Kriss LugoMay 14, 20211 min readHow to relate cases to a newly converted Account/Contact?Following my previous post. Now that we linked leads to cases we want to make sure we related those cases to the new account/contact upon...
Kriss LugoMay 13, 20213 min readCreate Cases from Lead ObjectBased on this Idea. What if the prospect filled out the wrong form? What is they are on a trial? What if...? I'm going to be honest; for...
Kriss LugoMay 12, 20212 min readHow to manage OOO Coverage? - Solution #2Followign our previous post let's build our second solution for OOO Coverage. Case: You are the System Admin at Finishing Rope Inc. The...
Kriss LugoMay 11, 20212 min readHow to manage OOO Coverage? - Solution #1Someone in the Salesforce community recently asked about OOO Coverage. What should you do when someone goes on vacation? Are they allow...
Kriss LugoApr 28, 20212 min readClone Quote with Quote Line ItemsBased on this Idea. Why you do this to me?! Why Salesforce, Whyyyyy! Ok; so let's solve this like the adults we are and use Flows! This...
Kriss LugoApr 27, 20212 min readCustomizable Campaign Member Status ValuesBased on this Idea. WOW! 22,660 points and still not there. I've been here (you had as well) and althought in the past I used the amazing...
Kriss LugoApr 26, 20211 min readEmpty Opportunity/Quote BasketBased on this Idea. First Step: Let's create a flow! Select a Screen Flow (Step #1) Drag and drop your first screen element Add a Toggle...