I used the below VR for the stages mentioned and need all fields to be filled if these stages are picked. However, the VR is not working. Any idea?

AND( 
CASE( 
"StageName", 
"S1 - Qualification", 1, 
"S2 - Solution Development", 1, 
"S3 - Proposal", 1, 
"S4 - Finalist", 1, 
"S5 - Verbal Award", 1, 
"Closed Won", 1, 
"Closed Lost", 1, 
0 
) = 1, 
OR( 
ISNULL( Implementation_Estimate__c ), 
ISBLANK(TEXT( Implementation_Fee_Included_in_Total_ACV__c )), 
ISNULL( Revenue_Recognition_Date__c ), 
ISBLANK(TEXT( Compelling_Event__c )) 
) 
)

Hi, I need the code for apex batch that when is executed will send the email to the email addresses - ftpa@freemail.com and tpa@freemail.com. 

Scenario
We have weekly sales call on eveery Monday morning at 10:00 pm where we discuss the open opportubities in the pipeline. 
What I need - I need that if the any open opportunity owned by any rep has a close date or Implementaiton date 3 or 4 days close to the every monday sales call, then reps get the email to review those opportunity (they may like to make the changes to those dates). The email will essentually contain opp name, close dates, imp dates and and opp owner full name. The email will only show the opps that have this critiera. If there is no opps like that then no email. 

These are the API names of the fields: 
CloseDate
Name
OwnerId
Implementation_Start_Date__c

Thank you very much for your help and Happy Fridays! 

Mit

I am not quite a developer and trying to find a way to create a custom button on custom object record "Projects" where if rep before saving the record should get a friendly reminder of checking her resources. If she is certain then then she can click "I confirm" (that will save the record) otherwise she can click on "Cancel" and she will remain on edit screen. I want to replace the standard button (Save) by these custom buttons |I confirm|. 

The message I want to display is: 

|My checklist - FTA Data, Makers Note and SNUL formation. Please make sure that client has plugware on the site. If not, contact KNOW-FRAV department. Thanks| 

This should be available in Classic as well as in Lightning. 

Thanks a lot. 

Hi, I need the code for apex batch that when is executed will send the email to the email addresses - ftpa@freemail.com and tpa@freemail.com. 

Scenario
We have weekly sales call on eveery Monday morning at 10:00 pm where we discuss the open opportubities in the pipeline. 
What I need - I need that if the any open opportunity owned by any rep has a close date or Implementaiton date 3 or 4 days close to the every monday sales call, then reps get the email to review those opportunity (they may like to make the changes to those dates). The email will essentually contain opp name, close dates, imp dates and and opp owner full name. The email will only show the opps that have this critiera. If there is no opps like that then no email. 

These are the API names of the fields: 
CloseDate
Name
OwnerId
Implementation_Start_Date__c

Thank you very much for your help and Happy Fridays! 

Mit

Hello all,

I followed the directions in the Trailhead module and clicked https://localhost:8443. I received the below error.

This site can’t be reached
localhost refused to connect.
Try:
Checking the connection
Checking the proxy and the firewall
ERR_CONNECTION_REFUSED

I have internet connection, there is no proxy, and I turned off the firewall. I saw documentation that suggested checking for missing "listen:443". I found it in the nginx.conf file. Any help would be appreciated. Thank you.

I need a custom formula field in the User object to calculate YTD Quota per person. So far, every formula I try runs into the "No Formula >5,000 Characters" rule, or it's so simple that too much falls through the cracks. Can anyone think of a way to simplify?

 

The rules are deceptively simple...

 

1) Each rep can have a different annual quota, split into a monthly goal.

2) Each rep gets two months "free" after their hire date before quotas start accumulating. If hired after the 15th of the month, they get that month "free" too.

3) Our fiscal year goes from 2/1 to 1/31

4) I've been determining the current fiscal month being reported by extracting the month from today's date,  and if it's January, setting the fiscal month # to 11 (December), or if it's February, setting the fiscal month # to 12, otherwise taking the month number - 2.

 

I've been approaching this by trying to capture the date the quota starts, then using that to determine where in the fiscal year this falls, and then determine how many months they get "free" that year versus the number of months elapsed so far this year.  But like I said, that's running into the character limit. Ultimately, I've been trying to find a way to capture the # of months I should multiply by the monthly quota (bold, italic, underlined below). But if someone can think of another way to go about it, I'm all ears.

 

I'm probably missing something terribly obvious, so I'm hoping a fresh set of eyes will see something that I'm overlooking because I'm trying to be too complicated.

 

Example:

 

Rep A

Hire Date  4/1/06

Date Quota Starts  6/1/06 (far prior to current FY)

Annual Quota  $500,000

Monthly Quota  $41,666.67

Current Reporting Month:  November 2009, which is fiscal month #10 of the current year

YTD Quota should be $416,667 or Monthly Quota *10 (same as fiscal month #)

 

Rep B

Hire Date  5/1/09

Date Quota Starts  7/1/09

Annual Quota  $600,000

Monthly Quota  $50,000

Current Reporting Month - November, fiscal month #10

YTD Quota should be $500,000 or Monthly Quota *5 (this is where I get complicated, trying to capture the month of the Date Quota Started and adjusting to the fiscal month by -2 if it's March-December, or forcing if it's Jan or Feb)

 

Rep C

Hire Date 11/28/09

Date Quota Starts  1/28/10

Annual Quota $480,000

Monthly Quota $40,000

Current Reporting Month - November, fiscal month #10

YTD Quota should be $0 or Monthly Quota * 0 , since the Date Quota Starts > the start of the current fiscal month  (and this is where I've totally failed, since this goes into another year, and the month has to be forced because it's calendar month #1, but fiscal month #12)

 

Ideas? Suggestions? Anything? I'm desperate!