As soon as an Opportunity is deleted, create a Task for the Opportunity’s parent Account Owner

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  • Опубликовано: 18 ноя 2024

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Do not allow contact creation if a contact already exists with the same last name, email & phone4:21Do not allow contact creation if a contact already exists with the same last name, email & phone
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As soon as Opportunity is Closed Lost, remove all Opportunity Team Members from the Opportunity12:49As soon as Opportunity is Closed Lost, remove all Opportunity Team Members from the Opportunity
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Allow Case Deletion only by System Admin users12:07Allow Case Deletion only by System Admin users
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Share the contact record with a public group as soon as a record is created14:04Share the contact record with a public group as soon as a record is created
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Whenever a new Task is assigned to a Contact, increment the Number of Tasks field value by 122:44Whenever a new Task is assigned to a Contact, increment the Number of Tasks field value by 1
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As soon as Opportunity Stage reaches Needs Analysis, add all users of role Opportunists to the Team9:49As soon as Opportunity Stage reaches Needs Analysis, add all users of role Opportunists to the Team
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Every time an account website is updated, update the website field on all its child contacts14:02Every time an account website is updated, update the website field on all its child contacts
Every time an account website is updated, update the website field on all its child contactsSalesforce Makes Sense
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