Create a formula field of type Checkbox on Job Documentobject, and use formula: <your date field> = Opportunity.'Latest Job Document' And you can filter your report by that checkbox to show only the latest job document.
Full Answer
How many fields can be added to a Salesforce Salesforce class?
There are two methods for the above requirement. Method 1 is the easiest to set up, and scales up to 20 fields (this is a limit imposed by Salesforce). It takes a little more work to pull the information for use in an Apex class, and has another important limitation that I'll get to later.
What is the best method to set up a Salesforce class?
Method 1 is the easiest to set up, and scales up to 20 fields (this is a limit imposed by Salesforce). It takes a little more work to pull the information for use in an Apex class, and has another important limitation that I'll get to later.
Does Trigger always'fire'in Salesforce?
So, the Trigger will always 'fire' but you will only act upon it if the new and old values are different (i.e. if the user updated the value). Thanks for contributing an answer to Salesforce Stack Exchange! Please be sure to answer the question. Provide details and share your research! But avoid …
Is it possible to use a field list in soql SELECT statement?
This function is available in API version 51.0 and later. Using a field list in a SOQL SELECT statement (for example, SELECT Id, Name FROM Account) can be complicated if you need to retrieve many fields.
How do I find the last modified date in Salesforce?
In Apex you can get the LastModifiedDate by the name 'LastModifiedDate'. It returns a Date/Time object. Account a = [Select a. LastModifiedById From Account a where id =:inputId];
Where is last activity field in Salesforce?
In Salesforce Classic From Setup, enter Object into the Quick Find box and click Objects. 2. Choose the object where you want to see the Last Activity Date field.
How do you update a field in a formula field in Salesforce?
To create the new field in Salesforce Go to the Object Manager and select the object type you want to sync. Go to Fields & Relationships and add a new field. Choose Checkbox for the data type and give it a name, for example, Formula Fields Updated?. Leave the default option unchecked.
How do I get the current date in a formula field in Salesforce?
To find the current moment as a Date/Time value, use NOW(). These functions are useful for finding dates in the future or past, or how many days away from today another date is. To take just the day, month, or year from a Date value as a number, use DAY(), MONTH(), or YEAR(), respectively.
What is Einstein activity capture?
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.
How does last activity work in Salesforce?
The last activity date for a contact or lead is based on all the activities that are related to that contact or lead via the Name field. If Shared Activities is enabled, an account's last activity date is still based on the activities that roll up to the account via the Related To field.
Can we update the formula fields?
Hi Shivangi, you cannot update formula fields.. i.e., if the field type of the field that you are trying to update is formula, then you cannot update it any way like apex trigger or process builder or workflow rule.
Can we track formula fields in Salesforce?
Field History Tracking cannot be set on Formula fields as per Standard functionality. However, this can be worked around by creating a custom field, tracking that one, and make sure it's updating it with a workflow rule to retain the same values as the Formula field.
Can we update a field using validation rule?
Yes using Workflow it is possible.
How do I use a date field formula in Salesforce?
Use the functions DAY( date ) , MONTH( date ) , and YEAR( date ) to return their numerical values. Replace date with a value of type Date (for example, TODAY() ). To use these functions with Date/Time values, first convert them to a date with the DATEVALUE() function. For example, DAY( DATEVALUE( date/time )) .
How do I use Ispickval in Salesforce?
You can combine ISPICKVAL() with PRIORVALUE(). You can use this function in assignment rules, validation rules, field updates, and workflow rules to find the previous value of a field. For example, this validation rule prevents a user from changing a case's Type from a previously selected value back to blank.
Why would you use now () in a formula?
The NOW function is useful when you need to display the current date and time on a worksheet or calculate a value based on the current date and time, and have that value updated each time you open the worksheet.
How to use field list in SOQL?
Using a field list in a SOQL SELECT statement (for example, SELECT Id, Name FROM Account) can be complicated if you need to retrieve many fields. And if you don’t know what fields an object has, you must first get a description of the object. Typically, you use a call to first get a description of the object, then parse the description to identify the fields. Then you construct a SOQL query that specifies the fields, and then make another call to submit the query.
How to get better performance when you already know which fields you want to retrieve?
If you already know which fields you want to retrieve, you’ll get better performance by specifying them explicitly rather than using FIELDS () and retrieving more fields than you need.
What does "fields" mean in Java?
FIELDS (ALL) —to select all the fields of an object. FIELDS (CUSTOM) —to select all the custom fields of an object. FIELDS (STANDARD) —to select all the standard fields of an object. In each case, FIELDS () respects field-level security so it only shows the fields that you have permission to access.