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Showing posts from July, 2024

Record-Triggered Flow Superbadge Unit | Challenge 1

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  Record-Triggered Flow Superbadge Unit | Challenge 1 1. Automate New Opportunities from Engagement Records 2. Assign Major Gift Manager 3. Streamline Data Management - Create a record-triggered flow. - Work with a flow to run before a record is deleted. Concepts - Record-triggered flows - Fast field updates - Actions and related records

Formulas Superbadge Unit - Build Lead Score and Rating Fields - challenge 1

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 Formulas Superbadge Unit - Build Lead Score and Rating Fields Build the Lead Score and Lead Rating fields according to the business requirements. Tip: Test the outcome of your solutions with test records and data. Lead Score Formula: return number IF( ISBLANK(TEXT(Status)), null, IF( ISPICKVAL(Status, 'Closed - Not Converted'), 0, IF( DoNotCall, -25, 0 ) + IF( ISBLANK(Email), 0, 15 ) + CASE( TEXT(LeadSource), 'Web',20, 'Phone Inquiry',35, 'Partner Referral',25, 'Purchased List',10, 0 ) ) ) Lead Rating formula : return text