Customize Contact creation from Account - Salesforce flows

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  • เผยแพร่เมื่อ 4 ส.ค. 2024
  • REQUIREMENT:
    The Risk analysis team has added a group of specialists to support sales reps on contacts. There are four (4) members on the team. The sales rep would like to notify and engage one of the risk analysis specialists when needed while working through a Contact.
    1. How would I configure the following action(s) in Salesforce?
    2. The ability for a sales rep to select and notify one of the four risk specialists with an email while creating the Contact
    3. Capture the name of the risk team specialist who the sales rep engaged on the Contact

ความคิดเห็น • 1

  • @lucianroux4510
    @lucianroux4510 3 ปีที่แล้ว +1

    This is an amazing tutorial! Thanks for sharing