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Hi @Kate_Colbert ,Very helpful article! This topic is top of my mind for me and the considerations that you outlined are insightful. My company's business sells into one large account but to several different departments / units frequently. We are finding that there is overlap between in terms of t...
This is very helpful information but I am a little confused at the screenshot for step 5. (02-Update Preferences (Trigger-New)). For the trigger you have Form is any and page does not contain preferences. Wouldn't you want to target the preference page? What am I missing? Thanks