Keep account project folders linked for Salesforce admins

Salesforce administrators see opportunity folders scattered after deal progress, delaying project onboarding. It moves folders into the account drive and updates account records so onboarding starts.

Overview

Market research projects stall when opportunity files live in the wrong drive — that delays client kickoff and strains operations. This workflow ensures folders land in the correct account project drive and updates the CRM so sales and operations have centralized files and onboarding can begin without delay.

Notable Features

Move opportunity folders to account drive
Update account records with folder link
Notify operations and sales about moves