REVISED: Update Inactive User to Active User as Contact Owner
This original blog post from 2018 was revised for a solution in Flow Builder.
Tag: Custom Label
Log an Email Sent via Email Alert to the Activity History
There may be situations in which an email is sent via an email alert that you would like to log as an activity. Currently, the emails alerts are not logged as an activity history. To bridge this functionality gap, we can create an email message record once the email alert is sent when a case is closed… Continue reading Log an Email Sent via Email Alert to the Activity History
Did I Just See You “Hardcode” a Salesforce ID? Aw, Hell No!
Developers know that it is not a best practice to hardcode IDs in code, as documented in the Salesforce Developers site. https://developer.salesforce.com/page/Best_Practice%3A_Avoid_Hardcoding_IDs It is a big pet peeve of mine when I see hardcoded IDs in formulas, validation rules, process builder, flow, etc. The same best practices apply on the declarative side as with the development… Continue reading Did I Just See You “Hardcode” a Salesforce ID? Aw, Hell No!
Assign a Specific Opportunity Record Type During Lead Conversion
If an opportunity is created during the lead conversion process, Salesforce will create the opportunity record associated to the default opportunity record type associated to the user’s profile. This is perfectly fine if there is only one opportunity record type for the user. However, this becomes a problem when a user has multiple opportunity record… Continue reading Assign a Specific Opportunity Record Type During Lead Conversion
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