How to set up and use Salesforce Record Created Trigger
Run the workflow when a new Salesforce record is created. Follow these steps:
For more information on the integration needed, visit the related article in the Integrations collection.
This trigger works for various Salesforce records, including accounts, contacts, leads, opportunities, and custom objects. The process is the same for all record types.
Add a Salesforce Record Created Trigger: Create a workflow with a Salesforce Record Created Trigger, use an existing workflow with a Salesforce Record Created Trigger, or change an existing workflow's trigger type to a Salesforce Record Created Trigger.
Add Salesforce connection: If you haven't already, connect your Salesforce account to Cassidy. This will allow Cassidy to access your Salesforce records and trigger workflows based on new record creation.
Select record type: Choose the specific Salesforce object type you want to monitor for new records using the "Type" dropdown. This allows you to specify whether you want to trigger on new accounts, contacts, leads, opportunities, or other record types.
Add filters (optional): If you want to trigger the workflow only for specific records that meet certain criteria, you can add filters using the "Only Continue If" action. For more information on adding conditional logic to your workflows, visit this article.
Reference the Salesforce variables: In the rest of your workflow, you can use various variables from the Salesforce Record Created Trigger to map to corresponding Salesforce properties. This allows you to use the record data throughout your workflow.
Activate the trigger: In the Salesforce Record Created Trigger block, click the toggle switch to turn it on.
Note: The Salesforce Record Created Trigger will not activate the workflow for existing records. It only triggers the workflow when a new record is created in Salesforce after the trigger has been set up.