Update Salesforce records when a task is completed in Process Street, and format the completion date
Update Salesforce records when a task is completed in Process Street, and format the completion date
Update client records in Salesforce when a task is checked off in Process Street, ensuring accurate tracking and communication of completed tasks and results for better client engagement.
Zap details:
Overview
Update client records in Salesforce when a task is checked off in Process Street, ensuring accurate tracking and communication of completed tasks and results for better client engagement.