However, if a record is found, then the checkbox will be checked because you have a value of 1 mapped to both the formula and the send-as value. Please note that you need to map a value of "1" in both of those locations for a setup like this to work. From there, you can use...
Likewise, when onboarding an existing Salesforce implementation, document the number of triggers per object, as a part of its Health Check, and decide if you want to remediate it. While we’re at it, let’s also design our triggers with a universal on/off checkbox. By utilizing this ti...
but you cannot set it using a formula field. default formulas run on fields, and the results are saved, even if the fields are hidden by field-level security. default values are not used for lead conversion, importing, or merging records. managed packages and api names if you have...
Before mapping any of the following fields, you will need to check a particular checkbox on the Salesforce record, the "Create Recurring Series of Tasks" checkbox. Map this field to "a formula or text" and then enter the number "1". All of the other fields you'll be mapping are depen...
In order to build your formula, you will need a clear idea of which checkbox fields you will be using, and what combination of fields checked/uncheck will show the red, orange, green flags. The below is an example to get you started with to show: ...
Then we have the checkbox field, which essentially is exactly that. It's basically a "true" or "false" checkbox. So if it's checked, it's true. If it's not checked, it's false. Pretty straightforward there wehave the currency fields. Now, a currency field essentially allows users ...
The Discount by Package checkbox give businesses more control over how bundles are discounted while making it faster for the sales rep to finish discounting. Discounted by Package only works when the lead product discount type is set to percent. If amount, unit, or total is used, the...
FinServ__IncludeInGroup__c is whether the account entity should be added to the group (Enabled checkbox in the “Add to Group” column in the household edit dialogue). Related Groups The bottom left box shows all related household groups. They are modelled by the “Account-Account Relation”...
Document Attached (Checkbox) Create one field Handoff Attached with picklist type with values are Yes, No on Opportunity Object. Logic:If Type (Top X Designation) = "Contract Flow Down/Handoff", and "Document Attached” = True then "Handoff Attached" = True, otherwise false. ...
Note: Every user is assigned to profile and profiles control which app the user can view. Select the Visible checkbox next to the Standard User and System Administrator profiles. Click Save. To view new entry in the Apps list—our Custom app! It shows up in the list in the same order ...