While attempting to merge duplicate opportunities, which included field rules I kept getting the following error -"Error cloning record 0KKUI000001RZ2k4AG: A Campaign Influence Record for this Opportunity with same Contact and Campaign already exists...
I want to use FieldCopyUnique to save a different Mailing Address to Other Address. So, it looks like I need to define each field individually (Other Street, Other City, Other State, Other Country), but I need to make sure I'm keeping the Other Addr...
Are there any posts already written for DTV on how to insert notes with to the ContentNote object?I've been trying to figure out to create new notes for the ContentNote object, which appears to require a file reference when importing. Is there a wa...
I have duplicate contacts assigned to the same owner, but the records have different record types. I need to make the winning record type based on the owner's profile name.In one example the record owner profile is Institutional, and the record typ...
I last used a Upsert scenario with vs. 5.32.0 that would create activities related to contacts using matching for Contacts and Tasks, where the task description and date were mapped from the file, and constants are used to set the other default task ...
This is really awesome. Thank you all for this recongnition, and all the support your providing to help me be successful.Merry Christmas and Happy Holidays!Michael
@Pugs_Validity I finally had a chance to put the content notes import to work. The hardest part is creating the individual files from excel, but I did finally get a python script to work to create my individual files.For reference, my source xlsx f...
@Pugs_Validity Thank you for the guideance on this, and can you point me to the help documentation on Field Copy Unique Overwrite, as I didn't see this in the field rules page I was using.https://knowledge.validity.com/s/articles/Field-Rules?language...
@Pugs_Validity Thank you for bringing this to my attention, and I hope to test this out later this week.It does look like I'm going to need to find some scripting, probably with python, to create individual text files from an excel notes field. So, ...
When I tried matching existing accounts by website using the domain comparison, I didn't get any matching results. But when I used the following RegEx matching type, it found all similar accounts -^(?:https?:\/\/)?(?:www\.)?([^\/]+)(\/.*)?$
