In the Type dropbox, choose Picklist, and in the value dropbox, select Closed Won. Step 9: After that, you have to add another row and perform similar actions as shown in the image below. Once you are done, click on Save. Conclusion Salesforce Process Builder is a powerful tool ...
Bucket field in Salesforce Reports is an incredible powerful functionality used to quickly categorize values for a field in a report.
Bucket field was introduced in salesforce reports in 2014. The bucket field is a helpful feature that can categorize data for a field in a report in an effective manner without the need for a custom formula field at the object level. The bucket field is introduced in salesforce reports to ...
All you need to do is create a record variable for that object, like the one below created for a cupcake order record. Record fields currently support only these field data types: Address, Checkbox, Date, Date and Time, Email, Name, Number, Phone, Picklist, Text, Text Area, and Long ...
The triggered field is also hidden to prevent a sales user from changing the quote path after it has been selected.In this example, we have created two custom fields. One is a picklist field that controls the active Quote Path and is hidden from the user so that it remains static and ...
This type of profiling checks your data for consistency and formatting within the structure of the dataset. It also helps you understand the type of data in a field, such as numeric, text, range, or picklist. For example, it can help to identify phone numbers without the correct number of...
(C62)to create a data validation picklist for cell C63 when the same formula has already been input directly in cell C63. Moreover, the table you've shared suggests there is onlyoneVFC contact per department. As such, the XLOOKUP function could probably be used instead of INDIRECT to ...
The integration process is supported by comprehensive and user-friendly documentation. The REST API can be integrated with other Salesforce APIs and used to develop custom UIs for generating list views, actions, and dependent picklists. Twitter ...
Menu option filtering is configured in the Filter field within the Single Select Pick List panel.Within the Filter field, the admin can define a query to filter which menu options in the Domain are shown to the user.Filter SyntaxThe Filter field accepts a subset of MongoDB syntax. For more...
Hi Salesforce Community, when we create Inquiry Process record type, why we select "Product Support" as the Existing Record Type instead of "Master" ?