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.
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.
Hi, we have a custom object in our Salesforce CRM related to cases. There's a drop-down field on this object, and we want to trigger an email when someone updates that field to a specific selection. We only want the email to trigger one time, when that field is initially updated to that value (ie custom_field_c = Successful).
Does anyone have any ideas on the best route to take to get this automated in Marketing Cloud, or would it make sense to trigger the email out of SalesForce directly? I understand we could create a report in Salesforce to pull all records with the desired value, and then import that into ET & blast email daily... however that would send the email out to all the same people on the report each day, correct?
If the field were on the case level, we could easily get this event setup through Journey Builder, but this requires a little more creativity.
If anyone has any suggestions, I would really appreciate the insight! Thank you!
- Since the object is in Salesforce, you can easily create a workflow to send out email only on the selected first update to the field, you need to select the evaluation rule as (created, and any time it’s edited to subsequently meet criteria). But the only limitation that you might hit is the number of email sent out.
- Since you pointed out that your journey builder can handle this, provided you have that field onto the case record as well. For that you can always write a trigger to update a field onto the associated case record.
- Also, you can automate your extracting the user from report and uploading it to a 3rd party bullk email sender. You can create a batch class, to be scheduled every fortnight and query out the user (same filters as that in your report) and using the bulk email api provided by salesforce (MassEmailMessage) you can send out the emails.
- You can also go with some AppExchange product, to perform this action for sort and send email functionality for you.