Resources

Resources for you and your resources

solution

How to Auto Archive Assignments (on objects other than Opportunity)

Splitting Assignments with Salesforce Flow

solution

Use Salesforce Flow to split Resource Assignments when staffing needs change

Automate Assignments for Case Owners

solution

Automate Resource Assignments for Case Owners upon Case creation and transfer

Default Assignments on Opportunities

solution

Create default Resource Assignments and Forecasts on an Opportunity