February 5

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New Workflow Actions: Manage Associated Custom Object Records

By GoEXELA Zap

February 5, 2025


Three new workflow actions for Contact-Based Workflows enable users to create, update, and clear fields of associated custom object records, enhancing automation and efficiency.

1. **Create an Associated Record**: Automates creation of custom object records linked to contacts.
2. **Update an Associated Record**: Modifies existing records to maintain accurate data.
3. **Clear Fields of an Associated Record**: Resets specific fields in records without deletion.

**Key Benefits**: Automates data management, reduces manual efforts, and enhances workflow automation.

**Usage Steps**: Set up workflows with these actions to streamline record management.

**Purpose**: Saves time, reduces errors and keeps data current.

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