After creating a Milestone Template with your defined set of Milestones, the final step is to create either a Salesforce Flow or an Apex Trigger that fires when a record is created. Please refer to one of the below articles depending on the preferred method.
Initiating Milestone Creation Using Salesforce Flow
Initiating Milestone Creation Using an Apex Trigger
Related Articles
Adding the Squivr Timeline Component
Comments
0 comments
Please sign in to leave a comment.