Ask Search:
Lindsay LarsonLindsay Larson 
Hi there,

I am trying to create a formula text field that will show an image with an If statement that has multiple conditions.

Here is what I have an I keep getting errors. If I only have 1 condition without the OR it works fine. I just don't know where to put the OR.

IF(AND(Gift_Given__c = False, Member_Pipeline_Status__c = "6 Months") OR (Gift_Given__c = False, Member_Pipeline_Status__c = "12 Months"), IMAGE("/servlet/servlet.FileDownload?file=0155600000020JZ","Gift_Box"),NULL)

It tells me I'm missing ')' but when I add that it then tells me I have an extra ','

Thank you in advance! Sorry I am horrible at formulas with multiple conditions! :(
Best Answer chosen by Lindsay Larson
Deepak AnandDeepak Anand
Like this = 
IF(
    AND(
        Gift_Given__c = FALSE,
        OR(
            Member_Pipeline_Status__c = "6 Months",
            Member_Pipeline_Status__c = "12 Months"
        )
    ),
    IMAGE("/servlet/servlet.FileDownload?file=0155600000020JZ","Gift_Box"),
    NULL
)
Aladin BanwalAladin Banwal 
One of my friends not able to log in from his developer account on Salesforce as well as Trailhead. While he was doing the 2-Factor Authentication module on Trailhead, he forgot to take backup in his mobile device and now he has uninstalled that authentication app. Now when he's trying to log in again salesforce is asking for verification with the salesforce authenticator app.
I keep trying to log a case for this concern but not able to do that.
When I go to the Help & Training page of Salesforce and try to log in with my Developer credentials it keeps returning on the same logout home page again and again.
What to do? Any help will be appreciable.

Thank you,
Aladin
Best Answer chosen by Aladin Banwal
Om PrakashOm Prakash
Hi Aladin,
When we click on option "Trailhead/Certification Account", there will be suboption exactly for the same cause "Trailhead Account, Password Reset, or Login Issue".
Then Submit a case.


User-added image

There is also the last option to merge the accounts to save earned badges/points:

User-added image
https://trailhead.salesforce.com/help?article=Lost-access-to-my-Salesforce-User-and-Trailhead
Mohammad AlazzouniMohammad Alazzouni 
Hi, I am trying to create a hyperlink in each Salesforce Account record that will reference itself so that I can use that link in another system that is not currerntly integrated. 

How do I create a hyperlink formula field for an account to reference itself?

Thank you. 
Best Answer chosen by Mohammad Alazzouni
Deepak AnandDeepak Anand
Try this = 
HYPERLINK( LEFT($Api.Partner_Server_URL_450, FIND('/services', $Api.Partner_Server_URL_450)) + CASESAFEID(Id), "Click Here" )
Laura KorslundLaura Korslund 
I'm trying to write a few different validation rules (my greatest weakness!); I'm not getting any errors, but the rules aren't triggering at all. 

VR 1
User gets an errors when they're creating an opportunity and they haven't added any products to the opportunity before saving. 

AND ( 
ISPICKVAL(Type, "Downsell"), 
ISPICKVAL(Type, "Lost Customer"), 

ISPICKVAL(StageName, "Prepipeline"), 
ISPICKVAL(StageName, "Downsell Pipeline"), 
ISPICKVAL(StageName, "Lost Customer Pipeline"), 
ISPICKVAL(StageName, "Commit"), 
ISPICKVAL(StageName, "Proposal"), 
ISPICKVAL(StageName, "Qualification") 

&& 

Device_Quantity_new__c = 0 )

VR 2
If the opportunity type = downsell, the user can only use the corresponding downsell or lost customer stages.

AND( 

ISPICKVAL(Type, "Downsell"), 
ISPICKVAL(StageName, "Prepipeline"), 
ISPICKVAL(StageName, "Commit"), 
ISPICKVAL(StageName, "Proposal"), 
ISPICKVAL(StageName, "Qualification"), 
ISPICKVAL(StageName, "Agreed to Meet"), 
ISPICKVAL(StageName, "Meeting Complete") 
)
Best Answer chosen by Laura Korslund
Deepak AnandDeepak Anand
You need them written like this with the ORs = 
AND(
    OR(
        ISPICKVAL(Type, "Downsell"),
        ISPICKVAL(Type, "Lost Customer")
    ),
    OR(
        ISPICKVAL(StageName, "Prepipeline"),
        ISPICKVAL(StageName, "Downsell Pipeline"),
        ISPICKVAL(StageName, "Lost Customer Pipeline"),
        ISPICKVAL(StageName, "Commit"),
        ISPICKVAL(StageName, "Proposal"),
        ISPICKVAL(StageName, "Qualification")
    ),
    Device_Quantity_new__c = 0
)
AND(
    ISPICKVAL(Type, "Downsell"),
    OR(
        ISPICKVAL(StageName, "Prepipeline"),
        ISPICKVAL(StageName, "Commit"),
        ISPICKVAL(StageName, "Proposal"),
        ISPICKVAL(StageName, "Qualification"),
        ISPICKVAL(StageName, "Agreed to Meet"),
        ISPICKVAL(StageName, "Meeting Complete")
    )
)
Tip: If you have ISPICKVALs on the same field more than one, ensure you put them them all in an OR( ... )
Miranda LMiranda L 
Hello experts,
Expected Date field of the Custom sObject want to calculate between 01/01/YYYY and the current date
Thanks
Miranda
Tara MeinckeTara Meincke 
I set up a custom object that is basically an internal ticketing system (for Salesforce issues, marketing requests, etc.). I have 2 different permission sets for this object, a Create/Edit set for regular users and a Modify All set for our operations team. Essentially, a user can submit a ticket (create record) and that record is then assigned to a member of our operations team, based on assignment rules. 

I would like for the users to be able to see the tickets they've submitted (but no longer own) so they can check on the status, etc. What is the best way to do that? Right now, they can only read/edit records they own, but they will technically never own a record based on automation settings.
Best Answer chosen by Tara Meincke
Colby KaminColby Kamin
Is it supposed to be something like what I said? As in, CreatedBy = current user? If so, you need to create a checkbox formula field on the object that has this formula, then add that checkbox field as your List View filter criteria (Created By Me = TRUE, for example):
CreatedBy.Id = $User.Id
Amin DjaballahAmin Djaballah 
Hello everyone , here is what i am trying to achieve but i have an error of syntax


AND (
IF
( Agencie2019_C  !=  AgencieCurrent_C ,
TotalAmountAuto__c * 
CASE( Agencie2019_C ,
"Agencie A",1,
"Agencie B",0.70,
"Agencie C",0.70,
0,
),
IF(Agencie2019_C  =  AgencieCurrent_C ,
TotalAmountAuto__c * 
CASE( AgencieCurrent_C ,
"Agencie A",1,
"Agencie B",0.70,
"Agencie C",0.70,
0,
)
 
Best Answer chosen by Amin Djaballah
Lalit AroraLalit Arora
i believe this is the duplicate question can you please close this to keep the community clean
Claire BollettieriClaire Bollettieri 
I've added the Salesforce extension to Chrome, but when I need to customize the fields that show up when users create a new record from Gmail. Right now it is allowing users to create Leads without the custom fields that we require when creating a record in Salesforce, see screenshot below. Any idea where I can change these to the include the other required fields? Thanks in advance! 
User-added image
Best Answer chosen by Claire Bollettieri
Adam JohnsonAdam Johnson
Yes, if you go to Setup>Global Actions you'll see a Layout next to New Lead, click to edit there and add your fields
Jose MartinezJose Martinez 
Back then I would just have to go to the setting button on the top right of the screen and it would be all the way at the bottom but now no longer there for me. Any particular reason why?
Best Answer chosen by Jose Martinez
Adam JohnsonAdam Johnson
Is this what you're looking for? 
User-added image

It's in the Component add/edit page
Eli PerlEli Perl 
Hi, I would like to create a formula that returns a grade, based on an account's Industry type, Annual Revenue, and Time in Business. I have it displayed in a table to lay out the logic visually. 

Here are the fields in text format for easy copy/paste:

Restaurants, Bakery, Caterers, Bar/Nightclub, Liquor Stores, Lodging, Specialty Food Retail

Retail, Barber/Beauty Salons, Dentist, Doctors, Auto Repair and Services
Formula Logic
Best Answer chosen by Eli Perl
Richard ClarkRichard Clark
Hi Eli. I think you're going to hit the maximum formula field size there.

To shorten this it may be easier to say which industries don't apply to a result, rather than those that do (although this isn't as future proof of course). 
Another option is to take your rules and define them in a Flow or Process Builder process to set the result Text field value. You'll find this easier to maintain in the long run.