Can I remove time-based workflows once assigned (continue to push out status change if we get an invoice)?
I'm looking to update an Status field on the Account record which is dependent on whether they have received an invoice in the last 60 days. The field update would look like "Update Status to 'Prospect'".
I can't have a workflow update the records, because it would need to be "touched" or "saved" in order to fire.
I am looking into writing an APEX Trigger with some sort of logic like "IF(TODAY() - Last_Invoice_Date > 60)", but am a novice when it comes to triggers.
I also wanted to consider time based workflows, but it would need to be triggered everytime we get an invoice for 60 days out, then if we get another invoice, it would need to update the trigger for another 60 days out and cancel the update that was previously scheduled.
Any help finding the best option would be greatly appreciated. Thank you!
You can consider workflows time based actions looking at the facts that
"Salesforce recalculates the time trigger as long as the time trigger has not yet fired and the recalculation does not reschedule the time trigger to a date in the past."
I am trying to Learn Apex from Scratch, I have cleared Admin Certification 2017 Spring recently, but almost Zero in Programming, Hence request to suggest the resources which would help me to Learn Apex and other programming languages required on sfdc.. Thanks..
I'm building out a set of e-mails events. The series includes a confirmation, reminder, and thank you email. I also need the ability to include an event update / cancellation email.
I know this is something that isn't doable with ET's Programs, or Automation studio and am unsure if this could be accomplished with Triggered Sends. Would Journey Builder be able to accomodate a campaign such as this, or would the update / cancellation messages be manual sends only?
I want to get notified whenever the release is happening.I believe the next release is spring for that I need to be intimidated before and for the consecutive release. Is there a way to do this.
Also, the calendar at https://trust.salesforce.com/trust/calendar will show you the upcoming releases. Looks like Jan 9 and 16 for some instances, and then Feb 6, 12 and 13 for the rest.
In my journey I have two paths, one for existing contacts/ accounts and an other one for leads. My aim is to create opportunities for both types of records, howver to create an opportunity for a lead, I first need to convert it as a contact/ account.
Can someone give me some tips about how to set this activity object in Journey Builder?
Please see this article for the detailed steps in setting up the Convert Lead Activity:
Is there an easy way to automatically populate the contact of an opportunity with its Account's contact.
Thank you in advance for your help,
Here a similar process to guide you on the flow, components, names ect familiarize you a bit on it
What you need to make sure within the account you have the 'main contact' value stored, for example a lookup field to contact. You can automate that too.
Have a look and a go and let us know.
Flows sound scarier than they actually are, is a super powerful tool!
Directly it's not possible you can use the same username for both instances. But using single sign on you can login once in the org and access another org as well without login again. Please follow the below link -
Please mark it as "Best Answer" right below the comment if it gives you an idea regarding your solution so that it will help others if they have similar issues in future.
Actuall the names of 201 and 401 were courses names not certifications.
Salesforce University made this very useful 'Certification' paths and takes you not only throught the different certifications and options but as well plenty of reference of useful resources: https://www.salesforce.com/form/services-training/certification-journey-ebook.jsp
I think the questions here should be: what do you enjoy the most? where do you see/want to see you self in 1-3 years? what makes you unique? then use that as guidance.
For the sounds of it, more of a technical consultant path may be appropiate. start on Admin then crack on with Consultant certificates.
If you have a skill and insterest in programatic side of things then developer 1, 2 etc up to Architect. (but I don't think is the case here)
Salesforce as doesnt have legacy systems their investments goes to innovation. All config and declarative is supported, upgraded, invested, evolved, mantained, extended... Learning & mastering these tools has a quick and high vaue for any organization.
In terms of the retired certificate 'Developer' (that has a course available module called 401), was divided in 2
- App builder, is based on declarative
- Developer 1, programatic
I thoroughly enjoyed preparing for the App builder, many 'gotcha' questions that only practice can teach. But do keep in mind something which I didnt realize:
If you have the Admin, you must past 3 maintenance exams a year (one per release). If you have any consultant path, keeps the same amount of maintenance exams (3 only per year)
Once I've got the App builder, as its technically a different path, my maintenance exams doubled.
Worth mentioning ;)
Hope all this helps and let us know if you need some more guidance. Best,