• Dlu
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Last Conversation Date - (Date field)

Days Since Last Conversation Date - (Formula field) = Now() - Last Conversation Date

Account Status - (Picklist field)

 

Here is what I'm trying to do.  I have a field on accounts that shows the date of a last conversation.  I have another field that calculates how many days it's been since that last conversation.  When this field hits 121 days I want to update a picklist field on the account to say "Needs Contact".  The Days Since Last Conversation Date formula is being updated by the system time updating, not an active UI edit.  Because of this I can't use a WorkFlow to update the Account Status.  When I've tried the WorkFlow doesn't fire because it isn't recognizing that an update took place.  I have also tried to create a trigger to make this work to no avail.  Here is my trigger.

 

 

trigger ProtectedStatusUpdate on Account (before update) {

    Account acct = Trigger.new[0];
     
//check to see if the Days Since Last Meaningful Conversation Date is greater than 120
    if(acct.Days_Since_Last_Activity_Modified_Date__c == 121){
      if(acct.Account_Rank__c == 'Sales Hot' || acct.Account_Rank__c == 'Sales Warm' || acct.Account_Rank__c == 'Sales Cool'){
      acct.Account_Rank__c = 'Needs Contact';
      }
     }
}

 Any suggestions would be greatly appreciated.

 

Thanks,

 

Christian

 

  • July 21, 2010
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Hello,

 

My organization has multiple address fields on one of our contact record types (4 to be exact--Mother, Father, Guardian, Emergency).  To make data entry easier, once someone enters the first address on the record (Mother), I'd like the record to automatically refresh and populate the remaining three address fields with the same information.  Is this possible?

 

Thanks,

Courtney

Is there a way to change the home page in Sales Force to the 31 day calendar by managing the API?

 

Thanks!

  • July 19, 2010
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I have added a custom field at the account level for an account email address -- most contacts do not have an email address of their own -- the primary email is at the account level.

 

I would like to be able to create a report for all new donations (Opportunities) made per account and email a receipt to the account email address.

 

In addition to just regular receipts, I'd like to send an email that contains all of their donations for the year to serve as the donors annual tax statement.

 

Has anyone setup something like this? Is it possible using built in SalesForce tools, or is their a plugin I can use?