Requirement The goal is being able to convert multiple leads into Accounts, Contacts, and Opportunities programmatically. This process utilizes the Database.LeadConvert class, which supports bulk processing to handle multiple leads efficiently. Technical Approach Using Apex for Bulk Lead Conversion Salesforce provides Database.LeadConvert in Apex which gets Lead Id as parameter and convert into Account, Contact …
Requirement Need to be able to mass transfer pending approval requests. Solution APPROACH 1: Standard Salesforce Approach APPROACH 2: Using Apex Code
What is delegated approval and when it is enabled? When your team’s member goes on out of office, we can choose a user to receive his approval requests over a predefined time period. Delegated approvers are helpful when the original approver can’t respond to approvals, such as during a vacation. https://help.salesforce.com/s/articleView?id=sf.cpq_aa_delegate_approvers_task.htm&language=en_US&type=5 Known Challenges Before enabling …
Top five problem using delegated approval in Salesforce Read More »
REQUIREMENT We need to setup partner community so that multiple users belongs to same account can see each other’s Tasks. In other way, if partner user has access to parent related record then he must be able to access the related Tasks whether he is owner of Task or not. By default, user who owns …
How can we share Task with Partner user in Salesforce Read More »
Question How do I customise the columns that appear in the Add Products popup which appears if you click the Add Products button on the Products related list on the Opportunities record page? What you’ve tried so far but it does not work: You might have tried below solution, but it won’t work actually. SOLUTION Follow given steps :
