Harnessing the Power of Salesforce Flows for Custom Opportunity Roll-Ups
Harnessing the Power of Salesforce Flows for Custom Opportunity Roll-Ups A recent client project presented a scenario that many businesses require: aggregating data from the Opportunity to the Opportunity’s primary contact based on the Opportunity Type. We needed to account for the existing client data, as well as any future Records that would be created. […]
Top Tip # 2
So, you’re a new admin adding users to your organization. But what do all those fields really mean? You enter the first name, the last name, alias auto-populates and then you look at the next field. Email. Easy enough. Enter the new user’s email. Username. Re-enter the email? It might work and it might not. You see, email […]
List views: Misused or Underused?
One of my greatest hardships as a SFDC Admin is that my end users were not immediately trained on how to create and use list views. When I took over the instance, I made it my mission to teach my team their way around list views. Over time, I realized that list views are usually thought of as […]