Turn any Salesforce Record into a Project

Create Projects from your any Salesforce record

1 min read27th of September 2021

Use best practice project templates and Salesforce flows to automatically create projects from any Salesforce record and process you have

  • Select Template based on customer object details
  • Pass details from your Custom Object to the Project
  • Or if you don’t want to use automation use our project creation wizard available in the related record of your custom object

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