I am trying to complete this hands on challenge however when I go to create a new compact layout some of the available fields I want to add are not on the list. I can add Account Name and Phone but not Annual Revenue or Type. Has anyone run into this problem? If so, what was the solution??
I have a field called Contract Close Date that mimics the actual Close Date field, and right now I have it set to when the opportunity is marked as Closed Won, it is auto-updated through a workflow to Today(). However, now I also want it to update if the Close Date is updated while the opportunity is still open. How can I accomplish this? I don't think I'm doing it right with this:
So the next rule(to set it to close date when its open) will be this :
created, and every time it's editedRule Criteria:
AND( NOT(IsWon), NOT(ISBLANK(CloseDate)) )
Add a Field update to update the "Contract Close Date" and set it to "Close Date" in the formula.
You cannot remove the Mandatory fields from the Multi-Line layout.
If the Amount field is mandatory and required on that object you cannot remove them.
if the field is not mandatory field, then make sure on the Page Layout the Amount Filed is not (*) marked.
Hope this Helps.
I was looking of ways to to automatically cancel outstanding tasks when a picklist value of "Member terminated" is selected on the contact object. Is this possible through a flow? How would I go about setting this up?
Your only options are Flows or Apex Triggers. Those are the only two tools that can delete records.
If you were setting the Status of the Tasks to Cancelled, you could have used Process Builder alone to update all child tasks of the Contact.
For the Flow, you would need to create an auto-launched Flow that is triggered by Process Builder. The PB criteria would be when the picklist value of "Member terminated" is selected.
Pass in the Contact record ID as an input into the Flow.
Use a Get Records element to find all tasks where the WhoId is that Contact ID. This will collect all of the Task records that are associated with that Contact.
Then you can simply use a Delete Records element to delete them all.
I have a sales goal of X. I want to generate a chart that shows only one stacked bar (the variable there being individual salespersons' contributions) towards that goal. How is this done?
If it's too confusing, let me clarify. I want to show one bar that shows our annual sales so far, and how far we have to go to reach our annual goal of X. The bar will be multi-colored to show each salesperson's contribution to that goal.
My problem is that the chart breaks up the individual salespersons' contributions into separate bars instead of one. I'm also not able to select "Stacked Bar." Any help? Thanks!
A flow or process that makes a cross-object reference will fail when the foreign key (i.e. relationship field) the reference depends on is not populated.
To avoid this type of error, use criteria to check if the foreign key (aka relationship) field is null before making cross-object references based on that field.
Hope that makes sense.
The app won't appear for me. It's set as visible on the System Admin profile, and it's visible in App Launcher.
In essence, I'm trying to edit the quote template. I can't access the object without the app appearing, and this is stressing me out.