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Salesforce Integration

Salesforce is a cloud-based CRM platform that helps businesses manage their customer relationships and sales processes. Its purpose is to provide a comprehensive solution for managing customer data, tracking sales activities, and improving customer relationships. Salesforce offers various automation features, such as workflow automations, email templates, and lead scoring, which help businesses automate repetitive tasks and streamline their sales processes. This automation is particularly valuable for sales teams, sales managers, and business owners, as it automates tasks like lead generation, sales follow-ups, and sales reporting, ultimately improving sales efficiency and productivity. With Salesforces automation capabilities, businesses can focus more on closing deals and building strong customer relationships, while routine tasks are handled seamlessly in the background.

Triggers

Trigger components allow you to start an automation flow when an event happens in the app.

New Object

Emit new event (at regular intervals) when an object of arbitrary type (selected as an input parameter by the user) is created. See the docs for more information.

Actions

Action components allow you to perform operations on the app.

Add Contact to Campaign

Adds an existing contact to an existing campaign. See Event SObject and Create Record.

Create Case

Creates a Salesforce case, which represents a customer issue or problem. See Case SObject and Create Record.

Create Task

Creates a task, which represents a business activity such as making a phone call or other to-do items. See Task SObject and Create Record.

Delete Opportunity

Deletes an opportunity. See Opportunity SObject and Delete Record.

Get Object Records

Retrieves all records in an object or a record in an object by the given ID or criteria. API Doc

How to Integrate Salesforce?

For Salesforce integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Salesforce.
  5. Drag and drop the Salesforce component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Salesforce account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!