6
votes
Best way to lessen the characters used in a formula field
You can rely on some common patterns in your example and use the CONTAINS function within nested IFs with the last else use case being the CASE to handle odd-balls
IF (CONTAINS(...
- 72.5k
5
votes
Best way to lessen the characters used in a formula field
If I were to address this requirement, I would introduce an object to represent the various programs (e.g. Program__c) and have that object hold both the program name and the type of institution. I'd ...
- 37.5k
3
votes
List sorting by custom field
In 2024 things have improved. Salesforce introduced the Comparator interface, something that Java had at least since version 1.2. No need for wrappers or another query. In order to sort according to a ...
- 3,060
3
votes
Accepted
incorrect signature: void getDescribe() from the type Schema.DescribeFieldResult
Schema.sObjectType is a DescribesObjectResult, which is why you need to use fields to get to the fields. If you want to get the field token, use <sobjectType>.<fieldName>.
The two ...
- 500k
2
votes
Accepted
How do I create a trigger where only the owner of a case can edit the OwnerId field
I believe this can be done using a validation rule; no need for a trigger.
Something like:
ISCHANGED(OwnerId) && PRIORVALUE(OwnerId) != $User.Id
- 37.5k
2
votes
Accepted
Error when creating a case
It looks like there is a custom lookup filter defined on the AccountId field on Case.
Go to Object Manager → Case → Fields & Relationships → Account Name.
Check whether there are any lookup ...
- 3,420
2
votes
Accepted
What are some advantages/disadvantages on moving Case Assignment Rule logic to a Flow?
Yes, you can use a Flow, but there are tradeoffs. If you can fit your logic in a before save flow, it should perform better than the assignment rule. Note that some paths that may create a case, such ...
- 500k
2
votes
No way to notify a user when they are added as a case team member?
It's simply not triggerable. Generally, the canonical approach is to write a scheduled job (likely a batch) that you run on an interval. Each execution, you look for records created since the last run....
- 151k
2
votes
incorrect signature: void getDescribe() from the type Schema.DescribeFieldResult
Well, Type is the name of a class (and not one of the reserved keywords), but that's not the issue here.
Schema.SObjectType.Case.fields.Type and Schema.SObjectType.Case.fields.Subtype__c are already ...
- 63.2k
1
vote
Case Subject in list view
Just to update, It's a bug reported in new Winter release.
https://issues.salesforce.com/issue/a028c00000zgtTHAAY/~
- 11
1
vote
WebToCase form is not generating cases in Salesforce
Though the same link has been already shared in comment above. Let me know what is not helpful in the link.
In a 24-hour period, you can capture up to 5,000 cases. If you reach this limit, any ...
- 9,003
1
vote
How do I trigger Case assignment rules on case edit operation? (Through UI)
To force case assignment rules, enable the 'Default' checkbox and disable the "Show on edit page" checkbox under Case Assignment Checkbox. This will remove the ability for users to turn off ...
- 2,745
1
vote
can we create matching rules on case object in salesforce service cloud Enterprise Edition so that we can identify duplicate cases?
This feature is still an idea you can upvote the idea.
To manage the case duplication you can write a trigger on before insert to check for duplicate cases. Based on specific fields you can write code ...
- 2,745
1
vote
Accepted
can we create matching rules on case object in salesforce service cloud Enterprise Edition so that we can identify duplicate cases?
Only supported objects are shown in the dropdown. At the time of this answer, cases are not supported by Duplicate Management. For now, this feature only supports accounts, contacts, leads, and custom ...
- 500k
1
vote
Accepted
API Integration User - why is modify all necessary to create cases assigned to users (not queues)?
First of all, you are to be commended for wanting to avoid using the Modify All permission (or the even deadlier Modify All Data permission.
The solution to this is to add
Transfer Record permission ...
- 72.5k
1
vote
Nested AND/OR Statement in a Validation Rule on the Case Object
You just forgot a comma in the OR function. Each parameter of a function needs a comma between them.
AND
(
ISPICKVAL(Status, "Closed"),
NOT(Project_Checklist_Complete__c),
OR(
...
- 500k
1
vote
How to update first response date field(custom object) on case object
I would create a record triggered flow based on the EmailMessage object. You can have it run only if the message is outbound and related to a case record (via Related Object Id starts with 500, see ...
- 48
1
vote
Formula Field Case Statement that is dependent on a picklist value
Yes, but because formulas are so limited you'd have really no other option but to duplicate the CASE() structure.
ex.
IF(
TEXT(TYPE) = "CURRENT CUSTOMER",
/* CASE() for when it is &...
- 63.2k
1
vote
Before Update Case
What you're trying to do is impossible. You cannot turn an insert into an update. Instead, you'll want to learn about the upsert DML operation. This allows you to create or update a case based on a ...
- 500k
1
vote
Accepted
Best design for emailing groups of Users that are collaborating on a Case
i see two possible solutions here.
With Case Teams you can easily create Email Alerts assigned to one or more Case Teams (I assume you´ll have only one Case Team called "Recipients"?
...
- 26
1
vote
Accepted
Record types, with their corresponding reason and subreasons
Unfortunately, there is no simple way to do this via a SOQL query. Your best bet is the UI API, which you can query via Salesforce Workbench.
Go to Utilities, REST Explorer and do a GET request to ...
- 3,420
1
vote
Was Case access removed from the Salesforce Integration License?
This was an oversight on my part, and is now resolved. As outlined in the linked answer, you must assign a user with the Integration license the "Salesforce API Integration" Permission Set ...
- 12k
Only top scored, non community-wiki answers of a minimum length are eligible