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How to connect to Salesforce

Build smart, no-code workflows with Salesforce using triggers, actions, and AI logic, automate any process in minutes.

TABLE OF CONTENTS

 

Introduction

Salesforce, a leading CRM platform, empowers businesses with comprehensive tracking of customer interactions and sales data through its robust API. It efficiently manages leads, contacts, opportunities, and cases, while offering advanced features for automating sales and marketing processes, including email marketing, lead capture, and lead scoring.

 

Available triggers

Triggers are the events that starts the flow. All triggers run in real-time, i,e, data is transferred at the moment the event occurs

  • Delete record

  • Update record

  • Opportunity updated

  • New lead

  • New Account

  • New Opportunity

  • New Contact

  • New Record

  • New Campaign Member

 

Available actions

Actions are what Feefo performs when your automation is flow. Actions also allow you to transfer data to other apps and systems

  • Create a record

  • Delete a record by ID

  • Approve a record

  • Reject a record

  • Submit a record for approval

  • Update a record

  • Get a record by ID

  • User search

  • Create an account

  • Update contact

  • Update an opportunity

  • Get a contact by ID

  • Update lead

  • Get an account by ID

  • Contact Search (Beta)

  • Lead Search (Beta)

  • Account Search (Beta)

  • Opportunity Search (Beta)

  • Create lead

  • Create a contact

  • Create an opportunity

  • Update an account

  • Custom API request

Before setting up integrations with Salesforce connect the app.

 

Connect the App

  1. To do this, go to the Platforms section and click the Add a connection button.

  2. Select the app and click the Add a connection button.

  3. Come up with a name for your connection.

  4. Enter your Salesforce Account information.

  5. Click the Continue button.

  6. Grant Feefo access in the pop-up window.

Ready! Open the created connection. In the Platforms section you can change the name of your connection and refresh its access.