option is unavailable.greyed-out.

Can anyone tell me what I'm doing wrong?  Thank you! Cheryl

Screen shot of the greyed-out optionmns using the Summary format
Best Answer chosen by Cheryl Ward
Shelley KimShelley Kim
Hi Cheryl, 

That's because that field is not summarizable. It looks like you're trying to summarize 'Contact Name' which cannot have a sum, average, max, or min. It will work if you try to do it over a number - try Age in the next column. 
David LiuDavid Liu 
I manually created a product with a USD component and a GBP component. Why did it separate two product line items with the same product SFDC IDs as opposed  to one product with two currencies available?
Best Answer chosen by David Liu
Jeff MayJeff May
The usual way to do this is to create a single Product, then add it to your PriceBook once for each currency.  That means there are 2 PriceBookEntries, each can be used on Opps with a matching Currency.