How can you translate text from a related list into a field on your master object?
Magic. Pure and simple. That, and formulas. Lots of formulas. We’ll call it Formula Magic.
This works by assigning each entry within the picklist to a range of digits, using a roll-up summary formula to compile the totals, and then [...]
Tags: formula·master-detail relationship·picklist·roll-up·workflow
Problem
Recently I needed to migrate opportunities from our legacy system into Salesforce. Being no stranger to the data loader, this is normally not a problem. The tricky part was that the opportunity needed to be linked to an external ID field on the account instead of the account ID, which cannot be accomplished with the [...]
Tags: data migration·excel·external id·formula·legacy system·multi-select·picklist
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