Salesforce Automate Next Steps: CAS Come and See Video

Salesforce Automate Next Steps: CAS Come and See Video
Join Malik as he shows you how to automate your next steps viewed on your opportunities. Using this flow that he shows you is a great way to make sure you keep a history of the values that were in this next step field by creating them into tasks. And also, it makes sure that you're able to show the most current step that should be taken for an opportunity.
...and while you're here: if you're having Salesforce user adoption challenges, we have a brand new guide that takes you step by step through the principles of teaching adults technology, and drives you to develop a plan for implementation. It's got room for you to make your own plan - check it out: cloudadoption....
VIDEO TRANSCRIPT:
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Cloud Adoption Solutions is a 100% woman-owned registered Salesforce partner, specializing in implementation, integration, and optimization for Technology, Healthcare/ Life Sciences, and Financial Services/ Professional Services organizations in the small and mid-commercial sectors.