Create and update client records in Salesforce from new messages in LEX Reception

Create and update client records in Salesforce when a new message is received in LEX Reception. This ensures efficient client intake and data management, leading to faster onboarding and improved organization.

Create and update client records in Salesforce from new messages in LEX Reception

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Overview

Create and update client records in Salesforce when a new message is received in LEX Reception. This ensures efficient client intake and data management, leading to faster onboarding and improved organization.

Create and update client records in Salesforce from new messages in LEX Reception