I could add a new custom field (eg total spend parent account) but don't know how to get the information from the child accounts to the parents. I have the free edition of Rollup Helper but I'm still not sure how that can help in this situation because there doesn't seem to be a way to determine which accounts are parents and which are children.
I can see that lots of other people have asked similar questions about this - is there any simple solution? Thanks.
Otherwise you'll need to create a a custom $Amount field on the Account and then roll-up the child Account revenie using eith the Process Builder, or an Apex Trigger or something like Declarative Roll-Up by Andy Fawcett =>
at the end of the day, it's your SFDC org, it's your choice what you do
CLASSIC: Set up > Customize > Reports & Dashboards > Folder Sharing. Check the box. Then those permissions appear (System Permissions) and they are already checked.
The 'New Folder' button appears! Phew! DONE.
This formula works fine
Log_Trends__c.Final_Pay__c:SUM / Log_Trends__c.LogEntry_Hours_Worked__c:SUM
Trying to get half of the total. I tried
(Log_Trends__c.Final_Pay__c:SUM / Log_Trends__c.LogEntry_Hours_Worked__c:SUM) * .5
I tried this, but I get an error message.
TEXT( Opportunity__r.CPC__c )
CPC is a multi-select picklist field. Multi-select picklist fields are only supported in certain functions.
you could try something like this:
For this i have created a formula field (TEXT) and i copied billing street but it shows the same in 2 lines. how can i achieve this to show in single line.
Step 1. Create a custom label and name it linebreak ith a value of "
-" do not include the ".
Step 2. use this formula on your formula field#
SUBSTITUTE( BillingStreet ,SUBSTITUTE($Label.linebreak, "-", "")," ")
However, I have assignment rules as well. When I manually create a case, those assignment rules are working. When it comes from the Email-to-Case process, the assignment rules are firing off and they are just going to the queue established on the Email on-Demand record.
Can someone please help me understand why the assignment rules aren't firing.
As an admin I can see the section files and attachment on the related page of a case. But my users don't see these sections so they can not attach a file. They do have permission to edit cases.
What could be the issue?
I need to create a custom field on the Account page for Director of Sales. I'd like the field to auto-populate with the contact who has the name Director of Sales as their title connected to that account. What is the best way to go about this?
The Type should be String so you can just type the Value.
On Actions, you can select the account (see image below)
Also: Just to confirm the Contact process builer should be: "A record Changes" under "The process starts when" which is set when you first create the process builder.
"Start the process" should be "When a record is created or edited".