How can I prevent users from manually removing associations? For example: A Sales Deal is associated with a Primary Contact, Primary Company, and an Onboarding Ticket. How can we ensure the Onboarding Ticket cannot be disassociated by the rep?

Hi there, Looking for solutions to hard block the creation of deals in a pipeline if the associated contact already has an open deal in that same pipeline. The only solution that comes to mind is a validation workflow post creation, but id read more

We are frequently hitting our limits with Lists and Workflows and we are looking to set up automation to regularly clean them up based on their properties. Does anyone have suggestions or best practices for achieving this?