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Salesforce.com Formula and Workflow Guide

Salesforce.com Formula and Workflow Guide. Saturday, February 5, 2011. Most Salesforce Administrators have run into this issue from one time or another. A Multi-Select Picklist is not accessible in formula's. This is frustrating because Multi-Select picklists are great choices for data quality and user experience and it's not always known at the planning stages that you will need to utilize the field in question for a formula. INCLUDES(Multi Select Picklist c , "A"), "A",. Function. Here's an example:.

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Salesforce.com Formula and Workflow Guide | salesforceformualandworkflow.blogspot.com Reviews
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Salesforce.com Formula and Workflow Guide. Saturday, February 5, 2011. Most Salesforce Administrators have run into this issue from one time or another. A Multi-Select Picklist is not accessible in formula's. This is frustrating because Multi-Select picklists are great choices for data quality and user experience and it's not always known at the planning stages that you will need to utilize the field in question for a formula. INCLUDES(Multi Select Picklist c , A), A,. Function. Here's an example:.
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Salesforce.com Formula and Workflow Guide | salesforceformualandworkflow.blogspot.com Reviews

https://salesforceformualandworkflow.blogspot.com

Salesforce.com Formula and Workflow Guide. Saturday, February 5, 2011. Most Salesforce Administrators have run into this issue from one time or another. A Multi-Select Picklist is not accessible in formula's. This is frustrating because Multi-Select picklists are great choices for data quality and user experience and it's not always known at the planning stages that you will need to utilize the field in question for a formula. INCLUDES(Multi Select Picklist c , "A"), "A",. Function. Here's an example:.

INTERNAL PAGES

salesforceformualandworkflow.blogspot.com salesforceformualandworkflow.blogspot.com
1

Salesforce.com Formula and Workflow Guide: Opportunity Validation Rule to Require Multiple Fields Validation Rule

http://salesforceformualandworkflow.blogspot.com/2011/01/opportunity-validation-rule-to-require.html

Salesforce.com Formula and Workflow Guide. Thursday, January 20, 2011. Opportunity Validation Rule to Require Multiple Fields Validation Rule. Opportunities in Salesforce utilize a standard field called Probability which is tied to the stage and forecasting. Once an Opportunity reaches certain probabilities businesses may want to require certain fields to have a value. ISNULL(First Field c),. ISNULL(Second Field c),. Statement. This is because this is the last statement in the OR(). First Field c,. Calcu...

2

Salesforce.com Formula and Workflow Guide: Welcome!

http://salesforceformualandworkflow.blogspot.com/2011/01/welcome.html

Salesforce.com Formula and Workflow Guide. Wednesday, January 19, 2011. We have all had problems with Salesforce.com Formula's, Workflow rules, Validation rules, etc. from time to time. Here you can find business use cases and example solutions. Additionally, we can always use another business issue to work with so if you need to contact us we are more than happy to provide an example for your business case. Subscribe to: Post Comments (Atom). Salesforce.com Sample Formula's. E-Mail Us for Help.

3

Salesforce.com Formula and Workflow Guide: Using a Picklist in a Validation Rule

http://salesforceformualandworkflow.blogspot.com/2011/01/using-picklist-in-validation-rule.html

Salesforce.com Formula and Workflow Guide. Thursday, January 27, 2011. Using a Picklist in a Validation Rule. It's not uncommon for businesses to use picklists to ensure data quality and conformity. This often comes up when working with Opportunities. A good example of this is listing the Competitor that you lost a deal to in order to track who your biggest competitor is. ISPICKVAL(StageName,"Closed Lost"),. ISPICKVAL( Competitor c, "Competitor Picklist Value1") ,. ISPICKVAL( Competitor c, ". Using a Pic...

4

Salesforce.com Formula and Workflow Guide: January 2011

http://salesforceformualandworkflow.blogspot.com/2011_01_01_archive.html

Salesforce.com Formula and Workflow Guide. Thursday, January 27, 2011. Using a Picklist in a Validation Rule. It's not uncommon for businesses to use picklists to ensure data quality and conformity. This often comes up when working with Opportunities. A good example of this is listing the Competitor that you lost a deal to in order to track who your biggest competitor is. ISPICKVAL(StageName,"Closed Lost"),. ISPICKVAL( Competitor c, "Competitor Picklist Value1") ,. ISPICKVAL( Competitor c, ". DATE( YEAR(...

5

Salesforce.com Formula and Workflow Guide: Next Birdate

http://salesforceformualandworkflow.blogspot.com/2011/01/next-birdate.html

Salesforce.com Formula and Workflow Guide. Wednesday, January 26, 2011. Often times businesses will want to track customers/clients birthdays. However, it's also nice to know that a birthday is coming up (in the future) instead of just the birth day date. MONTH( Birthdate ) MONTH(TODAY() ,. DATE( YEAR(TODAY() , MONTH( Birthdate), DAY(Birthdate) ,. DATE( YEAR(TODAY() 1, MONTH( Birthdate), DAY(Birthdate). This formula works with any date field but Birthdate is the standard field name on Contacts.

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Salesforce.com Formula and Workflow Guide

Salesforce.com Formula and Workflow Guide. Saturday, February 5, 2011. Most Salesforce Administrators have run into this issue from one time or another. A Multi-Select Picklist is not accessible in formula's. This is frustrating because Multi-Select picklists are great choices for data quality and user experience and it's not always known at the planning stages that you will need to utilize the field in question for a formula. INCLUDES(Multi Select Picklist c , "A"), "A",. Function. Here's an example:.

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