Hi everyone,

 

We are currently investigating the use of the Assets object, to give Sales Reps the ability to easy document what products a customer has installed, whether we've sold it or if sold by a competitor. 

 

Utilizing the Product look-up field would be ideal, but when searching, the user is forced to use asterisks, and has to filter out inactive products manually. 

 

Is there any way to force the search to filter out inactive products?

Hi everyone,

Not sure if this has already been solved, but my company (in the past) has had issues with making the billing address required. My solution is as follows:

1. Create a formula field that assigns a value of 1 for each completed address field you want to make required.
• For example, if you wanted to require BillingCity and Billing State, write this formula:
• IF (LEN( BillingCity ) = 0, 0,1)+
  IF (LEN( BillingState) = 0, 0,1)
• This formula would return a value of 2, if those fields were completed.
  
2. Create a validation rule that prevents saving a record unless "Billing Address Score" is equal to 2

Hi everyone,

I am currently working on a project involving Contracts and Serial Numbers. I would like this particular group to utilize Salesforce to manage the serial numbers and contract info (start/end dates, Support-Level, etc.) versus paying to use another service.

Basically there's one unique contract "number" (actually letters & numbers). You then have "machine types" and "serial numbers."

The object may need to be custom as our current contracts object is unique-numerical, without any user input. I'm not sure, though.

Each Contract has one or many machine types.
Each Machine type has one or many contracts.
Each Machine type can have one or many serial number.
Each Serial Number has a Machine type.

Are there current fields available that would work here? The only thing I could see that is even close, is the Long Text field, but it doesn't meet the needs of the group. Pick lists are too limited (there could be thousands of serial numbers and hundreds of machine types).

Can this be done without visualforce, and without creating more than one custom object? If it can only be done with visualforce, does anyone have anything written and would be kind enough to give me a helping hand?

Thanks very much for your help.

Hi everyone,

After being unsuccessful at creating a workflow action that would update a multi-select picklist, I was told to investigate the use of an Apex Trigger to update the ms picklist.

Can anyone help me create this?

Thank you for any help you can give!

Hi everyone,

Not sure if this has already been solved, but my company (in the past) has had issues with making the billing address required. My solution is as follows:

1. Create a formula field that assigns a value of 1 for each completed address field you want to make required.
• For example, if you wanted to require BillingCity and Billing State, write this formula:
• IF (LEN( BillingCity ) = 0, 0,1)+
  IF (LEN( BillingState) = 0, 0,1)
• This formula would return a value of 2, if those fields were completed.
  
2. Create a validation rule that prevents saving a record unless "Billing Address Score" is equal to 2

Hi everyone,

I am currently working on a project involving Contracts and Serial Numbers. I would like this particular group to utilize Salesforce to manage the serial numbers and contract info (start/end dates, Support-Level, etc.) versus paying to use another service.

Basically there's one unique contract "number" (actually letters & numbers). You then have "machine types" and "serial numbers."

The object may need to be custom as our current contracts object is unique-numerical, without any user input. I'm not sure, though.

Each Contract has one or many machine types.
Each Machine type has one or many contracts.
Each Machine type can have one or many serial number.
Each Serial Number has a Machine type.

Are there current fields available that would work here? The only thing I could see that is even close, is the Long Text field, but it doesn't meet the needs of the group. Pick lists are too limited (there could be thousands of serial numbers and hundreds of machine types).

Can this be done without visualforce, and without creating more than one custom object? If it can only be done with visualforce, does anyone have anything written and would be kind enough to give me a helping hand?

Thanks very much for your help.

I have a situation between 2 system admins in a single org. This company consists of 2 divisions with 2 system admins- one for each division. These 2 divisions operate independently from one another but do share some page layouts and fields. When one admin changes values, fields, page layouts a conflict arises because sometimes he edits/changes the other admin's division. Is there any way to limit/ create a new profile to restrict a system admins permissions to only edit specific record types/ fields/ layouts?

This issue has not only decreased admin. efficiency but has also brought conflict to the enterprise. Does anyone have any ideas?

Thanks.