Customer Onboarding Automation
Created by IWConnect This pattern is a customer onboarding use case that creates an automated data flow between a customer portal application and the Salesforce CRM platform, and then back to the customer portal application. Whether to kick off the customer experience journey or to initiate a lead management process, a common first step is to capture the first set of customer engagement information into a CRM system and create a record or opportunity. Configuration See this video for more information: Customer Onboarding Automation with SnapLogic - YouTube Sources: Customer Portal Targets: Salesforce Snaps used: REST Get, Union, Mapper, Salesforce Create Downloads 01_p1_CreateLead.slp (8.5 KB)
