Update Salesforce records when client info is updated in Canopy
Ensure that your Salesforce records reflect the most recent information from the Canopy app effortlessly. Whenever there are updates to client information in Canopy, this workflow will instantly reproduce these changes within your Salesforce records. It's an ideal solution to keep your records accurate, saving you time and enhancing efficiency.
Ensure that your Salesforce records reflect the most recent information from the Canopy app effortlessly. Whenever there are updates to client information in Canopy, this workflow will instantly reproduce these changes within your Salesforce records. It's an ideal solution to keep your records accurate, saving you time and enhancing efficiency.
- When this happens...Individual Client Info Updated
Triggers when an individual client's info is updated.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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