Salesforce + Wave
Track updated Salesforce records and record sales in Wave
Keep your sales data up to date between Salesforce and Wave with this seamless workflow. When a record field is updated in Salesforce, it will instantly update the corresponding sale in Wave, ensuring accurate and consistent information across both platforms. Save time and reduce errors by automating this process, letting you focus on driving sales and nurturing customer relationships.
Keep your sales data up to date between Salesforce and Wave with this seamless workflow. When a record field is updated in Salesforce, it will instantly update the corresponding sale in Wave, ensuring accurate and consistent information across both platforms. Save time and reduce errors by automating this process, letting you focus on driving sales and nurturing customer relationships.
- 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!Record Sale
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
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