Sample User Story
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brennanbutlerRAD commented
When a form is submitted through FormAssembly and they are requesting to start a new Program. The Program, Program Lead, Assistant Program Lead, Facility, Meeting Location, and Club need to have records created in Salesforce. The Program, Facility, and Meeting information also needs to be created as Accounts, so that they will show up for our staff to reach out to for donations. When the Programs are created I want all the other information connected to the Program, then I want to have an engagement plan auto-assigned to the program as well as have the task owners be based on the region of the program.
(This is linked in the Lucid Chart document as a sample do not delete or solve)