I was looking at the documentation for creating business rules on the mobile app looking for a solution to set a business rule where a detailed is displayed once a task is completed. for example, in leads there is a task to qualify the lead once completed then a new tab with a detail populates. Is this possible with the custom business rule method?
I want to prevent users from creating duplicate contact records. Is there a built-in way to restrict or detect duplicates based on fields like name, email, or phone number? Also, can we customize the duplicate check criteria?
I'm trying to set up a business rule that depends on the values selected in a multiselect field, but I can't find an option to use it directly in the business rules section. Is there a way to reference or work with multiselect fields in business rules? Any help or workaround would be appreciated.
We have an email with over 180,000 recipients. We would like to throttle this in parameters to send 20,000 emails a day. However, the "delay between emails" is confusing. What would be the best way to set up the parameters to achieve sending 20,000 emails per day beginning at 7:00 AM? Thanks in advance.
