salesforce

Salesforce

Common Questions

Salesforce is a service that allows you to create a developer account. It is a leading enterprise customer relationship manager (CRM) application that allows you to log, manage, and analyze all customer activity in one place. It provides cloud computing as well as social enterprise Software-as-a-Service (SaaS). Salesforce lets you monitor everything from sales leads to support tickets, and from channel marketing to website analytics.

salesforce

Triggers

  • New Contact

    Triggers when a new contact is created

  • New Account

    Triggers when a new account is created

  • New Lead

    Triggers when a new lead is created

  • New Opportunity

    Triggers when a new opportunity is created

  • New Case

    Triggers when a new case is created

  • New Task

    Triggers when a new task is created

  • New Event

    Triggers when a new event is created

  • New Record in Custom Object

    Triggers when a new record is created in a specific custom object

salesforce

Actions

Common Questions

To use Salesforce actions in any flow, you will first need to connect Salesforce with Built.io Flow Express.

To do this, select any Salesforce event from the list of actions in the ‘Select an Action’ page. Now, the ‘Connect’ step requires you to connect Built.io Flow Express to your Salesforce account. To do this, click the ‘+Add an account’ button and login to your Salesforce account in the new window that appears.

salesforce-login

By default, the value for this field is login.salesforce.com. If you aren’t using a custom Salesforce domain (or using common endpoints such as https://ap20.salesfoece.com), click ‘Allow’ to go to the next step of authorization. If you are using a custom domain (such as https://mydomain.my.salesforce.com), enter your custom domain in the given field, and then click ‘Allow’.

The next page will prompt you to enter your Salesforce account credentials.

salesforce-credentials

Once you click ‘Log In’ after entering your account username and password, you will receive a verification code on your registered email address. Enter the verification code and click ‘Verify’. 

Rename the authorization as per your choice and click ‘Add’.

You will now see the added authorization under ‘Choose Account’. Once added, this authorization will be available in any Salesforce action or trigger.