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Update Last Meeting Date on Contact Record Using Schedule-Trigger Flow

Business Problem The sales team would like to report on the last meeting date for a Contact but when we try to use the standard Last Activity field, we see there are dates in the future. In order to solve this, we need to create a new custom [...]

By |2021-07-04T18:51:24-04:00July 4th, 2021|Flow, Salesforce How To's|0 Comments

MailChimp to Salesforce Integration – Part 4

Business Problem - Campaign Member Deletion Automation MailChimp is a great tool for people who are just starting out with email marketing and they currently use Salesforce as their CRM. We have done several implementations of MailChimp and Salesforce and wanted to provide you with our best practice [...]

MailChimp to Salesforce Integration – Part 3

Business Problem MailChimp is a great tool for people who are just starting out with email marketing and they currently use Salesforce as their CRM. We have done several implementations of MailChimp and Salesforce and wanted to provide you with our best practice approach of how to set [...]

MailChimp to Salesforce Integration – Part 2

Business Problem MailChimp is a great tool for people who are just starting out with email marketing and they currently use Salesforce as their CRM. We have done several implementations of MailChimp and Salesforce and wanted to provide you with our best practice approach of how to set [...]

MailChimp to Salesforce Integration – Part 1

Business Problem MailChimp is a great tool for people who are just starting out with email marketing and they currently use Salesforce as their CRM. We have done several implementations of MailChimp and Salesforce and wanted to provide you with our best practice approach of how to set it [...]

Convert Scheduled Actions to Paused Flows

Business Problem: This article will explain how to convert your process builder from using scheduled actions to using paused flows. Please review this blog post prior to reading this one, it will help further explain deleting paused flow interviews. You may have run into one of the following issues when [...]

Convert Leads from Account Page

Business Problem: So you have the Leads related to Accounts based on the match between the Lead's email address domain and the Account's website domain. If you don't, check out this article on how to get the free app to automate this for you. Now your users want to convert [...]

Automate Duplicate Record Set Deletion

Business Problem: Salesforce provides a slick way to identify duplicates and merge them using Duplicate Rules and Matching Rules. When you create or edit a record that triggers the rule, a Duplicate Record Set record is created with at least 2 related Duplicate Record Set Item records. The Duplicate Record [...]

Update County Based on Postal Code

Business Problem: Some sales teams assign territories based on county in the United States and this requires someone to update the county in Salesforce in order to assign the Lead or Account to the appropriate person. Automating the update to the County based on the Postal Code of an address [...]

Relate Leads to Accounts

Business Problem: A common issue sales reps run into in Salesforce is the existence of leads in their database that are current customers. They end up calling the prospect trying to pitch their product and the person tells them "We are already a customer of yours". Few things are worse [...]