I'm in Lightning mode as an Admin.
If I go to Setup and type 'Dev Hub' in the Quick Find box nothing appears.
What is going on?
I'm currently trying to set a workflow rule on a custom object based on 2 criterias, if Vendor(lookup) field is change while the Status(picklist) field is set to Submitted or In Progress. I'm struggling with the formula on multiple scenarios for example. it fires everytime I set status to Submitted without changning the Vendor, If I move from Submitted to In Progress again without changing vendor, etc. I'm in need of a formula as follow:
- Vendor field changed when Status is either Submitted or In Progress. Do not send if only status is changing.
- ISCHANGED( Vendor__c )
- Wrong: Sends when Vendor is changed regardless of status
- AND( OR( ISPICKVAL(Status__c, "Submitted"), ISPICKVAL(Status__c, "In Progress")))
- Wrong: Sends even if I don't change the Vendor and move status
- AND( ISCHANGED(Vendor__c), ISPICKVAL(Status__c, "Submitted"), ISPICKVAL(Status__c, "In Progress"))
- Wrong: Doesn't send anything because I'm not actively changing the stage.
- AND( ISCHANGED(Vendor__c), AND( ISPICKVAL(Status__c, "Submitted"),
ISPICKVAL(Status__c, "In Progress")))
Could you try this?
(OR(ISPICKVAL(Status, "Submitted"),ISPICKVAL(Status,"In Progress")), (ISCHANGED (Vendor__c )))
It should be checking both the criteria: whether the picklist value is "Submitted" or "In Progress" and whether the Vendor__c field has been changed.
Not sure if you maybe tried this combination already, but cannot see it in your list!
AND (RecordType.Name = "Pharmacy Order Case"),
AND (ISPICKVAL(Status, "Closed"),
AND (INCLUDES(Account.Patient_Type__c, "In-House Supply DM"),
AND (Expected_Due_Date__c < TODAY())
The error popped up when I added the date criteria at the end in.
To achieve this I have set the user license to Salesforce Platform and profile to Standard platform user. I get an error saying the profile and license is not set up correctly.
Not only for this, for few other users also I couldnt find the profiles, licenses and fields I was assuming to be correct.
Can anyone help me with this please?
I am creating a Quote from an Opportunity. The Opp is related to an Account that has a Contact. When I create the Quote, I am hoping to bring over the Contact and populate the Contact Name on the quote. I tried the following with no luck. Thanks!
- Go to Setup | Customize | Opportuinities | Buttons, Links & Actions
- Click New Button or Link
- Label it as - New Opportunity from Case
- Display Type: List Button. Uncheck the option - Display Checkboxes (for Multi-Record Selection)
- Leave the Behaviour and Content Source as it is.
- Hit Save.
- Go to any Case record
- Click Edit Layout from the top right
- Scroll down to the Related Opportuinities Related Lists
- Click on the Wedge Icon
- Expand the Buttons section
- Select our new button to the Selected Buttons list
- Hit Save
We are a Lightning shop and I have a question about the Prinmary Contact in an Opportunity.
We have removed the new opportunity button from the Account object to push users in the direction of creating Opportunities from the Contact object. This automatically pulls the contact into the Opp as the Primary Contact.
But in the event that users go to the Opportunity object to create a new Opp, is there a way to required the user to enter a Primary Contact before saving the opp?
Right now it does not. In fact if you click to manage the Opportunity Roles, it advises quite clearly thatt the primary Contact is optional.
Can we do anything about that?
Or you could do something like this without any code
Knowledge Article Use of Process Builder and Flow to automatically create Opportunity Contact Roles
For one of my clients in Healthcare we used to get Data from CEGEDIM as an external Data provider. It depends on which domain data you are looking for. When it comes to large data volume none of the systems can provide 100% accurate data. Data.com also served well for one of the Electronic Retail Giant in my previous engagement.
Per a user, "With it enabled I am getting extreme lag when sending messages specifically when inbox loads after I hit refresh and then again when trying to log them. Not getting a specific error, but my gmail page was freezing before and unresponsive so I would have to kill the page to continue."
Any ideas on how to troubleshoot?
Good call! I actually submitted a case and spoke with someone. I'll share details here. Hope it helps everyone. See below.
As discussed, we have a Known Issue for this one and as of this time, the issue is now fixed for all Salesforce instances:
Salesforce Inbox causes delay when loading Gmail records in chrome 72.0.3626.81
Moving forward, if you wanted to move to Salesforce extension (new extension), kindly ask for your admin to follow the steps in the article below:
Move Sales Reps to the Gmail Integration with Inbox from Legacy Salesforce Inbox
Once the steps abovehas been performed by your admin, your users can now download and start using the extension accordingly. Below is the link of the extension:
I used process builder to auto create a contract as soon as opportunity is closed won.
for some reason, this process does not auto generate any contract. Can anyone please help !!