Liza McGraw's Profile
Liza McGraw
Recent Messages
#announcements - September 24, 2023 at 09:15 PM
@Emily Smith this is interesting! Did your business ops team build this for you? curious how you created the open reference request aspect
#announcements - August 14, 2023 at 05:30 PM
Y'all are amazing! I saw Leslie's [episode](https://cmasoulmate.substack.com/p/episode-12-how-to-build-a-reference) 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!
#announcements - August 14, 2023 at 05:09 PM
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? 🙂 Thanks in advance!