While I do have Sendgrid function as an Email Relay for Salesforce, I am looking for a solution or a Flow Action that I could send over a template ID and some params
I am using under decision element if $record.custom_abc__c = Is Null = True. So if it is blank then there is another automation which populate lookup if opportunity status = submit to lender . It works fine but there may be situations opportunity status moves backward and again set to submit to lender. Issue i am facing is ..lookup field already contains value get change with new value. How can I stop it without creating any custom check boxes ?
It's visible to admin and not the contractor profile who has access to community. There is "assign" filter so whoever can log in should be able to view the flow. I am using a Get Records element which may or may not get a record for the screen to display. Any thoughts anyone on where should I start looking for the issue?
if yes, can you advice me how you can do that? thanks
I have started using manual "sharing" button in lightning. My question is: How to share related records too manually? Example: Object : account and custom object :customer (private) are related through account number. Now when a manager shares account record manually, rep should also be able to see related record (customer) How to achieve this?
I want to know how to do this. There are quite a few formulas for this...but none of that works perfect. Ps: I know that there is a business hours age field which can be enabled by Salesforce..but it's only available on reports and can't even be used for filtering. My use case is ...I want to notify the team lead if a case is aged 2 business days and hasn't been responded. A step by step process would be advantageous. Thanks in advance.
Is it true ? We have to do other certifications also ? I don't have industry experience and want to switch into Salesforce so which certification will be best ?
I am new to Salesforce, I am a career shifter and we have this Census Activity and i don't know how to do it using codes. Appreciate your help.
I have npsp pack. Thanks
They want to be able to generate a multi-year quote directly from the Oppty, and be able to apply different discounts to different years. This is proving a bit difficult for them and I am suggesting they implement a solution like Conga or DocuSign, where we can use merge fields. They ALSO need a contract solution, which could be a bit more straight forward. I have used Conga Sign and Conga Composer in the past, so I am thinking that might serve here. OR maybe just DocuSign? Does anyone have any insight? Thanks!
How can I do this. Please advice. Sharing helpful links is appreciated
I am looking for advice. I have completed 91% of the Administrator Credential, that is to say all of the tech stuff, now in front of me is the TH exam prep material. My question is what is the best way to proceed from here? To use the TH material as a start, to do practice exams, or something else? What I am looking for is the method that will reinforce my learning and get me into the exam asap. Thanks
I`ve read about different ways it can be done (look up fields, flows, process builder) and I've tried a couple but not been successful. Our users don't want the extra clicks to go to the Account or Contact for demographic information
Hi, I'm wondering if I start Salesforce service cloud I can get a job with this certificate or it's just the beginning of a journey? Many thanks
I m new in Salesforce please help me i want to know that can we use before insert update to fetch number of related list ?how?
Tried using soql on it but says entity type NoteAndAttachment doesn't support query. Thanks!
I am doing the administrator trial
I have a class having multiple test classes and I want to know the overall code coverage of the class. How can I know that?
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