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Create new person account in Salesforce from Process Street task completion, and update workflow run

Create new person account in Salesforce from Process Street task completion, and update workflow run

Create new person accounts in Salesforce when you check off client onboarding tasks in Process Street. Capture and store all relevant client information efficiently for faster onboarding and improved data management.

Create new person account in Salesforce from Process Street task completion, and update workflow run

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Overview

Create new person accounts in Salesforce when you check off client onboarding tasks in Process Street. Capture and store all relevant client information efficiently for faster onboarding and improved data management.

Create new person account in Salesforce from Process Street task completion, and update workflow run