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

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