In Part 1 of this series, we explored how to implement Lead-to-Account (L2A) matching including a data normalization algorithm in Salesforce to streamline lead routing...

This article is the first in a two-part series focused on Lead-to-Account (L2A) matching and lead routing in Salesforce. Here, we delve into the foundational...

Businesses often need to drive processes using complex calculations. A common use case is calculating a number based on a matrix of two different business...

Salesforce has come a long way from its days of relying on Workflow Rules and Process Builders for handling regular field updates. With the advent...

When working in Salesforce, it’s common to compare date fields like CloseDate to the quarter of "today". However, determining if a date...

This framework centralizes all Opportunity stage-based validation rules in a Custom Metadata Type (CMT), providing an efficient, scalable, and easily maintainable way to manage validation...