Questions tagged [business-logic]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
-1
votes
1answer
25 views

Can I create an AND and OR filter and apply that to a data extension

I'd like to create a Data Filter that has AND and OR conditions in it, like x AND y AND (a OR b OR c) I'm unable to merge two filters. Is this feasible?
0
votes
2answers
34 views

Triiger Switched On/Off using Custom Metadata

I want to switch of trigger to run or not based on custom metadata. below is the logic i used ,but getting null exception if no User record in metadata. I dont want triger to fire when user and ...
0
votes
1answer
19 views

Configure the FROM of send email on Case

Is it possible to configure the emails that appears on the "FROM" based on the profile or role or some type of criteria of the current user? If it is, how can I do it? thanks in advance
0
votes
1answer
19 views

Problem with begginer logic

While studying doing some exercises, I created an Account with 1000 Contacts related to this account. My problem is, there the Number_field__c in the Contact Obj. What I need to do is populate the ...
-2
votes
1answer
495 views

Process Builder - Customize the Logic [closed]

Can I customize the logic of a process builder as below? (4 AND 1) OR 2 OR 3
0
votes
2answers
58 views

Handle 1 AND (2 OR 3) in Apex Query

In the List View we can see the Filter logic that enable us to handle many condition such and 1 AND (2 OR 3) . But I m not able to figure out how this logic is being handled in apex. For example if ...
0
votes
2answers
405 views

Process Builder formula only partially evaluates(Edited version after trying with one of the proposed solutions)

I am working on writing a formula inside process builder "Formula Evaluates to true" and it seems my logic is not working. Suppose I have a following logic: 1 OR 2 OR 3 OR(4 AND 5) Below is my ...
0
votes
1answer
35 views

Need Apex Logic

I have a Leave__c as a custom object. It contains 3 fields: Employee Name (lookup to User), Leave Start Date (Date) and Leave End Date (Date). Example: User "John" is on leave from Start Date "4th Jan ...
0
votes
1answer
30 views

validating required field dynamically using apex controller

I have a list of field api names of type string belong to particular object. I want to validate whether the field has value or not at the time of saving the record and throw error message exactly at ...
1
vote
1answer
69 views

Translating Workflow-like logic into Apex

In a workflow you can define logic like ( (1 AND 2) OR 3 ) AND 4 I need to build configurable criteria that will do something similar in structure, but with more complex criteria. For example, I'd ...
1
vote
1answer
60 views

Report Folder and Report Name Control (Validation? Workflow? Apex?)

Is there a way to control (to any degree) the naming conventions of Report Folders and Reports? I'm not finding a solution via Google searches or Salesforce resources. Some examples: Block create/...
1
vote
0answers
32 views

Sending Email Template FROM: Different Addresses By Same User

Does anyone know of a solution for User "Anthony" being able to PICK from more than ONE EMAIL ADDRESS to be the "FROM:" address when sending a Template (without using an open text box when sending the ...
0
votes
1answer
251 views

Number to word logic

My code to convert number to words is as below. Here i am getting output properly but if i have number 5,07,920 it is showing result five hundered and seven thousand nine hundred and twenty. i want ...
0
votes
1answer
118 views

Need Help to build a Custom notification read logic for Individual user basis

I'm building a custom Notification section, which provides notification or messages to multiple users on any particular object update, I've created a Custom page where I have added a Alert section or ...
1
vote
1answer
32 views

Min Order date within last 24months from list of orders related to Account Object

I have a date field on the Account object and the date field is called "New_Cust_date_for_cellsep_in_last_24mnth__c". Account object has orders related to them. The Orders object is called "...
0
votes
1answer
37 views

Use case of the code [closed]

On exploring collections, I came across the following code: String myName = [select Id, managerName, address__c from User where Id =: userInfo.getUserId()].managerName; I see that myName will ...
3
votes
1answer
265 views

Checking if a certain custom permission is enabled in a Profile

Is there a way to programmatically figure out whether a certain custom permission is enabled in User profile? The problem that I'm trying to solve – is that I need some kind of a flag for a small ...
1
vote
2answers
514 views

How to create day/Time counter on specific field update

I have a pick list field in opportunity object name “Opportunity status”. There are two values in this field Hold and Un-Hold. I want, when I do select hold another field name "Hold duration" start ...
0
votes
1answer
751 views

How can I create report on Stage velocity as per Sales user

I want to create a report on Stage velocity of opportunity per sales person. Like if a salesperson have 10 Opps in first stage and only 6 forward to second stage then from 6 only 4 forward to third ...
0
votes
1answer
44 views

I need to update incremental code in a custom field on accounts so that if user changes the Type then no. should be incremented by 1 [duplicate]

I need to update incremental code in a custom field on accounts. So that, If user changes the Type from Prospect to customer then no. should be incremented by 1. For example: For account1, it will ...
0
votes
1answer
863 views

Create report to get Stage conversion rate of opportunity

I want to create a report on opportunity object to get conversion rate. Like if I have 100 opportunities are in 1 stage and 10 of them will travel all the stage and end with close-won So first stage ...
2
votes
2answers
101 views

Why is Force.com aimed at employees? [closed]

I am new to Salesforce and am reviewing it for an organisation who are planning to build a customer-facing application. I notice in several places in the Salesforce marketing material that Force.com ...
0
votes
0answers
114 views

Can we do forecasting on custom date instead of close date

I am using collaborative forecasting and it's using standard close date for forecast period but I have two close dates, one for sales and second for management so I want to use forecast on custom ...
1
vote
1answer
391 views

How do I calculate opportunity stage convestion rate %

I want to conversion rate. Let say 100 opportunities in 1 stage then they 50 opportunities moved to 2 stage so stage conversion rate is 50%. then 25 moved to 2 stage from those 50 opportunities so ...
4
votes
1answer
231 views

Using advanced IF in Formula field

I am trying to get the percentage of process completion. I have some checkboxes, and I want to check if each one is checked or not. For every checked box, I will increase some value and then get the ...
6
votes
1answer
518 views

Salesforce - business logic - best practices

I would be really grateful if anybody could help me clarify, where to deploy business logic. I'm aware of the following possibilities: Write the main parts of the business logic in Apex Apex ...
4
votes
2answers
174 views

Why does this trigger class work when editing individual child records but not when mass loading child records?

February 26 Update: Still hoping someone can help me with this? Are there any takers? February 23 Update: Still have issues. The updated helper class code is below (this is exactly what I have in my ...
2
votes
1answer
97 views

Need help on apex logic

I'm stuck on retrieving account for particular orders. My final requirement is to build a list with all orders details and the account it belongs to. So here's my story so far... I have 2 new custom ...
3
votes
1answer
322 views

FuelSDK-Python Integration with multiple Business Units - Is this Possible?

In my company's Email Marketing Cloud Account we have multiple accounts (that is business Units). In our earlier integration with SOAP API we were able access the objects in these business units ...
3
votes
2answers
3k views

Match two Maps to check if value is missing

I have created two maps of two different Objects i need to check if the ids in obj2 are in obj1 and if they are missing i need to create that value in the database ( the last part we have a function ...
1
vote
1answer
39 views

How to account for company restructuring when determining closed won credit?

This is more of an admin-related question, but can't seem to find answers anywhere else. Here's my issue: Assume you have sales rep A who is managed by sales manager 1. Sales rep A sells, generates ...
0
votes
1answer
46 views

Validation Rule: Voiding Order

Kindly help me construct my validation rule here AND( ISCHANGED(Status__c), OR( NOT(ISPICKVAL(PRIORVALUE(Status__c),"Draft")), ISPICKVAL(Status__c,"Void") )) Description of ...
2
votes
3answers
449 views

Loop through textboxes and ruturn one of them

I have three different text boxes(Email, Work Email, and Other Email) to enter email addresses. I created a custom field of type "Formula". I need it to loop through the three email(s) and return one ...
6
votes
2answers
1k views

What is the correct way to check if two dates overlap

I have 2 object. They both have a start date and an end date. How can I check if they overlap? now I have: if((item1.DateStart__c >= item2.DateStart__c && item1.DateStart__c <= item2....
3
votes
2answers
277 views

unable to assign number to a field

I have a requirement where I need to check if Revision_Number__c number field is blank. If its blank than assign 1 else increment by 1. Following is what I tried. if(quoteLink.Revision_Number__c....
2
votes
1answer
61 views

How to understand large validation rules?

For example I have a long validation rule.. AND ( $User.BypassME__c = False, OR ( AND ( $User.ProfileId = '111', NOT( OR( ISPICKVAL(UserType ,"Superman"), ProfileId = '222')).... ...
2
votes
1answer
1k views

Trigger to copy parent fields to child fields

I have a custom field in Account, AccountPhone which after update must copy its phone values to child Contacts standard field Phone. Following is what I tried unsuccessfully... trigger ...
2
votes
1answer
445 views

Auto population of a field in trigger

I want a auto-populate field(No.Of Contacts) on the Account Object, Like when i click on a specific account it should display no.of contacts registered under a single Account. I am very new on Apex ...
1
vote
1answer
435 views

How to prevent duplicate user assignment to various record of same custom object

I am having one custom object name as club with custom lookup field with contact object. Let us assume we have 3 records in my club object(club1,club2 and club3). When I assigned one member to club1 ...
2
votes
1answer
2k views

Can we associate business hours with workflow rules

we are currently working on the case object using custom case escalation workflows with email alerts that works based on the time dependant workflows.Even though we setup the business hours in the ...
9
votes
2answers
1k views

Lead Converted Status

I have some problem, and I hope someone will be able to advice me with that. Organisation have multiple recordTypes, BusinessProcess and Converted statuses for Lead. Did anyone know is it possible to ...
-2
votes
6answers
13k views

Write a trigger that automatically create a contact when account is created [closed]

Suppose i am creating a account name 'srsahoo',then automatically a contact is created associated with srsahoo.
1
vote
2answers
1k views

The record should be created only once for an object

For a product only one once an incentive can be created according to this business process how can i restrict it form creating more than one record.