I'm looking to use Salesforce to Salesforce to share contacts with another Salesforce instance, but I only want contacts that have donated through a particular channel - I've found this approach:
https://automationchampion.com/2015/03/13/getting-started-with-process-builder-part-10-auto-forward-records-to-a-connection/But would love to know if there's a configuration available somewhere before I start assembling flows and processes...
@Nonprofit Success Pack@Salesforce.org System Administrators3 respostas
