Salesforce Triggers
Use Salesforce events to set a trigger for workflow execution. To create an event for Salesforce, complete the following steps:
1. Place the pointer on the start icon , and then click or double-click . A list of triggers appears.
2. Select Salesforce. In the trigger configuration window, do one of the following:
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 following steps.
3. Edit the Trigger Label, if needed.
4. To add a Salesforce connector type, refer to Supported Salesforce Connector Types.
If you previously added a connector type, select the appropriate Connector Type, and under Connector Name, select the connector.
5. Click TEST to validate the connector.
6. In the Select Trigger list, select one of the following events:
New Contact—A new contact is created.
New Account—A new account is created.
New Lead—A new lead is created.
New Opportunity—A new opportunity is created.
New Case—A new case is created.
New Task—A new task is created.
New Event—A new event is created.
New Record in Custom Object—A new record is created in the custom object.
Update User—An existing user is updated.
Update Account—An existing account is updated.
7. For the New Record in Custom Object event, in the Custom Object API Name list, select or specify the API name of the custom object.
8. Under the Custom Filters section, click ADD, and then do the following:
a. Map the appropriate fields from the Trigger Data section to the Input field.
b. Select an appropriate value in the Condition list.
c. Set a value in the Expected field.
Click Add to add multiple custom filters. Click to delete any custom filter that you added.
For more information on custom filters, refer to Adding Custom Filters.
9. Click SAVE.
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