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Question

automate tags

  • February 10, 2016
  • 0 replies
  • 20 views

candace_jones
What is the best way to automate tags via the rules engine? I am building a rule that looks for a selected field in SFDC and applies the tag based on that criteria. We are able to see the tag options in the Action section, but it appears that it allows you to only switch tags (e.g. IF Tag A then switch to Tag 😎 rather than apply a tag for the first time. 

Any help is greatly appreciated!