Contact Creation Superflow
Data quality is an ever present issue when setting up a Contact and the contact's relationships to other Accounts and Opportunities. This Flow uses brand new features in Winter '23 like Data Table and multi-select Lookup to create a seamless contact creation experience. First you'll have your users create the contact using the minimum-amount of fields required. Then, using the 'Relate Contacts to Multiple Accounts' feature, you'll be able to relate that Contact to as many Accounts as you need and assign them a role. Once that's done, the Flow will look for any 'Open' opportunities for those selected accounts, and display them in a Data Table on the screen. The user can select any number of Opportunity records and an Opportunity Role. From the opportunities selected, the Flow will create Contact-Opportunity role records.
Top keywords
- contact4×2.99%
- accounts3×2.24%
- data3×2.24%
- flow3×2.24%
- opportunities3×2.24%
- role3×2.24%
- data table2×1.49%
- opportunity2×1.49%
- records2×1.49%
- selected2×1.49%
- table2×1.49%
- you'll2×1.49%
360 SMS App for Salesforce Messaging - Send SMS | WhatsApp from Salesforce | CTI
Texting Experts! Compare us with others, you’ll see the difference! Features: Conversational 1-on-1 Texting | Threaded text messages on any object Link Tracking | Drip Campaigns Scheduled SMS & Event Reminders Bulk SMS/MMS, even from Reports Automated/Triggered SMS/WhatsApp through Process Builder Chatbot | Intelligent Text | Keyword-SMS based Responses SMS & Email Alerts Email Reply to Incoming Texts sends SMS response Dark Hours | Sticky SMS Number | SMS Templates | Text to Donate Verify the Phone Multichannel: SMS | MMS | CTI | Ringless Voicemail WhatsApp:2-way global messaging & WhatsApp Live Chat from website Supports: Omnichannel SMS Routing Sales, Service & Community Cloud | Marketing Cloud/Pardot/Marketo Salesforce1 mobile Long Code/Short Code | Bring Your Own Number (Fixed line, VOIP) / Carrier (Twilio, Nexmo, Ring Central, etc.) Compliance: TCPA, GDPR, HIPAA, etc. | Opt-In/Opt-Out Use Cases: Education, Recruitment, Mortgage, Real Estate, Professional Services, Healthcare, NPO, etc. Lead Capture/Qualification, Automated Reminders, Schedule Meetings, Marketing Campaigns, Case Management Demo: https://360smsapp.com/contact-us/
Top keywords
- sms9×5.88%
- etc3×1.96%
- text3×1.96%
- whatsapp3×1.96%
- automated2×1.31%
- campaigns2×1.31%
- cloud2×1.31%
- code2×1.31%
- email