Create / update Salesforce records from new Auxilia donations
Use this automation if you would like to track all donations made through Auxilia, into Salesforce. This workflow can save you countless hours of data entry and ensure that all data is safely sent from one platform, to another!
Use this automation if you would like to track all donations made through Auxilia, into Salesforce. This workflow can save you countless hours of data entry and ensure that all data is safely sent from one platform, to another!
- When this happens...New Donation
Triggers when a new donation is created (automatically or manually) within Auxilia.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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