Salesforce Triggers
You can set a trigger for a specific workflow by selecting events from the trigger list.
Using Salesforce Triggers
To use this trigger in your workflow, you need to create a new event for the Salesforce trigger, and then connect to the flow. To create a new event, do the following:
1. Place the pointer on the start icon , and then click or double-click . A list of triggers appears.
2. Select the Salesforce trigger, and then create a new event. The Salesforce trigger configuration window opens.
If a trigger is already created, select an existing trigger, and then click SAVE.
To create a new trigger, click Create a new event for Salesforce, and then proceed with the steps further.
3. Edit the trigger label, if needed.
4. To add a new authorization, refer to the section Authorize Salesforce in the Salesforce connector topic.
If you previously added an authorization for Salesforce, select an authorization from the list.
5. In the Select Trigger list, select a trigger. A list of triggers with a description of what initiates each trigger follows:
New Contact—New contact is created.
New Account—New account is created.
New Lead—New lead is created.
New Opportunity—New opportunity is created.
New Case—New case is created.
New Task—New task is created.
New Event—New event is created.
New Record in Custom Object—New record in the custom object is created.
Update User—An existing user is updated.
Update Account—An existing account is updated.
6. In the Custom Filters section, click ADD, and then enter the following details:
Expected—The expected output.
Condition—Condition to apply on the filters such as equals, greater than, less than, contains, does not contain, matches, and so on.
Click ADD to set multiple custom filtering criteria.
For more information on custom filters, refer to the topic Adding Custom Filters.
7. Click SAVE.