Salesforce Events, Conditions, and Actions in Workflows

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Contents

This article provides an overview of the available events (WHEN), conditions (IF), and actions (THEN) that you'll find in Workflows, from the available Salesforce connector in BetterCloud.

Events

Triggering events for workflows that originate in Salesforce are coming soon! This article will be updated when new events are release - please stay tuned.  

Conditions

Scoping conditions for workflows that originate in Salesforce are coming soon! This article will be updated when new conditions are released - please stay tuned.

Actions

Users

Deactivate User

This action deactivates a user's Salesforce account.

Set User's Company

This action sets the "Company" field for a Salesforce user.

Set User's Department

This action sets the "Department" field for a Salesforce user.

Set User's Division

This actions sets the "Division" field for a Salesforce user.

Set User's Employee Number

This action sets the "Employee Number" field for a Salesforce user.

Set User's Manager

This action sets a user's manager in Salesforce.

Set User's Name

This action sets a user's first and last name in Salesforce.

Set User's Title

This action sets the "Title" field for a Salesforce user. 

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