Found: notes in crowdDev — Uploading documents in Salesforce

The scenario finds notes in crowdDev and uploads documents in Salesforce. Runs on its own, no manual copying.

  • Files end up in Salesforce on their own
  • The event never gets lost, even on a busy day
  • Set up in minutes, then it just works
Crowd Dev

How it works

To connect Salesforce and Crowd Dev, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Schedule
  2. Then: Crowd Dev
  3. Then: Bamboo Hr

You can launch this Salesforce + Crowd Dev integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.