MetaLocator + Salesforce
Create new MetaLocator records from updated Salesforce records
Ensure your MetaLocator records are always up-to-date with this workflow. If any changes occur within your Salesforce records, this workflow will immediately create a corresponding record in MetaLocator. Profit from the seamless data movement between Salesforce and MetaLocator, freeing up your time and ensuring accuracy in your records across both platforms.
Ensure your MetaLocator records are always up-to-date with this workflow. If any changes occur within your Salesforce records, this workflow will immediately create a corresponding record in MetaLocator. Profit from the seamless data movement between Salesforce and MetaLocator, freeing up your time and ensuring accuracy in your records across both platforms.
- When this happens...Updated Field on Record
Triggers 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.).
- automatically do this!Create Record
This action creates or updates a record in MetaLocator.
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