Automated Taxonomy Categorization Workflow Process for Updates SalesforcestephaniehaydenMar 17, 20241 min readUpdated: Mar 18, 2024Here's an example of a process flow I created for automated maintenance of a taxonomy we created.We wanted to make it easy for customer support folks to quickly categorize incoming support requests and update cases moving forward.
Here's an example of a process flow I created for automated maintenance of a taxonomy we created.We wanted to make it easy for customer support folks to quickly categorize incoming support requests and update cases moving forward.