-
Fresher... need some help please
How would you implement the following rulesA email to staff if someone gave a donation of more than $500 (assuming that the donation is in the opportunities table)
Add a membership level to a contact – define the process you would use to assign the membership start and stop date in a custom object
i. Memberships based on1. You have a membership level, membership start and membership end on the contct
2. $500 and over – Gold Member starts the day of the closed opportunity or extends for one year from existing membership ending date
3. $250<$500 – Silver Level starts the day of the closed opportunity or extends for one year from existing membership ending date
4. Lifetime membership $5,000 and over – membership extends to 2020
Define how you add the following fields
i. Highest opportunity everyii. Last opportunity date
iii. Last opportunity date last year
Log In to reply.
Popular Salesforce Blogs
Can Salesforce Einstein AI Help in Sales Qualification?
Sales Qualification is an inevitable process and an important one for all sales teams. If you go to the market, you pick vegetables based on your…
Marketing Cloud Overview in 2024
This article explores Salesforce Marketing Cloud, the exclusive Einstein-powered marketing platform built on the world's most trusted CRM. Designed to foster lasting customer relationships, it…
Flows in Salesforce - Some Expert Tips to Take On
Here mention some tips on flows which is very useful for everyone to start working on Flows and also mention some use cases to practice…
Popular Salesforce Videos
How to Learn Salesforce Development | Salesforce learning steps for beginners | Trailhead demo
In this video, we shared the steps to learn salesforce lightning basics, salesforce apex development, CRM in online for free from scratch very quickly. Learn salesforce…
How To Create a Dashboard in Salesforce CRM Analytics (Tableau CRM) From Scratch | Part 1 - Dataset
Salesforce CRM Analytics (formerly Tableau CRM) is a powerful tool for data analysis and visualization. The foundation of any CRM Analytics dashboard is a dataset.…
Salesforce CPQ Tips to Accelerate Sales Cycle
Learn how to accelerate your sales cycle with Salesforce CPQ! Optimize your product catalogue by streamlining listings, removing outdated items, and categorizing products effectively. Automate…
Popular Salesforce Infographics
Business Transformation With Salesforce AppExchange
Salesforce AppExchange acts as a comprehensive resource for Salesforce users, offering a vast collection of solutions tailored to various departments, industries, and business use cases.…
5 big takeouts from Salesforce World Tour 2018
The action-packed Salesforce World Tour 2018 rolled into Sydney last week, bringing with it a fun-filled day of innovation, learning, career transformation and giving back.…
Salesforce Service Cloud for Better Customer Service
Service Cloud is classified as a customer support platform or customer relationship management (CRM) platform. It was designed to improve how businesses interact with their…