can I add a filter in a report that says sale price not equal to list price or do I need to enter the actual price(s)?
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!
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?
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) )
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?
There is a value in the First Name field on the record I am testing.
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.
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).
ISPICKVAL(StageName, 'Sent List')
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."
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.
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...
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).
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?