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
Triggers when a new case is created
Triggers when a new opportunity is created
Triggers when a new lead is created
New Record in Objects
Triggers when a new record is created in any object
Triggers when a new task is created
Triggers when a new event is created
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.
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’ 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.
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.