Create new client record in Salesforce from LEX Reception messages
Create new client record in Salesforce from LEX Reception messages
Create new client records in Salesforce when you receive messages in LEX Reception. Filter inquiries to ensure only relevant client requests are processed, leading to faster onboarding and improved client engagement.
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Overview
Create new client records in Salesforce when you receive messages in LEX Reception. Filter inquiries to ensure only relevant client requests are processed, leading to faster onboarding and improved client engagement.