I have been working on creating a formula field that is giving me some trouble. I would appreciate any help - I probably just need a new set of eyes to look at it.
I would like to take Contract Date (field) and Term (field) - a picklist with 24 months, 36 months, etc. and determine a value for a third field (TERM MATURITY DATE)

I've been trying to look at this by creating an additional hidden field to change the data type - but i'm just not seeing it?

I have several custom links in a custom object that transfered great to the "Test Drive". There is one link in the Contact and that did not transfer. The link shows on the page after editting the layout - however the link does not work. It does work in my developer instance. I went into the test drive and checked the labels, etc and everything is mapped correctly. The message says "insufficient priveledges - contact record owner or admin".
I am the admin level so I'm not sure where to go with this?

Would greatly appreciate any help on this - this small detail is holding up the project.

Thanx

I am handing off an integration project to someone that will use the API. I would like to understand the best way to describe SFDC's mapping capabilities. I have used the Accounts/Contacts wizard and the dataloader to map in Opts. Is the process the same when using the API? How can we automate the data loading (Contacts - Opts.) for daily use? Does the dataloader have an "overwrite" feature (much like the feature in the Contacts wizard)?
Finally, we would like to have connectivity with the Contact and the Opt. without having to go to the Opt. record and manually connect thru the Contact Role. Suggestions?
Thanks for the help!

Load Data from web posted csv file to SFDC.
Must have ability to automate data loading to Contacts-Opts-Cases.
New Data will be posted daily.
competitorone@yahoo.com

Must have extensive knowledge of ADP system.
Original data pull to be formatted, cleaned and staged for automated data loading into SFDC Contacts, Opportunities and Cases.
Daily data updates will need to be integrated.
competitorone@yahoo.com

We have about 100 custom contact fields that I would like to have as available lead fields in order to create a web-to-lead form.  Seems like there should be a way to copy the existing custom fields to make them available as custom lead fields without having to recreate each one individually, but I can't see how.  Any advice?

thanks!

Carolyn

Hi all!

I'm a Salesforce Professional user, and was curious if there is a way to specfically hide either an entire case section in a layout, e.g. RMA information, or specific fields, making the appearance conditional on a specific case type, e.g. RMA Request?

I've scoured the documentation and the forums here but haven't seen anything that would give me a clear cut yes, or no.

Thanks!

Newbie to this but I am trying to create a custom formula for a user defined field that will auto-populate with a text value based on a user defined pick-list selection.
Can anyone help...I have not been able to find anything in the help or internet for this.

ex....Region 17 is selected from the Region field; NAME is populated in the Region Manager Field.

Thanks!

    This may be an easy question to some, but what would how would you suggest I enter a contact if the contact is a couple with two last names. This only matters for mass mail outs, and I know it would be possible to do in excel. However I was wondering if it would be possible to do in salesforce.
Is there anyway I can add to the set standard contact name fields?
Any help would be greatly appreciated!

Hi all,

how can I avoid the new Account buttton coming with the search for related account page of an event?
the fields in this new account page are not the one I need.

Thank you

Message Edited by Thebannerkid on 11-26-200706:33 PM

I have several custom links in a custom object that transfered great to the "Test Drive". There is one link in the Contact and that did not transfer. The link shows on the page after editting the layout - however the link does not work. It does work in my developer instance. I went into the test drive and checked the labels, etc and everything is mapped correctly. The message says "insufficient priveledges - contact record owner or admin".
I am the admin level so I'm not sure where to go with this?

Would greatly appreciate any help on this - this small detail is holding up the project.

Thanx

Start-up needs a short-term consultant with lengthy experience helping companies customize and tailor SalesForce to their exact needs. We have already implemented SalesForce, but need an expert who can seamlessly and affordably customize it for our needs.

Please feel free to send an email and resume (included in the body of your email), with relevant SalesForce customization experience and years of experience. Note: We do not need an administrator to create new contact/accounts or reports, rather a programmer or analyst to tweak Salesforce on the backend.