Salesforce

Salesforce is a cloud-based software company that provides customer relationship management (CRM) service and also a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

Key features of Salesforce:

1. CRM Focus
2. Cloud-based
3. AppExchange
4. Trailhead
5. Customization and Flexibility
6. Einstein AI
7. Multi-Tenancy
8. Community and Events
9. Philanthropy
10. Industry Solutions

Trigger:

Update field in records: Triggers when a field is updated in a record.

Actions:

• Create attachment: Creates an attachment of a specified object by given parent ID.
• Find record: Finds a record of a specified object by a field and value.

Connect with Salesforce:

INFO

Pop-up windows must be allowed for this browser session to enable the connection of this third-party app with Workflow Automation.

1. Log in to your Salesforce developer account account.

2. Go to your Salesforce Dashboard.

3. Click the gear icon in the top right corner and click Open Advanced Setup in the dropdown menu.

4. In the Platform Tools section of the sidebar navigation navigate to Apps > App Manager.

5. Click the New Connected App button.

6. Enter Connected App Name, API Name, Contact E-Mail, and check the Enable OAuth Settings checkbox.

7. Go to Workflow Automation and navigate to My Apps and Add a new app connection choosing Salesforce from the list.

8. Copy the OAuth Redirect URL from Workflow Automation and paste it into the Callback URL field on Salesforce.

9. Add the Full access(full)and Perform requests at any time (refresh_token_offline_access) scopes in the Selected OAuth Scopes section and click the Add button to the right of the Available OAuth Scopes list.

10. Uncheck the Require Proof for Code Exchange (PKCE) Extension for Supported Authorization Flowscheckbox!

11. Enable the Enable Authorization Code and Credentials Flow checkbox.

    WARNING

    You MUST uncheck the Require Proof for Code Exchange (PKCE) Extension for Supported Authorization Flowscheckbox and enable the Enable Authorization Code and Credentials Flow checkbox, otherwise the connection can't be established!

12. Scroll down to the bottom of the page and click the Save button at the bottom of the page.

13. Acknowledge the information and click the Continue button.

14. In the API (Enable OAuth Settings) section, click the Manage Consumer Details button.

15. Check your e-mail inbox for the Verification Code and paste it into Verification Code field on Salesforce and click the Verify button.

16. Copy the Consumer Key value from Salesforce and paste it into the Consumer Key field on Workflow Automation.

17. Copy the Consumer Secret value from Salesforce and paste it into the Consumer Secret field on Workflow Automation.

18. Click the Submit button on Workflow Automation.

19. A pop-up window appears. Scroll down to the bottom and click the Allow button.

20. Your Salesforce connection is now established.

21. Start using your new Salesforce connection with Workflow Automation.