Today we’re going to be covering Workflow training.
The aim of this session is to demonstrate to you how to go from using a bank Cyclr console to moving data between two applications.
So what we have here in front of us is my Cyclr console. And this isn’t necessarily blank, but the premise and the concept is still the same. And in fact, every step of the walkthrough will be exactly the same for you as it is for me.
Now, once I’ve logged into Cyclr that, I’ll be greeted by this dashboard. And when I’m ready, I can go through and start making my first template.
From here, I can either click on templates and go into the template library, or as a quickstart, I can just click design new templates up here in the corner of the screen.
For this example, I’m going to go through the template library. And I’m going to be showing this screen here. And I just want to create a new template, same button as before.
Now this template, for a very simple use case, I will be pulling information from Salesforce and depositing it in Google Sheets. So we’ll call this Salesforce
Salesforce into Google Sheets, let’s create a template.