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How to make your Salesforce org do more for nonprofit programs and service delivery. The theory and practice of leveraging world class tech for social impact.

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Tag: field update

Reciprocal Status Updates on Related Records (Part 1: Update Related Records when Parent Record is Updated)

The Scenario Part of tracking our supplies inventory is tracking our supplies Requisitions (our staff’s requests for supplies). Each Requisition … More

field update, Process Builder, tutorial

How to create a Trigger that updates a Contact’s County Based on Postal Code

Do you have grants or other reporting requirements based on county? Ever wish you could save your staff time and … More

Account, apex, Contact, field update, test class, time saver, trigger, tutorial
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