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
With this release, Salesforce certified folk are only required to complete training. No exam required!
I believe this training is open to the public. I was able to access it through this link, while logging in through one of my uncertified accounts.
The Sales Cloud
Analytic Enhancements
Charts
Greater control over labels and colors
Donut and Funnel chart [...]
Tags: analytics·campaigns·content·Force.com Sites·mobile·summer 09·tasks·visualforce·workflow
Define the basics of the Workflow Approval Process
Let’s go through the steps:
User submits record for approval. There is no method for automatic approval submission.
Does this record match the criteria for any approval processes on this object? If yes –> Step 3 [...]
Explain how salesforce implements workflow and when to use Salesforce workflow
Workflow rules are Enterprise+. A workflow rule is triggered based upon pre-defined criteria (e.g. Opp Amount > 100k). The workflow rule triggers workflow actions which can update fields, send emails, etc.
Workflow Rules Criteria:
When a record is created, or when a record is edited and did [...]
Tags: workflow
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