Salesforce Triggers are available to help automate your sends. This article dives into how to create those Triggers.


Note: The Salesforce integration will need to be set up in order for triggers to work. Only those with the Admin role can create triggers.

Creating Salesforce Triggers

Start from the Automation tab and select 'Create a Trigger'.

The Trigger creation will slide from the right. Here you will name the Trigger and select the proper integration. Select 'Salesforce'.

From here you will select :

  • Trigger Action - Do Nothing, Send an Item, Start a Playbook, or End a Playbook

Selecting 'Send an Item' will prompt you to select and customize the item you wish to send.

  • Trigger Type - Opportunity, Task, Event
  • Trigger Filters - Create as many filters as needed

Trigger Filters

Filters are used to determine when a value is set or when a transition has occurred in a data set. You must provide at least one filter for a trigger.

If you want the trigger to fire when a value is set, you can use the Current Value on a field. Anytime the current value meets the filter criteria, the trigger is fired.

If you want the trigger to fire when a transition happens, then you can use a Previous Value and a Current Value filter on the same field. Anytime the field transitions from the previous value to the current value, the trigger is fired.

Below is an example of detecting when an Opportunity changes the Stage Name from anything into the Closed Won state.

Field

Transition

Filter

Value

Stage Name

Previous Value

String Not Equals

Closed Won

Stage Name

Current Value

String Equals

Closed Won

Once all the options have been confirmed select 'Create Trigger'. Your Salesforce Trigger has now been set up. Learn more about how to understand the Triggers Dashboard.


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