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    Process Flow - Auto Create Projects from Opportunities

    You can make use of Salesforce's Process Builder to create a process flow that will automatically create new Projects from Opportunities. This help article...

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    Auto Assign Tasks to Project Team Members using Roles

    Last Modified On: November 11, 2024 When creating your project plan, you can define the role that will be responsible for each project task. When you are...

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    Salesforce - Migrate to Flow Tool

    Salesforce provides a "Migrate to Flow" tool to convert Process Builder processes and Workflow Rules into Flow Builder. This tool supports full and partial...

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