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How to make your Salesforce org do more for nonprofit programs and service delivery. The theory and practice of leveraging world class tech for social impact.

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Tag: master-detail

Reciprocal Status Updates on Related Records (Part 2: Update Master Record when all Detail Records are Updated)

In Part 1 of this series, we used Process Builder to update the related records of a particular object when … More

master-detail, roll-ups, tutorial, workflow
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