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Some observations Lead.company is a required field so no new Lead can be saved without one The workflow will only execute when the Lead.company is changed (from either null to a value, or a valueX t …

Go to Reports - folder Territory Management - Create Report - Accounts with Territories Filter where Territory Name = 'myTerritory' Run report and Export Details

The short answer is 'nope' You will need to create a new field for the Decimal, then use DataLoader to migrate the current RSF values into the new Decimal field (if you want to preserve them). Then …

ticket, including Experience Cloud user who is associated with a Contact) As for Platform License - these are Platform Starter and Platform Plus licenses From a development/configuration point of view, Account …

This is covered in SFDC Help: Show 'Last Activity' on object detail page layout Basically, you just create a formula field. LastActivityDate is available in Reports and API, not the UX Create a Custo …

Viasur Your approach makes good sense. Some things to think about: Handling postal codes that are invalid (no rep found in your mapping object) When an Account's postal code changes, do you automat …

Yet, the SOQL is expecting a list of Account ids when you use a bind variable of list<Sobject>. …

delivered) but I haven't investigated this any further Reason #2 The user used for the SOQl doesn't have read permission to all of the Accounts - check your sharing settings (this would imply a private Account …

Fields that are not selectable with radio buttons are formula fields. The reason they are not included is because, by definition, they are derived from fields provided by user, API, workflow/process …

Q1 When I change the owner of an Account record to UserA, the associated Opportunity record's owner is set to UserA automatically. … If you need the Opportunity logic to fire, you would need to call or include that logic in the Account trigger. …

select Id, Name, RecordType.Name from Account consult the SOQL guide on Relationship queries …

In addition to Anil's answer, there's a way to do this as part of the deploy so you can avoid the Data Loader and fieldtype swap. You will need to manually edit your source file for the object in qu …

let's say you start with this: Account Winner Oppo 100 Closed Oppo 101 Open Account Loser Oppo 200 Open Oppo 201 Closed after merge of loser into winner you will have: Account Winner Oppo 100 … Closed Oppo 101 Open Oppo 200 Open Oppo 201 Closed merge basically reparents all children of the losing Account into the winning account …

List Views don't allow filtering to be done on parent fields. What you'll need to do is create a formula field on Event such as AccountFieldX__c which is defined as Account.AccountFieldX__c Events sup …

available to the Account record. … You'll need application logic to populate this field when a new Portal user is created but since there's a relationship between User->Account already, you can exploit that …