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Tags: Process Automation
Salesforce - Migrate to Flow Tool
This help article discusses how to use Salesforce's Migrate to Flow Tool for converting workflows/process flows into a Flow....
2/4/2025
Karen Guanzon
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Auto Assign Tasks to Project Team Members using Roles
This help article will walk you through how to specify a Role for Project Tasks and how to auto assign Project Tasks to Project Team members based on Role....
4/24/2020
Karen Guanzon
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Process Flow - Auto Create Projects from Opportunities
This help article will walk you through to how to configure a process flow that will auto create new projects from Opportunities....
11/1/2019
Karen Guanzon
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