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fynk + Salesforce

fynk + Salesforce

Update fynk dynamic fields when new Salesforce opportunity fields are updated

Sales ops teams keep Salesforce as the record of truth for amounts and terms. Whenever a watched field on an opportunity changes, its new value is written into the matching dynamic field of the linked fynk contract.

Note: Choose the opportunity object and keep the fynk document ID in a custom field on it.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
  2. automatically do this!
    Update Dynamic Field
    Update Dynamic Field
    Update Dynamic FieldUpdate a dynamic field of a document.
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About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
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