Paul M.

Is it not possible to change the initial check time frame on an Event: Job Change? I set it up for 3 months initially, but I'd like to now look back 1 year if possible and would prefer to edit the existing event monitoring rather than create a brand new event monitor/table

I'm trying to create a waterfall that consists mostly of Salesforce actions. For all waterfall steps involving SF, I need to specify an output. However, nothing populates in the drop down. I need a waterfall with the following steps in the exact order listed: 1) SF look up to check if an account exists 2) Update existing accounts using Account IDs found in step 1 3) Create new accounts 4) Run an SOQL query How can I achieve this??? In theory I should be able to do so.

Is it possible to use AI to filter an existing table/workbook down to specific company types? For example, I have a list of construction-adjacent companies, but I am only interested in general contractors