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Showing posts with label Rule. Show all posts
Showing posts with label Rule. Show all posts

2024-07-08

Some Considerations before you release Restriction Rules by Change Set

Restriction rules allow certain users to access only specified records. Restriction Rules are not actived as default, so you need to create a case to ask Salesforce to active Restriction Rules for your organization.

Restriction Rules can be release by change set, before that you need to make sure if Restriction Rules are actived in the target organization.

2020-05-15

Rule: trigger on the first day at 9 months later / 2 months earlier

9 month later  九ヶ月後
AND(
MONTH(DataOfferScheduledDate__c) <= 3 && TODAY() = DATE(YEAR(DataOfferScheduledDate__c), MONTH(DataOfferScheduledDate__c ) + 9, 1),
MONTH(DataOfferScheduledDate__c) > 3 && TODAY() = DATE(YEAR(DataOfferScheduledDate__c) + 1, MONTH(DataOfferScheduledDate__c) - 3, 1)
)
* Green number should sum up to 12


2 months earlier 二ヶ月前
AND(
MONTH(DataOfferScheduledDate__c) <= 2 && TODAY() = DATE(YEAR(DataOfferScheduledDate__c) - 1, MONTH(DataOfferScheduledDate__c ) + 10, 1),
MONTH(DataOfferScheduledDate__c) > 2 && TODAY() = DATE(YEAR(DataOfferScheduledDate__c), MONTH(DataOfferScheduledDate__c) - 2, 1)
)
* Change red number to any day you want