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