• kamala swarnalatha
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  • Member since 2018

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I have two users A and B with same Profile, User A should see only his Account records and user B should see entire Organisation records.
How can we achieve this?
Im trying to update a custom field called related_contact__c on opportunity, that will populate with the id of a related contact. This will auto-populate when a contact is related to the opportunity but is not the contact lookup field
Hi all,
I have created 2 accounts: nihar and head 
And I have created Related 3 opportunities records: opp1 , opp2 , opp3
Under nihar account opp1
under head account opp2 and opp3
My Task is to show closed date or due date of opportunities under accounts if one opportunities 75 days from created date and 2 or more 180+
Example: nihar account -- opp1 (due date should be 75+ from created date)
head account --- opp2,opp3(due date should be 180+ from created date)

Thanks in Advance!!!
Trying to create a validation where Equipment Feedback is selected in the VOC Description picklist field, and then make the following picklist fields required (with any value). 

AND(ISPickval( VOC_Description__c  ,'Equipment Feedback'),
(Ispickval(Brand__c ,"")
((Ispickval(Condition__c,"")
(Ispickval(Model__c,"")
(Ispickval(Product_Family__c,"")
(Ispickval(Brand__c,"")
(Ispickval(Product_Type__c,"")))))))
Hi,
I have a requirement, where sales guyz are in Asia, North America, South America and Europe. Cutomer wants to have completely different sales process and different page layouts ? How can I acheive this requirement please ?
  • April 12, 2018
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Hi, 

  I want to create a validation in account on BillingState this should be mandatory when BillingCountry = United States or US or USA. Please suggest me a logic. 

Thanks
Sudhir
  • March 20, 2018
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Hi,

Anyone could help how to play the trailhead quest to receive the award.

Thanks in advance!

Regards,
Kamala.K
Hi,

Challenge Not yet complete... here's what's wrong: 
An Opportunity with the Stage 'Negotiation/Review' and the Amount greater than $100,000 was not successfully submitted for approval upon creation.

I have the above error while check challenge the 5th stage of process automation specialist.

Thanks in advance.

Best Regards
Kamala.
Challenge Not yet complete... here's what's wrong:  The 'Number of Days Open' formula field did not return the correct number of days. Please recheck the formula.

I have this issue when am going to verify step in trailhead.Project-Build aSuggestion Box App

Thanks in Advance!
Kamala
PFA of error
I am developing the app on a new playground platform launched today itself. Still getting the attached error.
Please let me know any action items if needed to be done from myside to resolve the issue.
Hi all,

I have created a process builder with approval process.
However, there are 2 fields that are showing 0 or null dispite having values.

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My fields setup:
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Question:
1. Does forumla not able to be processed in proecess bui;lder?
2, Im using multi-currency and can the process builder identify which currency from QUote and do a calculation?
 
My requirement is
a]  to add a custom field say warranty__c in Products object, then show that in opportunity line items while creating a new opportunity.
b] then I will convert the opporutnity line items to quote ine items but I think custom field is not converted.

I added a custom field warranty__c to Product Object but I am not able to see this field while creating line items in opportunity.
Please let me know.

thanks
sheila.

 
Hi,

I have built a process that should change the case owner if the contact owner is changed but only for a specified case record type, the issue is that it is changing all cases. 
Please see process below, have I missed somthing?
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I have used the 18 digit id as I thought that was the issue but still the same result. 

Any advice welcome.
Thank You,
Lorr
  • August 14, 2018
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Hi All,
I have a validation rule on the contract object which doesn't allow a checkbox to be checked by users until they have completed the required fields. The issue is that some of these fields are picklist values and are very much needed. Here is the rule with the other fields (without the picklist ones):
AND( 
OR( 
ISBLANK (Knowledge__c ), 
ISBLANK(Functional_Skills__c), 
ISBLANK(App_Attendance_Absent__c), 
ISBLANK(App_Attendance_Late__c), 
ISBLANK(App_Attendance_Present__c), 
ISBLANK(App_Attendance_Present_including_Late2__c), 
ISBLANK(How_can_you_improve_your_score__c), 
ISBLANK(Apprentice__c), 
ISBLANK(Career_Options__c), 
ISBLANK(Competency__c), 
ISBLANK(Date_of_last_Review__c), 
ISBLANK(Date_of_this_review__c ), 
ISBLANK(Due_Date_1__c), 
ISBLANK(Due_Date_2__c), 
ISBLANK(Due_Date_3__c), 
ISBLANK(Employer_Representative_Comments__c), 
ISBLANK(English_Diagnostic_Assessment__c), 
ISBLANK(Functional_Skills__c), 
ISBLANK(Health_Safety_E_D_topic__c), 
ISBLANK(How_would_you_score_yourself__c), 
ISBLANK(Issues_or_Concerns__c), 
ISBLANK(LDS_Comments__c), 
ISBLANK(LDS_How_to_improve_score_next_month__c), 
ISBLANK(maths_English__c), 
ISBLANK(maths_Diagnostic_Assessment__c), 
ISBLANK(Overall_Progress_Blue__c), 
ISBLANK(Overall_Progress_Green__c), 
ISBLANK(Overall_Progress_Orange__c), 
ISBLANK(PDP__c), 
ISBLANK(Projects_or_areas_of_work__c), 
ISBLANK(Review_Location__c), 
ISBLANK(Safeguarding_topic__c), 
ISBLANK(Score_for_the_month__c), 
ISBLANK(LDS_Score_for_the_month__c), 
ISBLANK(Target_1__c), 
ISBLANK(Target_2__c), 
ISBLANK(Target_3__c), 
ISBLANK(To_keep_myself_and_others_safe_I_can__c), 
ISBLANK(Work_Attendance_Late__c), 
ISBLANK(Work_Attendance_Sick__c) 
), 
Review_Completed__c = true 
)
Here are the picklist values:
ISBLANK(All_Smart_Targets_met__c),
   ISBLANK(Additional_Support__c),
   ISBLANK(Apprentice_of_the_month__c),
   ISBLANK(Apprenticeship_work__c),
   ISBLANK(At_risk_record_to_be_created_or_updated__c),
   ISBLANK(Do_we_need_to_open_FS_aims__c),
   ISBLANK(Enrichment_sessions__c),
   ISBLANK(For_Whom__c),
   ISBLANK(For_Whom_2__c),
   ISBLANK(For_Whom_3__c),
   ISBLANK(Is_employer_partnerships_input_required__c),
   ISBLANK(Is_the_manager_happy_generally__c),
   ISBLANK(Qualification_Level__c),
   ISBLANK(Reflective_log__c),
   ISBLANK(Target_Type_1__c),
   ISBLANK(Target_Type_2__c),
   ISBLANK(Target_Type_3__c),
   ISBLANK(The_Employer_Reference__c),
   ISBLANK(Upcoming__c),
Thaaaanks :) 

 
can anyone please tell me how many records we can create in a custom object in salesforce ?
Hi All,
 i need Validation Rule For all open opportunities that do not have a contact role entered that it must be entered before updating the opportunity .
how to do this?
Any suggestions?
I created a new process to update an account field (call_stage__c) whenever a new task is created. Basically, it just changes the picklist value to increase to the next call (e.g. call1 to call2, call2 to call3, etc.). This is working just fine when creating tasks for Accounts, but I keep getting this error when creating tasks in Leads. 

I noticed that this only happens when I use a type formula in the process and doesn't seem to happen when type=formula. I have a separate process that works pretty much the same, but I'm using type=picklist (this is under "immediate actions"). The formula I'm using is:

IF(text([Task].Account.Call_Stage__c)= "call1", "call2",
IF(text([Task].Account.Call_Stage__c)= "call2", "call3",
IF(text([Task].Account.Call_Stage__c)= "call3", "call4",
IF(text([Task].Account.Call_Stage__c)= "call4", "call5",
IF(text([Task].Account.Call_Stage__c)= "call5", "call6",
IF(text([Task].Account.Call_Stage__c)= "call6", "call7",
IF(text([Task].Account.Call_Stage__c)= "call7", "call8",
IF(text([Task].Account.Call_Stage__c)= "call8", "call9",
IF(text([Task].Account.Call_Stage__c)= "call9", "call10",
IF(text([Task].Account.Call_Stage__c)= "call10", "call11",
IF(text([Task].Account.Call_Stage__c)= "call11", "call12",
IF(text([Task].Account.Call_Stage__c)= "call12", "call13",
IF(text([Task].Account.Call_Stage__c)= "call13", "call14",
IF(text([Task].Account.Call_Stage__c)= "call14", "call15",
IF(text([Task].Account.Call_Stage__c)= "call15", "call16",
IF(text([Task].Account.Call_Stage__c)= "call16", "call17",
IF(text([Task].Account.Call_Stage__c)= "call17", "call18",
IF(text([Task].Account.Call_Stage__c)= "call18", "call19",
IF(text([Task].Account.Call_Stage__c)= "call19", "call20",null)))))))))))))))))))

I'm getting "The flow failed to access the value for myVariable_current.Account.Call_Stage__c because it hasn't been set or assigned." whenever my process runs ONLY FOR LEADS.

​Any help is much appreciated!
I have a flow that updates a bunch of fields when a lead is converted with an opportunity. But it is updating even when the lead is converted without an opportunity. I think I found out why, where. All I need is a second piece of criteria. Currently it just says:

Converted = yes THEN proceed. 

I need to add in, converted AND has an opportunity. Can anyone help me put that piece into the puzzle? 

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public class AccountWrapper 
{

    public List<WrapperAccounts> wrapItems{set;get;}
    public List<WrapperAccounts> wrapConItems{set;get;}
    public List<WrapperAccounts> selectedItem{set;get;}
    public List<Contact> accContacts{set;get;}
      
    public Set<Id> accId=new Set<Id>();
    public AccountWrapper()
    {
        wrapItems=new List<WrapperAccounts>();
        List<Account> accItem2=new List<Account>([SELECT Name FROM Account limit 10]);
        wrapConItems=new List<WrapperAccounts>();
        for(Account a1:accItem2)
        {    
            boolean check=false;
            wrapItems.add(new WrapperAccounts(check,a1));
            
        }
        if(accId!=null)
        {
            for(Contact cx:conwrap)
            {
                wrapConItems.add(new WrapperAccounts(false,cx));
            }
        }
        
    }
//Defining pagference to perform actionsupport onclick event
public PageReference fetch()
{
    fetchRecords();
    return null;
}
public PageReference fetchCont()
{
    fetchConRecords();
    return null;
}
//Method to define fetchRecords which will fetch Related Contacts
public void fetchRecords()
    {
     accContacts=new List<Contact>(); 
     for(WrapperAccounts wraps : wrapItems)
     {
            if(wraps.selected==true)
            {
                accId.add(wraps.accList.Id);
            }
          System.debug('Selected Accounts:'+wraps);
             
      }
            System.debug('Accounts IDs:accId='+accId); 
          
    
         List<Contact> cons=[Select Name from Contact WHERE AccountId IN:accId];
          
              for(Contact con:cons)
              {
                      
                 accContacts.add(con);  
                
             }
                  System.debug('Contacts Lists:'+accContacts);

     }
 //method to fetch contact's detail page
 public Set<Id> conId=new Set<Id>();
 public void fetchConRecords()
    {
     
     for(WrapperAccounts contwraps : wrapConItems)
     {
            if(contwraps.conSel==true)
            {
                conId.add(contwraps.contLists.Id);
            }
          System.debug('Selected Contacts:'+contwraps);
             
      }
            
          
    
         List<Contact> conx2=[Select Id from Contact WHERE Id IN:conId];
          
          System.debug('Contacts Lists in conx2:'+conx2);

     }   
       
//Wrapper Class
public class WrapperAccounts
    {
        public boolean selected{set;get;}
        public Account accList{set;get;}
        public Contact contLists{set;get;}
        public boolean conSel{set;get;}
        
        public WrapperAccounts(Boolean sel,Account acc)
        {
            this.accList=acc;
            this.selected=sel;         
        }
        public WrapperAccounts(Boolean selec,Contact co)
        {
            this.conSel=selec;
            this.contLists=co;
        }
    }
}

<apex:page controller="AccountWrapper" sidebar="false">
<apex:form >
<apex:pageBlock >
            <apex:pageBlockButtons >
            <!--<apex:commandButton value="Select" action="{!fetchRecords}" reRender="block2" rerender="block3"/>-->
            </apex:pageBlockButtons>
            <apex:pageBlockSection title="Accounts" columns="3">
            <apex:pageBlockTable value="{!wrapItems}" var="c" id="table">
                <apex:column headerValue="Select">
                   <apex:inputCheckbox value="{!c.selected}"/>
                   <apex:actionSupport event="onclick"  action="{!fetch}"/>
                </apex:column>
                <apex:column value="{!c.accList.Name}" headerValue="Account Name"/>
            </apex:pageBlockTable>
           
            
            <apex:pageBlockTable value="{!accContacts}" var="c1" id="block2">
            <apex:column headerValue="Select">
                   <!--<apex:inputCheckbox value="{!c1.conSel}"/>-->
                   <apex:actionSupport event="onclick"  action="{!fetchCont}"/>
                </apex:column>
            <apex:column value="{!c1.Name}" headerValue="Related Contacts Name"/>
            </apex:pageBlockTable>
            
            
            <apex:pageBlockTable value="{!accContacts}" var="d1" id="block3">
            <apex:column value="{!d1.Name}" headerValue="Contact Detail Page"/>
            </apex:pageBlockTable>
            </apex:pageBlockSection>
</apex:pageBlock>
</apex:form>
</apex:page>