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  • I am new to SF client is asking me to do this can some one help me

    Posted by lavanya on March 4, 2020 at 3:45 PM

    How would you implement the following rulesA email to staff if someone gave a donation of more than $500 (assuming that the donation is in the opportunities table)
    Add a membership level to a contact – define the process you would use to assign the membership start and stop date in a custom object
    i.      Memberships based on

    1.       You have a membership level, membership start and membership end on the contct

    2.       $500 and over – Gold Member starts the day of the closed opportunity or extends for one year from existing membership ending date

    3.       $250<$500 – Silver Level starts the day of the closed opportunity or extends for one year from existing membership ending date

    4.       Lifetime membership $5,000 and over – membership extends to 2020

    Define how you add the following fields
    i.      Highest opportunity every

    ii.      Last opportunity date

    iii.      Last opportunity date last year

    lavanya replied 5 years, 11 months ago 1 Member · 0 Replies
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