Is there a way to limit the number of characters appearing on reports when reporting on the Case Description field? I looked at creating a formula to limit the text, however cannot use the description field in a formula (at least not that I could see).

Hi all - Hope that someone out there can help me with this issue. I just found out from Customer support (after waiting over 5 days for a response to a logged case) that they (basic support) do not help with validation rules - we need premier support (not an option currently with my company). Anyhow - I am rambling - here is my issue:

I am trying to create a validation rule in Opportunities whereby the sales rep must enter a value in the "Sales Interface Order Number" field when the opportunity stage is Closed Won. Because we are integrated with another system, any opportunity created by the Interface or updated by the Interface is not to be held to the rule. I have set up the rule as follows, however when testing it does not run - HELP!

AND(OR(CreatedBy.Alias <> "FChil", LastModifiedBy.Alias <> "FChil"), ISPICKVAL(StageName, "Closed Won"), ISNULL(Sales_Interface_Order_Number__c))

We are trying to get a new web-to-lead form up and running and most of the code is working except for the following sections (we have all but three fields from the form coming into SFDC):

This section we are trying to set the lead record type to Education





In this next section of Code:
ED_Course Type Interest gets populated
ED_Date Request - does not get populated
ED_Staff Attending - does not get populated
And finally
ED_Comments does get populated

Interested In*

On-site Training Hosting Course

Request Date*

Number of Staff Attending*

Comments

I'm trying to configure email2case to set some properties on the case that it creates.. Ideally case type and case origin.  Is this something email2case supports out of the box?  I couldn't find anything obvious in the documentation.


Thanks in advance,
Adam

• Update Standard & Custom Fields
• Create & Update Page Layouts & Record Types
• Create New Fields (Includes custom formula fields)
• Import/Export/Transfer Records
• Create Validation Rules
• Create Custom Buttons
• Workflow
• Security & Sharing
• User Setup
• Reporting & Dashboards
• Training
• Data Cleansing & De-Duping
• Configure/Design/Maintain MS Excel based reports (Office Edition)
• Setup/Launch/Monitor Email Campaigns with marketing tool
• Apex Code Knowledge
• Force.com Platform Knowledge

• Supports Corporate Marketing’s use of Salesfocorce.com (SFDC), including assisting with mailing list generation/clean-up as needed and helping Marketing Dept. automate processes related to national marketing campaigns.
• Develops ad-hoc reports as requested by user groups or stakeholders, performs analysis on data as required
• Maintain and communicate system metrics to track trends in usage and data integrity.
• Understands all aspects of SFDC configuration and technical/functional capabilities, including all changes and potential system implications related to the SFDC release upgrades (currently scheduled 2-3 times a year)
• Communicates regularly with the SFDC Business Owner, IT systems leadership, CRM Steering Committee and other stakeholders to ensure functionality meets field needs and to develop ongoing project plan.
• Maintains at least high-level familiarity with other IT system /business application capabilities and scope definition in order to make recommendations about potential upstream/downstream integration or functionality intersection points.  SFDC Sys Admin would champion SFDC within the technology systems group, educating other team members on the capabilities and potential applications of SFDC.
• Serves as key liaison with IT technical resources in areas related to system support for areas such as wireless, Outlook integration, etc.
• Support of management to attend ongoing salesforce.com training sessions as new features and on-demand versions of the application are launched
• Be the “voice” of the user community to represent to management commonly requested and needed changes to the application
• Hold quarterly update meetings with the initial Steering Committee to revisit application success factors and ensure incorporation of additional user requirement

Qualifications

• Bachelor's Degree or equivalent experience
• Demonstrated ability to interpret and apply standard policies, procedures and other established guidelines.
• Effective analytical/problem solving and research skills; effective communication skills for exchanging routine and non-routine information (verbally and in writing) with people inside and outside the Company; proficiency with personal computers, spreadsheets and database software.
• Intimate knowledge of the organizational culture and structure
• Updated information on any organizational changes or business process improvements
• Ability to send updated training and benefits communications to the user group
• Excellent communication skills to help internally “sell” and “service” the user group
• Excellent training skills to perform ongoing training sessions 
• Strong relationships with the managers of the user group to ensure proper use of the application

Hi all - Hope that someone out there can help me with this issue. I just found out from Customer support (after waiting over 5 days for a response to a logged case) that they (basic support) do not help with validation rules - we need premier support (not an option currently with my company). Anyhow - I am rambling - here is my issue:

I am trying to create a validation rule in Opportunities whereby the sales rep must enter a value in the "Sales Interface Order Number" field when the opportunity stage is Closed Won. Because we are integrated with another system, any opportunity created by the Interface or updated by the Interface is not to be held to the rule. I have set up the rule as follows, however when testing it does not run - HELP!

AND(OR(CreatedBy.Alias <> "FChil", LastModifiedBy.Alias <> "FChil"), ISPICKVAL(StageName, "Closed Won"), ISNULL(Sales_Interface_Order_Number__c))