Salesforce Triggers are available to help automate your sends. This article dives into how to create those 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
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.
String Not Equals
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.
For additional assistance please contact [email protected]