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Tuesday, July 24, 2018

How to Create and update the records automatically

Here's come a new scenario like to create the automated records and to perform different activities on them. Usually we have the some fixed source type activities in creation of automatic creation and updation of the records. There are 7 source types on which we can perform.They are as follows
  1. Phone Call
  2. Email
  3. Appointment
  4. Service Activity
  5. Task
  6. Social Activity
  7. Custom Activities
we will have different rules on different source types to perform the automatic actions on records.



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