• Natalia Rex 1
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Hi all, some time ago we had implemented a formula that should count a number of days between two dates, to not count weekends. We want to count end date as well. Below is a formula, however when I verify this is a website that counds number of days between dates, it is different than what we get in SF:

Formula:

1 +
(
 (End_date_of_project__c - Start_date_of_project__c) * 5 -
 (MOD(Start_date_of_project__c - DATE(1970,1,4),7) - MOD(End_date_of_project__c - DATE(1970,1,4),7)) * 2
) / 7 -
IF(MOD(End_date_of_project__c - DATE(1970,1,4),7) = 6,1,0) -
IF(MOD(Start_date_of_project__c - DATE(1970,1,4),7) = 0,1,0)


In SF, we got the following:
Start date of project: 22/03/2021
End date of project: 31/12/2021

According to this website that counts dates (https://www.calculator.net/date-calculator.html?today=03%2F22%2F2021&ageat=12%2F31%2F2021&calctype=diff&useholiday=1&hdny=1&hdml=1&hdpd=1&hdmd=1&hdid=1&hdld=1&hdcd=1&hdvd=1&hdtx=1&hdxm=1&n0=&m0=&d0=&n1=&m1=&d1=&n2=&m2=&d2=&n3=&m3=&d3=&n4=&m4=&d4=&n5=&m5=&d5=&n6=&m6=&d6=&n7=&m7=&d7=&n8=&m8=&d8=&n9=&m9=&d9=&n10=&m10=&d10=&n11=&m11=&d11=&n12=&m12=&d12=&n13=&m13=&d13=&n14=&m14=&d14=&n15=&m15=&d15=&n16=&m16=&d16=&n17=&m17=&d17=&n18=&m18=&d18=&n19=&m19=&d19=&x=71&y=21), we get 196 days.

But in Salesforce, based on formula, we get 205. Want to figure out - why?

 

Hi developer community :) I have perhaps a silly question but I keep checking what is wrong with this set up.

I have a simple formular (currency) field that needs to show a value of 3 numbers being multiplied!

My formula:
FTE__c*Estimated_Project_Months__c *Stack_Budget__c

FTE = Is a number field, with 2 decimal points
Estimated project months = A formula that generates a number
Stack budget = a Currency Number

I keep getting a wrong number.

For example: FTE =5, Project Months = 9, and Stack Budget 20.00 Euro

Based on my formula it is 5 x 9 x 20 = 900.

However, in the field with the formula, I get: 904.11 and I have no idea from where.

Could you help?

 

Thank you
 

Hi everybody. In our instance, we want to change who the "Created by" user is, when via Rest Api a record is created (any custom objects, leads, contacts, etc). Currently the "Created by:" field is populated with an actual user, our VP. He was just a "go to" user that is used when records are created, when SF was implemented. As you can see it can cause a lot of confusion now in reporting. :)

We want to just create a fake/dummy user, for example "API_User" or "Integration_User". We already have one, thanks to our SF and Pardot integration, but I don't believe we can "re-use" that user in this case.

If we create this new user, does it have to have a SF Licence assigned to it? Or can it just have "Identity" licence that SF recently rolled out. We want to avoid having to pay for a licence if its just a user we use in this type of situation, it won't be an actual person. This way, we can also track what leads/contacts haven't been assigned, or need to be reviewed.

Thanks for your help in advance (if there's some documentation I missed, I would be very thankful).

Hello everyone, for the last few days I've been trying to figure out how to update a flow that pulls information from a few object and updates/creates a new one. There's one field I"m wanting to pull, and no matter what I do I can't find the best solution. Here's the entire process:

1. When an Opportunity is changed to Closed Won, it starts a Flow, like below:

User-added image

2. We have a custom object called Project, so when this flow begins, it pulls specific information from the Opportunity referenced above, creates that new record (Project) along w/ a task, and updates some information in the referenced opportunity. At the very end I will explain what one field I'm wanting to pull.

User-added image

Here's the debug log of what all happpends, what is pulled and updated :

Natalia -- (XXXXX) started the flow interview.
API Version for Running the Flow: 49
Some of this flow's variables were set when the interview started.
process_opp_id = 0063N00000Av7krQAB
Flow start time: December 11, 2020, 2:23 PM.

Find all Opportunity records where
Id Equals {!process_opp_id} (0063N00000Av7krQAB)
Store the values of these fields in Get_Process_Opp: Id, AccountId, Start_date_of_project__c, End_date_of_project__c, OwnerId

Result
Successfully found records.

Find all Account records where
Id Equals {!Get_Process_Opp.AccountId} (0013N00000J61umQAB)
Store the values of these fields in Get_Account: Id, Name, BillingStreet, BillingPostalCode, BillingCity, BillingCountry, E_Mail__c

Result
Successfully found records.

Create one Project__c record where
Account__c = {!Get_Process_Opp.AccountId} (0013N00000J61umQAB)
End_Date__c = {!Get_Process_Opp.End_date_of_project__c} (16 December 2020)
From_Opportunity__c = {!process_opp_id} (0063N00000Av7krQAB)
Invoice_City__c = {!Get_Account.BillingCity} (Będzin)
Invoice_Country__c = {!Get_Account.BillingCountry} (Poland)
Info
Invoice_Email__c = {!Get_Account.E_Mail__c} (null)
Info
Invoice_Postal_Code__c = {!Get_Account.BillingPostalCode} (null)
Info
Invoice_Street__c = {!Get_Account.BillingStreet} (null)
Name = New Project - {!Get_Account.Name} (New Project - SH test)
Project_Owner__c = {!Get_Process_Opp.OwnerId} (0053X00000B3ZWcQAN)
Start_Date__c = {!Get_Process_Opp.Start_date_of_project__c} (02 December 2020)
Status__c = Preparation (Kick-Off)

Result
A record is ready to be created when the next screen, pause, or local action is executed or when the interview finishes.
{!created_project_id} = a023N000004PGHEQA4

Create one Task record where
ActivityDate = {!$Flow.CurrentDate} (11 December 2020)
OwnerId = {!Get_Process_Opp.OwnerId} (0053X00000B3ZWcQAN)
Priority = High
Status = Open
Subject = Project Kick-Off
Type = Project Kick-Off
WhatId = {!created_project_id} (a023N000004PGHEQA4)

Result
A record is ready to be created when the next screen, pause, or local action is executed or when the interview finishes.

Find all Opportunity records where
Id Equals {!process_opp_id} (0063N00000Av7krQAB)
Update the records’ field values.
Project__c = {!created_project_id} (a023N000004PGHEQA4)

Result
All records that meet the filter criteria are ready to be updated when the next screen, pause, or local action is executed or when the interview finishes.

What I am wanting to do , is to pull a Quote Won that is related to the opportunity we are referencing, because the Quote Won has a special field "Partner", that I want to be included in the Project.

User-added image

The closest thing I was able to do, was to create a formula filed on the Project Record, with a formula which ended up pulling the right "Partner" account name from the quote, but then that is NOT clickable, so this is why I need the field to be a lookup field that pulls that information.
User-added image

The field "Quote won partner account" this type.
User-added image

I want the above Account be the account in the "Parter" field that has been created on the Quote that was won.

On Quote, its already a Child of Opportunity, so I thought I could just pull it, but I'm not sure where I need to edit the code, or the flow. Should I have a separate "Get records = quote", or try another way?

 

many thanks in advance,

Cheers,

Natalia

Hi, I was wondering if anyone has additional information on where I can start. I wanted to first briefly explain the automation I'm using and why I am reaching out to the forum.

1. Via form handler we capture leads from our website into Pardot
2. Upon form submission I create the following Completion Actions:

- Update key fields (buying persona, IT Team Size, Lead Source, company name and CRM Campaign status)

- Notify myself

- Assign to a user in Salesforce, which in turn, creates them in Salesforce as a lead. Now is where the problem starts.

3. Upon lead creation in the Salesforce CRM, all the information doesn't get "sent" to the lead right away. The first fields that fill in (and I checked upon quickly refreshing page) are: Name, email, Pardot Score, Pardot Campaign, Createdby/date.

Upon refreshing about 2 minutes later, I get the rest, such as Pardot Conversion Object Name and Pardot Conversion Object Type.

The reason this is important, is I created a very simple Process Builder, that waits for a new lead created WITH Pardot Converion Object Name already filled out and does some actions. Due to the delay, I am unable to launch this.

Is there a way I can check if we have some issues w/ synch, or something I can do to fix this? Pardot Conversion Object Name holds very important data key to some sales automations I'm working on.

We are using connector user: b2bmaintegration.

I would be very thankful for any links, information on what I can do to eliminate this issue, I've been trying to work on various work arounds for the past 2 weeks, with no luck.



Many thanks

Hi everyone, I am trying to update a flow that was created, and I believe I know what the problem is and what I need to do, I am just not sure where to add the condition to ignore null/empty field, or what I should update in the flow, so it would ignore an empty field. I've been looking on youtube, articles, and even this board I'm just a little stuck. I had a call w/ support and they suggested to post here.

The flow that we have gets initiated by a process builder, when a task is marked complete (thats all). Then the first action is to load this flow below.

One of the main steps of this flow, is to pull data from our Quote Line Item object, and have it available in the Invoice Line Item and then later on create a task and invoice.

Loop is a new thing for me, I'm stil learning, so bear with me.
In the flow, once the data is checked, it goes into a loop and we have an ASSIGNMENT step, ''Assign Quote Line Item value to Invoice Line Items". The field in particular that I added was a field in Quote called ''Cost Per Hour", that we also want to be available in the Invoice Line Item.
This is the only change I've added to this already existing flow, and this error below is what pops up. I've tried to create a 'decision' step, and entered this below (but the error still occurs). I feel I am close, but have no idea where to start. I'd appreciate your input!

TEST DECISION - DIDNT WORK

test decision - what I tested, with no luck. I'm not sure WHERE to put this.

ENTIRE FLOW

the current flow with some extra info



How the Interview Started
0053X00000B3ZWc) started the flow interview.
Some of this flow's variables were set when the interview started.
process_kick_off_task_id = 00T3X00005QJuiq

FAST LOOKUP: Get_Init_Task
Find all Task records where:
Id Equals {!process_kick_off_task_id} (00T3X00005QJuiq)
Store the values of these fields in Get_Init_Task: Id, WhatId
Result
Successfully found records.

FAST LOOKUP: Get_Init_Project
Find all Project__c records where:
Id Equals {!Get_Init_Task.WhatId} (a023X00001uNPIRQA4)
Store the values of these fields in Get_Init_Project: Id, First_Invoice_Date__c, Project_Owner__c, Partner_Report_Due__c, From_Opportunity__c, Client_Invoice_Receivable_Due__c, TA_Invoice_Due__c, Partner_Invoice_Due__c, Partner_Invoice_Payment_Due__c, TA_Timesheet_Report_Issue_Deadline__c, Partner_Report_TA_Acceptance_Deadline__c, TA_Report_Signoff_Deadline__c
Result
Successfully found records.

FAST LOOKUP: get_won_quote_from_project_opp
Find all Quote records where:
Status Equals Won
OpportunityId Equals {!Get_Init_Project.From_Opportunity__c} (0063X000012B7YEQA0)
Store the values of these fields in get_won_quote_from_project_opp: Id
Result
Successfully found records.

FAST LOOKUP: get_quote_line_items
Find all QuoteLineItem records where:
QuoteId Equals {!get_won_quote_from_project_opp.Id} (0Q03X000002CKz5SAG)
Store the values of these fields in get_quote_line_items: Id, Candidate_number__c, Discount, Talent_Seniority__c, UnitPrice, Talent_Role__c, Talent_Name__c, Quantity, Partner__c
Result
Successfully found records.

CREATE RECORDS: Create_Invoice
Create one Invoice__c record where:
Client_Invoice_Receivable_Due_Date__c = {!formula_client_invoice_rec_due_date} (15 June 2020)
Partner_Invoice_Due_Date__c = {!formula_partner_invoice_due_date} (14 June 2020)
Partner_Invoice_Payment_Due_Date__c = {!formula_partner_invoice_payment_due_date} (15 June 2020)
Partner_Report_Due_Date__c = {!formula_partner_report_due} (07 June 2020)
Partner_Report_TA_Acceptance_Deadline__c = {!formula_acceptance_deadline} (07 June 2020)
Project__c = {!Get_Init_Project.Id} (a023X00001uNPIRQA4)
TA_Invoice_Due_Date__c = {!formula_ta_invoice_due_date} (14 June 2020)
TA_Report_Signoff_Date_Deadline__c = {!formula_signoff_deadline} (07 June 2020)
TA_Timesheet_Report_Issue_Deadline__c = {!formula_timesheet_issue_deadline} (07 June 2020)
Result
A record is ready to be created when the next screen, pause, or local action is executed or when the interview finishes.
{!created_invoice} = a013X00002UFfmDQAT

LOOP: loop_over_quote_line_items
Loop Through: [0QL3X000004yEJNWA2]
Iteration: 0
Current value of {!loop_quote_line_item}: 0QL3X000004yEJNWA2

Error element assign_QLI_values_to_ILI (FlowAssignment).
The flow failed to access the value for loop_quote_line_item.Cost_per_hour__c because it hasn't been set or assigned.

Hi all, some time ago we had implemented a formula that should count a number of days between two dates, to not count weekends. We want to count end date as well. Below is a formula, however when I verify this is a website that counds number of days between dates, it is different than what we get in SF:

Formula:

1 +
(
 (End_date_of_project__c - Start_date_of_project__c) * 5 -
 (MOD(Start_date_of_project__c - DATE(1970,1,4),7) - MOD(End_date_of_project__c - DATE(1970,1,4),7)) * 2
) / 7 -
IF(MOD(End_date_of_project__c - DATE(1970,1,4),7) = 6,1,0) -
IF(MOD(Start_date_of_project__c - DATE(1970,1,4),7) = 0,1,0)


In SF, we got the following:
Start date of project: 22/03/2021
End date of project: 31/12/2021

According to this website that counts dates (https://www.calculator.net/date-calculator.html?today=03%2F22%2F2021&ageat=12%2F31%2F2021&calctype=diff&useholiday=1&hdny=1&hdml=1&hdpd=1&hdmd=1&hdid=1&hdld=1&hdcd=1&hdvd=1&hdtx=1&hdxm=1&n0=&m0=&d0=&n1=&m1=&d1=&n2=&m2=&d2=&n3=&m3=&d3=&n4=&m4=&d4=&n5=&m5=&d5=&n6=&m6=&d6=&n7=&m7=&d7=&n8=&m8=&d8=&n9=&m9=&d9=&n10=&m10=&d10=&n11=&m11=&d11=&n12=&m12=&d12=&n13=&m13=&d13=&n14=&m14=&d14=&n15=&m15=&d15=&n16=&m16=&d16=&n17=&m17=&d17=&n18=&m18=&d18=&n19=&m19=&d19=&x=71&y=21), we get 196 days.

But in Salesforce, based on formula, we get 205. Want to figure out - why?

 

Hi developer community :) I have perhaps a silly question but I keep checking what is wrong with this set up.

I have a simple formular (currency) field that needs to show a value of 3 numbers being multiplied!

My formula:
FTE__c*Estimated_Project_Months__c *Stack_Budget__c

FTE = Is a number field, with 2 decimal points
Estimated project months = A formula that generates a number
Stack budget = a Currency Number

I keep getting a wrong number.

For example: FTE =5, Project Months = 9, and Stack Budget 20.00 Euro

Based on my formula it is 5 x 9 x 20 = 900.

However, in the field with the formula, I get: 904.11 and I have no idea from where.

Could you help?

 

Thank you
 

Hi everybody. In our instance, we want to change who the "Created by" user is, when via Rest Api a record is created (any custom objects, leads, contacts, etc). Currently the "Created by:" field is populated with an actual user, our VP. He was just a "go to" user that is used when records are created, when SF was implemented. As you can see it can cause a lot of confusion now in reporting. :)

We want to just create a fake/dummy user, for example "API_User" or "Integration_User". We already have one, thanks to our SF and Pardot integration, but I don't believe we can "re-use" that user in this case.

If we create this new user, does it have to have a SF Licence assigned to it? Or can it just have "Identity" licence that SF recently rolled out. We want to avoid having to pay for a licence if its just a user we use in this type of situation, it won't be an actual person. This way, we can also track what leads/contacts haven't been assigned, or need to be reviewed.

Thanks for your help in advance (if there's some documentation I missed, I would be very thankful).

Hi, I was wondering if anyone has additional information on where I can start. I wanted to first briefly explain the automation I'm using and why I am reaching out to the forum.

1. Via form handler we capture leads from our website into Pardot
2. Upon form submission I create the following Completion Actions:

- Update key fields (buying persona, IT Team Size, Lead Source, company name and CRM Campaign status)

- Notify myself

- Assign to a user in Salesforce, which in turn, creates them in Salesforce as a lead. Now is where the problem starts.

3. Upon lead creation in the Salesforce CRM, all the information doesn't get "sent" to the lead right away. The first fields that fill in (and I checked upon quickly refreshing page) are: Name, email, Pardot Score, Pardot Campaign, Createdby/date.

Upon refreshing about 2 minutes later, I get the rest, such as Pardot Conversion Object Name and Pardot Conversion Object Type.

The reason this is important, is I created a very simple Process Builder, that waits for a new lead created WITH Pardot Converion Object Name already filled out and does some actions. Due to the delay, I am unable to launch this.

Is there a way I can check if we have some issues w/ synch, or something I can do to fix this? Pardot Conversion Object Name holds very important data key to some sales automations I'm working on.

We are using connector user: b2bmaintegration.

I would be very thankful for any links, information on what I can do to eliminate this issue, I've been trying to work on various work arounds for the past 2 weeks, with no luck.



Many thanks

Hi everyone, I am trying to update a flow that was created, and I believe I know what the problem is and what I need to do, I am just not sure where to add the condition to ignore null/empty field, or what I should update in the flow, so it would ignore an empty field. I've been looking on youtube, articles, and even this board I'm just a little stuck. I had a call w/ support and they suggested to post here.

The flow that we have gets initiated by a process builder, when a task is marked complete (thats all). Then the first action is to load this flow below.

One of the main steps of this flow, is to pull data from our Quote Line Item object, and have it available in the Invoice Line Item and then later on create a task and invoice.

Loop is a new thing for me, I'm stil learning, so bear with me.
In the flow, once the data is checked, it goes into a loop and we have an ASSIGNMENT step, ''Assign Quote Line Item value to Invoice Line Items". The field in particular that I added was a field in Quote called ''Cost Per Hour", that we also want to be available in the Invoice Line Item.
This is the only change I've added to this already existing flow, and this error below is what pops up. I've tried to create a 'decision' step, and entered this below (but the error still occurs). I feel I am close, but have no idea where to start. I'd appreciate your input!

TEST DECISION - DIDNT WORK

test decision - what I tested, with no luck. I'm not sure WHERE to put this.

ENTIRE FLOW

the current flow with some extra info



How the Interview Started
0053X00000B3ZWc) started the flow interview.
Some of this flow's variables were set when the interview started.
process_kick_off_task_id = 00T3X00005QJuiq

FAST LOOKUP: Get_Init_Task
Find all Task records where:
Id Equals {!process_kick_off_task_id} (00T3X00005QJuiq)
Store the values of these fields in Get_Init_Task: Id, WhatId
Result
Successfully found records.

FAST LOOKUP: Get_Init_Project
Find all Project__c records where:
Id Equals {!Get_Init_Task.WhatId} (a023X00001uNPIRQA4)
Store the values of these fields in Get_Init_Project: Id, First_Invoice_Date__c, Project_Owner__c, Partner_Report_Due__c, From_Opportunity__c, Client_Invoice_Receivable_Due__c, TA_Invoice_Due__c, Partner_Invoice_Due__c, Partner_Invoice_Payment_Due__c, TA_Timesheet_Report_Issue_Deadline__c, Partner_Report_TA_Acceptance_Deadline__c, TA_Report_Signoff_Deadline__c
Result
Successfully found records.

FAST LOOKUP: get_won_quote_from_project_opp
Find all Quote records where:
Status Equals Won
OpportunityId Equals {!Get_Init_Project.From_Opportunity__c} (0063X000012B7YEQA0)
Store the values of these fields in get_won_quote_from_project_opp: Id
Result
Successfully found records.

FAST LOOKUP: get_quote_line_items
Find all QuoteLineItem records where:
QuoteId Equals {!get_won_quote_from_project_opp.Id} (0Q03X000002CKz5SAG)
Store the values of these fields in get_quote_line_items: Id, Candidate_number__c, Discount, Talent_Seniority__c, UnitPrice, Talent_Role__c, Talent_Name__c, Quantity, Partner__c
Result
Successfully found records.

CREATE RECORDS: Create_Invoice
Create one Invoice__c record where:
Client_Invoice_Receivable_Due_Date__c = {!formula_client_invoice_rec_due_date} (15 June 2020)
Partner_Invoice_Due_Date__c = {!formula_partner_invoice_due_date} (14 June 2020)
Partner_Invoice_Payment_Due_Date__c = {!formula_partner_invoice_payment_due_date} (15 June 2020)
Partner_Report_Due_Date__c = {!formula_partner_report_due} (07 June 2020)
Partner_Report_TA_Acceptance_Deadline__c = {!formula_acceptance_deadline} (07 June 2020)
Project__c = {!Get_Init_Project.Id} (a023X00001uNPIRQA4)
TA_Invoice_Due_Date__c = {!formula_ta_invoice_due_date} (14 June 2020)
TA_Report_Signoff_Date_Deadline__c = {!formula_signoff_deadline} (07 June 2020)
TA_Timesheet_Report_Issue_Deadline__c = {!formula_timesheet_issue_deadline} (07 June 2020)
Result
A record is ready to be created when the next screen, pause, or local action is executed or when the interview finishes.
{!created_invoice} = a013X00002UFfmDQAT

LOOP: loop_over_quote_line_items
Loop Through: [0QL3X000004yEJNWA2]
Iteration: 0
Current value of {!loop_quote_line_item}: 0QL3X000004yEJNWA2

Error element assign_QLI_values_to_ILI (FlowAssignment).
The flow failed to access the value for loop_quote_line_item.Cost_per_hour__c because it hasn't been set or assigned.