Salesforce Sales Engagement: Things to Consider When Using Automated Actions
Автор: Workflow Edge
Загружено: 2025-06-29
Просмотров: 107
Описание:
📌 Salesforce Sales Engagement: Things to Consider When Using Automated Actions
Are your automated actions in Salesforce Sales Engagement not triggering? In this video, I explain a key setup detail that often gets overlooked — user permissions and manager assignments.
Whether you're in Sales Ops, RevOps, or an admin role, this video will help you understand:
✅ Who should be assigned permission sets
✅ Why manager assignments on user profiles matter
This isn’t a click-through tutorial, but a practical breakdown based on real-world use cases and platform limitations (like Trailhead sandbox access).
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
