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1 vote
Accepted

Flow Reminder Emails 30 days away, 15 days away...?

You can use a Record-Triggered Flow with Scheduled Paths. Make the entry condition for the flow something like Proposal Due Date Is Blank False AND TBR Date Is Blank True. Next, create three paths ...
sfdcfox's user avatar
  • 497k
1 vote

getting confused with making my own salesforce admin roadmap

There's lots of ways to get better at Salesforce. Consider going through the Admin Super Set on Trailhead. By completing this set, you'll be a very knowledgeable Admin. It looks like a lot of work, ...
sfdcfox's user avatar
  • 497k
1 vote
Accepted

Duplicate Job (or Apex or Flow) - before Merging records, Archive original records as Historical Data

You could call FindDuplicates methods in Apex to find possible duplicates. In your flow, first collect the user input, then call an InvocableMethod that finds any duplicates, and if duplicates are ...
sfdcfox's user avatar
  • 497k
1 vote
Accepted

Quick Text not merging fields from related lookup Object

Currently , cross object merge fields are not supported in Salesforce Merge Language(SML) which powers Quick texts & Classic email templates. There is a related idea posted for cross object merge ...
Rohit's user avatar
  • 2,091

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