Salesforce Triggers are available to help automate your sends. This article dives into how to create those Triggers.
NOTE! The SFDC Managed Package will need to be installed in order for Salesforce Triggers to work.
Only those with the Admin role can create triggers.
Creating Salesforce Triggers
Start from the Automation tab and select Create a Trigger.
On the next page, name the Trigger and select the Salesforce integration.
Next, select the trigger Action:
- Do Nothing
- Send an Item - This will prompt you to select and customize the item you wish to send.
- Start a Subscription
- End a Subscription
Now, select the trigger type and the associated filters.
- Trigger Type - Opportunity, Task, Event
- Trigger Filters - Create as many filters as needed
NOTE: Opportunity Triggers will only send to the contact labeled as the Primary Contact on the Opportunity.
Let's Talk Trigger Filters
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.
Once all the options have been confirmed, select Create Trigger. Your Salesforce Trigger has now been set up.
Explore the Postal + Salesforce integration using our Salesforce Integration Hub article !