FOLLOW-UP ASSETS READY - Decrease Redundant Clicks: Basic Process Automation for Nonprofits and Education.

Webinar on April 2, 2020 by myself and @Natalie Vaynberg​ 

The recording is available to view here.

The slides are here.

Description: Tired of repetitive tasks in Salesforce? It’s time to start automating! Using simple “if/then” logic you can update records, create new records, and send notifications. We’ll provide common examples for nonprofits and educational institutions in the tool Process Builder.