Problem
It is often times essential to identify a primary contact or specific "role" within an account. This may be for support or sales reasons. You may want to identify the primary contact's email...
It is often times essential to identify a primary contact or specific "role" within an account. This may be for support or sales reasons. You may want to identify the primary contact's email...
We put in product dates for our Opportunity Line Items and also use Scheduling for quantity and revenue (typically repeating monthly revenue). Our opportunity records capture products for an...
I'm really excited to share this use case with you. It is by far the most comprehensive solution we have ever recorded on YouTube, and this post will help to orient you to the entire solution as well...
Instead of having your users constantly referring to reports to gather information such as the next due task under an opportunity, rollup that information to a field directly on the...
Apex triggers enable you to complete custom actions, such as insertions, updates, or deletions, before or after events to records. Similar to database systems that support triggers, Apex...
Marketing wants to find out if their campaigns are successful in lead generation. How do you determine the number of campaigns that influence a Lead? Also, how engaged is a Lead?
Users wants to see the last activity Date and Time from associated Cases on the Account.
Create a rollup which rolls up the Last Modified Date.
The first step is to create a new...
Support wants to see how many cases are in each status with an Account to see how well they are being provided service. Sales and Marketing may hold off on selling if an Account is currently...
A Salesforce user will want to quickly see what is the largest quote ever provided to an account from the Account page via a lookup field.
The scenario is that users want to review their pricing for each product to make sure their margins are in the correct range. Because Salesforce doesn't expose the Price Book Entry to the...
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