Thanks for helping.
You could use workbench for salesforce.
After logging in qo to queries dropdown and select soql. This would give you option to run SOQL and extract data in excel or csv.
To do updates you could use rest explorer which is also available in workbench.
Alternatively you could use
http://www.worldofsalesforce.com/p/world-of-salesforce.html Rest explorer
I am trying to create a report that will show me the conversion rate of each opportunity stage. For example, if there are 500 opportunities, what % moved from stage 1 to stage 2, from that what % moved from stage 2 to stage 3.
I have found a lot of articles and discussions around this but none that actually provided a solution.
Rep A, # of new opportunities created this quarter, # opportunities closed/won this quarter, % closed
Rep B, # of new opportunities created this quarter, # opportunities closed/won this quarter, % closed
Ideally, (but less important today) I'd like to also include of those opportunities created this quarter, how many are at Stage 2, 3, 4, 5, and closed.
Your advice on how to create this report would be most appreciated.
Please refer the below link for the solution.
Let me know if you are still stuck
Thanks & Regards,
I have been tasked with creating custom fields on our standard Case. I am looking to add a field that will compute the time in hours that it takes from when a case is initially assigned to a certain user or Queue to then be marked as closed.
For example, a case is created by a user and assigned to our queue... then it is picked up by a specific user within that team. We need to have the "clock" start ticking when the case is passed over from the queue to the specific user. Then we want the "clock" to continue to run until it is marked as closed out.
I have a feeling I will need to add some custom fields to populate via a workflow once the historical data changes that captures the passing of the case from queue to an invividual user.
Can someone let me know if this thought is correct? To add a custom field to capture the date and time of the historical information via a workflow and then add a formula field that will compute the difference between the historical date and time and the close date?
If so, should my field that will be aligned with the workflow be a date field or a number/text field to capture this historical information successfully?
The purpose of this is the have the number of hours the case has been open within the page layout of the case.
I'm trying to keep track of whether leads are "new" or "renewal" based on a field on the account. Because workflows won't let me do this across leads & accounts, I made a process in process builder.
Problem is, when I activate the process, our web to lead forms break!! I get a message that says salesforce couldn't make the lead.
I'm thinking it has something to do with the fact that the process is starting up when leads come in, and there is no account to look up. However, I don't see a way to set the process to only work when the lead is linked to an account with our account id lookup field.
Any help would be GREATLY appreciated. I've copied the logic for the process below:
Criteria 1 (lead is open lead and account renewal flag is renewal). Logic: 1 AND (2 OR 3 OR 4)
Rule 1: Renewal status field on account is "Renewal"
Rule 2: Lead Status is New
Rule 3: Lead Status is Contacted
Rule 4: Lead Status is Working
Immediate action for criteria 1 (update lead business type to renewal)
Field "Lead Business Type" on the lead is updated to "Renewal" value.
Criteria 2 (lead not older than 3 months and is open lead and account renewal flag is new). Logic: 1 AND (2 OR 3 OR 4)
Rule 1: Renewal status field on account is "New"
Rule 2: Lead Status is New
Rule 3: Lead Status is Working
Rule 4: Lead Status is Contacted
Immediate action for criteria 2 (update lead business type to new)
Field "Lead Business Type" on the lead is updated to "New" value.
If your goal is to update a lead when from an account record, then I would rewrite my process so that it says:
If Account IS NULL boolean false
If Account.Renewal status is null boolean false
The process will then first check to see if the account lookup is populated, it then will look to see if the field on the account is populated. If either of those two statements are false, the flow interview will stop and no actions will take place.
Otherwise it will continue on to evaluate your other criteria.
The above will allow your web-to-lead to fire without incident.
I need to update leads based on a field on the account, called renewal status. Since I needed an account lookup field to connect the lead and account, this has caused MANY issues.
When I tried this:
I get error messages that say "Error element myRule_5_pmetdec (FlowDecision).
The flow failed to access the value for myVariable_old.Account__r.Renewal_Status__c because it hasn't been set or assigned."
What am I doing wrong here?
It is important that you add the account is null boolean false field as your very first criteria by the way.
Using Lightning -> in a case, i have a related record to "Target Details" that our Team can inline edit/update the details of the Target (Lead). They are asking to move the fax field below the phone field. For the life of me, i can't seem to find where to do that. I checked page layouts, compact layouts, etc and none of the fields are in the same order as you see in this screenshot. I really appreciate any help. Thx!
Related record component page layout is controlled by the "Quick Action" layout you choose on that component.
Find the quick action you have chosen, Edit the Action's layout to change related record's layout.
Please check the below link for more clear picture.
Thanks & Regards,