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In this org, Cases were used to track in-home service visits, often involving part replacements. These service requests could generate Purchase Orders (POs) for required components. If a Case was later canceled, the Purchasing team needed to manually...

The scheduling team at this company found a process gap: they couldn’t tell whether it was okay to schedule a Work Order, because the Purchasing Status wasn’t getting updated. The original request was to automate the field update on the Work Order ba...

Our webforms pulled product interest data from various listing services. Each vendor’s API sent three separate dropdown values for product interest, which were combined into one field in Salesforce using a formula inside a flow. Different APIs handle...

This task involved deprecating a manually entered Travel Time field on a custom object. Travel time was already being calculated via the Google Maps API and stored on the Account, but users were still retyping it on related records because the old fi...
