Per the program object is this a one to many child object off the contract? If so to replicate this I would use "Table Replication". This will create...
@GeriP - Is this in regards to the delievery creating the agreement but not autosending it? So it creates the agreement but requires a user to clic...
As long as the desitination supports it we would to. For example Saleforce 'content' has version control - as does box.com (both of which we work...
@csims - Is the desired outcome when you create the new document the old one is deleted?
Did this do the trick? If so please post this as correct or answered.
When you want to do a complicated calculation and get it into a document... and into a customers hands do you want to keep the end result? This could...
Control C Control V Control C Control V Control C Control V Control C Control V… When there is more than 4 fields to copy data out of any system and ...
So… You have a complicated process to automate. You are going to start building it. Oh… You already built the whole thing? Did you test it? It got an...
Everyone has a different data model in Salesforce. But there are common elements to every use case no matter how complicated. You have Objects, Field...
In both personal and business situations… online forms are used to capture and gather data. Sometimes a form asks more then is actually needed or req...