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kieranknock
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Member since ‎Nov 24, 2023
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Kieran Knock

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kieranknock on September 13, 2024
Trigger workflow based on object associations
Is there any way to trigger a workflow (in this case for deals) based on an association, or lack thereof with another object? I need to identify deals that have no company associated with them so that we can attempt to link it to a company.
Reply Discussion Data Quality Automation filters
1 upvote
2 Replies
kieranknock
Member
September 13, 2024
Hey @karstenkoehler , Thanks for your prompt response. This worked! For clarification, I'll note that I had to use "rollup" instead of a "calcuat...read more
Solved
kieranknock on September 13, 2024
Trigger workflow based on object associations
Is there any way to trigger a workflow (in this case for deals) based on an association, or lack thereof with another object? I need to identify deals that have no company associated with them so that we can attempt to link it to a company.
Reply Discussion Data Quality Automation filters
1 upvote
2 Replies
kieranknock
Member
September 13, 2024
Hey @karstenkoehler , Thanks for your prompt response. This worked! For clarification, I'll note that I had to use "rollup" instead of a "calcuat...read more
Solved
kieranknock on November 24, 2023
Email personalization for custom objects
Is it possible to use tokens from a custom object to fill out information in an email template?
Reply Discussion Enterprise
1 upvote
1 Reply
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