• MC34
  • NEWBIE
  • 105 Points
  • Member since 2020
  • Salesforce Administrator
  • BIC Graphic North America


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Hi, 

I have a need to auto create event *Vacation" based when rep is marking one event as vacation with start and end date. So, the idea is to show number of vacation rep took in activity reporting so that won't get mark down if they have less business activities for a given period when they were on vacation. 

So, if James marked his salesforce calendar with event - 
Subject: Vacation
Start date: Dec 21, 2020
End Date: Dec 27 , 2020

Then i want process to auto create event records (vacation) each every say untill Dec 27, 2020 

Any idea how do I achieve this? Or if you would like to recommened better process than this one? Most welcome.

Thanks a lot, 
Best regards,  
MC34



 
  • December 21, 2020
  • Like
  • 0
Hi, I am trying to create some 11K+ contacts in sfdc that are newsletter subscribers on other system  and there is no other information available for them except email addresses.

As I upload them in SFDC i want service user - when they come accorss callers that have same email to fill required info. I would like to create a VF component that will sit on these contact records LEX page (filtered via parameters). I want to that text to blink for users to get attention so that they fill required details when asking the contacts.

I have this piece of code: I want to add red color and bold font in it too.  
 
<script type="text/javascript">
 (function() {
 var blinks = document.getElementsByTagName('blink');
  var visibility = 'hidden';
 window.setInterval(function() {
     for (var i = blinks.length - 1; i >= 0; i--) {
       blinks[i].style.visibility = visibility;
     }
     visibility = (visibility === 'visible') ? 'hidden' : 'visible';
   }, 250);
 })();
</script>
<blink>BLINKING TEXT</blink>

Can somebody help me how to add in VF component this code? 

Thank you, 
MC34
  • December 08, 2020
  • Like
  • 0
Hi, 

I am running into this problem - if I am not using line breaks then sentence is getting too stretchy for the test users (In outlook) in full window mode. However, it adjust approprately when user compress the window which is desirable: Here is the example (too stretchy)

User-added image

But If I use line breaks then when some of the test users see the same email in narrow screen then these line breaks are breaking sentences in wierd fashion. For example: here I used the line break and its ok in full window: 

User-added image
But then it appear strange when somebody looks in small window: 

User-added image


But I also sent the test to my gmail and it appears ok without Line beraks. I thinking to go without line breaks in my VF/classic emails. What is the recommendation? 

Thanks a lot, 
MC34
  • December 01, 2020
  • Like
  • 0
Hi Guys, 

Quite new to this and haven't done this before. Can somebody guide me how to update the API versions? 

As Salesforce announced the retirement for API versions. 
User-added imageI see few APIS in my org that are versioned 29-30 that will be bound to retire. How do I update that to the latest? 

Thank you. 
MC34
  • November 17, 2020
  • Like
  • 0
Hi I am looking for a checkbox formula field (contact_sync__c) that takes two picklist fields and one checkbox field into criteria. 

The checkbox should be checked if ----

Shared email field (checkbox is Unchecked) - custom Checkbox field
Contact status is "Active" (custom picklist field)
Resp.type is "SALES_SERVICE" (custom picklist field)


Thank in advance
Mit
 
  • November 02, 2020
  • Like
  • 0
Hi,

I am  trying to extract text after the last "." used in the value for the text field (External_Product_Name__c) and putting them into formula field (Pure Product Name__c) 

So I want to take the text out of this: 

SuP.53356.BLACK/BLACK INK.Chrome cool Sleek stylus pen

To this: 

Chrome cool Sleek stylus pen

I want to take the last "." into consideration not first or second. 

Last time I used something like that for other issue: 
 
IF(left(Product_Name__c,2) ='S-',MID(Product_Name__c, 3, LEN(Product_Name__c)),
IF(left(Product_Name__c,2) ='RSMPL.',MID(Product_Name__c, 7, LEN(Product_Name__c)),

Product_Name__c)))

However, this is purely based on position of last "." in the text.  How can i take last "." into account while building the formula? 

Thank you, 
Mit

 
  • October 08, 2020
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My users are getting this error when they are trying to update account. i see the error clearly saying about "state". However, would be helpful if somebody can give me little more info about this one. Thank you Fincher
User-added image
  • September 23, 2020
  • Like
  • 0
Hi,

I have create a visualforce email template and I created these steps: 

Uploaded the image to files in sales
created public link via Salesforce
Took the link and embedded into VF page. 

Unfortunately when testing the email..this is showing as this: 

User-added imagefile details:

size 44kb
type. PNG. 

any idea what I am missing?

thank you , 
Mit
  • September 14, 2020
  • Like
  • 0
Hi

I would like to give font-type Source Sans Pro for the entire html email template. How can I give inline css code in the following html template to achieve this?
 
<html style="overflow-y:hidden">
<head>
<title></title>
</head>
<body style="height:auto;min-height:auto">
<span style="font-size:30px"><b>Confirmation</b></span></br>
<span style="color:#f39c12"><b>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;___________________</b></span></span>
<br /><br />
Thank you! We have successfully received your response<br />
and it is being processed.<br />
<br />
Your proof have been approved for PO#&nbsp;{!Clarification_Question__c.PO_Number__c}/SO#&nbsp;{!Clarification_Question__c.SO_Number__c}</br></br>
PO Number: {!Clarification_Question__c.PO_Number__c}</br>
Order Number: {!Clarification_Question__c.EBS_Order_Number__c}<br />
Approver First Name: {!Clarification_Question__c.Authorization_First_Name__c}</br>
Approver Last Name: {!Clarification_Question__c.Authorization_Last_Name__c}</br>
Company Name: {!Clarification_Question__c.Authorization_Organization__c}</br></br></span>
Now your order has moved straight into production, and you can keep tracking it right on our website! It’s quick</br> and easy when you<a href = "https://www.mackpro.com/US/login"> login</a> to your account or <a href = "https://www.mackpro.com/US/login">create a login</a> at <a href = "https://www.mackpro.com/US">mackpro.com</a>.</br></br>
All the Best,</br>
The Mackpro Customer Care Team

Thank you, 

Mit
  • August 03, 2020
  • Like
  • 0
I have the VF page that i want to have all the font in ariel or source sans pro. Where should I place this element? 
 
<messaging:emailTemplate subject="Mackpro# {!relatedTo.EBS_PO_Number__c} Order on Hold Clarification Required. Case #{!relatedTo.CaseNumber}, Order #{!relatedTo.EBS_Order_Number__c}, {!relatedTo.ThreadID_FK__c}" 
recipientType="Contact"  relatedToType="case">

    <messaging:htmlEmailBody >

<html>



<p align="center" style="text-align:center"><b>THANKS FOR ORDERING FROM Mackpro</b><br/>All we need now is your proof approval!</p>
<br/>
 <p align="center" style="text-align:center">Please be advised that your order is <u><b>ON HOLD</b></u> until your proof is approved without revisions. <br/>Production will begin as soon as we get your go-ahead.</p>
    
    <p><b>PO Number:</b> {!relatedTo.PO_Number__c}&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; <b>Order Number:</b> {!relatedTo.EBS_Order_ID__c}</p>
    <p><b>Please click the link below to view your proof.</b> Issues opening the link? Simply copy and paste it into your browser.</p><br/><br/>
 
    
    <p>You can also choose to print, download or save the proof as a PDF.</p>
    
<p class="MsoNormal"><br/>
______________________________________________________________________ <br/>
Please carefully review for the following:<br/>
<br/>
Typographical Errors &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Correct Layout &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;Exact Position and Size              <br/><br/>
Correct Imprint&nbsp; &nbsp; &nbsp; &nbsp;&nbsp; Valid Color Separation&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;
Colors  Missing Type/Copy/Logos  <br/>
______________________________________________________________________</p>

<p>Issues: <br/>

<br/>
</p>

______________________________________________________________________<br/>


<p>You can continue to track this order right on our website! It’s quick and easy when you <a href="https://www.Mackpro.com/US/login">log in</a>  to<br/> your account or <a href="https://www.Mackpro.com/US/RegisterCustomerAccount">create a login</a> at <a href="https://linkprotect.cudasvc.com/url?a=http%3a%2f%2fwww.Mackpro.com&amp;c=E,1,RSHyRGRSU_HM5UwVlcvcLAvN46Oi2USrS1x_vOlFPyA1ub67wthQhaxFnltmUfMEkBiyy_SfDlmhvN2rw1E9xbIn3vH7Wz7XqIgRclBx50yAfPncCE3sn6CQ9uE,&amp;typo=1">www.Mackpro.com</a></p>

<p>All the best, <br/>
The Mackpro Customer Care Team</p>



</html>
    </messaging:htmlEmailBody>

</messaging:emailTemplate>

Thank a lot ! 
Fincher
  • July 31, 2020
  • Like
  • 0
Hi,

I am trying to create the VF page. However, I am seeing the erros that I am normally not seeing in outside code editor: the errors are:

Error: Proof_Templatetest line 15, column 134: The element type "br" must be terminated by the matching end-tag "</br>"
Error: The element type "br" must be terminated by the matching end-tag "</br>".

While </br> are line break tags and should be used as it is. You don't keep opening tags for </br>. I am confused. 
The code is: 
 
<messaging:emailTemplate subject="Mac Pro PO# {!relatedTo.TLS_PO_Number__c} Order on Hold Clarification Required. Case #{!relatedTo.TRNumber}, Order #{!relatedTo.TLS_Order_Number__c}, {!relatedTo.ThreadID_FK__c}" 
recipientType="Contact"  relatedToType="case">

    <messaging:htmlEmailBody >

<html>
<body lang="EN-US" link="blue" vlink="purple">
<div class="WordSection1">
<p class="MsoNormal" style="mso-margin-top-alt:0in;margin-right:.5in;margin-bottom:0in;margin-left:.5in;margin-bottom:.0001pt">
<span style="font-size:11.0pt;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:#1F497D"></span><span style="font-size:10.0pt;font-family:'source sans pro;;color:#1F497D">&nbsp;</span><span class="separator"></span></p>
<table class="MsoNormalTable" border="1" cellpadding="0" width="100%" style="width:100.0%">
<tbody>

 <p align="center" style="text-align:center"><b>THANKS FOR ORDERING FROM Mac Pro</b><br>All we need now is your proof approval!</p>
 
  <p align="center" style="text-align:center">Please be advised that your order is <u><b>ON HOLD</b></u> until your proof is approved without revisions. Production will begin as soon as we get your go-ahead.</p>
  
  <p> <b>Please click the link below to view your proof.</b> Issues opening the link? Simply copy and paste it into your browser.</p>
 

<p class="MsoNormal"></p>


<p><b>PO Number:</b> {!relatedTo.PO_Number__c} &nbsp; &nbsp; <b>Order Number:</b> {!relatedTo.TLS_Order_ID__c}</p>

<p class="MsoNormal"><br/>
______________________________________________________________________ <br/><br/>
Please carefully review for the following:<br/><br/>

Typographical Errors &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Correct Layout   &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;&nbsp;Exact Position and Size              <br/><br/>
Correct Imprint&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Valid Color Separation&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;
Colors  Missing Type/Copy/Logos  <br/>
______________________________________________________________________</p>
<p>Issues: <br/>
<br/><c:clarQuestions rcaseID="{!relatedTo}"/>
<br/>
</p>
<p>
______________________________________________________________________<br/>
<p>You can continue to track this order right on our website! It’s quick and easy when you <a href="https://www.MACPRO.com/US/login">log in</a>  to your account or <a href="https://www.MACPRO/US/RegisterCustomerAccount">create a login</a> at <a href="https://linkprotect.cudasvc.com/url?a=http%3a%2f%2fwww.TLS.com&amp;c=E,1,RSHyRGRSU_HM5UwVlcvcLAvN46Oi2USrS1x_vOlFPyA1ub67wthQhaxFnltmUfMEkBiyy_SfDlmhvN2rw1E9xbIn3vH7Wz7XqIgRclBx50yAfPncCE3sn6CQ9uE,&amp;typo=1">www.MACPRO.com</a></p></br>

<p>All the best, </br>
The Macpro Customer Care Team</p>

</div>
</body>
</html>
    </messaging:htmlEmailBody>

</messaging:emailTemplate>

 
  • July 31, 2020
  • Like
  • 0
Hi there,

I have tried several avenues to get this done right. However, Salesforce is not rendering the correct font type for the default signature on the Salesforce emails. I do not see any document where it says that certain fonts on HTML are not supported. Please provide if there is any. 
 
<style>
body {
  background-color: White;
  text-align: Left;
  color: Black;
  font-family: Century Gothic;

}
</style>
</head>
<body>

<b>Fincher</b>
<b>Salesforce Administrator</b>
ABC COMPANY<br/>
Tel.: (1) 000000000
Fax: (1) 000000000
Mobile: (1) 000000000
<a href = "mailto: FINCHER@abc.COM"> FINCHER@abc.COM</a>
<a href="https://www.ABC.com/US/">www.ABC.com</a></br>

<b>CONFIDENTIALITY NOTICE</b>
<small>This electronic message is confidential and may contain legally privileged information intended only for the use of the individual or company named above. If the reader of this message is not the intended recipient, or the employee or agent responsible to deliver it to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communications is strictly prohibited. If you have received this communication in error, please immediately notify us by telephone, and return the original message to us at the address above.</small>


</body>
Century Gothic font is not rendering as it is showing in the code. 

Here is what is showing: 

User-added image

Thank you, 
Fincher
  • July 17, 2020
  • Like
  • 0
Hi,

I am trying to extract the specific portion from the values from the text field (Product name) and putting them into formula field (Actual Product) 

The formula I am using this: 
SUBSTITUTE(SUBSTITUTE(Product_Name__c ,"S.", ""),"S-", "")
However, at the end of some values I have US.01 and the formula is also parsing the values and resulting in U01 which is not desirable. Is there a way to tweak the formula that it only does that for start of the values for "S." and "S-"  Not at the end? 

Formula field                |  Text field
User-added image
Thank you
  • June 30, 2020
  • Like
  • 0
How can I concatenate one field values from all child records to the parent's rich text field? Are there declarative options available? 
  • March 18, 2020
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  • 0
I have two objects:

Case and custom object [Questions__c]  and  with master detail relationship.

So when a child record is inserted or updated I want add values of Message_Text__c (one child record) entered and added with the value of Message_Text__c (another child record) to the Case custom field Clarification _description__c with comma seperated(field1__c,Field2__c).
If there are multiple child records I want to seperate them with ':' for example :field1__c,Field2__c:field1__c,Field2__c....
below trigger code is not working :( 

 
trigger UpdatingCase on Questions__c(after Insert, after Update) {

List < Case > poList = new List < Case > ();
Set < Id > Po_Ids = new Set < Id > ();

for (Questions__c childObj: Trigger.new) {
    Po_Ids.add(childObj.ParentLookup__c);
}


if (Trigger.IsInsert || Trigger.IsUpdate) {
    List < Case> po = [Select Id, Clarification_Description__c, (Select field1, field2 from Child__r) from Case where Id IN: Po_Ids];
    for (Case p: po) {
        String concatenateString = '';
        for (Questions__c c: p.Child__r) {
            concatenateString += c.Message_Text__c + ',' + c.Message_Text__c + ' : ';
}
        p.Clarification _description__c = concatenateString;
        poList.add(p);
    }
This is what i want to achieve: 

User-added image
Show here on child record: 

User-added imageThank you. 
Mit


 
  • March 17, 2020
  • Like
  • 0
Hi there, 

I have been tasked with creating two fields on the Account object that pull the currency field total "EBS header total_c" on the EBS Order  custom object. Currently lookup relationship is from  EBS Order to the Account Object. 

I Need two fields on Account Objects: 
EBS Order Total (Current year)
EBS Order Total (Last Year)
Any idea how to achieve this? Here is the schema: 

User-added imageI cannot create any new field on custom order object as it is directly integrated with Oracle. 

Trigger woud be helpful. Not a coder :( 

Thank you.
  • March 10, 2020
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  • 0
Hi, 

I have a need to change the prefix of the existing standard autonumber format that starts withn MP- TO CM- for specific record type Custom_Calendar_Marketing_Project While keeping the numeric format same {0000}. I have created the formula field that will display the auto-number in CM- format for the recordtype. 
 
IF(RecordType.Name = 'Custom_Calendar_Marketing_Project', 'CM-'+MID(Name, 4, 5),Name)
This is not working. :(

The datatype for the existing auto-number is currently on "Auto Number". What are the implications of when I change the data type to Text for autonumber for my formula to work? So, this formula only will work when I change the existing autonumber data type to text from autonumber? 

Is formula field is the best or should I use workflow to achieve this? 

I know lots of question. I need to drill on this down to make this work. 

Thank you, 
Natto
  • March 09, 2020
  • Like
  • 0
Hi there, 

I am creating a new custom formula field (text) that will show the specific auto-number why recordtype. I need to change the formatting for autonumber from

MP-0315  to CM-0315 (an example)

Only if RecordType.Id = "xxxxxxxxxxxxxxx"

I have this code: 
IF(RecordType.Id = "xxxxxxxxxxxxxxx", "CM-"+ MID(Name, 3,5),Name)

However, this is not working. Any ideas? 

Thank you. 

Natto
  • March 06, 2020
  • Like
  • 0
User is getting error when trying to run the process that calls an approval process. 
There is  hierarchical relationship field in the user record and made the changes in approval process to let user choose the approver manually. These are the current settling:
User-added image
While running the record the error is:

REQUIRED_FIELD_MISSING, missing required field: [nextApproverIds]: [nextApproverIds]
  • March 04, 2020
  • Like
  • 0
Hi I see that there has been an idea of adding this fucntionality in Salesfofce for pagelayouts. However, this idea idea become mature, I would like to achieve this via Visualforce code. 

Ad I am not a coder I need to know how exactly I can create this. 

I would like to call this subsection as "Component size" and want to insert this subection as a "Line" probably like "___________" after the field "Style" on every section: Here is the screenshot. 

User-added image


Also this record is for custom object. However, I want to create others sections just like this for other obejcts also. Can anybody please give me the VF code for this? Thank you. Natto
 
  • March 02, 2020
  • Like
  • 0
Hi Guys, 

Quite new to this and haven't done this before. Can somebody guide me how to update the API versions? 

As Salesforce announced the retirement for API versions. 
User-added imageI see few APIS in my org that are versioned 29-30 that will be bound to retire. How do I update that to the latest? 

Thank you. 
MC34
  • November 17, 2020
  • Like
  • 0
Hi I am looking for a checkbox formula field (contact_sync__c) that takes two picklist fields and one checkbox field into criteria. 

The checkbox should be checked if ----

Shared email field (checkbox is Unchecked) - custom Checkbox field
Contact status is "Active" (custom picklist field)
Resp.type is "SALES_SERVICE" (custom picklist field)


Thank in advance
Mit
 
  • November 02, 2020
  • Like
  • 0
Hi,

I am  trying to extract text after the last "." used in the value for the text field (External_Product_Name__c) and putting them into formula field (Pure Product Name__c) 

So I want to take the text out of this: 

SuP.53356.BLACK/BLACK INK.Chrome cool Sleek stylus pen

To this: 

Chrome cool Sleek stylus pen

I want to take the last "." into consideration not first or second. 

Last time I used something like that for other issue: 
 
IF(left(Product_Name__c,2) ='S-',MID(Product_Name__c, 3, LEN(Product_Name__c)),
IF(left(Product_Name__c,2) ='RSMPL.',MID(Product_Name__c, 7, LEN(Product_Name__c)),

Product_Name__c)))

However, this is purely based on position of last "." in the text.  How can i take last "." into account while building the formula? 

Thank you, 
Mit

 
  • October 08, 2020
  • Like
  • 0
Hi,

I have create a visualforce email template and I created these steps: 

Uploaded the image to files in sales
created public link via Salesforce
Took the link and embedded into VF page. 

Unfortunately when testing the email..this is showing as this: 

User-added imagefile details:

size 44kb
type. PNG. 

any idea what I am missing?

thank you , 
Mit
  • September 14, 2020
  • Like
  • 0
Hi,

I am trying to create the VF page. However, I am seeing the erros that I am normally not seeing in outside code editor: the errors are:

Error: Proof_Templatetest line 15, column 134: The element type "br" must be terminated by the matching end-tag "</br>"
Error: The element type "br" must be terminated by the matching end-tag "</br>".

While </br> are line break tags and should be used as it is. You don't keep opening tags for </br>. I am confused. 
The code is: 
 
<messaging:emailTemplate subject="Mac Pro PO# {!relatedTo.TLS_PO_Number__c} Order on Hold Clarification Required. Case #{!relatedTo.TRNumber}, Order #{!relatedTo.TLS_Order_Number__c}, {!relatedTo.ThreadID_FK__c}" 
recipientType="Contact"  relatedToType="case">

    <messaging:htmlEmailBody >

<html>
<body lang="EN-US" link="blue" vlink="purple">
<div class="WordSection1">
<p class="MsoNormal" style="mso-margin-top-alt:0in;margin-right:.5in;margin-bottom:0in;margin-left:.5in;margin-bottom:.0001pt">
<span style="font-size:11.0pt;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:#1F497D"></span><span style="font-size:10.0pt;font-family:'source sans pro;;color:#1F497D">&nbsp;</span><span class="separator"></span></p>
<table class="MsoNormalTable" border="1" cellpadding="0" width="100%" style="width:100.0%">
<tbody>

 <p align="center" style="text-align:center"><b>THANKS FOR ORDERING FROM Mac Pro</b><br>All we need now is your proof approval!</p>
 
  <p align="center" style="text-align:center">Please be advised that your order is <u><b>ON HOLD</b></u> until your proof is approved without revisions. Production will begin as soon as we get your go-ahead.</p>
  
  <p> <b>Please click the link below to view your proof.</b> Issues opening the link? Simply copy and paste it into your browser.</p>
 

<p class="MsoNormal"></p>


<p><b>PO Number:</b> {!relatedTo.PO_Number__c} &nbsp; &nbsp; <b>Order Number:</b> {!relatedTo.TLS_Order_ID__c}</p>

<p class="MsoNormal"><br/>
______________________________________________________________________ <br/><br/>
Please carefully review for the following:<br/><br/>

Typographical Errors &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Correct Layout   &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;&nbsp;Exact Position and Size              <br/><br/>
Correct Imprint&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Valid Color Separation&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;
Colors  Missing Type/Copy/Logos  <br/>
______________________________________________________________________</p>
<p>Issues: <br/>
<br/><c:clarQuestions rcaseID="{!relatedTo}"/>
<br/>
</p>
<p>
______________________________________________________________________<br/>
<p>You can continue to track this order right on our website! It’s quick and easy when you <a href="https://www.MACPRO.com/US/login">log in</a>  to your account or <a href="https://www.MACPRO/US/RegisterCustomerAccount">create a login</a> at <a href="https://linkprotect.cudasvc.com/url?a=http%3a%2f%2fwww.TLS.com&amp;c=E,1,RSHyRGRSU_HM5UwVlcvcLAvN46Oi2USrS1x_vOlFPyA1ub67wthQhaxFnltmUfMEkBiyy_SfDlmhvN2rw1E9xbIn3vH7Wz7XqIgRclBx50yAfPncCE3sn6CQ9uE,&amp;typo=1">www.MACPRO.com</a></p></br>

<p>All the best, </br>
The Macpro Customer Care Team</p>

</div>
</body>
</html>
    </messaging:htmlEmailBody>

</messaging:emailTemplate>

 
  • July 31, 2020
  • Like
  • 0
Hi there,

I have tried several avenues to get this done right. However, Salesforce is not rendering the correct font type for the default signature on the Salesforce emails. I do not see any document where it says that certain fonts on HTML are not supported. Please provide if there is any. 
 
<style>
body {
  background-color: White;
  text-align: Left;
  color: Black;
  font-family: Century Gothic;

}
</style>
</head>
<body>

<b>Fincher</b>
<b>Salesforce Administrator</b>
ABC COMPANY<br/>
Tel.: (1) 000000000
Fax: (1) 000000000
Mobile: (1) 000000000
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Thank you, 
Fincher
  • July 17, 2020
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Hi,

I am trying to extract the specific portion from the values from the text field (Product name) and putting them into formula field (Actual Product) 

The formula I am using this: 
SUBSTITUTE(SUBSTITUTE(Product_Name__c ,"S.", ""),"S-", "")
However, at the end of some values I have US.01 and the formula is also parsing the values and resulting in U01 which is not desirable. Is there a way to tweak the formula that it only does that for start of the values for "S." and "S-"  Not at the end? 

Formula field                |  Text field
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Thank you
  • June 30, 2020
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Hi guys, I'm trying to create a new field that take the information from another field and removes certain words. The SUBSTITUTION funtion works fine for one word, however there's a few different values that I want to remove.

This formula works fine for one value:
SUBSTITUTE(Site_Name__c, "Site ", "")

The Site Name field has been set up by multiple people and has become rather messy, so the same information has been entered in multiple ways. As such I need to be able to remove entries similar to the following:

"Site "
"SITE "
"Site Name "

I've tried mutiple variations of the SUBSTITUTE function (see below for examples) but cannot get the formula to look for multiple values and replace them with the same thing. Does anyone have any idea what I might be able to use to get the desired result?

Formulas I've tried and failed with:
OR
(SUBSTITUTE(Site_Name__c, "Site ", ""),
SUBSTITUTE(Site_Name__c, "SITE ", ""),
SUBSTITUTE(Site_Name__c, "Site Name", ""))))

SUBSTITUTE(Site_Name__c, "Site ", "")&SUBSTITUTE(Site_Name__c, "Site ", "")&SUBSTITUTE(Site_Name__c, "Site Name ", "")

SUBSTITUTE(Site_Name__c, "Site ", ""),(Site_Name__c, "SITE ", ""),(Site_Name__c, "Site Name ", "")






 

Hello,

I want an unique combination of fields, so I have a hidden text field that concatenates the values of three fields and this text field is set as unique.The link below explains it better:

http://www.forcetree.com/2010/07/unique-field-combination-in-salesforce.html

When the user tries to create a record with an existing combination of fields, he gets an error message. But I need this message to be intuitive, I need to customize it. If I can't change the displayed error message, this solution won't work for me.

Is there a way of customizing the Salesforce standard error messages?

If not (I'm guessing there's no way), would anyone think of another way of achieving this unique field combination?

Thanks.