Salesforce Lead Management: Update and Add Note
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Updates a Salesforce lead's city and adds a 'Deal Won!' note.
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About This Workflow
Overview
This workflow demonstrates basic Salesforce lead management. It first creates a lead, then updates its city, and finally adds a note to the lead indicating the deal has been won.
Key Features
- Create a Salesforce Lead
- Update an existing Salesforce Lead's City
- Add a Note to a Salesforce Lead
How To Use
- Ensure your Salesforce credentials are set up.
- Execute the workflow manually.
- The workflow will create, update, and add a note to a Salesforce lead.
Apps Used
Workflow JSON
{
"id": "639c55f3-48e4-4945-b86c-6cab638b0a2d",
"name": "Salesforce Lead Management: Update and Add Note",
"nodes": 0,
"category": "Salesforce Automation",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 639c55f3-48e4...
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