Automate Salesforce Record Collaboration in Workflow Builder ๐
Say hello to: Opportunity Team Members, Account Team Members, and Case Team Members into Workflow Builder!
Now, you can seamlessly insert these user groups in any step to automate record collaboration โ whether itโs automatically adding your Opportunity Team into a Salesforce channel, updating a list with Team Member names, or sending Sales Home notifications to everyone on the team.
Only need specific folks from your team? You can also filter team members based on Team Role, Title, or other fields to ensure the right people are included. This update makes it easier than ever to keep the right people in the loop.
No more chasing people down to manually update channel membership.
๐๐ผ MORE DETAILS ๐๐ผ
This should be released already, and if not, hard refresh your Slack client (command/shift + R)
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