How to create workflow for loading specific type
You can add the rules and set the conditions if you want to show the specific entity data in the customer portal or allow the portal users to access the specific entity data. In this video, you will learn how to create the “Load Data” workflow.
►LET’S CONNECT:
Linkedin: https://www.linkedin.com/company/crmjetty/
Facebook: https://www.facebook.com/CRMJetty/
Twitter: https://twitter.com/crmjetty/
#PortalXpand #CustomerPortal #CRMJetty
You can add the rules and set the conditions if you want to show the specific entity data in the customer portal or allow the portal users to access the specific entity data. In this video, you will learn how to create the “Load Data” workflow.
►LET’S CONNECT:
Linkedin: https://www.linkedin.com/company/crmjetty/
Facebook: https://www.facebook.com/CRMJetty/
Twitter: https://twitter.com/crmjetty/
#PortalXpand #CustomerPortal #CRMJetty
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