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Salesforce, a leading CRM platform, brings all of your customer communication in one place. This enterprise-level application creates personalized customer journeys and multi-channel marketing campaigns that work to capture and target potential leads into repeat clients. Although Salesforce is one of the best customer relationship management tools, it needs to integrate with other applications used within an organization. Salesforce can be integrated with other third-party tools to cater to different purposes, including data, business logic, business analytics, and many more depending on individual requirements. Salesforce is more powerful when you ingrate it with other apps you use in your organization through automation platform. Appy Pie connect allows you to integrate Salesforce with hundreds of other apps without any coding. This Salesforce integration helps you enhance the functionality of your Salesforce account by letting you integrate it with industry-leading software and custom apps you use in your business.
Appy Pie Connect can automate a variety of workflows involved in Salesforce, such as creating leads, contacts, opportunities from emails, online forms, social media ads, and many more. You can use Appy Pie Connect to automatically create leads in Salesforce whenever someone signs up for your email marketing newsletter. Or you can also move any information between Salesforce and other apps. Or you can move information between the CRM, your online payment processing app, and your accounting app whenever someone makes a purchase. You can even automatically send thank you cards to customers after a deal closes. Connecting Salesforce with our automation platform will help you understand your customer needs, solve their problems, and identify opportunities to extend help by managing their information and interactions with your company on a single platform.
Appy Pie Connect brings together Triggers (like "New Lead") and Actions (like "Create Contact") to complete an action in one app whenever a trigger occurs in another. This phenomenon is called “Connect” and these Connects help you automate repetitive tasks saving you the trouble of doing them manually.
TTo integrate the Salesforce app with Appy Pie Connect, search and select the app from the app directory. Choose the service required and click the Continue button to move ahead with integration.
Note: To check more triggers, click “Show More Trigger” at Appy Pie Connect.
Click the Connect an Account button and enter the username/emailID and password for your registered salesforce account you want to integrate at Connect (or directly allow the account if already logged in).
Enter the OTP for the registered account (if logging in with the credentials) and click the Verify button.
Appy Pie Connect will reconfirm the account of Salesforce, click the Continue button to complete the integration.
How Salesforce object and records work at Appy Pie Connect
Standard Objects:These include objects such as account, contact, lead, opportunity and other Salesforce objects. It is similar to the database table for the operational information.
Custom Objects:These objects are more focused on the company or Salesforce account. These are denoted with _c in the tail of the key.
Records:The track for each object and all the relevant data. For example: ‘Appy_Pie_Connect’ account, ‘Tia Malik’ the contact, this complete record will be available in the single row of database table.
New outbound message trigger - How to use it?
The New Outbound Message Trigger let the user user criteria filters on the Salesforce side while running Connect.
This will happen if your Salesforce account supports workflow rules. For this, follow the steps given:
Using Find Object by Query Search
Salesforce limitation for Connected Apps
With Salesforce only 5 third part application accounts can be connected at a time. If you connect with a new application the older account permits will be revoked. This simply means that a salesforce account can work with only 5 apps at a time but this doesn’t limit the number of connections using the integrated account at Appy Pie Connect.
To see and manage the app access in Salesforce using this link.
What types of Salesforce accounts & editions are supported by Connect?
Connect supports Sales/support accounts with all editions, however Marketing Cloud accounts are not yet supported.
Salesforce accounts using Customized domains are not supported by Connect yet, but we do support My Domains.
How does the search actions work?
Search actions in Salesforce results with all recently created records that match the criteria of search. Multiple records can be fetched with the search actions.
My Custom fields/objects are not loading.
Sometimes there is a delay between Salesforce custom fields or objects and their time of appearance in Connect editor. To make the corrections in trigger, use the Salesforce object menu given in the button and click reload to fetch new choices.
In case of actions, here are some of the tricks that can help:
Why does my Connect keep assigning a record or object to the same owner?
This may be due to Salesforce account setting, check workflow assignment setup rules which may be affecting.
Error: This Connect of Sales seems to be unavailable/ not working
It may happen if your Salesforce account has accessed the limit of 5 connections to third party apps. You can try to:
Recheck the field that you are trying to update, they may be encrypted. To decrypt check Salesforce admin fields.
This happens in case if Salesforce admin has made the restriction for updates or insertions in particular fields in which the error message is shown. Contact Salesforce admin to have the permission for the particular action event.
Recheck if any of the mentioned fields has a custom validation rule. Make sure that the records being created through Connect follows the same rules.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Searches a Contact by a field and value you choose.