Automations

Deprecation warnings in Salesforce

⚡️ Automation

Deprecation warnings in Salesforce with Secoda. Learn more about how you can automate workflows to turn hours into seconds. Do more with less and scale without the chaos.

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Automations

Deprecation warnings in Salesforce

⚡️ Automation

Deprecation warnings in Salesforce with Secoda. Learn more about how you can automate workflows to turn hours into seconds. Do more with less and scale without the chaos.

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Overview

Integration with Salesforce allows businesses to seamlessly connect Secoda's data catalog with their Salesforce CRM system. This integration enables organizations to manage and support customer relationships more effectively. By integrating Salesforce with Secoda, businesses can store, track, and analyze customer and prospect information in one centralized platform. This includes contact and account details, as well as the ability to identify sales opportunities, record service issues, and manage marketing campaigns. The integration also enables automated tagging and identification of assets within the data catalog, alerting businesses when assets have not been updated or viewed within a specified time period. With Secoda's integration with Salesforce, businesses can streamline their data management processes and ensure that customer information is up to date and easily accessible.

How it works

Integration with Salesforce allows you to automate your workflow using Triggers and Actions. Triggers activate the workflow based on schedules you define, such as hourly, daily, or custom intervals. Actions consist of various operations, including filtering and updating metadata. You can stack multiple actions to create customized workflows that cater to your team's specific requirements. With Secoda integration, you can also perform bulk updates to metadata in Salesforce. Additionally, Secoda provides the functionality to automatically identify and tag assets in your data catalog based on their last updated or viewed dates, whether it's within the last 90 days or any specified time interval. You can receive notifications when an asset is ready to be deprecated based on its usage levels.

About Secoda

When integrating Salesforce and Secoda for data migration, you can benefit from Secoda's ability to serve as an index of your company's data knowledge. Secoda consolidates your data catalog, lineage, documentation, and monitoring into a single data management platform. This integration enables you to efficiently manage and transfer data while also receiving asset deprecation warnings, ensuring the smooth migration of your assets.

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