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Alex BurnettAlex Burnett 
I'm trying to build a formula in Process Builder to update a Picklist field based off cascading criteria in a nested IF statement. However, I'm getting the below error.
The formula expression is invalid: Syntax error. Found ')'
I've substituted A,B,C,D, and Z for the various picklist values to keep it simpler. This formula is included with several other field updates upon triggering Case creation. I'm not sure what's wrong as the syntax looks fine to me.
IF(
	OR(
		[Opportunity].Account.Partner__c = "A", [Opportunity].Account.Partner__c = "B", [Opportunity].Account.Partner__c = "C"), "Z",

		IF(
			[Opportunity].Account.Partner__c = "D", "D",

			IF(
				[Opportunity].CC_Info__c = True, "Completed", )
		)
)
Any help is appreciated
Best Answer chosen by Alex Burnett
Steve BainesSteve Baines
Try this:
IF(
	OR (
		ISPICKVAL([Opportunity].Account.Partner__c, "A"), 
		ISPICKVAL([Opportunity].Account.Partner__c, "B"), 
		ISPICKVAL([Opportunity].Account.Partner__c, "C")
		), 
	"Z",

	IF(
		ISPICKVAL([Opportunity].Account.Partner__c, "D"), 
		"D",
		IF(
			[Opportunity].CC_Info__c = True, 
			"Completed", "")
		)
)

 
bj bjbj bj 
Hi there I have  a
1. Work Order standard object.
2. Work Order Line Item child
3. Location customn object which is a child to Work Order Line Item and a grand child to the Work Order object.
 Considering work order is a Standard object is there a way to show the Location record  on the Work order record  somehow either through the Work order line item related list or through creating a look up field between Location object and Work order object?
What is the best practice in this case?

 
Best Answer chosen by bj bj
Tom HoffmanTom Hoffman
After you create a lookup field on the Location object to the Work Order object, create your Process Builder on the Location Object like below:
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For your criteria, you want to specify that Work Order Line field on the Location record (its parent), is not blank. 
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For your field update on the Location object, you want to populate your Work Order (grandparent) lookup, via field reference as shown below. 
User-added image

When a Location is created, it will grab its Grandparent (Work Order) from its Parent (Work Order Line), populate the lookup field on the Location record.  The result will be on the Work Order (grandparent) you can view all relatted Work Order Lines and Locations like below. 

User-added image

If there will only be one work order line and one location related to the Work Order, instead of populating the Grandparent on the Grandchild and viewing via related list, you could do a field update on the Grandparent when a location is created, populating a 'Location' lookup field via this path:
User-added image
Marissa BruhnMarissa Bruhn 
I need to create a validation rule if the Status on a Case is equal to "New" (picklist value and "New" is the default), then a user cannot update the Finding field. The Finding field is also a picklist. Any suggestions?
Best Answer chosen by Marissa Bruhn
Taha SyedTaha Syed
AND(
ISCHANGED(Finding__c),
ISPICKVAL(Status, "NEW")
)

 
Alexander PinateAlexander Pinate 
User-added image

Hi Team,

I have a button in my Quote object layout called " Start Sync" this button is showing in the laybout of Salesforce Descktop. However, even tho we have the action in the salesforce mobile as you can see above. We are still not able to see the button in the salesforce mobile. I am logging as the same Salesrep profile in both Salesforce mobile and Salesforce Desktop. 

Any advise why is this happening? 

Thanks, 
 
Best Answer chosen by Alexander Pinate
Tom HoffmanTom Hoffman
That button is not available in Salesforce mobile at this time, see here:

https://success.salesforce.com/answers?id=9063A000000e90vQAA
Dylan CaseyDylan Casey 
Hello,
Still new to salesforce and trying to set up a few validation rules on the opportunity object.  I keep getting the following syntax error when attempting to use ISBLANK() to check a checkbox field:

Error: Incorrect argument type for function 'ISBLANK()'.

The formula I am trying to write is to ensure the Budeget_Confirmed__c field is checked when moving to any of the stages defined:

AND (
  OR (
     ISPICKVAL(StageName, "Qualified/Scope"),
     ISPICKVAL(StageName, "Proposal"),
     ISPICKVAL(StageName, "Negotiation/Approval"),
     ISPICKVAL(StageName, "Closed Won")),
ISBLANK(Budget_Confirmed__c)
)

Any ideas?  Should be simple but I'm stuck. Thakn you!
Best Answer chosen by Dylan Casey
Jeff MayJeff May
Checkboxes are never empty -- they are either TRUE or FALSE.

So, for the checkbox, you can use

NOT(Budget_Confirmed__c)
 
Alexander PinateAlexander Pinate 
Hi Team,

I was succesfully able to insert a new user inot Salesforce using jitterbit. However, Sometimes I can't idenify the right field in jitterbit Vs Salesforce. Example below:

User-added image

Thanks,
Best Answer chosen by Alexander Pinate
Akshay GhorpadeAkshay Ghorpade
If you want to access all the call center then you can go to Setup --> Search call center and it will display all the available call center in your org and open the record and copy the required Id as per your convenience. 

User-added image
Aaron PersichAaron Persich 
Hello,
 
I have the below validation rule setup to only allow the system admin to have the ability to change the lead source.  Management now would like this ability.  There profile is labeled “Executive Team”.  How can I incorporate this into the validation rule?
 
AND( 
ISCHANGED(LeadSource), 
NOT(ISBLANK(PRIORVALUE(LeadSource))), 
$Profile.Name <> "System Administrator" 
)

Any help is much appreciated.
 
Thanks,
 
Aaron
 
Best Answer chosen by Aaron Persich
Girish NallamothuGirish Nallamothu
Try this
AND(
ISCHANGED(LeadSource),
NOT(ISBLANK(PRIORVALUE(LeadSource))),
OR(
     $Profile.Name <> "System Administrator" ,
     $Profile.Name <> "Executive Team"
)
)


 
Jeanette AlbertJeanette Albert 
Validation Rule ISPICKVAL( Appeal_Type__c , "25 - Other")    when there is text in field Appeal_Type_Description__c  then error needs to disappear.   Need some help with rule.

 IF(ISPICKVAL( Appeal_Type__c , "25 - Other"),  Appeal_Type_Description__c  contains abcd or 123 , null) 
Best Answer chosen by Jeanette Albert
Akshay GhorpadeAkshay Ghorpade
AND(
TEXT(Appeal_Type__c) = "25 - Other",
ISBLANK(Appeal_Type_Description__c) 
)

1. Please verify the Appeal_Type__c picklist have exact value as "25 - Other" and you are using correct API names of the field. 
2. Check if there is no other validation rule which is working similar to this one.
Alexander PinateAlexander Pinate 
Hi Team,

I am creating multiple users in salesforce usign Jitterbit. Where can I find the user role ID?

Thanks, 
Best Answer chosen by Alexander Pinate
Akshay GhorpadeAkshay Ghorpade
Hi Alexander,

You can follow Kavya solution or you can just copy it from URL by opening the required role. Please refer following screenshot for more information -

Example 1 - 
User-added image
Role Id here is 00E1I000000Rlwz
 
Example 2 - 
User-added imageRole Id here is 00E1I000000Rlx6
Jason ByrdJason Byrd 
I have a user that would like upon checking a checkbox field the name of the user placed in a new field. I keep reading different ways to make this work, but can't figure it out. Something tells me I have the field type incorrect for the placement of the user name. 
Best Answer chosen by Jason Byrd
Deepak AnandDeepak Anand
You need to create a Workflow Rule + Field Update for this = 
  1. Setup | Create | Workflows Rule | New Rule
  2. Select the Object
  3. Evaluation Criteria: created and every time it's edited to subsequently meet the criteria
  4. Rule Criteria: criteria are met
  5. Criteria: 
    Checkbox     equals     TRUE
  6. Click Save & Next
  7. From under Immediate Workflow Actions, click Add Workflow Action to select Field Update
  8. Field to Update: Select the New Text Field
  9. Select Use a Formula to Set the New Value
  10. Formula: 
    $User.FirstName + ' ' + $User.LastName
  11. Click Save
  12. Hit Done
  13. Activate