Oct 8, 2019, 4:00 – 6:30 PM (UTC)
Salesforce User Group, Basel, Switzerland
Let's talk about automation best practice in Salesforce. Another good opportunity to meet, share some foods and get some goodies.
How to handle the workload of all the Tasks ? As an Admin, ease the work of your users by providing relevant information in the Tasks in the comments fields. It will help the users of your organisation (sales, services) to directly see the meaningful data to take actions. Moreover you can also add guide lines and automate the process of creation for follow up tasks. You will learn how it's possible to use Process Builder whatever the creation came from manually or external integration to focus their time on the customer needs. You'll leave with takeaways formula that can be implemented immediately.
Tuesday, October 8, 2019
4:00 PM – 6:30 PM (UTC)
Omya
Leader
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