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Articles tagged with #salesforce-development
The scheduling team at this company found a process gap: they couldn’t tell whether it was okay to schedule a Work Order, because the Purchasing Status wasn’t getting updated. The original request was to automate the field update on the Work Order ba...
Our webforms pulled product interest data from various listing services. Each vendor’s API sent three separate dropdown values for product interest, which were combined into one field in Salesforce using a formula inside a flow. Different APIs handle...
This task involved deprecating a manually entered Travel Time field on a custom object. Travel time was already being calculated via the Google Maps API and stored on the Account, but users were still retyping it on related records because the old fi...
This project came from a request to add a Division filter to an existing Salesforce dashboard. The stakeholder had built the dashboard themselves but couldn’t get the filter to work—the field was visible on some reports, but not available across the ...
This was a fast-turnaround request to help a client identify after warranty service payments that had been received, where clients had not been invoiced—a pain point that was starting to cause confusion between Customer Service and the AR team. Our g...
This is a listing I applied for on Upwork but did not meet the client’s desired experience level to win the job. I took it as a practice opportunity. :) Requirements Embed an iFrame pointing to an external app Place the iFrame on the Lightning Home...
