I'm really struggling with Apex and Apex Triggers in particular, just doesn't make a lot of sense and hoping someone might be able to assist me, I want a simple formula/workflow but since I'm dealing with two separate objects Salesforce just won't play ball...
We have a custom opportunity field for 'Territory' and I want this to be shown on any new tasks, sounds so simple but it seems the only way to get this working is via an Apex Trigger and I'm not sure where to begin.
Can anyone suggest how I can get this working?
Has anyone been able to get the shared Tasks (Summer '12) and Events (Winter '13) working with the Excel Connector, specifically the PE version?
From the SFDC release notes it seems like we need API 24.0 and above to have access to this, I can't use the Data Loader with PE so doesn't seem to be a way for me to mass insert Tasks and Events and linking to multiple contacts, anyone have any experience or tips on this?
I have successfully used the Salesforce connector to insert tasks that are associated with opportunities. However, these inserted tasks do not have the "reminder" set. I want the reminder set so that at the future date associated with the inserted task is reached, there will be a reminder that pops up to remind the assigned user to accomplish the assigned task. Note that when I use the online interface to create a task for an opportunity, the reminder is automatically set for me.
How do I insert a task using Excel Connector and have the reminder for that task set?
When someone takes the time/effort to repspond to your question, you should take the time/effort to either mark the question as "Solved", or post a Follow-Up with addtional information.
That way people with a similar question can find the Solution without having to re-post the same question again and again. And the people who reply to your post know that the issue has been resolved and they can stop working on it.