Salesforce Administration, custom formula Example #1 = To decide the target incoice date Field name: "Invoice_Date__c" is the day when invoice generated "Day_Till_Due_Date__c" is a picklist (Value are like 7, 14,21,28,60 etc..) Invoice_Date__c + Value(Text(Day_Till_Due_Date__c )) TimeSheet calculations: No of Hours + Overtime hours (weekend & bank holidays) + Overtime hours (weekdays) e.g Picklist values… Continue reading How to write formula for Picklist values & currency fields types in Salesforce custom objects
Category: Salesforce Administration
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Salesforce takes all of that important data and organizes it into a simple user interface. It’s one place for you to: Manage all your contacts Work with your prospective customers Organize tasks and to-do items Focus on the right deals Collaborate with your team Showcase your big wins Close more business
Difference between Freeze and Deactivate users on Salesforce
Freeze or Unfreeze User Accounts In some cases, you can’t immediately deactivate an account, such as when a user is selected in a custom hierarchy field. To prevent users from logging in to your organization while you perform the steps to deactivate them, you can freeze user accounts. Let’s say a user just left your company. You… Continue reading Difference between Freeze and Deactivate users on Salesforce
Setting a date/time field default value
There is an date & time field. Which is set to current date and time automatically syncing with system. Problem: some times front end agents forgot to change the Time and submit the order. I want agents to select the proper time before submitting the order. Question: Would it be possible to set the default… Continue reading Setting a date/time field default value
How to write formula for Picklist values & currency fields types in Salesforce custom objects
Salesforce Administration, custom formula Example #1 = To decide the target incoice date Field name: "Invoice_Date__c" is the day when invoice generated "Day_Till_Due_Date__c" is a picklist (Value are like 7, 14,21,28,60 etc..) Invoice_Date__c + Value(Text(Day_Till_Due_Date__c )) TimeSheet calculations: No of Hours + Overtime hours (weekend & bank holidays) + Overtime hours (weekdays) e.g Picklist values… Continue reading How to write formula for Picklist values & currency fields types in Salesforce custom objects
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