salesforce

Salesforce

Common Questions

Salesforce provides cloud computing as well as social enterprise Software-as-a-Service (SaaS).

salesforce

Triggers

  • New Account

    Triggers when a new account is created

  • New Contact

    Triggers when a new contact is created

  • New Case

    Triggers when a new case is created

  • New Opportunity

    Triggers when a new opportunity is created

  • New Lead

    Triggers when a new lead is created 

  • New Record in Custom Object

    Triggers when a new record is created for a custom object

  • New Task

    Triggers when a new task is created

  • New Event

    Triggers when a new event is created

salesforce

Actions

  • Create Account

    Create a new account

  • Create Bulk Record

    Create multiple records at a time

  • Create Campaign

    Create a new campaign

  • Create Contact

    Create a new contact

  • Create Email Template

    Create a new email template

  • Create Lead

    Create a new lead

  • Create Opportunity

    Create a new opportunity

  • Create Record

    Create a new record for the specified object

  • Create Task

    Create a new task

  • Create User

    Create a new user

  • Delete Bulk Record

    Delete multiple records at a time

  • Delete Record

    Delete a record of a specified object

  • Executes SOQL query

    Execute the specified SOQL query

  • Get Accounts

    Retrieve the details of one or more accounts

  • Get Campaigns

    Retrieve the details of one or more campaigns

  • Get Contacts

    Retrieve th details of one or more contacts

  • Get Email Templates

    Retrieve the details of one or more email templates

  • Get Leads

    Retrieve the details of one or more leads

  • Get Opportunities

    Retrieve the details of one or more opportunities

  • Get Records

    Retrieve the records of the specified object

  • Get Tasks

    Retrieve the details of one or more tasks

  • Get Users

    Retrieve the details of one or more users

  • Update Bulk Record

    Update multiple records at a time

  • Update Record

    Update the records of the specified object

Common Questions

To use Salesforce in your flow, you will first need to connect Salesforce to Built.io Flow Enterprise. 

To do this, drag any Salesforce action listed under Salesforce service on the canvas and click on ‘Add New’ option listed under ‘Authorize Salesforce’ field in the configuration window. You will be redirected to a new window where you will be prompted to enter the ‘User Domain’ for your Salesforce developer account. 

Salesforce authorization

If you have a custom domain, (e.g., mydomain.my.salesforce.com) you can enter it here, and if you are using common endpoints, enter ‘login.salesforce.com’. Once you have entered the user domain, click on ‘Allow’. 

This will open a new dialog box where you need to enter login details of your Salesforce developer account.

Salesforce login

Click on the ‘Log In’ button after entering your username and password. After signing in to your Salesforce developer account, you will be redirected to canvas. 

:Rename authorization

Rename the authorization as per your choice and click on ‘Add’ link. You can now see the added authorization under ‘Authorize Salesforce’ field. Once added, this authorization will be available in all Salesforce actions and triggers.

When you create an email template using an action flow, you are required to specify the folder under which you wish to create an email template. To create a new folder in your Salesforce account, follow the steps given below:

1. Log in to your Salesforce developer account and click on ‘Setup’ option given on the top-right hand side of the window. You will be redirected to a new window. 

salesforce dashboard

2. Select ‘Communication Templates’ from the list of options listed under the ‘Administer’ tab and select ‘Email Templates’. 

administer window

A new window will appear. 

3. Click on the ‘Create New Folder’ link given beside the folder drop down field. 

Create folder-step 1

4. In the window that appears, enter the details of the email template folder that you wish to create. 

Create folder- step 2

When you click on ‘Save’, the specified email template folder will be created.