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Create client folder in ShareFile, and update Salesforce record when new case is initiated

Create client folders in ShareFile and update Salesforce records when new cases are initiated. This ensures organized file management and easy access to relevant documents, enhancing your operational efficiency.

Create client folder in ShareFile, and update Salesforce record when new case is initiated

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Overview

Create client folders in ShareFile and update Salesforce records when new cases are initiated. This ensures organized file management and easy access to relevant documents, enhancing your operational efficiency.

Create client folder in ShareFile, and update Salesforce record when new case is initiated