@AnthonyValidity I'm trying to match the Close Date on MM-YYYY, and can't get this regex match to match a test record with the exact same date.(\d{4}-\d{2})-\d{2}Have you seen any examples of date matching regex that I can try to use?
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...
Hi @AnthonyValidity ,Thanks for breaking this out to a new thread. Hopefully, this will help anyone else trying to do something similar.Ideally, I would like to be able to match dates within a range of each other (e.g. +/- 30 days). So, something l...
Hi @AnthonyValidity,I'm working on an investment file import into Opportunities using upsert with a matching step. I'm trying to match the Close Date from my file to existing Opportunity records.In my file, the investment Close Date be 4/4/2025 (m/d/...
I solved this with a transform formula. The issue is my input file date format was m/d/yyyy, but Salesforce dates are yyyy-mm-dd. So, the regex pattern matching wasn't matching because the values were in different orders.In my scenario, I'm using a...
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...
