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RFlynn
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Member since ‎Nov 29, 2021
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Roger Flynn

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RFlynn on August 26, 2024
Add contacts to a list from a non-contact workflow
I am working on a branched workflow on a custom object and was hoping to add contacts to a list via this workflow. However, it seems adding contacts to a list is only available via contact or company workflows. Not sure why we don't have this capabi read more
Reply Idea Workflows
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RFlynn
Member
June 21, 2024
Reply to View list history
I agree with this - lists can power workflows and therefore have a distinct value in regard to a version history and changes to workflows.
RFlynn
Member
April 11, 2024
Reply to Task-based workflows
+ 1 to needing a way to use tasks as triggers in workflow. Seems obvious that this should exist.
RFlynn on November 22, 2023
Invoice Association to Custom Objects
It is important for us to be able to assocate an invoice to a custom object. At present it doesn't seem this is possible.
Reply Idea Custom Objects
31 upvotes
19 Replies
RFlynn
Member
October 17, 2023
Reply to Team Meeting Links to customize URL not include user name
Agreeing with the 4 years of requests for this to be changed. We recently broke all our embedded meeting forms because of a sales person change. Bein...read more
RFlynn
Member
September 21, 2022
Reply to A guide to Content Security Policy (CSP) settings
I agree with @felipelube - please make a page of all the scripts for CSP. We are stumbling around in the dark making sure we capture all the instan...read more
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