Tip #265: Administrator updates of read-only fields

If you have fields on your CRM form that are read only, it can make administration difficult. For example, if you have read only fields, you cannot bulk update the fields, and you can’t edit the field from the workflow designer. Sure you can customize the form, make the fields editable, and then bulk update the fields, […]

Tip #253: Keep your emails unique

Matching Senders Account

Say, you want to do some checks for inbound emails on Senders Account. It will work well until one of other email-enabled entities (typically systemuser) has a record with the same email address. Having multiple system entities (systemuser, contact, account) with the same email is a bad idea because, when system starts matching sender’s email […]

Tip #238: My workflow is my business

Workflow scope

Hey, everybody, Larry’s opportunity pipeline this month is again bigger than everyone else’s. Larry, what’s your secret? Larry, being somewhat softened by reasonable quantities of flavored C2H5OH, was more than happy to share his fortunes: It’s all about power of automatic workflows, my friends. See how I automatically increase opportunity value the moment it’s created? […]