All Your Data's a Stage
October 28, 2021 2:40 pm 3:00 pm Sand Harbor III
Do you find yourself having to fill out Salesforce fields repeatedly because the data is referenced in another object, spreadsheet, or person's brain? Do you have to constantly answer questions like: "Who's the outreach manager in Arizona again? Who do I reassign this major donor to? What state is this zip code in?"
This session will walk you through a Flow and custom object that can automate all these answers for you with a staging area.
Actionable takeaways: You will get a clear idea of what a staging object is, how it can simplify what you ask your members, increase your org's data integrity and confidence, and make everyone's day just a little bit better.