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When the account is entered into the system, extra fields must appear if the referral customer box is selected. If the box is not selected, the extra fields must not appear.

Note: By combining conditions and actions, you can do any of the following with business rules:

Set column values

Clear column values

Set column requirement levels

Show or hide columns

Enable or disable columns

Validate data and show error messages

Create business recommendations based on business intelligence.

A trigger must be created that changes the Priority field to 1 in the Account record 10 days after an Account record is created.

Note:

Date.AddWeeks returns the date, datetime, or datetimezone result from adding numberOfWeeks weeks to the datetime value dateTime.

CreatedOn gets the value to store in the history table indicating when this entry was created.

Box 1: Power Automate

Ensure that notifications are sent to the sales team when a lead is added by using Slack

Power Automate is a service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more.

Box 2: Business rule

A trigger must be created that changes the Priority field to 1 in the Account record 10 days after an account record is created.

A field named Priority_Trigger must be created to trigger the Priority field.

Business rules provide a simple interface to implement and maintain fast-changing and commonly used rules.

Box 3: Business process flow

Ensure that leads have a review stage added to the sales process.

Use business process flows to define a set of steps for people to follow to take them to a desired outcome. These steps provide a visual indicator that tells people where they are in the business process.

Scenario: A trigger must be created that changes the Priority field to 1 in the Account record 10 days after an Account record is created.

DIFFINDAYS (date and time, date and time): Returns the difference in days between two Date and Time fields. If both dates and times fall on the same day, the difference is zero.

Note: Whenever we talk about history, the bone of contention are the below four fields:

CreatedOn

ModifiedOn

CreatedBy

ModifiedBy