Can someone help me figure this issue as i've been beating my head against the wall for a couple days trying to figure this out. 

While in the Opportunity List View, when trying to create a new Opportunity record, upon selecting one of the record types from the menu, then selecting Next, the input fields are not there in the popup window and unable to create an opportunity record. This feature definitely works in Classic, but for some reason, its gone in the Lightning side. Please review the images and let me know. Thank you in advance! 

Linguistics__c

if a user enters a value of 24 or less, that when a user saves the record, a numerical value of 25 should be saved automatically. 

However if the users enters a value equal to or greater than 25, then the validation rule should NOT apply. 

Is this possible to do with a validation rule? Thank you

Clause__c

I have a picklist named Radical__c on the contact object. 

I want to allow user to be able to convert a lead record and allow the user to leave the picklist NULL on lead conversion.

However, I want the Radical__c picklist field to be required IF the user attempts to save the new contact record IF the picklist is other than NULL. The picklist at this point must have a value before the contact record is saved. 

Is a validation rule best in this scenario? IF so, what would the syntax look like? Thank you

I'm trying to create a formula fields in flow that uses a date field to filter records that have are 15 days or more in the past. I have been able to create the filter in a report (see image 1). 

But when I try to create the same action in a flow, it doesn't work (see image 2). 

Is it possible to create a flow formula that would have the same effect as the one I created for the report? 
 

I want the ability to copy a file attachment when inserted into the contact record, be copied over to the Account record. Here is the Apex code and have inserted into my Dev Sandbox but nothing happens when I insert an attachment into the contact record. I receive no errors either. Any help on this would be great!

trigger CopyContactAttachmentAccounts on Attachment (after insert) {
    Set<ID> attId = new Set<ID>();
    Set<ID> contactID = new Set<ID>();
    /* ******This block collects all the attachment IDs*****************/
    for(Attachment att : trigger.New){
         //Check if added attachment is related to Contact or not
         if(att.ParentId.getSobjectType() == Contact.SobjectType){
              attId.add(att.Id);
              contactID.add(att.ParentId);
         }
    }
    /*******************Below block creates the attachment on Account***************/
    list<attachment> accatt=new list<attachment>();
    List<Attachment> attachmentList = [SELECT Name, Id, ParentID,Body FROM Attachment WHERE ID IN :attID];
    Map<Id, Contact> contactDetailMap = new Map<Id, Contact>([Select Id, Account.id,Account.name from Contact where Id IN :contactID]);
    for(Attachment att: attachmentList) {
        Attachment newFile = new Attachment(Name = att.name, body = 
        att.body,ParentId= contactDetailMap.get(att.ParentID).Accountid);
        accatt.add(newFile);
    }
    if(accatt.size()>0){
     insert accatt;
    }
}

I have created this Validation Rule in leads that allows the System Administrator to change the Lead Owner. 

I want to also add the Sales Manager profile to this but my attempts either deactivate this Validation or won't allow any user to update the lead owner. 

 

AND(
NOT(ISNEW()),
ISCHANGED(OwnerId),
$Profile.Name <> "System Administrator"
)

OR(
AND(ISPICKVAL(Rush_Request_Type__c, "RUSH Bank Levy Notice Received")),
NOT(ISBLANK(TEXT(Does_client_want_to_request_a_Levy_Hold__c)))
)

I'm trying to create a formula that would do the following: 

Card_Number__c (text field) contains credit card numbers and depending on the prefix number entered, will determine the Card_Type__c from a picklist with the values of Visa, MasterCard, AMEX, Discover

If the Card Type's Card Number Prefix starts with the following, will determine the value for the Card_Type__c

Card Type:                    Card Number Prefix
American Express              34 and 37
MasterCard.                   51,52,53,54,55
Visa                          4
Discover                      300, 309, 352, 36, 38, 39, 64, 65, 601, 622, 624, 628

Is this possible with a formula? 

 

AND(
ISCHANGED(Id),
NOT(ISBLANK(TEXT(Employment__c))))

AND(
ISPICKVAL( Status, 'Working - Contacted'),
ISPICKVAL( Rating, 'Hot')
)

Percent_Value__c  > 1

AND(
  ISPICKVAL( StageName, 'QR Request'),
  NOT(ISPICKVAL( Qualified_Resolution_Type__c,'ISNULL' ))
)

Opportunity.Status__c = Phase I [picklist] Opportunity.Setting__c = Dropped [picklist] Opportunity.StageName = Closed [picklist] Opportunity.Office__c = Waiting [text] Opportunity.Level__c = Personal [picklist]

trigger OpportunityStageTrigger on Opportunity (before insert, before update, before delete, after insert, after update, after delete, after undelete) {
   OpportunityStageTriggerhandler handler = new OpportunityStageTriggerhandler(trigger.new, trigger.old, trigger.newMap, trigger.oldMap, trigger.isInsert,trigger.isUpdate, trigger.isDelete, trigger.isUndelete);
    
    if(trigger.isAfter){
         if(trigger.isUpdate){
            handler.AfterUpdateEvent();
        }
    }
}

[Lead].IsConverted = False (Boolean)
and
[Lead].ActionOne__c = 1
or
[Lead].ActionTwo__c = 2
or
[Lead].ActionThree__c = 3

Action: 
MyAction__c = False (Boolean)

Clause__c

I have a picklist named Radical__c on the contact object. 

I want to allow user to be able to convert a lead record and allow the user to leave the picklist NULL on lead conversion.

However, I want the Radical__c picklist field to be required IF the user attempts to save the new contact record IF the picklist is other than NULL. The picklist at this point must have a value before the contact record is saved. 

Is a validation rule best in this scenario? IF so, what would the syntax look like? Thank you

I'm trying to create a formula fields in flow that uses a date field to filter records that have are 15 days or more in the past. I have been able to create the filter in a report (see image 1). 

But when I try to create the same action in a flow, it doesn't work (see image 2). 

Is it possible to create a flow formula that would have the same effect as the one I created for the report? 
 

I want the ability to copy a file attachment when inserted into the contact record, be copied over to the Account record. Here is the Apex code and have inserted into my Dev Sandbox but nothing happens when I insert an attachment into the contact record. I receive no errors either. Any help on this would be great!

trigger CopyContactAttachmentAccounts on Attachment (after insert) {
    Set<ID> attId = new Set<ID>();
    Set<ID> contactID = new Set<ID>();
    /* ******This block collects all the attachment IDs*****************/
    for(Attachment att : trigger.New){
         //Check if added attachment is related to Contact or not
         if(att.ParentId.getSobjectType() == Contact.SobjectType){
              attId.add(att.Id);
              contactID.add(att.ParentId);
         }
    }
    /*******************Below block creates the attachment on Account***************/
    list<attachment> accatt=new list<attachment>();
    List<Attachment> attachmentList = [SELECT Name, Id, ParentID,Body FROM Attachment WHERE ID IN :attID];
    Map<Id, Contact> contactDetailMap = new Map<Id, Contact>([Select Id, Account.id,Account.name from Contact where Id IN :contactID]);
    for(Attachment att: attachmentList) {
        Attachment newFile = new Attachment(Name = att.name, body = 
        att.body,ParentId= contactDetailMap.get(att.ParentID).Accountid);
        accatt.add(newFile);
    }
    if(accatt.size()>0){
     insert accatt;
    }
}

I'm trying to create a formula that would do the following: 

Card_Number__c (text field) contains credit card numbers and depending on the prefix number entered, will determine the Card_Type__c from a picklist with the values of Visa, MasterCard, AMEX, Discover

If the Card Type's Card Number Prefix starts with the following, will determine the value for the Card_Type__c

Card Type:                    Card Number Prefix
American Express              34 and 37
MasterCard.                   51,52,53,54,55
Visa                          4
Discover                      300, 309, 352, 36, 38, 39, 64, 65, 601, 622, 624, 628

Is this possible with a formula? 

 

Opportunity.Status__c = Phase I [picklist] Opportunity.Setting__c = Dropped [picklist] Opportunity.StageName = Closed [picklist] Opportunity.Office__c = Waiting [text] Opportunity.Level__c = Personal [picklist]

[Lead].IsConverted = False (Boolean)
and
[Lead].ActionOne__c = 1
or
[Lead].ActionTwo__c = 2
or
[Lead].ActionThree__c = 3

Action: 
MyAction__c = False (Boolean)

AND(
ISPICKVAL( StageName, 'Verification)'),
ISPICKVAL( Client_Verified__c, 'Yes'))

Hi,

I'm newbie to salesforce.com.

I'm trying to export data from salesforce.com to SQL Server 2005 through

the Apex Data Loader.

When I run the process through command line I get this error:

FATAL [databaseExportAccountVeryShort] controller.Controller createDao (Controller.java:186) - Error creating data access object

Here is my database-conf.xml:

<!DOCTYPE beans PUBLIC "-//SPRING//DTD BEAN//EN" "http://www.springframework.org/dtd/spring-beans.dtd">
<beans>
  <bean id="dbDataSource"
      class="org.apache.commons.dbcp.BasicDataSource"
      destroy-method="close">
    <property name="driverClassName" value="com.microsoft.sqlserver.jdbc.SQLServerDriver"/>
    <property name="url" value="jdbc:sqlserver://Localhost:1433;databaseName=MyDatabase;"/>
    <property name="username" value="MyUser"/>
    <property name="password" value="MyPassword"/>
  </bean>
  <bean id="Account_DataLoader"
      class="com.salesforce.lexiloader.dao.database.DatabaseConfig"
      singleton="true">
    <property name="sqlConfig" ref="insertAccountVeryShort"/>
    <property name="dataSource" ref="dbDataSource"/>
  </bean>
  <bean id="insertAccountVeryShort"
      class="com.salesforce.lexiloader.dao.database.SqlConfig" singleton="true">
    <property name="sqlString">
        <value>
            INSERT INTO dbo.Account_DataLoader (Id,Account_Open_Date__c)
            VALUES (@Id@, @Account_Open_Date__c@)
        </value>
    </property>
    <property name="sqlParams">
        <map>
            <entry key="Id" value="java.lang.String"/>
            <entry key="Account_Open_Date__c"  value="java.lang.String"/>
        </map>
    </property>
  </bean>
</beans>

I have a matching part in process-conf.xml with dataAccess.type=databaseWrite

and in my command line the process name is insertAccountVeryShort.

Can anyone help me with that?

Thanks,

Omshi.

Apex script unhandled trigger exception by user/organization: 005A0000005XYZb/00DA0000033432M

triggerUpdAssignedLead: execution of BeforeUpdate

caused by: System.Exception: Too many SOQL queries: 101

Class.LeadTrigger.<init>: line 47, column 1
Trigger.triggerLead: line 3, column 1

public without sharing class LeadTrigger {
    //private static boolean alreadyExecuted = false;
    Private Set<String> OpenLeadStatus = new Set<String>{'Awaiting Decision','Initiating Contact','New', 'Quoting', 'Re-Engaged', 'Job Take'};
    Private String QuotingStatus = 'Quoting';
    Private String QuotingCampaignNumber = '34099';
    Private static String MODELER_LEAD = 'Modeler Lead';
    Private static String HOW_LEAD = 'Show Lead';
    Private static String STATUE = 'Statue';
    public static String ClosedStatus = 'Closed By EF';
    public static String ProjectDelayedStatus = 'Project Ending';
    //public static boolean isTest {get; set;}
    //public static boolean isTestUpdateLead {get; set;}
    public static boolean isUpdateLeadStatus {get; set;}
    public static boolean isUpdateHistoryLog {get; set;}
    
    //New class variable creatd for optimization - 10/2016
    //Prevent SOQL Query governor limit exception
    private Map<String,Id> recTypes = new Map<String,Id>();
    private final string queueInsideSalesId;
    private final string dummyCampaignId = null;
    private Map<Id, User> activeUsers = new Map<Id, User>();
    private Set<Id> excludedZipAssignUsers = new Set<Id>();
    
    //Creating class constructor to initialize class objects - 11/2017
    //Prevent SOQL Query governor limit exception
    public LeadTrigger(){
        //Retrieving RecordType information
        for(Schema.RecordTypeInfo rt : Lead.SObjectType.getDescribe().getRecordTypeInfos()){
            String rtName = rt.getName();
            if((rtName == MODELER_LEAD)||(rtName == SHOW_LEAD)){ 
                recTypes.put(rtName, rt.getRecordTypeId());
            }
        }
        
        //Retrieving values for the Lead Assignment - AssignLeads() method
        //Retrieving the default owner (Inside Sales Queue)
        for(QueueSobject queue : [Select QueueId From QueueSobject Where SobjectType = 'Assigned_Lead__c' and Queue.Name = 'Inside Sales']){
            queueInsideSalesId = queue.QueueId;
        }
        
        //Retrieving Dummy Campaign ID for Assigning New Leads to a Campaign
        for(Campaign c : [Select Id, Campaign_Number__c From Campaign Where Name Like '%Dummy%' Limit 1]){
            dummyCampaignId = c.Id;
        }
        
        // Retrieving Active Users List for Lead Assignment
        for(User u : [Select Id, UserType, Contact.AccountId, Contact.Account.Member__c, Exclude_from_Zip_Placement__c From User Where isActive = true]){
            //Retrieving Users excluded by Zip Assignment
            if(u.Exclude_from_Zip_Placement__c ==  true){
                excludedZipPlaceUsers.add(u.Id);
            }else{
                activeUsers.put(u.Id, u);
            }
        }
    }

trigger triggerLead on Lead (after insert, before insert, before update, after update) {

    LeadTrigger lt = new LeadTrigger();
    if (Trigger.isInsert)
        lt.LeadInsertion(Trigger.New, Trigger.isBefore, Trigger.isAfter);
    else if (Trigger.isBefore)
        lt.LeadUpdate(Trigger.New, Trigger.old, Trigger.isBefore);
    
    if (Trigger.isAfter) {
      lt.ReassignALOnClosedLeads(Trigger.New, Trigger.old, null);
      lt.AddToCampaign(Trigger.New, Trigger.oldMap);
      lt.ProcessQuotingLeads(Trigger.New, Trigger.old);
    } else 
      lt.PopulateAmbassador(Trigger.New, Trigger.old);   
      
    
    // 10/22/2015 Ambassador enhancement Tia Xuan 
    if (Trigger.isBefore && Trigger.isUpdate){
      lt.CreateLastVisitTask(Trigger.new);
      lt.CopyHistoryLog(Trigger.new, Trigger.oldMap);   
    }
}

<aura:component implements="lightning:homeTemplate">
    <aura:attribute name="main" type="Aura.Component[]" /> 
    <div>
        <lightning:layout horizontalAlign="spread">
            {!v.main}
        </lightning:layout>
    </div>
</aura:component>

<flexipage:template >
        <flexipage:region name="main" defaultWidth="Xlarge">
        </flexipage:region>
    </flexipage:template>

<?xml version="1.0" encoding="UTF-8" standalone="no"?>
<svg width="120px" height="120px" viewBox="0 0 120 120" version="1.1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink">
	<g stroke="none" stroke-width="1" fill="none" fill-rule="evenodd">
		<path d="M120,108 C120,114.6 114.6,120 108,120 L12,120 C5.4,120 0,114.6 0,108 L0,12 C0,5.4 5.4,0 12,0 L108,0 C114.6,0 120,5.4 120,12 L120,108 L120,108 Z" id="Shape" fill="#2A739E"/>
		<path d="M77.7383308,20 L61.1640113,20 L44.7300055,63.2000173 L56.0543288,63.2000173 L40,99.623291 L72.7458388,54.5871812 L60.907727,54.5871812 L77.7383308,20 Z" id="Path-1" fill="#FFFFFF"/>
	</g>
</svg>

<aura:component controller="ContactController" implements="force:lightningQuickActionWithoutHeader,force:hasRecordId" >
    <style>
        .changeRecordTypeRow {
        margin-top: 1.5rem;
        margin-bottom: 0;
        margin-left: 0;
        margin-right: 0;
        }
        
        .changeRecordTypeLeftColumn {
        float: left;
        text-align: right;
        padding-right: 1.5rem;
        width: 35%;
        font-size: .8125rem;
        color: rgb(84, 105, 141);
        }
        
        .changeRecordTypeRightColumn {
        float: right;
        text-align: left;
        width: 65%;
        }
        
        .modal-body
        {
        	height:auto !important;
        	padding:0;
        }
        
        .forceChatterLightningComponent .bodyWrapper{height:100%;width:100%;padding:0;box-sizing:border-box}
    </style>
    <div class="modal-header slds-modal__header">
        <h2 class="title slds-text-heading--medium" >Change Contact Type</h2>
    </div>
    <div class="scrollable slds-modal__content slds-p-around--medium">
        <div class="changeRecordTypeRow">
            <fieldset class="slds-form-element">
                <div class="changeRecordTypeLeftColumn">
                    <legend class="form-element__legend slds-form-element__label">Select a record type</legend>
                </div>
                <div class="changeRecordTypeRightColumn slds-form-element__control">

                    <span class="slds-radio">
                        <input type="radio" id="radio_PrimaryContact" name="recordType" />
                        <label class="slds-radio__label" for="radio_PrimaryContact">
                            <span class="slds-radio--faux"></span>
                            <span class="slds-form-element__label">Primary Contact</span>
                        </label>
                    </span>
                    <span class="slds-radio">
                        <input type="radio" id="radio_SecondaryContact" name="recordType" />
                        <label class="slds-radio__label" for="radio_SecondaryContact">
                            <span class="slds-radio--faux"></span>
                            <span class="slds-form-element__label">Secondary Contact</span>
                        </label>
                    </span>
                </div>
            </fieldset>
        </div>
	</div>
    <div class="modal-footer slds-modal__footer">
    	<div class="forceChangeRecordTypeFooter">
        	<button type="button" class="slds-button slds-button--neutral .slds-modal__close" aura:id="btnCancel" >
            	Cancel
            </button>
            <button type="button" class="slds-button slds-button--brand" aura:id="btnSave">
            	Save
            </button>
        </div>
    </div>
</aura:component>

Salesforce1 has a great Today page which shows the users calendar mashed up with salesforce.com. It works well when the user is not using Salesforce as their primary calendar.  However many want to use Salesforce as the primary calendar.  So - How then do you display a calendar in Salesforce1?

This is a hack - but an easy one which works!  Here is how to add a Salesforce calendar to Salesforce1:

1) Create a visualforce page "My Calendar"  Be sure to make the page available for salesforce mobile apps.  The content of the page should be:

<apex:page showHeader="false" sidebar="false" >

<div style="overflow:scroll; width:100%; height:100%;">
    <object type="text/html" data="https://na2.salesforce.com/00U/c?isdtp=mn"
            style="overflow:scroll; width:1200px; height:2400px;">
    </object>
</div>

</apex:page>

2) Add a VisualForce tab for the visualforce page called my calendar.  Ensure the users can access the tab but make it hidden.  Does not need to be mobile ready as that setting is for the Classic Mobile app.

3) Under Mobile Administration / Moble Navigation add the "My Calendar" Visualforce tab to the selected Navigation menu item.

4) Login to Salesforce1 and celebrate your job well done!

I hope you find this as useful as I did.

Hello I am new to Apex / Trigger and would like to use it to update one field from another on a custom object. I know this can be done via workflow but would like to try this with  a trigger so I can start to understand more about Apex. I am in the mids of reading about apex etc but would be grateful if someone could give me a few examples.

What I am trying to achieve:

Object name = Test object

Field 1 = A

Field 2 = B

All I want to do is make "field A" update with "field B" value after update.

Thank you