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Caitlin Zinda
Created on October 12, 2023
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Salesforce Global Actions
Salesforce Global Actions
Quickly create contacts, accounts and more by using this shortcut menu.
Creating a record
Quickly create contacts, accounts and more by using this shortcut menu. - A red atrick means that information is required in order to save the record. -Double check phone number and email and make sure correct format is being used. -Click save in order to create the record.
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