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One thing that we did on our SFDC Org is add a picklist called Loss Reason that must be selected if the opportunity is Closed/Lost.   AND (IsClosed , NOT(IsWon), ISPICKVAL( Loss_Reason__c ,""))   Also, one of the picklist values is "Competitor" if they select this then they must link a custom lookup field Opportunity.LostTo to the account of the Competitor (we have accounts set up on our...

oops sorry, I posted this twice. Please see my other post.

Sati,   Thanks for the reply!  I actually found out that the account id field name was different in our org and that was the only thing holding me back.  I ended up using something very similar to your link to fix it.   Thanks again.

Wow! Thanks a bunch Stefan

Glad I could help

Hi I have a custom object with a lookup field to an Account.  Is it possible to populate this lookup field with a workflow based on the same lookup field in another custom object? Thanks

Analytical snapshots can let you do trend or migration reports like this.  You set up how often you want the snapshot taken and then you can do a matrix report with date across the top to see how things have changed.    

We use Confluence (by Atlassian) for our wiki. I'd like to create a data dictionary of select Salesforce objects (Accounts, Leads, etc.) in Confluence.  I'd like to use the metadata API for this so I don't have to maintain it!  :-) Has anyone tackled this?  If so, any pointers? Thanks! Amber

I am trying to create a dashboard for each sales rep only showing his/her information. I have all the reports set up to only show his/her individual data but am running into a problem with the running user. Do I have to make a unique dashboard for each rep, or is there a better way?   Thanks in advance!  

Thank you both; I don't use Excel in any depth frequently, so I never would have thought of it on my own! All 1700-ish are imported with their related companies. Phew!