Initial training
Gonexa RF is the solution dedicated to associations to manage the entire cycle of their tax receipts.
Automate the creation of an RF
If you want to save time, you can automatically create, validate and send an RF by email
Creation of the 4-in-1 flow
STEP #1
Setting up the creation of the tax receipt
- Action added: create_tax_receipt__c
Setting up tax receipt validation
- Action added: validate_tax_receipt__c
Document generation action
- Action added: GNC_generate_document__c
Action to send the document by email
- Add action: Send e-mail with attachment
☝️ Org Flow
Go to our sample feed org for inspiration. Find the use cases most used by our customers.
- address: login.salesforce.com
- id: tester@gonexa.fr
- password: Gonexa01