• Emeric
  • NEWBIE
  • 5 Points
  • Member since 2018

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 3
    Questions
  • 4
    Replies
Hi,

The problem that I have is that when an opportunity is closed, not all the Amount will come into the business in the Closed Date Financial Year.

As a solution, I was thinking of creating a separate Custom Object to track the Annual Value of the opportunity.

Opp Annual Value
Financial Year

In order to calculate the Opp Annual Value, I would count the number of months in that FY and * by the Opp Amount/Duration in Months.

In terms of the Financial Year, that is a picklist. 16/17, 17/18, 18/19,. etc. Is there an easy way to assign these values?

Should this be written as a Trigger or as a Class?

Thanks,

emeric.
  • January 05, 2020
  • Like
  • 0
Hi,
What is the best way to offer this type of support functionality to users?
We are a Salesforce Partner and we have a number of clients using our app. We would like for those users to have the option to open a chat to get in contact with our support team.

Intercom recommendation:
"Ultimately the most important factor would be whether you're able to place a Javascript snippet on the page that can communicate with us and to send information and have the Messenger appear. "

Is that possible?

Thanks.
Emeric.
  • September 21, 2018
  • Like
  • 0
Hi,

I am using Eclipse to migrate metadata from one org to another.

I am getting this error for 2 custom objects.

Any idea on a fix?

User-added image

Page layouts are with no custom buttons and with only the standard, edit, clone and delete standard buttons.

Thanks for the help.
  • August 18, 2018
  • Like
  • 0
Hi,

The problem that I have is that when an opportunity is closed, not all the Amount will come into the business in the Closed Date Financial Year.

As a solution, I was thinking of creating a separate Custom Object to track the Annual Value of the opportunity.

Opp Annual Value
Financial Year

In order to calculate the Opp Annual Value, I would count the number of months in that FY and * by the Opp Amount/Duration in Months.

In terms of the Financial Year, that is a picklist. 16/17, 17/18, 18/19,. etc. Is there an easy way to assign these values?

Should this be written as a Trigger or as a Class?

Thanks,

emeric.
  • January 05, 2020
  • Like
  • 0
Hi,
What is the best way to offer this type of support functionality to users?
We are a Salesforce Partner and we have a number of clients using our app. We would like for those users to have the option to open a chat to get in contact with our support team.

Intercom recommendation:
"Ultimately the most important factor would be whether you're able to place a Javascript snippet on the page that can communicate with us and to send information and have the Messenger appear. "

Is that possible?

Thanks.
Emeric.
  • September 21, 2018
  • Like
  • 0
Hi,

I am using Eclipse to migrate metadata from one org to another.

I am getting this error for 2 custom objects.

Any idea on a fix?

User-added image

Page layouts are with no custom buttons and with only the standard, edit, clone and delete standard buttons.

Thanks for the help.
  • August 18, 2018
  • Like
  • 0