Salesforce + Wave
Create Wave customers from updated Salesforce records
Effortlessly maintain updated and centralized customer data across Salesforce and Wave with this workflow. When a record field is updated in Salesforce, the corresponding field will be updated in Wave as well. This seamless automation ensures your customer information remains accurate and consistent on both platforms, saving you time and minimizing errors.
Effortlessly maintain updated and centralized customer data across Salesforce and Wave with this workflow. When a record field is updated in Salesforce, the corresponding field will be updated in Wave as well. This seamless automation ensures your customer information remains accurate and consistent on both platforms, saving you time and minimizing errors.
- 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 Customer
Creates a customer in a business that you choose.
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