Jun 16, 2020, 1:00 – 4:00 AM (UTC)
Salesforce Nonprofit User Group, Portland, OR, United States
A brief dive into Automation. This meeting I will be walking us through an automation that will remove a minor from the naming convention of a household, on their 18th birthday remove them from the household, create an affiliation to the household they are leaving, and then create a new household account for them. We will be using a Formula, Process Builder, Report, Mass Action Scheduler, & Flow.
A brief dive into Automation. This meeting I will be walking us through an automation that will remove a minor from the naming convention of a household, on their 18th birthday remove them from the household, create an affiliation to the household they are leaving, and then create a new household account for them. We will be using a Formula, Process Builder, Report, Mass Action Scheduler, & Flow.
KELL Partners LLC
Solution Architect
Tuesday, June 16, 2020
1:00 AM – 4:00 AM (UTC)
| 1:00 AM | Gather together and intro |
| 1:30 AM | Presentation |
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