michael-wtds
Frequent Contributor
since ‎03-08-2023
yesterday

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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 ...
When using Custom Scoring with Field Rules on a picklist, if I need to make sure the highest value based on our sort order is retained, do I need to assign a value to each picklist value?  Or is there an easier way to do this?In the example shown bel...