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Create new opportunity in Salesforce from new referral in Microsoft Excel, and format details with Formatter

Create new opportunity in Salesforce from new referral in Microsoft Excel, and format details with Formatter

Create new opportunity records in Salesforce when you add referrals to Microsoft Excel. This ensures accurate data transfer and formatting, leading to faster onboarding and improved tracking of potential sales.

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Overview

Create new opportunity records in Salesforce when you add referrals to Microsoft Excel. This ensures accurate data transfer and formatting, leading to faster onboarding and improved tracking of potential sales.

Create new opportunity in Salesforce from new referral in Microsoft Excel, and format details with Formatter