Mailchimp to Salesforce Integration – Part 1 [ARCHIVED – See New Article] Click Here for Updated Part 1 Article We have learned a lot implementing Mailchimp over the past couple of years and have updated all of our articles. Check […]
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 […]
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 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] 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] 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 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. […]
- « Previous
- 1
- 2
- 3
- 4
