Create new potential in Agiliron from new opportunity in Salesforce, find record, and format date

Create new potentials in Agiliron when a new opportunity is recorded in Salesforce. Ensure all relevant details are transferred and formatted correctly for faster back office processing and improved data accuracy.

Create new potential in Agiliron from new opportunity in Salesforce, find record, and format date

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Overview

Create new potentials in Agiliron when a new opportunity is recorded in Salesforce. Ensure all relevant details are transferred and formatted correctly for faster back office processing and improved data accuracy.

Create new potential in Agiliron from new opportunity in Salesforce, find record, and format date