Salesforce provides cloud computing as well as social enterprise Software-as-a-Service (SaaS).
Triggers when a new account is created
Triggers when a new contact is created
Object Record Deleted
Triggers when an existing record from an object is deleted
Triggers when a new case is created
Triggers when a new opportunity is created
Triggers when a new lead is created
New Object Record
Triggers when a new record is created in any object
Triggers when a new campaign is created
Object Record Updated
Triggers when an exisiting record is updated in an object
Triggers when an existing account is updated
Triggers when an existing contact is updated
Triggers when an existing lead is updated
Triggers when an existing opportunity is updated
Triggers when an existing campaign is updated
Triggers when an existing case is updated
Triggers when an existing account is deleted
Triggers when an existing contact is deleted
Triggers when an existing lead is deleted
Triggers when an existing opportunity is deleted
Triggers when an existing camapaign is deleted
Triggers when an existing case is deleted
To use Salesforce in your workflow, you will first need to connect Salesforce to Built.io Flow.
To do this, drag any Salesforce action listed under Salesforce service on the canvas. In case of configuring Salesforce triggers, click on the Settings icon on your canvas and select Salesforce service. Then 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.
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.
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 the authorization as per your choice and click on ADD. 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.
2. Select ‘Communication Templates’ from the list of options listed under the ‘Administer’ tab and select ‘Email Templates’.
A new window will appear.
3. Click on the ‘Create New Folder’ link given beside the folder drop down field.
4. In the window that appears, enter the details of the email template folder that you wish to create.
When you click on ‘Save’, the specified email template folder will be created.