Salesforce + ViewPoint VISUM
Add new ViewPoint VISUM cards as tasks in Salesforce
Writing out your tasks once is enough—automation can copy them throughout your apps as needed. After this integration is active, it will trigger with every new card added to a board on ViewPoint VISUM, copying its details and creating a matching task on Salesforce. You'll always find your work items from then on, no matter where you look.
Writing out your tasks once is enough—automation can copy them throughout your apps as needed. After this integration is active, it will trigger with every new card added to a board on ViewPoint VISUM, copying its details and creating a matching task on Salesforce. You'll always find your work items from then on, no matter where you look.
- When this happens...New Card
Triggers when a new card is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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