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Re: Locking an entity - Best Practice
The absolute best way to keep a customer from having orders is to make them inactive.1 -
Re: Scheduled email on saved search
@Andrew Malek I hope I am correct here but I believe the role permission you are looking for is "Publish Search" under lists3 -
Re: Inventory Report
@Rumaysa Mirza Have you tried to use the report "Inventory Activity Detail"?1 -
Re: AE:How to store value in field populated by workflow
If you change the field updated by the workflow to have the Store Value checked that will allow it to be updated in the workflow as well as used in results of a saved search1 -
Re: How to copy workflows from Sandbox to Production?
In my opinion, there are still too many issues with Copy to Account (custom segments being the biggest issue that causes failures for us). We always try Copy to Account first, but when it fails, we s…1