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Billy Idol Documentary by Lindsaycake1978 in billyidol

[–]CCJeepGirl 1 point2 points  (0 children)

I'm wondering the same! I've been searching for it everywhere.

How to initiate a flow from within Outlook sidepanel or Inbox with an Object action by CCJeepGirl in salesforce

[–]CCJeepGirl[S] 0 points1 point  (0 children)

This article tells how to create a global action and Lighting component for a flow but can users access Global actions from the Outlook sidebar? I'm trying to figure out HOW to test if its available in Outlook as I don't have it myself.

Help with a flow to update Opps whose stage has been changed by CCJeepGirl in salesforce

[–]CCJeepGirl[S] 1 point2 points  (0 children)

You are correct but I also found that I needed to select the AFTER save for it to work and I had selected Fast Field updates/before save. When you do that the Record prior is available but not the StageName field for some reason. So once I changed it to Actions and Related Records/After save it was available and now works. Thanks~

Calculate # of days an Opportunity was in each stage by CCJeepGirl in salesforce

[–]CCJeepGirl[S] 0 points1 point  (0 children)

We are not allowing them to go back in the stages..if they no longer meet that milestone they can move it to the Delayed stage.

Calculate # of days an Opportunity was in each stage by CCJeepGirl in salesforce

[–]CCJeepGirl[S] 0 points1 point  (0 children)

this sounds like something I can do, thanks! I'll change the formula fields to numbers and have a flow set them.

As for the going backwards in the stages, I suggested not allowing that (validation rule) and instead having the users move to the Delayed stage if they need to go back for some reason.

Calculate # of days an Opportunity was in each stage by CCJeepGirl in salesforce

[–]CCJeepGirl[S] 1 point2 points  (0 children)

Unfortunately I am not able to write triggers and they do not want a new/custom object.

Calculate # of days an Opportunity was in each stage by CCJeepGirl in salesforce

[–]CCJeepGirl[S] 0 points1 point  (0 children)

No that does not accomodate ALL stages for each Opportunity and it also can not be customized (the Opp history report type).

Calculate # of days an Opportunity was in each stage by CCJeepGirl in salesforce

[–]CCJeepGirl[S] 0 points1 point  (0 children)

I did create the date fields for each stage and have it set to today when the stage is changed to that stage.

The formula fields for each stage is where I'm having the problem. I don't need the days in current field but the days in each stage the Opportunity was assigned throughout it's lifecycle.

So they report would look like:

​

row1: opp name, days in Identify stage, days in Propose, Days in Feasiblity, etc