Create engagement record in Salesforce from new Zoom meeting, and format date and time
Create engagement record in Salesforce from new Zoom meeting, and format date and time
Create an engagement record in Salesforce whenever a new meeting is scheduled in Zoom. Capture all relevant details for organized follow-up, ensuring faster onboarding and clearer communication with your clients.
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Overview
Create an engagement record in Salesforce whenever a new meeting is scheduled in Zoom. Capture all relevant details for organized follow-up, ensuring faster onboarding and clearer communication with your clients.