All trigger nodes require setting up in a node form, where you can further specify the parameters for a flow to be triggered. In this section, we will guide you on how to set up every Salesforce related trigger node so you can initiate your flows based on expected circumstances.
Before configuring Salesforce trigger nodes, you will need to set up your Salesforce integration first. You can refer to the help center article here to connect to your Salesforce organization.
Supported Salesforce objects
When configuring Salesforce trigger nodes, it’s important to recognize the various supported Salesforce objects, as these will dictate the range of actions you can perform within SleekFlow. Below is a list of the supported Salesforce objects:
| Salesforce object | Description |
| Contact | Represents an individual person associated with your business, such as a customer or partner. |
| Lead | Represents a potential customer who has shown interest in your products or services but has not yet been qualified as a sales opportunity. |
| Opportunity | Represents a potential revenue-generating event, such as a sale or deal that is being pursued |
| Account | Represents a company or organization that you do business with, containing information about the relationship |
| Campaign | Represents a marketing initiative or event aimed at generating leads or opportunities |
| Custom object | Represents any custom-defined object in your Salesforce organization, allowing for tailored data management specific to your business needs |
By selecting the relevant Salesforce object trigger nodes, you can update or create Salesforce records directly within SleekFlow’s Flow Builder. These capabilities enhance your ability to manage Salesforce records seamlessly, improving workflow efficiency and ensuring that your data remains current and actionable.
Loop through Salesforce object records
The “Loop through Salesforce object records” trigger is a manual trigger that allows you to enroll all records from your selected organization into the flow, as long as they meet the enrollment conditions. You can use this trigger to sync all of your Salesforce contacts with SleekFlow or send targeted messages to your Salesforce leads without syncing the lead records to SleekFlow.
Set up the "Loop through Salesforce object records" trigger node form by following the steps below:
- Click on the node to open up its form, which will appear on the right side of the screen
- Select the Salesforce organization you want to use within this node. If you have not connected to a Salesforce organization, you can refer to the Connect to your Salesforce organization help center article
- The node form contains the following fields for you to set up the triggers:
- Enrollment conditions - When toggled on, you can set specific conditions that the Salesforce object record must meet in order to be enrolled into the flow
Salesforce object records created
The “Salesforce object records created” trigger activates when a new Salesforce object record is created, for example, Contact or Lead, in the selected Salesforce organization. You can use this to create a SleekFlow contact, send out welcoming messages to the new contact, and so on.
Follow the steps below to set up the trigger:
- Click on the node to open up its form, which will appear on the right side of the screen
- Select the Salesforce organization you want to use within this node. If you have not connected to a Salesforce organization, you can refer to the Connect to your Salesforce organization help center article
- The node form contains the following fields for you to set up the trigger:
- Enrollment conditions: Toggle this on to define the criteria that Salesforce object records must meet to be enrolled in the flow
- Add conditions: To specify additional criteria, click “+ Add conditions” and input the required details for records to qualify for enrollment in the flow
Salesforce object records updated
The “Salesforce object records update” trigger activates when there is a change in the Salesforce object record, for example, Contact or Lead, in the selected Salesforce organization, You can use this to update a SleekFlow contact or to trigger specific workflows based on changes in the record’s information.
Follow the steps below to set up the trigger:
- Click on the node to open up its form, which will appear on the right side of the screen
- Select the Salesforce organization you want to use within this node. If you have not connected to a Salesforce organization, you can refer to the Connect to your Salesforce organization help center article
- The node form contains the following fields for you to set up the trigger:
- Enrollment conditions: Toggle this on to define the criteria that Salesforce object records must meet to be enrolled in the flow
-
Add conditions: To specify additional criteria, click “+ Add conditions” and input the required details for records to qualify for enrollment in the flow