I have an administrative question related to workflows. Our Customer Support Manager wants to, when payments have been deferred in hardship cases, send monthly alerts until the deferment ends (to the ...
I've been researching online to verify this, and then tested this morning, and I'm confused as to why it works this way. Could someone please verify if I'm just missing some extra step? An email ...
I am not finding any reference to this being a possibility (outside programming a Trigger, I assume). Is it possible in SF to have an Approval process "time out" (they don't approve it disapprove it ...
Is there a way to trigger an existing lead or an existing contact with an email when I import a file as Campaign Members? Also, with this import, I usually gets duplicate leads or contacts which then ...
I have setup a custome object (Test WF) with default "Owner" and custom "Status" field. My aim is to trigger mail whenever "status" field is "Assigned", hence setup workflow rule with rule "Test WF: ...
On a Site.com page we've created there is a 'Contact Us' form that when filled out and submitted, it creates an item in a 'ContactUS' object inside Salesforce. The 'ContactUS' object contains general ...