Salesforce + Streak
Update Streak boxes when Salesforce records fields are modified
Streamline your data management processes between Salesforce and Streak using this efficient workflow. Whenever a modification occurs in a Salesforce record, the change is mirrored instantly in the related Streak Edit Box. Not only will this save you the trouble of manual updates, but also ensure that your data remains updated and consistent, thereby enhancing productivity.
Streamline your data management processes between Salesforce and Streak using this efficient workflow. Whenever a modification occurs in a Salesforce record, the change is mirrored instantly in the related Streak Edit Box. Not only will this save you the trouble of manual updates, but also ensure that your data remains updated and consistent, thereby enhancing productivity.
- 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!Edit Box
Edit fields, stage, assigned to, name and notes on an existing box.
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