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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 [...]

Delete Paused Flow Interviews in Salesforce

Business Problem: This article will explain how to automate the deletion of paused flow interviews in Salesforce so your users can circumvent errors and ensure you will not hit the paused flow interview limit. If you have experimented with paused flows, I am sure you have encountered one of the [...]