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Automating Your Customer On-boarding with Lightning Process Builder
Salesforce is awesome for managing pre-sales activities, leads, opportunities, and accounts, but what happens when a deal is closed-won? How does the handoff from Sales rep to Account Manager/Implementation team work? How do we ensure no time and steps are lost in this process? Wouldn't it be great if we could automate it? Join us as we discuss five tips for successful customer on-boarding. In addition, we'll walk through the steps for creating and building powerful automations with Lightning Process builder to enhance your on-boarding process for maximum efficiency and customer satisfaction. We'll demo when a Salesforce Opportunity is closed won - automatically creating and assigning tasks, notifications, and events to users.