Update Contacts’ Mailing Address via SOQL
Keeping addresses in sync across related Salesforce records is more than just good data practice—it’s a way to avoid communication errors, streamline operations, and maintain a
Blogs
Create Task on Opportunity Stage Change
Sales teams thrive on clarity, follow-ups, and timely actions—and nothing supports that better than automation. When an Opportunity progresses through different sales stages, it
Prevent account record from being edited if the record is created 7 days back.
Not all records in Salesforce are meant to be edited indefinitely. Sometimes, business logic requires locking down data after a specific period—especially when it’s tied to
Update Opportunity Stage for Inactive Accounts
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 When an Account is no longer active, keeping open
Prevent Deletion of Active Accounts
In any growing Salesforce implementation, protecting critical data from accidental deletion is essential. Account records often serve as the foundation for related objects like Opp
Enforce Closed Lost Reason for Opportunities
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 an
Validate Opportunity Amount During Creation
Accurate opportunity tracking begins with one of the most important metrics in Salesforce—the Amount field. Whether you’re forecasting revenue, building pipeline reports, o
Restrict Opportunity Deletion Based on Stage
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 C
Allow Account Deletion Only for System Admins
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. Ac