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3
votes
1answer
30 views

Calculating date/time x working hours from now

I need to trigger an email notification 9 working hours after a particular field is changed in Salesforce. So if the field is changed on a Friday at 4pm, I need to calculate now() + 7 hours + an extra ...
0
votes
1answer
12 views

Data Import Wizard for Contacts, prevent duplicates?

I'm importing a CSV file with about 2500 contacts from another system, outside of SalesForce. The wizard is matching based on name. So if I import the same spreadsheet again, the data doesn't update, ...
0
votes
1answer
28 views

Need help to make trigger and VP

1.- Create an object called A, with a date field called DateA - Create an object called B, with a lookup field to A and a date field called DateB 2.- Create a trigger that will set the DateA field as ...
2
votes
1answer
34 views

Need Child Account Trigger Help

I am trying to update all child accounts to have the same Order Manager(lookup to Contact) as their parent. The caveat is that I only want to do this for accounts that arent parented by my two top ...
2
votes
3answers
53 views

Getting custom field old values using formula field

I have a phone field in custom object which stores phone number which is updated when we get new phone numbers. I need to find the old phone number using formula filed. Can anyone please help me in ...
0
votes
0answers
15 views

Is it possible to keep lead's data updated through LinkedIn?

We closely monitor bounce rates and other features using an email client we have connected to Salesforce. Our main concern right now is that a lot of clients change their emails, companies and other ...
1
vote
1answer
63 views

How to create workflow to update SFDC multi-select picklist

I need to create a workflow field update to update multiple values in a multi select picklist. Is there any way to do this?
-1
votes
2answers
43 views

Please help me.. i want to update only one cell of a table on button click .. my problem is whole column in updated at once

please help .. I can update available to sold and sold to available on any button click but problem is whole column changed .. i want when i click on change status only that row status should change. ...
0
votes
0answers
24 views

Update field after auto-response

I would like to change the value of a field when an auto-response email is sent. The idea would be update a the value of a checkbox called "auto-response reply" to true. If it's not possible, any ...
0
votes
2answers
35 views

Update a field when receiving a 2nd line item

I have a custom object. When receiving a second line item on that custom object I want a check box field to be updated to true. I have tried using workflow rule but I couldn't find any relation for ...
0
votes
1answer
25 views

How would i bulk this? [closed]

List<Account> acctList = [SELECT Id FROM Account Where Guest_Type__c = NULL LIMIT 100]; for(Account acct :acctList){ acct.Guest_Type__C = 'Conference'; acct.Segment_1__C = '24 Hour ...
0
votes
1answer
49 views

Update Trigger isn't updating

I'm trying to write an update trigger on custom orders object. There is a field Ship_To__c in orders object which is a text value. Another table SUBSCR_SYSTEMS__c holds data LEGACY_CUST_NUM__c that is ...
0
votes
1answer
23 views

Field Update, leave unchanged if there's a value in the field

I'm trying to create a field update on the Amount field in the Opportunity. If there is no Amount and that the Opportunity is Qualified, I want a default amount to be added. However if there is ...
1
vote
1answer
39 views

How to update a custom field status when the email(from send an email functionality) has been send

I have created a custom filed in Orders that is a picklist field. On default is pending. How can I automatically update this field to send when I use the send an email functionality through the ...
0
votes
1answer
297 views

Passing Inputtext field value in pageblock table to Apex controller

I'm trying to pass an inputtext field value within my pageblocktable to my Apex controller so that I can update the record. My VF: apex:pageBlock title="Z Table"> <apex:pageBlockTable ...
1
vote
1answer
91 views

Changing color of field label when Checkbox == True

I asked this question on another forum, but I guess it would make a bit of sense to ask on a SalesForce forum. My goal is to have a checkbox field named "Inactive" and whenever the checkbox == false, ...
1
vote
1answer
56 views

Best way to use Workflow to update multiple custom number fields

I have a custom object that is Master-Detail to Accounts. What is the cleanest way to use Workflow with Field Updates to update 1 to 28 fields on the Account when they are populated on the custom ...
0
votes
1answer
28 views

Help with Trigger to Stamp Text Field from Parent to Child

I'm starting to learn Apex and work on basic triggers so apologies in advance if the code is bad. Architecture: Parent: Opportunity; relevant fields = Draw_4__c (checkbox), Project_Stage__c (text) ...
0
votes
2answers
63 views

Workflow Criteria evaluates to true but object not added to time based workflow

I have created a time-based workflow that checks some criteria on a custom objects and adds them to a time-based queue to execute 60 days after a particular date on the object. When we edit and save ...
1
vote
1answer
23 views

Getting date in salesforce case

I am a bit new to salesforce. I have made a web to case form that I have to use on goolge sites. I have made the HTML data picklist for day, month and year. How can I get all these three in salesforce ...
1
vote
1answer
37 views

How can I log new activity/update a field when contact appears in report?

I'm in higher education, and we use our org to manage the admissions process. Emails, reporting, all of that is a breeze, but we also send out some essential information by way of our postal ...
0
votes
1answer
68 views

After Insert - Update Lookup on Custom object with other field

After performing a bulk upload, I need to update the Lookup on custom object. Matching field exists on the parent as external ID but that may add complexity. if field Custom.loc__c = DAV then update ...
0
votes
0answers
71 views

Cross object field update on an Opportunity from Apttus Quote/Proposal records?

I'm a beginner. I don't want to give this over to our consultants, but I'm seriously vexed. I need to create a new field on my org's Opportunity object that equals the Description field of the ...
0
votes
1answer
22 views

Trigger on Account Name Init caps

I have a requirement to make First Name , Middle Name and Last Name fields as initial caps and then form the Name field by concatenating them. Can someone suggest a way out?Please find my trigger ...
1
vote
1answer
171 views

Multi level multi select dependent picklists

I have an interesting question which I am having trouble solving. The table below will show you better what I have to do. Based on a multi-select picklist (column OU in the table above) the user is ...
0
votes
1answer
72 views

Update list values in an input text field

I have below code to update the input text field value for OUTCOME field from the User. My list update is failing to happen without throwing any exception. Please can someone help me here? My ...
0
votes
1answer
21 views

Do I have to update an object that will be inserted in a before insert/update trigger?

I have a simple question: in a before update/insert trigger, do I manually have to call update on a field that I want to change values in or, since that object is going to be inserted/updated after ...
1
vote
1answer
69 views

Clone a record in after trigger to update field values

Hi I need to fetch the status field values from the Case History in order to set date/time on when the status was changed to a waiting state. While I was running this code I encountered a run time ...
1
vote
2answers
188 views

How to update a date field with data from another date field in workflow rules

I have a workflow rule in place that needs to update a date field when another date field is is filled. IF Date1 is filled, assign Date1 value to Date2. What's the best formula to use in my Workflow ...
0
votes
1answer
32 views

How to set a field in oppty based on a parameter of it's products?

I need to check a CB on an oppty, when any of it's products are of a certain character. Our products have a CB named: 3D If an oppty, has any such 3D product, I want/need to check the CB: is_3D - on ...
0
votes
2answers
99 views

Javascript Button - Add picklist values - Output to text area

I have about 8 picklists, half of them have values of 0 or 0.5 and the other 0 or 1 or 2. I'm trying to develop a button that will add all the values of these picklists together (picklist + picklist + ...
3
votes
1answer
101 views

Trigger a workflow using another workflow

I am currently using two workflows to check if a record has been updated or not on a daily basis. The first workflow has the following logic : (If RecordName equals 'RECORDNAME' , AND If Status ...
0
votes
2answers
148 views

Apex Trigger To Update Owner On Master Record Based On Picklist Value On Detail Record

I have a scenario where I am trying to create an Apex Trigger that updates the Owner on a master record based on the selection made on a picklist in a detail record. My master object is: Label: ...
0
votes
2answers
212 views

Workflow rule on opportunity to check account status (custom field) and update opportunity field status

I have created a workflow rule for Opportunity object type which checks if Account Production status (custom field) is set to "Cancelled" it will trigger an update field which would change opportunity ...
3
votes
2answers
88 views

New Workflow Rule with Existing Field Update for ChangeSet

I'm creating a New Workflow Rules with existing field update, do I need to include the existing field update in ChangeSet?
1
vote
1answer
828 views

How to change record type by workflow?

"By changing the pick list field value, trigger the workflow to change the record type id accordingly " how can we achieve this. please help
2
votes
1answer
93 views

Email BCC to Salesforce Function Not Triggering Workflow Rule (Task Field Update)

I've set up a workflow rule to update the activity TYPE field based on the subject of the email. AND( BEGINS(Subject, "Email: Fwd:"), ISPICKVAL(Type, "4. Email Out"), NOT(ISBLANK(WhoId)) ...
1
vote
2answers
273 views

Having trouble writing my first trigger that populates a lead field based off of Activity/task criteria

We have a Lead field that is populated with the date and time of the first activity on a record called First_Response_Date_Time__c. What we now need is more information on that first activity. We ...
0
votes
1answer
380 views

Updating Checkbox values using workflow

I would like to create a cross object workflow that updates a checkbox value of the child record (with true /false) with the checkbox value of the parent record (true /false) and recalculates every ...
1
vote
2answers
177 views

how can i populate an account field based on the account that a child record belongs to

I want to be able to take the child record id look up the parent id and take this parent id and save it into the lookup field for the parent, for illustration: a case with account lookup and asset ...
1
vote
1answer
205 views

Convert Text to Date field

How do you populate a text field yyyy-mm into a date field setting the day as 01 as mm/01/yyyy?
0
votes
0answers
58 views

Take updated field's value from last sibling record

I have a custom object Finance__c which is a child of Contact with fields: Amount__c (Number type), Type__c (Picklist), Balance__c( Formula), and few other formula fields When I create a new ...
0
votes
1answer
1k views

Too many DML rows: 10001(bulk update)

when I try to run the code below I am getting this error: 'Too many DML rows: 10001'. The object that I am trying to update is one of the main object in the org. so it has multiples triggers, ...
3
votes
1answer
380 views

“Expression cannot be assigned at line -1 column -1”

I'm trying to write an Apex trigger that makes a field on the Contact called Meeting Date equal to the Meeting Date field on the Opportunity. For some reason I'm getting an error saying "Expression ...
0
votes
2answers
73 views

Date & Picklist Fields with Record Type

I want to create a formula for a particular opportunity record type, comparing two date fields and returning one of two variations on a pick list. I've tried variations on the below formula but can't ...
2
votes
3answers
276 views

Checking a Custom Field if Opportunity Stage has changed

i can't figure it out where i did mistake..any help would be appreciated.. trigger oppiswonchec on Opportunity (before update) { for(opportunity opp : trigger.new){ opportunity oppold = ...
4
votes
3answers
763 views

How do I mass update my object?

I have created a new number field within my Opportunities object which is set to required and has a default value (0), however this is causing issues with closed Opportunities that did not have the ...
1
vote
1answer
308 views

Validation rule confusion adding OR

I have trouble writing validation rules in Salesforce. So I have a checkbox field BypassWF__c which when checked bypasses workflow. I have three fields AssignedToUser__c, SupportUser1__c and ...
2
votes
1answer
195 views

Complete Regex Reference For Salesforce Formulas?

Is there a complete Regex Reference somewhere for using REGEX() in formulas? I have searched and found nothing useful. The problem I am having is below. I want to know if any of the characters ...
1
vote
1answer
74 views

Get one value from a list as an integer

I am having trouble updating a variable because of various errors. I cannot get the value from my list to work with the value of my other list. trigger StudentNoUpdate on Class_Size__c (before ...