Block Account Deletion with Related Opportunities
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
Blogs
Update Left Employee Count on Deletion
Employee turnover tracking is a vital metric for many organizations—especially those in staffing, HR services, consulting, or managed workforce environments. In Salesforce, it’
Block Account Deletion with Related Cases
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
Undelete Employee and Set Active Status
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 fie
Track Present Employee Count on Events
Maintaining accurate workforce data is a foundational part of running a clean, insights-driven Salesforce org. Whether you’re managing staffing across projects, monitoring em
Adjust Left Employee Count on Undelete
In Salesforce, managing employee lifecycle data across related objects is critical for clean reporting and intelligent business decisions. One of the most valuable insights you can
Send Welcome Email on Contact Creation
First impressions matter—and in the world of CRM, that first interaction often begins with a simple, personalized email. Whether you’re onboarding new clients, partners, or
Count Partner and Customer Cases on Account
In Salesforce, tracking support cases is a core part of maintaining strong client relationships. But not all cases are created equal—Partner Cases and Customer Cases often repres
Roll Up Opportunity Amount to Account
Tracking revenue at the account level is a foundational need for most Salesforce implementations. Whether you’re managing B2B sales, enterprise partnerships, or long-term cli