• Last Updated - Next Steps field

    Hi, Is it possible to timestamp the Next Steps field - I want to be able to see when it was last updated. Would I set up a timestamp field and then create a BPM? I know there is a comment log field - however since we cannot report on it, it's…

  • Timestamp field for a Dropdown filed - change in value

    Hello, I created a timestamp calculated field to see the date when Lead Status changes from A to B, however the timestamp field does not return any values. Here is the formula I added: ifElse(equal($status,"SQL"),date(""),date(toString(now())…

  • Modifying formula / adding dependency

    Hello, I added a formula to one of our custom fields that calculates any new ARR on an opportunity and revenue line item (especially usefully for renewals with upsells): ifElse(contains($arr_yes_no_c,"Y"),subtract($discount_price,$renewal_arr_c…

  • Adding formulas/field calculations when creating custom fields via the manifest file.

    Hey guys, I hope you are all well. I am currently work on a package to update our customer onboarding process. It would be preferred to install a single package in production and the configuration is complete except for adding the fields to the record…