#You Owe Me a Beer0 utenti parlano di questo argomento

Hello!  Hoping for some good ideas on improved reporting.  Background:  We create a case for a opportunity.  That case could have 4 to 6 product solutions (out of about 35 options) that we work.  Goal: I need a report showing all my cases by product solution.  Another words, product A is used 10 times, product B is used 20 times, product C is used 5 times, product D is used 25 times etc etc.  Then shows the opportunity tied to each of those products.... the same opp can appear in 4 to 6 product solutions. Please see my attached. Any guidance is appreciated!!  Thank you so much!

Hi Trailblazers!

Any one know how to convert Date to Date and time.

Basically, I am collecting date from screen flow and populating that to Date and time field but due to user time zone and DST, date is not populated properly. Hence, I want to get date from screen flow and update that to date & 12 AM in the date and time field in salesforce.

#You Owe Me a Beer

Hi Trailblazers! Anyone know how to change a record type based on criteria (perhaps a formula)? For example, I have created an Account record type where all fields are read-only based on Page Layout. I would like an Account to automatically convert to this record type when a custom checkbox field "Inactive" is checked. Thanks in advance for the help!

Hi everyone, 

I'm looking for some assistance with finding a date "THIS MONTH" in a formula checkbox field. 

I have a field where the box needs to be checked on a contract object if the auto renewal term = 1 AND the contract end date is less than or equal to "THIS MONTH". My current formula I have is:

AND(AutoRenewalTerm__c = 1,

MONTH(EndDate) <= MONTH(TODAY()), true)

It's checking the box if the auto renewal term = 1 regardless of the date. What am I missing in the formula to capture the contract end date is less than or equal to this month? 

Good morning Salesforce Gurus,

I need assistance with creating a formula. Every attempt I make results in a syntax error. This is what I am trying to do.

I want to update the formula for the following field called "B"

If A>0 then B = A, else if C >0 and D within 90 days then B = C, else B = null

Help!

I have a requirement that is probably best made into a process builder. But I've been given the requirement to make it a formula field. I don't know how to do it. 

The requirement: Contact object has two fields Preferred phone (pick list) with options for "Home", "Work" "Mobile" & "Other". The other fields are those corresponding values. 

The other object is called Referral__c. There is a field for prefered phone number that needs to populate whatever is on the contact. 

I need an IF (or something) statement to check whatever is selected on npe01__PreferredPhone__c THEN pull that phone number from the individual field it's housed in and populate it on my field in the referral object. 

I hope this makes some sort of sense. I've googled around and haven't really seen anything that I can build off off myself and don't really have that much time to get it done before delivery day.  I've never been great at IF statements let alone nested ones. 

Thank you in advance to anyone willing to take a crack at this. 

@Steve Molis Given your wizardry with formula fields I'm wondering you have any tricks up your sleeve that will help me "automate" some monthly reports.  We report out on Rest of Year (ROY) which is the 1st day of the current month through 12/31/2018.  I'd like to create a formula for reporting that I can use as a filter that will automatically "advance" the dates to the 1st of a new month.  So right now our reports are hard coded with 3/1/2018 - 12/31/2018 on close date of opportunity, when April hits I will go in and manually advance the starting date to 4/1/2018.  Can a formula do this for me?  Thanks!

Hi there, hope someone can help me. We have a contact type called "Agent". We would like to be able to run a report of all contacts with "agent" as contact type and for each contact should be indicated whether there is an open task related to that contact or not. How can I achieve that? Many thanks!

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