Create list items in Microsoft SharePoint from new records in Salesforce
Maximize your productivity by linking Salesforce and Microsoft SharePoint seamlessly. With this workflow, every time a new record is created in Salesforce, a corresponding item is added to your SharePoint list immediately. This streamlines data transfer and enhances efficiency in managing business processes. A perfect tool to ensure that your SharePoint stays up-to-date with your Salesforce records without additional manual tasks.
Maximize your productivity by linking Salesforce and Microsoft SharePoint seamlessly. With this workflow, every time a new record is created in Salesforce, a corresponding item is added to your SharePoint list immediately. This streamlines data transfer and enhances efficiency in managing business processes. A perfect tool to ensure that your SharePoint stays up-to-date with your Salesforce records without additional manual tasks.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create List Item
Creates a new item on a list.
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