Posted 19 Days Ago Job ID: 1943676 33 quotes received

Looking for some basic SF optimization

Fixed Price or Hourly
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  Send before: October 15, 2022

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Programming & Development ERP / CRM / SCM

Hello,


I am looking to get some basic process automation done for my Salesforce instance. For example, when I enter a new record in an object, I want it to automatically populate certain list fields.


Example: If the customer is Panoramic Farm, I want the Load Type to automatically change to "Panoramic Farm Load" and the pickup address field to automatically select "Panoramic Farm".


Second example: When entering a new record, I want certain triggers to run before the record is saved.


Thanks!

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Brian G United States