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When your organization creates new accounts in Salesforce, you might want to create the same account in Microsoft Dynamics CRM as well.

Solution

In this guide, we explain how to use the Salesforce REST connector to get details of your new accounts (e.g., Id, name) from Salesforce and add them to Microsoft Dynamics CRM using the Microsoft dynamics CRM connector. If in case of a failure, we se nd an email alert to the relevant stakeholders using the Gmail connector.

How the solution works

The following diagram illustrates how the basic solution works:

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