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Caitlin Zinda

Created on October 12, 2023

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Transcript

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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Important information to know

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