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Best Answer chosen by Taryn Samples
Alekhya ThotaAlekhya Thota
Hi taryn,

Curently, you have to enter the actual price in the filter. But this feature is a part of this Winter 20 Beta release https://success.salesforce.com/ideaview?id=08730000000BrHAAA0 So this should be available soon.

Please let me know if this helps!
Anthony BernardAnthony Bernard 
I need some help configuring a validation rule

The rule is supposed to state : If record type = Norris Group and SMB NP field = Additional Info Needed (This should require notes in LOE field)

Here is what I have : 

AND( RecordTypeId = "0123i000000QfCGAA0",
ISPICKVAL(custom_smb_np__c, "Additional Info Needed (use notes in LOE field)"),
ISBLANK( custom_loe_tracker__c )
)

When I go to a case record and I attempt to test it, it is allowing me to save the record without there being a value in the custom_loe_tracker__c field. 

What am I doing wrong? 
Best Answer chosen by Anthony Bernard
Deepak AnandDeepak Anand
Try this = 
AND(
    RecordTypeId = "0123i000000QfCG",
    ISPICKVAL(custom_smb_np__c, "Additional Info Needed (use notes in LOE field)"),
    ISBLANK(custom_loe_tracker__c)
)

Probably because of the 18 Characters Long IDs. You should use 15 Character Long ones. Or better said NEVER USE THEM!
 
AND(
    RecordType.DeveloperName = "API_NAME",
    ISPICKVAL(custom_smb_np__c, "Additional Info Needed (use notes in LOE field)"),
    ISBLANK(custom_loe_tracker__c)
)
Michael SusaMichael Susa 
Trying to create a formula field that stats:
If the company__c field begins with Morgan Stanley or Merrill Lynch, populate the name. If not, populate other.

Thoughts on how this could be created?
Best Answer chosen by Michael Susa
Tony TrinhTony Trinh
Michael,

Like this:
IF(
OR(
BEGINS(Company__r.Name, "Morgan Stanley"),
BEGINS(Company__r.Name, "Merrill Lynch")),
Company__r.Name, "Other")

 
Ana BlancoAna Blanco 
Why is this field not working? We are firing this from an object called Forms, and the first name field is contained in our Team Member object

User-added image

User-added image

There is a value in the First Name field on the record I am testing.
Best Answer chosen by Ana Blanco
Tony TrinhTony Trinh
Ana,

Email fields can get fussy. Can you try and create a hidden formula field with the First Name on the Forms object? Use that formula text field as your merge field. The issue might lie with the fact that the field you are trying to merge is not on that object.
Ashley StechAshley Stech 
I am trying to write a workflow rule that fires when an Opportunity Stage is changed to Closed/Won but skips certain prior values. The formula fires fine without inserting the PriorValue aspect of the formula; I think it has something to do with how I am trying to implement the "not". See formula below. Any ideas?

I want to send an email alert when the Stage is changed to Sent List from any stage except Signed and Renewed. The syntax appears to be fine, it just fires when it shouldn't (i.e. when the stage changes from Signed to Sent List).

AND(
ISCHANGED(StageName),
NOT(PRIORVALUE(StageName)= 'Signed'),
NOT(PRIORVALUE(StageName)= 'Renewed'),
ISPICKVAL(StageName, 'Sent List')
)
Best Answer chosen by Ashley Stech
Deepak AnandDeepak Anand
Try this instead = 
AND(
    ISCHANGED(StageName),
    CASE(
        PRIORVALUE(StageName),
        'Signed',  1,
        'Renewed', 1,
        0
    ) <> 1,
    ISPICKVAL(StageName, 'Sent List')
)
Jeffery WrightJeffery Wright 
Hi there,

I have a report that breaks my leads down into specific demographics. However, there are also sub-demographics, but the chart doesn't show them. I would like to be able to click on the chart (donut) and have the demographic I select also break down into sub-demographics. 

If I'm not clear, let's say I have a chart that shows "Red, Green, and Blue." If I click on the "Red" section, it shows me 700 records have "Red."

I want the report to show me, of "Red," which are "Maroon" and which are "Burgundy" when I click on "Red."

I can only see how many records are "Red."
Best Answer chosen by Jeffery Wright
Steve MolisSteve Molis
No, unfortunately you can't do that automatically with a single click 

You'd need to click the Chart to filter by Demographic, then edit the Chart Settings and select the Sub-Group as the "new" Chart Grouping
Celia AstheimerCelia Astheimer 
I think I may have found a weird buggy thing with the Opportunity Field History report type? We've just created a few new custom fields on the Opportunity object and they are not available in this report type. These are not tracked fields and I'm not trying to report on their history; I simply want to pull them into the report as additional columns. I have many of our other Opp custom fields available on this report type.

Does anyone know of any restrictions with this report type and which custom fields are available? Since it's a standard report type I can't edit it.

Thanks!
Best Answer chosen by Celia Astheimer
Celia AstheimerCelia Astheimer
If you're asking if the field-level security gives me access, the answer is yes.

I think I may have just answered my own question... I thought the field was on the Opp object but it looks like it's on the Account object, so it makes sense why it wouldn't be available in this report type. Details, details...
Cara WagnerCara Wagner 
I have two quick actions (both are flows) that I need to save to my opportunity page layouts in Lightning and no matter how many times I open the page layout and click save, they will not appear on the page. I have both these quick actions built and showing up in my Sandbox (they were recently deployed to production), but for some reason they will not be added to the page in my production environment. These are custom quick actions. I also do have another custom quick action already on the page and that is showing up fine. What am I missing? Is there a setting I need to turn on somewhere or is there a bug I am not aware of and can't find a reference to?
Best Answer chosen by Cara Wagner
David HolmesDavid Holmes
Hi Cara,

Have you waited 15 minutes or logged in/out?  Page layouts in production now take a lot longer to propagate than they used to in previous salesforce releases.

Also check to make sure your flows have made it to production and are active(uploading a changeset won't activate the flow).
Rebecca WildenhainRebecca Wildenhain 
I want to date stamp opportunities that have reached 50% probability and are also closing within the next 180 days. I can't seem to figure out what formula to use in process builder to identify opps closing within the next 180 days. Help? 
Best Answer chosen by Rebecca Wildenhain
Steve MolisSteve Molis
For that you'd want 
[Opportunity].CloseDate <= ( TODAY() + 180 )

 
Todd MillerTodd Miller 
Hi, 

We have a custom object with a lookup to Opportunity. I am trying to add a formula field which would push the status to the custom object but I get an error that it can't be done since status is a picklist. Is there a way to push that value to the other object? 
Best Answer chosen by Todd Miller
Deepak AnandDeepak Anand
Yes, jut wrap it in TEXT( .. )

Like this = 
TEXT( Opportunity__r.StageName)