Salesforce trigger nodes let you connect customer and business data from Salesforce with automated workflows in SleekFlow. By setting up these triggers, you can ensure that updates to your Salesforce records, such as new leads, updated opportunities, or modified accounts, automatically launch actions in SleekFlow. This helps sales, marketing, and support teams keep data in sync, follow up faster, and maintain consistent engagement across platforms.

In this article, we’ll walk through the Salesforce trigger types available in Advanced Flow Builder, their common use cases, and how to configure them.
 

Salesforce records created

The “Salesforce record created” trigger runs the flow whenever a new record is created in your connected Salesforce org. Use this to act instantly on new Leads, Contacts, Accounts, Opportunities, Cases, or custom objects—so teams can welcome new contacts, route work, and keep systems in sync.

Common use cases include:

• Lead capture to outreach: When a new Lead is created, send an introduction message, assign ownership, or add a label for routing.
• Account/contact enrichment: When a Contact or Account is created, create/update the contact in SleekFlow and apply segments (e.g., “Retail,” “APAC”).
• Pipeline kick‑off: When an Opportunity is created, notify the owner, create a follow‑up task, or start a multi‑step nurture flow.

Set up the Salesforce record created trigger node form by following the steps below:

1. Click on the node to open its form, which appears on the right side of the screen.
2. The node form contains the following fields for you to configure the trigger:
   1. Setup tab
      1. Organization: Select the connected Salesforce org you want to use with this trigger. If you haven’t connected Salesforce yet, follow this Help Center article to connect. 
      2. Object type: Choose the Salesforce object that will start the flow when created (e.g., Lead, Contact, Account, Opportunity, Case, or a Custom object).
         
   2. Filter tab
      1. Enrollment conditions: When toggled on, set the specific conditions the newly created record must meet to be enrolled into the flow. Examples (fields vary by object):
         1. Lead: Lead Source = Web AND Status = New
         2. Contact: Email is not empty AND Country = Hong Kong
         3. Opportunity: Amount ≥ 10000 AND Stage = Prospecting

Salesforce records updated

The “Salesforce records updated” trigger runs the flow whenever an existing record in your connected Salesforce org is updated. Use this to react to key field changes—such as stage movements on Opportunities, status changes on Cases, or profile updates on Contacts—so you can notify teams, message customers, and keep systems in sync.

Common use cases include:

• Stage or status changes: Notify owners or customers when an Opportunity stage moves (e.g., Prospecting → Negotiation) or a Case status changes (e.g., In Progress → Closed).
• Priority or value thresholds: Escalate when Case Priority = High or when Opportunity Amount ≥ 50,000.
• Profile and consent updates: Sync communications preferences when Contact Email Opt‑In or Phone is updated.

Set up the Salesforce records updated trigger node form by following the steps below:

1. Click on the node to open its form, which appears on the right side of the screen.
2. The node form contains the following fields for you to configure the trigger:
3. Setup tab
   1. Organization: Select the connected Salesforce org you want to use with this trigger. If you haven’t connected Salesforce yet, follow this Help Center article to connect. 
   2. Object type: Choose the Salesforce object that will start the flow when created (e.g., Lead, Contact, Account, Opportunity, Case, or a Custom object).
      
4. Filter tab
   1. Enrollment conditions: When toggled on, set the specific conditions the updated record must meet to be enrolled into the flow. Examples (fields vary by object):
      1. Opportunity: StageName changes to "Closed Won" OR Amount ≥ 50000
      2. Case: Status changes from "Open" to "Closed" OR Priority = High
      3. Contact: Email Opt-In = True AND Mailing Country = Singapore