‘ For those who have added products to an opportunity in Salesforce, you know that you need to specify a quantity and sales price for each product added which overrides the opportunity amount. However, not all industries sell products that way, especially the financial services industry as an example. Prices for financial instruments are based… Continue reading Add Product(s) to an Opportunity W/O Specifying Quantity and Price
This blog post walks through the best solution featured in a prior blog post “Build Efficient, Performance Optimized Processes, Part 2.” Here are a few lessons learned from implementing this revised use case: Uses only one record create task flow element to create the task record with different wait times in addition to the appropriate… Continue reading Different Wait Times for Task Creation
As a follow up to my original post Build Efficient, Performance Optimized Processes, I thought I’d give another example of a scenario where we have a use case that can be solutioned declaratively in three ways (there are more ways, but I’m only going to focus on these three) and will discuss why one of… Continue reading Build Efficient, Performance Optimized Processes, Part 2
Salesforce introduced email message as its own standard object in Summer 16. FINALLY, it is no longer a task in Salesforce! Now, that it is its own object, you can add custom fields, write validation rules, triggers, process builder and flows. The email addresses are stored as text fields with no association to the user… Continue reading Standard Email Message Object Process Builder/Flow Use Case: Create Task when Follow Up Email Sent
Do you have processes in process builder where only users of specific profiles will execute a specific action group? Imagine, as your Salesforce org grows over time and new profiles are introduced or old profiles are deprecated. Or, for whatever reason, you had to temporarily remove one of the profiles referenced. You will need to… Continue reading Use Custom Settings in Process Builder
In a public read/write sharing model, if a user can view the record and has delete permissions for the object, the user can delete the record. However, what if the company’s business model allows for the ability to read/write but they only want certain users to delete each other’s records, not everyone? Or, your company… Continue reading Allow Users of the Same Group the Ability to Delete Each Other’s Records
As leads come in, they are assigned to the lead queue and a Sales Rep picks up the lead to follow up/qualify. However, the Sales Rep may not get to the lead due to bandwidth issues, being out of the office, etc. You don’t want that lead sitting out there unattended. Rather, you’d want the… Continue reading Re-Assign a Lead Back to the Queue Due to Inactivity
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