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Hi all, curious to see if anyone in here has created a reference program without investing in a reference management tool? Looking to build workflows in Salesforce internally. Has anyone been in a similar situation and interested sharing their best practices / advice? :slightly_smiling_face: Thanks in advance!
I think a few people have, @Leslie Barrett and maybe @Alexie Glover
Yup 💪 I've done it all! Reference management tool or not. Happy to chat 🙂
ill tag you in what i did if i can find it lol if not ill write it out again!
update -- can't find the thread 😂😂 im out of meeting later today and will type it up -- not super complicated but all done via slack/sfdc!
Y'all are amazing! I saw Leslie's about creating fields in salesforce. Taking this into account for sure. I would love to connect with you and hear how you spun yours up @Alexie Glover! and thanks so much @Amanda Peacock that is so nice!
@Liza McGraw absolutely! Happy to share. I'm a CMA consultant so I've created and maintained programs for a bunch of different companies. Happy to share my insights on a quick call. Send me a DM!