Having a bit of an issue with the Duplicate Contact Blocker APEXchange...
The installation was successful (did deactivate the disturbing validation rules on the contact).
Then I activated them again and did some tests. The APEX works, when creating a new Contact over the "New Contact" Button, but not over the lead conversion.
It still let's me create a new Contact, thought the contact does already exist in the system (I'm taking Last Name and Email as matching criteria).
Where could I look next?
Thanks in advance.
I have 2 fields in my account table:
Site Inspection and Site Inspection Date
The Site Inspection field is a mandatory picklist with Yes or No as options.
The Date field is set up as Read only with date variables allowed.
I would like the following configured:
1> If the user selects No, the record is saved as is (date field is blank).
2> If the user selects Yes, the Date field is automatically updated with Today() and the record is saved.
I just inherited this SF.com stuff from a previous staff member and am trying to ramp myself up...thanks!
I work for a nonprofit trying to set up Salesforce for non-sales purposes, so we're currently trying to tweak our environment. I personally am brand new to Salesforce, so please forgive (and correct!) any terminology I use incorrectly.
We have a custom field (a multi-picklist) on our Account page layout, and whenever we convert a Lead into a Person Account, we always need the same value to show up in that field on the converted Person Account. The only way I know to make this happen is to create a replica custom multi-picklist field on the Lead page, map it to the matching picklist on the Person Account page, and instruct the end user to select that value every single time they create a new lead before they convert it to a Person Account.
Is there a way around this so that the end user won't have to manually complete this step every time they create a new lead?
Many thanks in advance.
While Installing Apex plugin in Eclipse 3.3.2, getting an error saying"Network Connection Problems Encountered During Search"
I followed the procedure given in http://wiki.apexdevnet.com/index.php/Force.com_IDE_Installation_for_Eclipse_3.3.x
Please suggest is how to rectify this error or please suggest me other way to install Apex plugin in Eclipse.
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Message Edited by RainMan on 10-23-2008 10:57 AM