Integrate Salesforce with PagerDuty

Appy Pie Connect allows you to automate multiple workflows between Salesforce and PagerDuty

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About PagerDuty

PagerDuty is the central nervous system for a company's digital operations. PagerDuty identifies issues and opportunities in real time and brings together the right people to respond to problems faster and prevent them in the future.

Want to explore Salesforce + PagerDuty quick connects for faster integration? Here’s our list of the best Salesforce + PagerDuty quick connects.

Explore quick connects
Connect Salesforce + PagerDuty in easier way

It's easy to connect Salesforce + PagerDuty without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Incident

    Triggers when new incidents are created.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Add Acknowledge Event

    Acknowledge the incident with this Incident Key.

  • Add Resolve Event

    Resolve the incident with this Incident Key.

  • Add Trigger Event

    Trigger an incident in PagerDuty with this Incident Key.

How Salesforce & PagerDuty Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick PagerDuty as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to PagerDuty.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and PagerDuty

Salesforce

Salesforce CRM software is a customer relationship management (CRM. application that helps businesses manage their customer interactions. It was originally created by Salesforce.com, and the current version is called “Salesforce1”. It includes a range of features for sales, service, marketing, and customer support. The Salesforce platform has been integrated with many other applications and services, including Heroku and Amazon Web Services (AWS.

PagerDuty

PagerDuty is a cloud-based incident management platform used to monitor and respond to issues with apps, websites and other services. PagerDuty can notify users via email, SMS, phone calls and Slack. It provides an enterprise-class service desk spution that integrates with other cloud services such as AWS, GitHub and Google Cloud Platform. Businesses use PagerDuty to receive alerts when something goes wrong, while IT teams use it to investigate problems and assign them to the right people. PagerDuty integrates natively with Amazon Web Services and other major cloud providers, and can send notifications via email, SMS, voice or through third-party applications like Slack. The company’s customers include LinkedIn, Mozilla, Instagram, Uber, Square Enix, Giphy, Coinbase, UberEATS, Docker, Stripe, Hotjar, Zendesk, Datadog, Asana, Autodesk, Yext, Twitter, Netflix and Expedia.

Integration of Salesforce and PagerDuty

Integration of Salesforce and PagerDuty enables customers to quickly create alerts in PagerDuty using the Salesforce API. Using this set up customers can send automated alerts from any Salesforce App or Record directly to PagerDuty. Customers can also create new incidents in PagerDuty when data is updated in Salesforce. This integration allows users to monitor sales pipeline data in real time through both Salesforce reports and PagerDuty notifications. A meeting is automatically added to the user’s calendar when they receive an alert in PagerDuty. They can also search for incidents in PagerDuty based on information in their Salesforce account. This integration enables customers to have faster access to data in Salesforce when creating new incidents in PagerDuty. Users can send an alert in PagerDuty when they receive a push notification from Salesforce about an opportunity update or when an existing opportunity needs attention. The alert will contain details like opportunity name and amount closed so users don’t need to manually track down the information before creating an incident. When routing an incident in PagerDuty, employees can get notified of changes made to the record in Salesforce while still on the go. For example, if an employee sees that an opportunity record has changed while on their mobile device, they can update the record in PagerDuty without having to open Salesforce on their desktop computer or laptop computer. This integration reduces delays by making it easier for users to respond to incidents quickly while away from their desktops or laptops. If a change is made to the opportunity record in Salesforce, an alert will be generated in PagerDuty so users can update their records even when they are on the go. This integration allows users to access both records in Salesforce and incidents in PagerDuty while on mobile devices. They can update information easily while on the go while still having all the information they need at their fingertips. With this integration enabled, users can search for incidents in PagerDuty based on information in their Salesforce account. Users who receive alerts about opportunities can now click a link that takes them straight to the relevant Salesforce record – regardless of whether they have the Salesforce app installed on their phone – saving time and effort. These users can also see a list of pending tasks from any opportunity record within Salesforce that has been assigned a priority level of high or medium from PagerDuty. This feature allows users to see what tasks need attention from any opportunity regardless of whether they have the Salesforce app installed on their phone or tablet or whether they have logged into Salesforce or not. Users can see a full list of tasks from an opportunity across all priority levels from the sales pipeline page in the PagerDuty mobile app for iOS and Android devices. These tasks appear as cards which can be expanded for more information including notes and due dates. This integration allows users to see the latest updates from a specific opportunity inside Salesforce within a single view in the PagerDuty mobile app for iOS and Android devices. This feature works regardless of whether the user has the Salesforce app installed on their phone or tablet or whether they have logged into Salesforce or not. Users can see a full list of tasks from an opportunity across all priority levels from the sales pipeline page in the PagerDuty mobile app for iOS and Android devices. These tasks appear as cards which can be expanded for more information including notes and due dates. This integration keeps users connected with every aspect of their business – whether at home or on-the-go – without ever leaving Salesforce. Users can quickly search for and create incidents directly from any related record within Salesforce – regardless of whether they have the Salesforce app installed on their phone or tablet – saving time and effort. With this integration enabled users can create incidents directly from any related record within Salesforce – regardless of whether they have the Salesforce app installed on their phone or tablet – saving time and effort. These users can also see a list of pending tasks from any opportunity record within Salesforce that has been assigned a priority level of high or medium from PagerDuty. This feature allows users to see what tasks need attention from any opportunity regardless of whether they have the Salesforce app installed on their phone or tablet or whether they have logged into Salesforce or not. Users can see a full list of tasks from an opportunity across all priority levels from the sales pipeline page in the PagerDuty mobile app for iOS and Android devices. These tasks appear as cards which can be expanded for more information including notes and due dates. This integration keeps users connected with every aspect of their business – whether at home or on-the-go – without ever leaving Salesforce. Users can quickly search for and create incidents directly from any related record within Salesforce – regardless of whether they have the Salesforce app installed on their phone or tablet – saving time and effort. With this integration enabled users can search for incidents in PagerDuty based on information in their Salesforce account. Users who receive alerts about opportunities can now click a link that takes them straight to the relevant Salesforce record – regardless of whether they have the Salesforce app installed on their phone – saving time and effort.

Benefits of Integration of Salesforce and PagerDuty

The process to integrate Salesforce and PagerDuty may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm