1. 生成Actions and Recommendations下栏目最基本的有两种方法:一是通过Deployment,优点是操作简单,另外,还可以很方便地通过点击Add按钮添加项目,缺点是无法定义这些项目显示在A&R下的条件。二是通过Process Builder。官方文档上介绍的主要是这两种方法,另外还有通过Apex或者web service来建。 2.Process Builder的主要优点...
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How can I get data from Salesforce?Share actionsBy default, actions are only visible and usable in Microsoft Copilot by the person who authored them.However, the action author can share their plugins in the portal where they created them. For example, you can share an AI Builder prompt fro...
Invoke RPA Services from Salesforce Flow Glossary RPA Manager RPA Builder 6.4 View on GitHub On this page: Properties Inbound Variables Outbound Variables Wizard Creating Mouse Actions Relative to an Anchor Point RPA Builder(6.4) Toolbox Control ...
By definition, if a Pardot/MCAE prospect has an account associated with them, they must be a contact, and they must be in Salesforce – meaning they are not leads, and they are not unsynched to Salesforce. So using a field on Accounts that helps define for you if they are a custome...
If you want to control how you trigger the creation of a RecordAction, you can use Apex to associate actions to records. The RecordAction object is exposed as a standard object in Apex. You can trigger it before a DML operation or on dele
Learn how to automate different business processes using Salesforce records. Find out how Salesforce Flow Builder can help you simplify automation tasks.
Você viu as variáveis no móduloNoções básicas do Flow Builder, mas é importante observar que a alteração de uma variávelnãoafeta seus registros do Salesforce. Para efetuar push das alterações para os registros ou interagir com dados do Salesforce de alguma forma, voc...
eventuali problemi quando ricevono il prodotto potrebbero essere registrati in Salesforce o analizzati in una dashboard di Tableau. Con un workflowAzioni esterne, puoi collegare tutti questi dati da ciascuno di questi team per semplificare i processi e persino automatizzare alcune delle fasi ...
eventuali problemi quando ricevono il prodotto potrebbero essere registrati in Salesforce o analizzati in una dashboard di Tableau. Con un workflowAzioni esterne, puoi collegare tutti questi dati da ciascuno di questi team per semplificare i processi e persino automatizzare alcune delle fasi ...