Create individual client in Canopy, and update record in Salesforce when field changes in Salesforce
Create individual client in Canopy, and update record in Salesforce when field changes in Salesforce
Create individual clients in Canopy when specific fields are updated in Salesforce. This ensures client information is synchronized and up to date, leading to faster onboarding and improved data accuracy.
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Overview
Create individual clients in Canopy when specific fields are updated in Salesforce. This ensures client information is synchronized and up to date, leading to faster onboarding and improved data accuracy.