Industry:  Digital Media

Location: India

Employee: 11 – 50 employees

Salesforce Cloud: Sales Cloud

Overview: Providing the latest industry news and updates for their registered subscribers

Challange

• Some users need to see different fields on the page for different values in ‘Stage’. As an example, the user wants to see a set of fields on the page for new opportunity and a different set of fields for a Closed Won Opportunity. This feature is not present out of the box, but a different page layout can be given by some customization.

Solution

• We created a process builder by which users can update the record type according to the stage. Then the required page layouts were assigned to respective record types. Now, as the stage changes, the process builder will update its record type and that will change the page layout.

Result

• The client has a way to sync any of its Salesforce Objects to his MailChimp account dynamically.

CloudVandana Solutions is Dedicated to Customer Success

Since 2015 CloudVandana Solutions has been delivering tailored Salesforce solutions to help meet each of our client’s unique requirements. We are led by former Salesforce employees and leverage years of experience and industry best practices to ensure a successful implementation. We are committed to seeing our customers wildly successful on the Salesforce platform.