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

  • Object Record Deleted

    Triggers when an existing record from an object is deleted

  • 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 Object Record

    Triggers when a new record is created in any object

  • New Campaign

    Triggers when a new campaign is created 

  • Object Record Updated

    Triggers when an existing record is updated in an object

  • Account Updated

    Triggers when an existing account is updated

  • Contact Updated

    Triggers when an existing contact is updated

  • Lead Updated

    Triggers when an existing lead is updated

  • Opportunity Updated

    Triggers when an existing opportunity is updated

  • Campaign Updated

    Triggers when an existing campaign is updated

  • Case Updated

    Triggers when an existing case is updated

  • Account Deleted

    Triggers when an existing account is deleted

  • Contact Deleted

    Triggers when an existing contact is deleted

  • Lead Deleted

    Triggers when an existing lead is deleted

  • Opportunity Deleted

    Triggers when an existing opportunity is deleted

  • Campaign Deleted

    Triggers when an existing campaign is deleted

  • Case Deleted

    Triggers when an existing case is deleted

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 workflow, you will first need to connect it with Built.io Flow. 

To do this, drag any Salesforce action listed under Salesforce service on the canvas. In case of configuring Salesforce triggers, double-click the Start icon on your canvas and select Salesforce service. Then, click on the Add New option listed under the 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 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 ADD. You can now see the added authorization under the 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 workflow, you are required to specify the folder under which you want 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. Hover and click the Setup icon given on the top-right hand side of the window. You will be redirected to a new window. 

salesforce dashboard

2. Click the drop-down icon associates with the Email option under the ADMINISTRATION tab. Then click on Classic Email Templates. A new window will appear on the screen. 

salesforce.png

3. Click on the Create New Folder given beside the folder drop-down field. 

2.png

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

Create folder- step 2

When you click the Save button, the specified email template folder will be created.