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Create Cases from Lead Object

Based 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...

How to manage OOO Coverage? - Solution #2

Followign our previous post let's build our second solution for OOO Coverage. Case: You are the System Admin at Finishing Rope Inc. The...

How to manage OOO Coverage? - Solution #1

Someone in the Salesforce community recently asked about OOO Coverage. What should you do when someone goes on vacation? Are they allow...

Clone Quote with Quote Line Items

Based 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...

Customizable Campaign Member Status Values

Based 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...

Empty Opportunity/Quote Basket

Based 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...

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