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Convert Leads from Account Page

By Anjana Prakash | May 13, 2020 | 2 Comments

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 […]

Automate Duplicate Record Set Deletion

By Cheryl Fernandes | May 5, 2020 | 2 Comments

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 […]

Update County Based on Postal Code Using Process Builder – ARCHIVED – See New Article Using Flow

By Cheryl Fernandes | May 5, 2020 | 4 Comments

Update County Based on Postal Code Using Process Builder [ARCHIVED – See New Article Using Flow] Click Here for Updated Article Using Salesforce Flow We have a new version of this package that uses record-triggered flow instead of process builder […]

Relate Leads to Accounts – ARCHIVED – See New Article Using Flow

By Anjana Prakash | May 1, 2020 | 9 Comments

Relate Leads to Accounts [ARCHIVED – See New Article Using Flow] Click Here for Updated Article Using Salesforce Flow We have updated the Relate Leads to Accounts package to use Salesforce Flow since Process Builder is being deprecated by Salesforce. […]

Delete Paused Flow Interviews in Salesforce

By Cheryl Fernandes | April 20, 2020 | 3 Comments

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. […]

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