Process Builder - Overview & Set Up

This video covers roles, searches, keywords, involvements, and email templates.


Chapters:

  • Chapter 1: Overview & Roles - 00:31
  • Chapter 2: Saved Searches - 00:57
  • Chapter 3: Keywords - 01:53
  • Chapter 4: Involvements - 02:25
  • Chapter 5: Email Templates - 02:59

AUDIENCE: Admin, Manage Processes

LAST UPDATED: October 2024

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