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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

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

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 When an Account is no longer active, keeping open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