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"Process Automation" Articles:

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Process Flow - Auto Create Projects from Opportunities
You can make use of Salesforce's Process Builder to create a process flow that will automatically create new Projects from Opportunities. This help article...
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Auto Assign Tasks to Project Team Members using Roles
Last Modified On: November 11, 2024 When creating your project plan, you can define the role that will be responsible for each project task. When you are...
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