Скачать или смотреть Salesforce.com Automation - Update County on Leads, Accounts & Contacts

In this video, we'll walk you through the step-by-step process of harnessing the capabilities of the powerful and free AppExchange Package from Blu Ninjas called "Update County Based on Postal Code Automation".

Manually updating county information in Salesforce can be a tedious task. With this AppExchange Package, you can streamline the process. The package automatically updates the County field on Leads, Accounts, and Contacts based on the first 5 digits of the Postal Code field.

Join us as we guide you through the installation and configuration of the app, demonstrate how to load zip code data, and show you how to add the County field to your page layouts. We'll also walk you through performing a mass update on existing records, ensuring all leads, accounts, and contacts with zip codes have the County field populated.

By leveraging this automation, you'll streamline your workflows, save valuable time, and improve data accuracy in Salesforce. Say goodbye to manual county updates and unlock the potential of efficient territory assignment.

Subscribe to the Blu Tiger Academy YouTube channel for more insightful tutorials and stay tuned for future videos on Salesforce tips and tricks.

AppExchange Package: https://appexchange.salesforce.com/ap... Ninjas

How To Article: https://bluninjas.com/how-tos/update-...

Link to Zip Code File: https://bluninjas.com/wp-content/uplo...

CHAPTERS:
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0:00 Intro
0:27 Install Free AppExchange Package
2:22 Activate Flows
2:48 Update Page Layouts
3:53 Upload Zip Code & County Data
7:00 Create Tab for Postal Code County Mapping object
8:10 Manually Add New Zip Code
9:00 Test County Automation on Lead
10:22 Test County Automation on Account
10:41 Test County Automation on Contact
11:15 How to Run Mass Update to Existing Records
19:46 Wrap-up

About the Moderator:

Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.

Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.

Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.

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