Salesforce + TrueReview
Create new TrueReview requests whenever Salesforce records are updated
Stay on top of changes in your Salesforce records and ensure faster reviews in TrueReview with this seamless workflow. As soon as a field is updated in Salesforce, this automation generates a new request in TrueReview. This process simplifies your task management and allows you to keep up with updates in real-time, boosting your efficiency and productivity in the long run.
Stay on top of changes in your Salesforce records and ensure faster reviews in TrueReview with this seamless workflow. As soon as a field is updated in Salesforce, this automation generates a new request in TrueReview. This process simplifies your task management and allows you to keep up with updates in real-time, boosting your efficiency and productivity in the long run.
- 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 Request
Creates a request
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