Prevent Duplicate Contact Creation by Email
Duplicate records are one of the biggest threats to maintaining clean, reliable CRM data. When the same Contact exists multiple times with identical information—especially key fi
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Update Opportunity Amount Based on Stage Change
When it comes to managing Opportunities in Salesforce, accuracy in revenue forecasting and seamless team collaboration are critical. Often, sales reps update an Opportunity’s sta
Restrict Lead Deletion in Progress
Lead management is one of the most sensitive areas in any Salesforce org. Whether you’re a growing startup or an enterprise-level business, losing a qualified or active lead due
Mark Opportunity as Hot for High Amounts
In any fast-moving sales environment, it’s crucial to spot high-value deals early. Sales managers, operations teams, and executive stakeholders all need real-time visibility
Update Contacts When Parent Account’s Industry Changes
In Salesforce, business data rarely exists in isolation. Accounts and Contacts are closely linked, and keeping them synchronized is crucial for maintaining trust, accuracy, and ope
Populate Rating as Hot for Media Accounts
In Salesforce, the more automation you build into your record creation process, the more consistent and reliable your data becomes. One such powerful automation strategy involves a
Copy Billing Address to Shipping Address
Data consistency is one of the cornerstones of a clean and effective Salesforce org. Whether it’s during data entry, integrations, or form-based inputs, ensuring that billing and
Default Position Fields for New Records
In Salesforce, ensuring that key fields are populated correctly at the time of record creation is essential for reliable data management, consistent workflows, and smooth downstrea
Create Related Opportunity on Account Creation
In Salesforce, one of the best ways to speed up your sales process is to automate predictable patterns—like creating an Opportunity as soon as a new Account is onboarded. This en