Salesforce Workflow Utilities

Use the templates in this package to speed up the process of building automations for Salesforce. Watch the video for an overview on how these workflow templates can be used and fill out the form to copy them into your Tray workspace now!

Templates in this package

  • [Salesforce] Utility - Search lead or contact by email or ID

  • [Salesforce] Utility - Get SFDC Object Type

  • [Salesforce] Utility - Update Campaign Membership

  • [Salesforce] Utility - Status Automation - Update Status and Status Reason