ProductPlan + Salesforce Essentials
Update records in Salesforce Essentials when ProductPlan bars are updated
Connect your ProductPlan roadmap updates with customer records in Salesforce Essentials. When bars are updated in ProductPlan, this updates any relevant records in Salesforce Essentials with the new information. This is one way to associate roadmap changes with the customers that will be impacted by them.
Connect your ProductPlan roadmap updates with customer records in Salesforce Essentials. When bars are updated in ProductPlan, this updates any relevant records in Salesforce Essentials with the new information. This is one way to associate roadmap changes with the customers that will be impacted by them.
- When this happens...Roadmap Bar Updated
Triggers when a bar on a roadmap is updated.
- automatically do this...Find Record
Finds a record of a specified Salesforce object by a field and value you choose.
- then do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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