Hello All,
Needed a suggestion on how to restrict users in our org to log-in as another user. The only users that should be allowed to do this is System Admin. Whats the best way to go about this?

Thanks!

Hello All,
This is sort of an open discussion question but a solution is definitely apprecaited, i want to know whats the best solution to this ask. (Workflow or a Trigger)

The ask is;

-We have a field on contact level called "First SDR Owner" that gets updated when a new Lead comes in. 
-IF this new contact is associated with an Existing Account, and that account type = Customer OR if that account has any Open opportunity. Than make the field "First SDR Owner" Blank. 

As always, all help is greatly appreciated! 

Thanks!

Hello Community,
I have a requirement that i needed some assistance with. I have a user who is requesting the ability to In-line Edit some of his comments in a list view. Is this functionality available in Lightning? Please see the annotated Screenshot below to see the fields he wants to edit. 





Thanks!

Hello All!
I have a requirement where i have to restrict a value called "Upsell - New Term" from field called "Type" (Picklist). 

A few criterea will be going into this; 
1) I will need to allow the Sales Reps to make edits when the Type is already been selected as "Upsell - New Term". 
2) i Will need to make sure admin/delegated admin (Two different profiles) are exempt from this validation rule.  

This is what i have so far: 
And($Profile.Id!='00eo0000000rxvI',$Profile.Id!='00e1N000000h0wX', ISPICKVAL(Type,'Upsell - New Term'),ISCHANGED(Type))

But for some reason this does not seem to work for some of the users. Is there an alternate way i can go about this? 

Thanks!

Hello!

Is there away to control which values users from a particular profile see from a Picklist Field?
I have a field on opportunity object that contains values that i only want Users from a certain profile to see/use (As they mistakenly select values they should NOT touch) 

Whats is the best practice or an appropriate way to go about this? 

Hi All,
I have a requirement to add a field "Office Hours" on a Campaign Member object. Could you please provide me the best way to go about this? Does this need to be a forumla field?

Hi All!
I needed some assistance creating a simple validation rule, where if Campaign stage = Opportunity Created do not allow record to be saved without an opportunity link.

Thanks!

Hello All,
I have a requirement that i seem to have issues with. 
The requirement is to check all accounts that has the account type as 'Prospect' and update these accounts Fax field to '9999999999'

Below is the code i have formulated but it is getting Syntax errors. 

public class AccountnContactClass{

//Create 2 account and 2 Contacts using List and Limiting the Insert DML statements
         
    
    public void AccountContactCreation(){
    List<Account> AccList = new list <Account>();
    Account ac8 = New Account();
    ac8.Name = 'Apples';
    ac8.type = 'prospect';

    Account ac9 = New Account();
    ac9.Name = 'Oranges';
    ac9.type = 'prospect';
    
    AccList.add(ac8);
    AccList.add(ac9);
    
    Insert AccList;
    
    List<contact> ContactList = new list <contact>();
    Contact Con1 = New Contact();
    Con1.FirstName = 'Tomatoes';
    Con1.LastName = 'Rotten';
    Con1.LeadSource = 'Phone Inquiry';
    Con1.accountid = Acclist[0].id;
    
    Contact Con2 = New Contact();
    Con2.FirstName = 'G2';
    Con2.LastName = 'Gatorade';
    Con2.LeadSource = 'Partner Referral';
    Con2.accountid = AccList[1].id;
    
    ContactList.add(Con1);
    ContactList.add(Con2);
    
    Insert ContactList;
    
    Contact d=[select Account.name from Contact where accountid=:Acclist[0].id Limit 1];
    d.account.type='Installation Partner';
    update d.account;
    

//This is the code for updating the fax field for account type prospect

List<account> A = [select name, type, fax from Account where type = 'prospect'];
A.account.Fax= '9999999999';
update A.account;
    
    
    
    }
    
    }

 

Im fairly new to Apex, so this question may seem mediocre but i've really just hit a wall at this point.
Below is the requirement:
Insert 2 accounts with type = 'Prospect'
Insert 2 contacts  - 1 contact Lead source = 'Phone Enquiry' - Relate to 1 account
                            - 2 Contact Lead Sorce ='Partner Referal' - Relate to 2 account 
 CHeck if(Contact Lead source = Phone Enquiry)
 Related Account type = "Installation Partner";

Below is the what i have so far:

public class AccountnContactClass{

//Create 2 account and 2 Contacts using List and Limiting the Insert DML statements
         
    
    public void AccountContactCreation(){
    List<Account> AccList = new list <Account>();
    Account ac8 = New Account();
    ac8.Name = 'Apples';
    ac8.type = 'prospect';

    Account ac9 = New Account();
    ac9.Name = 'Oranges';
    ac9.type = 'prospect';
    
    AccList.add(ac8);
    AccList.add(ac9);
    
    Insert AccList;
    
    List<contact> ContactList = new list <contact>();
    Contact Con1 = New Contact();
    Con1.FirstName = 'Tomatoes';
    Con1.LastName = 'Rotten';
    Con1.LeadSource = 'Phone Inquiry';
    Con1.accountid = Acclist[0].id;
    
    Contact Con2 = New Contact();
    Con2.FirstName = 'G2';
    Con2.LastName = 'Gatorade';
    Con2.LeadSource = 'Partner Referral';
    //Con2.accoundid = AccList[1].id;
    
    ContactList.add(Con1);
    ContactList.add(Con2);
    
    Insert ContactList;
    
}

}

 

Hello All,
Needed a suggestion on how to restrict users in our org to log-in as another user. The only users that should be allowed to do this is System Admin. Whats the best way to go about this?

Thanks!

Hello All!
I have a requirement where i have to restrict a value called "Upsell - New Term" from field called "Type" (Picklist). 

A few criterea will be going into this; 
1) I will need to allow the Sales Reps to make edits when the Type is already been selected as "Upsell - New Term". 
2) i Will need to make sure admin/delegated admin (Two different profiles) are exempt from this validation rule.  

This is what i have so far: 
And($Profile.Id!='00eo0000000rxvI',$Profile.Id!='00e1N000000h0wX', ISPICKVAL(Type,'Upsell - New Term'),ISCHANGED(Type))

But for some reason this does not seem to work for some of the users. Is there an alternate way i can go about this? 

Thanks!

Hi All!
I needed some assistance creating a simple validation rule, where if Campaign stage = Opportunity Created do not allow record to be saved without an opportunity link.

Thanks!

Hello All,
I have a requirement that i seem to have issues with. 
The requirement is to check all accounts that has the account type as 'Prospect' and update these accounts Fax field to '9999999999'

Below is the code i have formulated but it is getting Syntax errors. 

public class AccountnContactClass{

//Create 2 account and 2 Contacts using List and Limiting the Insert DML statements
         
    
    public void AccountContactCreation(){
    List<Account> AccList = new list <Account>();
    Account ac8 = New Account();
    ac8.Name = 'Apples';
    ac8.type = 'prospect';

    Account ac9 = New Account();
    ac9.Name = 'Oranges';
    ac9.type = 'prospect';
    
    AccList.add(ac8);
    AccList.add(ac9);
    
    Insert AccList;
    
    List<contact> ContactList = new list <contact>();
    Contact Con1 = New Contact();
    Con1.FirstName = 'Tomatoes';
    Con1.LastName = 'Rotten';
    Con1.LeadSource = 'Phone Inquiry';
    Con1.accountid = Acclist[0].id;
    
    Contact Con2 = New Contact();
    Con2.FirstName = 'G2';
    Con2.LastName = 'Gatorade';
    Con2.LeadSource = 'Partner Referral';
    Con2.accountid = AccList[1].id;
    
    ContactList.add(Con1);
    ContactList.add(Con2);
    
    Insert ContactList;
    
    Contact d=[select Account.name from Contact where accountid=:Acclist[0].id Limit 1];
    d.account.type='Installation Partner';
    update d.account;
    

//This is the code for updating the fax field for account type prospect

List<account> A = [select name, type, fax from Account where type = 'prospect'];
A.account.Fax= '9999999999';
update A.account;
    
    
    
    }
    
    }

 

Im fairly new to Apex, so this question may seem mediocre but i've really just hit a wall at this point.
Below is the requirement:
Insert 2 accounts with type = 'Prospect'
Insert 2 contacts  - 1 contact Lead source = 'Phone Enquiry' - Relate to 1 account
                            - 2 Contact Lead Sorce ='Partner Referal' - Relate to 2 account 
 CHeck if(Contact Lead source = Phone Enquiry)
 Related Account type = "Installation Partner";

Below is the what i have so far:

public class AccountnContactClass{

//Create 2 account and 2 Contacts using List and Limiting the Insert DML statements
         
    
    public void AccountContactCreation(){
    List<Account> AccList = new list <Account>();
    Account ac8 = New Account();
    ac8.Name = 'Apples';
    ac8.type = 'prospect';

    Account ac9 = New Account();
    ac9.Name = 'Oranges';
    ac9.type = 'prospect';
    
    AccList.add(ac8);
    AccList.add(ac9);
    
    Insert AccList;
    
    List<contact> ContactList = new list <contact>();
    Contact Con1 = New Contact();
    Con1.FirstName = 'Tomatoes';
    Con1.LastName = 'Rotten';
    Con1.LeadSource = 'Phone Inquiry';
    Con1.accountid = Acclist[0].id;
    
    Contact Con2 = New Contact();
    Con2.FirstName = 'G2';
    Con2.LastName = 'Gatorade';
    Con2.LeadSource = 'Partner Referral';
    //Con2.accoundid = AccList[1].id;
    
    ContactList.add(Con1);
    ContactList.add(Con2);
    
    Insert ContactList;
    
}

}