A Salesforce formula that returns a date. It evaluates the first day of the next month based on the current date.
Tag: Admin
If you want to do with the formula fields then you can check out the article by my friend Usman Ali on Salesforce help. Description Sometimes, we have a requirement to re-assign the case back to the initial queue for example if the case status is updated to “Stalled” then…
If an opportunity has a quote then it must be synced to the opportunity in order to make the opportunity stage to Closed Won.
Deactivate an account record if it has no “Closed Won” Opportunity for 180 days or no opportunity created in 180 days.