• Brian McDonald
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  • Member since 2016
  • Business Intelligence Analyst/SalesForce

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I'm trying to create a validation rule on Opportunities when it hits "Closed Won" stage 1 of 3 checkboxes must be checked.  Or at least 1 needs to be TRUE.  I believe I need an IF statement and I'm not sure where.  Is it at the beginning of the OR statement and do I need to use (0, 1) for the logic?

AND(
Referral_Partner__c <> "CareCredit",
ISPICKVAL(StageName, "Closed Won"),
OR(
Checked_AWARE__c = FALSE,
Checked_Navigator__c = FALSE,
Checked_Interact__c = FALSE
))

Regards,

Brian
I would like to limit case flags to specific picklist values.  I continue to receive this error.

Error: Incorrect number of parameters for function 'IF()'. Expected 3, received 2

IF(
NOT(ISPICKVAL(Origin, "Phone")),
IMAGE( 
CASE(Partner_Name__c, 
"Experian Health", "/img/samples/flag_red.gif",
"Cerner Corporation", "/img/samples/flag_red.gif",
"Patientco", "/img/samples/flag_yellow.gif",
"Pelitas", "/img/samples/flag_yellow.gif",
"/s.gif"), 
"Partner Flag"))
I'm trying to deploy some change sets and there are unrelated triggers causing 
Apex Test Failures 
Class NameMethod NameError MessageActionPlanDetailControllercheckGetRelatedObjectNameMethods defined as TestMethod do not support Web service callouts
Stack Trace: null
ActionPlanObjectTriggerTesttestCaseTriggerMethods defined as TestMethod do not support Web service callouts
Stack Trace: null
ActionPlansUtilitiesTestAPUtestGenerateObjectFeedMethods defined as TestMethod do not support Web service callouts
Stack Trace: null
ActionPlansUtilitiesTestAPUtestGetRecordOwnerIdMethods defined as TestMethod do not support Web service callouts
Stack Trace: null
ActionPlansUtilitiesTestAPUtestSaveMasiveMethodPart1Methods defined as TestMethod do not support Web service callouts
Stack Trace: null
CalculateBusinessHoursAgesTesttestBusinessHoursBucketerMethods defined as TestMethod do not support Web service callouts
Stack Trace: null
TestQBConnectorTriggerstestAccountTriggerSystem.DmlException: Update failed. First exception on row 0 with id 0011R00002LCCpyQAH; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Please Uncheck QB Needs Update: [Ascent2QB__QB_Needs_Update__c]
Stack Trace: Class.TestQBConnectorTriggers.testAccountTrigger: line 12, column 1
TestTriggersmyUnitTestMethods defined as TestMethod do not support Web service callouts
Stack Trace: null
I'm trying to pull a few fields into an IF formula and I'm not receiving a syntax error but the formula isn't calculating.  What am I missing?

Monthly Revenue at End of Contract
IF(((Contract_Term_Yrs__c * 12) < Months_to_sign_existing_clients__c),((Contract_Term_Yrs__c * 12) * New_Monthly_Revenue_Existing__c),(Months_to_sign_existing_clients__c * New_Monthly_Revenue_Existing__c))
Contract_Term_Yrs__c =  Number Field
Months_to_sign_existing_clients__c = Formula Field(Number)
New_Monthly_Revenue_Existing__c = Formula Field(Currency) 



 
Hi,
We’re on EE and I have been tasked with creating a lifecycle of the below integration stages

Integration Stages
Pre-Coding Date
Coding Date
Review Date
Documentation Date
 
Pre-Coding Life = If Coding Date isblank, count days between Pre-Coding Date and Today; else count days between Pre-Coding Date and Coding Date
Coding Life = If Review Date isblank, count days between Coding Date and Today; else count days between Coding Date and Review Date
Review Life = If Documentation Date isblank, count days between Review Date and Today; else count days between Review Date and Documentation Date
Documentation Life = If Certified Date isblank, count days between Documentation Date and Today; else count days between Documentation Date and Certification Date
Total Life = If Certified Date isblank, count days between Pre-Coding Date and Today; else count days between Pre-Coding Date and Certified Date
 
Regards,

Brian
I'm trying to create a validation rule on Opportunities when it hits "Closed Won" stage 1 of 3 checkboxes must be checked.  Or at least 1 needs to be TRUE.  I believe I need an IF statement and I'm not sure where.  Is it at the beginning of the OR statement and do I need to use (0, 1) for the logic?

AND(
Referral_Partner__c <> "CareCredit",
ISPICKVAL(StageName, "Closed Won"),
OR(
Checked_AWARE__c = FALSE,
Checked_Navigator__c = FALSE,
Checked_Interact__c = FALSE
))

Regards,

Brian
I would like to limit case flags to specific picklist values.  I continue to receive this error.

Error: Incorrect number of parameters for function 'IF()'. Expected 3, received 2

IF(
NOT(ISPICKVAL(Origin, "Phone")),
IMAGE( 
CASE(Partner_Name__c, 
"Experian Health", "/img/samples/flag_red.gif",
"Cerner Corporation", "/img/samples/flag_red.gif",
"Patientco", "/img/samples/flag_yellow.gif",
"Pelitas", "/img/samples/flag_yellow.gif",
"/s.gif"), 
"Partner Flag"))
I'm trying to deploy some change sets and there are unrelated triggers causing 
Apex Test Failures 
Class NameMethod NameError MessageActionPlanDetailControllercheckGetRelatedObjectNameMethods defined as TestMethod do not support Web service callouts
Stack Trace: null
ActionPlanObjectTriggerTesttestCaseTriggerMethods defined as TestMethod do not support Web service callouts
Stack Trace: null
ActionPlansUtilitiesTestAPUtestGenerateObjectFeedMethods defined as TestMethod do not support Web service callouts
Stack Trace: null
ActionPlansUtilitiesTestAPUtestGetRecordOwnerIdMethods defined as TestMethod do not support Web service callouts
Stack Trace: null
ActionPlansUtilitiesTestAPUtestSaveMasiveMethodPart1Methods defined as TestMethod do not support Web service callouts
Stack Trace: null
CalculateBusinessHoursAgesTesttestBusinessHoursBucketerMethods defined as TestMethod do not support Web service callouts
Stack Trace: null
TestQBConnectorTriggerstestAccountTriggerSystem.DmlException: Update failed. First exception on row 0 with id 0011R00002LCCpyQAH; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Please Uncheck QB Needs Update: [Ascent2QB__QB_Needs_Update__c]
Stack Trace: Class.TestQBConnectorTriggers.testAccountTrigger: line 12, column 1
TestTriggersmyUnitTestMethods defined as TestMethod do not support Web service callouts
Stack Trace: null
I'm trying to pull a few fields into an IF formula and I'm not receiving a syntax error but the formula isn't calculating.  What am I missing?

Monthly Revenue at End of Contract
IF(((Contract_Term_Yrs__c * 12) < Months_to_sign_existing_clients__c),((Contract_Term_Yrs__c * 12) * New_Monthly_Revenue_Existing__c),(Months_to_sign_existing_clients__c * New_Monthly_Revenue_Existing__c))
Contract_Term_Yrs__c =  Number Field
Months_to_sign_existing_clients__c = Formula Field(Number)
New_Monthly_Revenue_Existing__c = Formula Field(Currency)