This Postal Flight Academy guide will assist you with Postal automation through Salesforce
Applies to: Admins
Things to know
- Only system admins have access to view and create triggers
- The integration connection must be established before the creation of triggers
- The managed package is required for all triggered actions
Video Walkthrough
The Breakdown
When creating a Salesforce trigger in Postal you will have to:
1. Select the Trigger Action: This will allow you to determine what the trigger will achieve.
- Send an item = Triggers a postal send of a single item or a collection.
- Start a subscription = Will kick off a Postal drip campaign.
- Stop a subscription = Will stop an existing Postal drip campaign.
- Do nothing = Recommended for initial testing.
2. Select the Trigger Type: This will allow you to determine the criteria the trigger will execute on.
- Events = Any and all Event data in Salesforce
- Opportunity = Changes to an opportunity
- Task = Any and all Tasks data in Salesforce
3. Select The Trigger Filter: This will allow you to configure the trigger recipe.
- Field = Field in Salesforce
- Value Type = Current or Previous values
- Filter = Determines parameters
- Value = Custom to
Trigger Examples
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 will hit.
Example: Event Trigger configured to hit after a meeting
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.
Example: Opportunity trigger configured to hit on a stage change to “closed won”