Motley Cloud Consulting

Problem Reported User email notifications no longer send with the “Send notification email” option checked Recent Change (Routine) A Create & Update flow was added with an Update Record element at the end. Standard Salesforce functionality, very normal, nothing crazy here. Troubleshooting This was a process to discover a Salesforce bug: Conclusion Salesforce has a…

The Einstein Next Best Action feature in Salesforce is a robust system with prompts and efficient interaction for records in your Salesforce system. The application appears to be as vast as your imagination and salesforce Identifying and Updating Overdue Opps In the example below I developed a way to produce a banner which launches into…

If you’re new to SOQL statements here are some tips to help you query more effectively and efficiently. Parent-to-Child (Inner Query) If you need to know how many Contacts exist under each Account, a Parent-to-Child query is a great way to do it! A SOQL query is embedded between SELECT and FROM Example: SELECT Name,…

Configure Price Quote systems are fantastic and can do impressive things with approvals and specialized pricing. The downside is they are expensive, administratively heavy at times and overkill for smaller organizations with just a moderately complex pricing model. CPQ Lite is something that I built in response to a near zero budget and a complex…

It can be difficult to conceptualize the trajectory of an Account financially. Reporting like this is generally done at a company level, but lack of data points can muddy the waters of a specific account. I developed a way in Salesforce to know whether an Account is trending Positive, Neutral or Negative updated daily. There…

There are universal constants that come with CRM systems. Here are the most common and consistent findings I’ve observed in my career while building solutions: If a field isn’t required, it won’t be populated Make fields requirements either through the page layout, or conditionally with a validation rule or dynamic form. RARELY does a field…

Salesforce has tons of helpful tools, some take you unique situations to discover. The “Paused And Failed Flow Interviews” section in Setup is one of those. It consolidates flow errors on one screen, available to all that have access to the list views. That’s nice, but what’s fantastic is being able to click in to…

Sometimes adding a Sales Price or Quantity for an Opportunity Products does not make business sense. Fortunately in Salesforce there’s an easy way remove those field requirements. It’s called “When users add a product to an opportunity, insert a quantity of 1”. Once checked new Opportunity Products will default the quantity to 1 on all…

SCENARIO: You’re trying to automate creation of Opportunity Product’s based on existing products. PROBLEM: The “UnitPrice (only one of unit price or total price may be specified).” error is preventing the flow from completing. ROOT ISSUE: Salesforce is assigning field values beyond what is defined in assignment elements during record creation. This only appears to…