Automating Lead Status Updates in Salesforce High Velocity Sales

Chanida Clarkston

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Software Architect

Software Engineer

Salesforce

This project aims to streamline the process of updating Lead Status fields based on the completion of specific Sales Cadence tasks in Salesforce High Velocity Sales (HVS). Utilizing Salesforce's built-in functionality for automating lead status changes, we will ensure accurate and efficient updates that align with sales activities.
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Posted Jul 12, 2024

This project aims to streamline the process of updating Lead Status fields based on the completion of specific Sales Cadence tasks in Salesforce High Velocity

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Clients

Western Timber Frame

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Software Architect

Software Engineer

Salesforce

Chanida Clarkston

Specializing in Salesforce development and API integrations

Various integrations with multiple financial APIs and Salesforce
Various integrations with multiple financial APIs and Salesforce
Replace Paid Subscription with Native Salesforce Functionalities
Replace Paid Subscription with Native Salesforce Functionalities