salesforce development

Create Contact or Opportunity Based on Checkbox

Smart automation doesn’t always mean doing everything by default. Sometimes, you want control—logic that only fires under the right conditions. In Salesforce, one such scenario

Populate Recent Opportunity Amount on Account

Maintaining alignment between related records in Salesforce is essential for building trust in your CRM data. One of the most overlooked yet impactful syncs is between Opportunitie

Log Phone Updates in Description Field

Keeping track of changes to critical fields like phone numbers is essential for maintaining data transparency and operational awareness within your Salesforce org. Instead of relyi

Set Hot Rating for Media Industry Accounts

Salesforce is at its best when it works for you—automating small but impactful business rules that ensure data consistency and improve user productivity. One such use case is aut

Copy Billing to Shipping Address on Update

Maintaining consistency in address fields is a simple but critical aspect of CRM hygiene. Whether you’re tracking customers, partners, or vendors, having synchronized billing

Update Opportunity Description Based on Stage

In Salesforce, the Opportunity object serves as the core for revenue tracking, forecasting, and deal progress. But when teams across sales, finance, and operations need quick conte

Update Contact Phone with Account Phone

Data consistency across related records is a foundational requirement for a reliable Salesforce CRM. When contact information changes at the Account level, it’s critical that ass

Sync Contact Mailing Address with Account Billing

Update Contacts’ Phone via Parent-Child SOQL

Keeping your Salesforce data aligned across related records is not just good practice—it’s essential for maintaining trust in your CRM. One common but impactful scenario involv