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How to Create Customer Center Access using Workflows?

edited Nov 25, 2022 9:56AM in CRM 2 comments

Hello,

I am trying to give the customer center access when creating a new customer using a workflow.

I can update "Give Access" field using setField action but other fields like Send Email notification, Manually assign password are not available to define.

Is it not possible to achieve this via workflow or is there a way to do it ?

Harsha Kumara
ERP & CRM Consultant | NetSuite & HubSpot Certified | Business Systems Specialist
👉 Connect with me on LinkedIn

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