RiskAdvisor + Salesforce
Create clients in RiskAdvisor from updated records in Salesforce
Keep your client information up-to-date across your systems. With this workflow, whenever a record field is updated in Salesforce, a new client will be created in the RiskAdvisor app. By ensuring real-time updates in RiskAdvisor whenever changes occur in Salesforce, it eliminates the need for manual data entry, thereby boosting efficiency and productivity. No more worrying about outdated or inconsistent client information across your platforms.
Keep your client information up-to-date across your systems. With this workflow, whenever a record field is updated in Salesforce, a new client will be created in the RiskAdvisor app. By ensuring real-time updates in RiskAdvisor whenever changes occur in Salesforce, it eliminates the need for manual data entry, thereby boosting efficiency and productivity. No more worrying about outdated or inconsistent client information across your platforms.
- 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 Client
Creates a client
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