I use it in a validation rule to avoid having phone numbers with letters, but ISNUMBER doesn't allow spaces, whereas users have several ways of writing a phone number with or without a space. If you have a solution I'll take it.
Here's a ChatGPT thread example of how you can approach validation rules with regex to block alpha characters in phone numbers - chat.openai.com/share/09bf6880-209c-4487-84cf-0b9d71562bf1
Here's are sample validation rules from Salesforce help help.salesforce.com/s/articleView?id=sf.fields_useful_field_validation_formulas.htm&type=5 I am considering making a course on Validation Rules and Formulas, too.
Hi Mike… could you (or do you) have a tutorial on Record Types when it comes to converting a Lead to an Account/Contact/Opportunity? And how to go about it? For example, if you have 2 Lead Record Types, do you need to create the same Record Types for each conversion object? (So, 2 on the Account, 2 on the Contact and 2 on the Opportunity?). Or what is the best way to deal with such a use case? Thanks for all your tutorials… they are very useful!
I go in-depth with that exact scenario and potential solutions in this course - careerlaunchaccelerator.com - You would want to have record types on account, contact and opportunity to coincide w/the lead record type, typically. Users can manually enter in a record type during lead conversion process, but it is very easy for them to miss.
@@RapidReskill it is a custom object for dealer sales log, the following are the entries 1. Invoice number - Lookup Field 2. Retailer - Look Up field 3. Quantity - Text Field. In the custom page only these 3 files available. There are around 100 records per user every month to update. They will create 100 records one by one. To overcome this I am Looking to convert this into Multiple entry
I use it in a validation rule to avoid having phone numbers with letters, but ISNUMBER doesn't allow spaces, whereas users have several ways of writing a phone number with or without a space. If you have a solution I'll take it.
Here's a ChatGPT thread example of how you can approach validation rules with regex to block alpha characters in phone numbers - chat.openai.com/share/09bf6880-209c-4487-84cf-0b9d71562bf1
That's a good doubt sir. And I learned new thing because of you
Thank you!
You're welcome!
Hi Mike! What are some resources for me to have a clearer understanding about validation rules when I'm making a formula for them? Thank you!
Here's are sample validation rules from Salesforce help
help.salesforce.com/s/articleView?id=sf.fields_useful_field_validation_formulas.htm&type=5
I am considering making a course on Validation Rules and Formulas, too.
Hi Mike… could you (or do you) have a tutorial on Record Types when it comes to converting a Lead to an Account/Contact/Opportunity? And how to go about it? For example, if you have 2 Lead Record Types, do you need to create the same Record Types for each conversion object? (So, 2 on the Account, 2 on the Contact and 2 on the Opportunity?). Or what is the best way to deal with such a use case? Thanks for all your tutorials… they are very useful!
I go in-depth with that exact scenario and potential solutions in this course - careerlaunchaccelerator.com - You would want to have record types on account, contact and opportunity to coincide w/the lead record type, typically. Users can manually enter in a record type during lead conversion process, but it is very easy for them to miss.
My gratitudes sir.
Hi Mike! Is there any way that we can convert custom single entry form into multiple entry form without any coding?
Single entry of what? Any specific type of object?
You can create multiple records from a flow, per this - help.salesforce.com/s/articleView?id=sf.flow_ref_elements_data_create.htm&type=5
@@RapidReskill it is a custom object for dealer sales log, the following are the entries
1. Invoice number - Lookup Field
2. Retailer - Look Up field
3. Quantity - Text Field.
In the custom page only these 3 files available.
There are around 100 records per user every month to update.
They will create 100 records one by one.
To overcome this I am Looking to convert this into Multiple entry
@@Rubanth You might wanna use ETL tools like Data Loader or workbench in this scenario.
Thank you!
You're welcome!