I'm using the Modify module to try and update a new picklist field I've created with a formula. I want to select a certain value based on if I can find the word "Cancelled" in the name of the record. I'm trying to use an IF with SEARCH, but I keep g...
I was pleasantly surprised to find out I can use DemandTools to Dedupe and merge duplicate files (ContentDocument) that my users have uploaded. It works really well when the same person uploads the same file multiple times. However, if 2 different ...
Is it possible to use a Nested IF Formula to set a field value in the Modify module? And if so, is there a limit on the number of IFs you can nest? When I tried creating one and I clicked the button to "Check Formula" my screen turn entirely white ...
Amount(Converted) isn't an actual field (you won't see it in the field list for Oppoturnity in SF), but a UI field that is calculated based on the users currency. If you wanted to export that value, you'd need to create a Formula field that does the...
@PeteIntradiem You can use Cleanse Rules to override. There is an option for Proper Case Ovverride where you could add "VP of IT". DemandTools - Manage Cleanse Rules
@mppowe You can submit a request for the feature. However, if your goal is to have your users use DemandTools, then your only option for your scenario is to build a Flow to popoulate the Account. It would only take a simple 2 step flow that shouldn...
@mppowe You could build a simple flow on your custom object that could to the lookup and population of the account ID every time a new record is created.
