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This is day 5 of Release Week and we are wrapping up a week full of product announcements with two awesome Workflow Templates. But first we want to take a moment to shout out our incredible Product and Engineering teams. They’re so talented and we couldn’t have accomplished any of these awesome releases without them. You all rock!
Now, on to the Workflow Templates. These two automations are incredibly useful and help eliminate tedious manual steps for your end user.
This Workflow Template allows you to dynamically update pick-list values after another one has changed. When an Opportunity pick-list field such as “StageName” moves to a new value, the Account Type field changes automatically.
For example, an AE moves an Opportunity to “Closed-Won” (one of the options in the “StageName” picklist), the Account Type automatically updates to “Customer.”
This Workflow Template drives some of the automation behind Event creation in Salesforce. Think of it as the foundation that Event creation sits on top of to reduce manual steps for your end users.
As an example, you could use this Workflow Template to automate when an Event comes in with the subject line “Demo” to immediately set the Opportunity’s “Demo Date” field to the Event’s date.
Here’s a quick clip of us leveraging the Workflow Template in the Swantide app:
If you’re a customer, head to the Swantide app and check out these Workflows! If you’re curious to learn more about how Swantide can help you configure and manage your Salesforce automatically with Workflows just like these, give us a shout! We would love to show you the product in real-time and talk about your RevOps strategy.
