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...
I'm trying to force a Salesforce duplicate rule to fire for contacts with the same email address, so that I can create reports from the Duplicate Record Set data. However, the only way to get the duplicate record set records created is to make a cha...
I just found a case where I needed to move all the existing Salesforce sample reports to a new hidden folder. So, here are the details to get this done in Visual Studio.1. Create a new folder in Lightning, I called it "Salesforce Sample Reports"2. A...
I'll probably have to open a case to troubleshoot this, as I'm getting an error when merging the different record types because of a restricted picklist.I used the same field scoring rules on the restricted picklist that I used on the record type, bu...
ChatGPT came back with a solution that got me past a few records with just changing the weighting of the score.Owner Profile Name contains Institutional +15Record Type Name contains Institutional +20Owner Profile Name contains Retail +10Record Type N...
Here's an updated formula that works with DTV - 1. Update Account Territory by Billing StateIF( LEN(${BillingState}) <> 2, "",IF( RegExReplace(${BillingState}, "(CT|DE|MA|ME|NH|NJ|NY|PA|RI|VT|IA|IL|IN|MI|MN|ND|NE|OH|SD|WI|WV)","1") = "1", "North",IF...
Hi @Ashley_Validity there are number of formulas in the Modify Function list that aren't listed on DemandTools - Modify Formula Dictionary page.Is there another resource to find an explanation on these, or could you get the additional formula's added...
