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Understanding Global Variables is showing “Document not found” error. Can you please update the link?
https://help.salesforce.com/HTViewHelpDoc?id=dev_understanding_global_variables.htm&language=en_US
Done, thanks
hi
I find this phrase in salesforce documentation but i’am enable to understand it, is ti possible to help me with some explanation please ? thanks. I can’t find case’s fileds in a account formula fileds
Default value formulas for a record type can only reference fields for that record type. However, formula fields and formulas for approvals or rules for a record type can reference fields for that record type as well as any records that are related through a lookup or master-detail relationship. For example, a formula for a validation rule on opportunities can reference merge fields for accounts and campaigns as well as opportunities, and a formula field on accounts can reference fields for cases.
Lets say you create a “Number of widgets” field on the opportunity.
If you set the default value of that field you can’t reference other data – for example your default value could be “10” but not a formula such as account revenue * .10
If you wanted to set that in a formula field – or set that value in a workflow rule after saving, you could
Hi John,
I have the following scenario : a case has been created via web-to-case and the customer has entered their name, Phone and email on the web form.
I created a process via process builder to automatically create a new contact. I tested and it is working, the name, Phone and email fields are correctly populated and the contact record is created.
I am struggling to find how I can automatically map the new contact fields in the case?
You would probably need to use process builder to trigger a flow. The logic you’re suggesting is probably too complex for a flow as you have two steps:
1. Create contact
2. Update case to reference contact created
Process builder can’t perform steps built on previous steps (unless there is a time delay). Definitely doable with Flow though, it will take an afternoon the learn the tool.
Ok thanks John, I managed to use Process Builder to create the contact and that is working fine.
I do not know however how I can create step 2 though to update the case to reference the contact created, any thoughts on that?
John, just to let you know that I did not use the Flow in Process Builder. I used Create a Record instead and it is working for the automatic creation of a contact.
Can I use Update a Record for step 2 ‘Case Update’ instead of building a Flow?
If process builder will let you pass the id of the created contact back to the next step… I don’t think it will do it, but give it a try. Would love to hear if it works. I suspect you may need a Flow however.
I did not manage to get it to work in Process Builder so indeed it must be in Flow.
Will give it a try when I have some more time and try to report back.
Thanks John! It worked.
The Getting started with formulas video has been removed. Is there another video that covers the same content?
Replace the link
https://www.youtube.com/watch?v=31o_E5JlGP8
Latest Formula Ninjas
Excellent, updated.
Excellent, the best section.
Rob Hawthorn
Salesforce Administrator – London
http://uk.linkedin.com/in/robhawthorn
http://cloudsocius.com/rob-hawthorn-salesforce-administrator/
Thanks Rob 🙂
Very Good MAterial Adding more exam related questions would make the course more interesting