In any CRM-driven business, knowing when to stop pursuing a lead or opportunity is just as important as knowing when to follow up. When an Account is no longer active, keeping open Opportunities tied to it makes little sense and can mislead reports, forecasts, and sales team activities. In this blog, we explore a practical […]
Update Opportunity Stage for Inactive Accounts Read More »
In any growing Salesforce implementation, protecting critical data from accidental deletion is essential. Account records often serve as the foundation for related objects like Opportunities, Contacts, Cases, and more. Deleting an Account without proper checks can result in loss of valuable history, reporting discrepancies, and broken relationships across your CRM. In this blog, we introduce
Prevent Deletion of Active Accounts Read More »
Accurate CRM data isn’t just about what’s won—it’s also about understanding why deals are lost. Capturing the reason behind lost opportunities is essential for sales analysis, process improvement, and better forecasting. But unless it’s enforced, users often skip this step, leaving your data incomplete and your insights limited. In this blog, we walk through an
Enforce Closed Lost Reason for Opportunities Read More »
Accurate opportunity tracking begins with one of the most important metrics in Salesforce—the Amount field. Whether you’re forecasting revenue, building pipeline reports, or aligning sales incentives, having an Opportunity without an amount can lead to flawed insights and inaccurate business decisions. In this blog, we walk through an Apex trigger that prevents users from creating
Validate Opportunity Amount During Creation Read More »
Opportunities represent one of the most important objects in Salesforce, capturing deal stages, revenue, and the history of every client interaction. But once a deal is marked as Closed Won or Closed Lost, that information becomes more than just transactional—it becomes a vital part of sales analytics, forecasting, and team performance measurement. In this blog,
Restrict Opportunity Deletion Based on Stage Read More »
In Salesforce, protecting mission-critical data like Account records is non-negotiable. These records often serve as the foundation for opportunities, contacts, cases, and more. Accidental or unauthorized deletions can lead to broken relationships, lost history, and major gaps in reporting. In this blog, we explore an Apex trigger that adds a layer of security by ensuring
Allow Account Deletion Only for System Admins Read More »
One of the most important principles in CRM data management is safeguarding relationships between key records. In Salesforce, the Account object acts as the anchor for many related objects—Contacts, Cases, and especially Opportunities, which hold your revenue-driving pipeline. In this blog, we walk through a practical Apex trigger that prevents users from deleting Account records
Block Account Deletion with Related Opportunities Read More »
Employee turnover tracking is a vital metric for many organizations—especially those in staffing, HR services, consulting, or managed workforce environments. In Salesforce, it’s common to associate individual Employee records with a parent Account. But without automation, keeping summary metrics like Left Employee Count updated manually can be error-prone and inconsistent. In this blog, we explore
Update Left Employee Count on Deletion Read More »
When working with CRM data in Salesforce, it’s essential to protect the integrity of relationships between core objects—especially when dealing with Accounts and their related Cases. Support Cases often carry important context, history, and service-related communication tied to the Account. Deleting the parent Account without addressing its active or historical Cases can lead to broken
Block Account Deletion with Related Cases Read More »
Data restoration in Salesforce often comes with one important follow-up step—ensuring the record is returned to its proper operational state. When records are undeleted, some fields may not reset automatically to reflect their true, updated status. This is especially relevant when dealing with lifecycle-driven records like Employees. In this blog, we explore a smart Apex
Undelete Employee and Set Active Status Read More »
