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

Alerts

Administrator Count Exceeds threshold

Severity: Critical

Description: The number of Salesforce Administrators has exceeded the threshold set

Trigger: Alert me when Administrator Count Exceeds Threshold exceeds threshold of 3

Users with No Department

Severity: Minor

Description: Users who are missing a department in their profile

Trigger: Alert me when Users with No Department exceeds threshold of 1

Users with No First Name

Severity: Minor

Description: Users who are missing a first name in their profile

Trigger: Alert me when Users with No First Name exceeds threshold of 1

Users with No Manager

Severity: Minor

Description: Users who are missing a manager in their profile

Trigger: Alert me when Users with No Manager exceeds threshold of 1

Users with No Phone Number

Severity: Major

Description: Users who are missing a phone number from their profile

Trigger: Alert me when Users with No Phone Number exceeds threshold of 1

Users with No Title

Severity: Minor

Description: Users who are missing a title in their profile

Trigger: Alert me when Users with No Title exceeds threshold of 1

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

Please note: All actions can be taken manually from the "Actions" dropdown menu in the upper right corner of the BetterCloud screen, if applicable, or added to a workflow as a THEN action for automation. 

 

Users

Add User to Permission Set

This action adds a user to a permission set in Salesforce.

Please note: As all Salesforce permission sets, except for "Sales Console User", are fully custom and will vary by organization, you must enter text that corresponds with an existing permission set available in your Salesforce Connector. Please see here for more information. 

Deactivate User

This action deactivates a user's Salesforce account.

Remove User from Permission Set

This action removes a user from a permission set in Salesforce.

Please note: As all Salesforce permission sets, except for "Sales Console User", are fully custom and will vary by organization, you must enter text that corresponds with an existing permission set available in your Salesforce Connector. Please see here for more information. 

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.

Ser User's Role

This action sets a user's role in Salesforce. 

Please note: As all Salesforce roles are fully custom and will vary by organization, you must enter text that corresponds with an existing role available in your Salesforce Connector. Please see here for more information. 

Set User's Title

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

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