Let's Get Flowing - Add a Lead to a Campaign

Mar 10, 2020, 4:30 – 5:30 PM

Flows are becoming more and more central to any Salesforce deployment so we're going to provide online training for those who want to spend a lunch hour with us.

About this event

Flows are becoming more and more central to any Salesforce deployment. We want to help you learn to build them.  Unlike our traditional meetups, we're going to host an online training session to work on Flows.  We hope you'll find this helpful.  All sessions will be recorded and available online.

Session One: Auto Launch Flow

Use Case:  

  • When a new Lead is created, we what to automatically add them to the “All Leads” Campaign. 
  • We also want to email them to ask if they’d like to opt in.

Topics Covered:

  • Basics of the Flow canvas
  • Variables
  • Input and Output Variables
  • Best Practices
  • Version Control
  • Create Records
  • Email Action
  • Debugging our Flow
  • Running the Flow


Join Zoom Meeting

https://zoom.us/j/5153396634

Meeting ID: 515 339 6634

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Meeting ID: 515 339 6634

Find your local number: https://zoom.us/u/abzKlmDrdF 

Speaker

  • Terry Miller

    Home Team Consulting

    President

When

When

Tuesday, March 10, 2020
4:30 PM – 5:30 PM UTC

Agenda

Training

Group Leaders

  • Terry Miller

    Home Team Consulting

    Leader

  • Carissa Christensen

    ESO

    Community Group Leader

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