Sep 18, 20231:22 PM - last edited on Sep 19, 20235:18 AM by kvlschaefer
Company List as a Workflow Trigger
What about for company list and company workflows? I tried setting up a static list enrollment trigger for a company list and a company workflow, and I don't appear to have the option to enroll companies based on whether or not they are a member of the company list. It seems very strange that this would work for contact records and not company records? Why should that make any difference I wonder...
Thank you for reaching out to the Community, this is a great question!
I wanted to share this post in our Ideas forum where the product team has shared a bit more insight into why this currently isn't an available option in workflows. It'd be great if you could share your use case & feedback in the comments there too! Thank you!