Salesforce

Salesforce game-changing technology and Customer Relationship Management cloud software address all your customer interface concerns.

With Salesforce CRM, you can collect customer support requests from different channels, assign cases to the appropriate team or agent, easily recall the best solutions to customer problems, escalate support cases when necessary, direct customers towards web-based solutions, conform to service-level agreements, and identify areas where service can be improved.

For more information, click here.

Field (Account) Information

While configuring the Source or Destination of a Template or Transaction, you need to create an account to connect Salesforce with Adeptia Connect. While creating an account, you need to specify the location from where Adeptia Connect will access the data.

Click to add an account.

Specify the following information for Salesforce:

Field Name	Description
Account Name	A short, descriptive name that helps you re-use this account in future.

Enter a name and select the Salesforce environment. Click Continue. The Salesforce login screen appears

Field Name	Description
Username	User ID to log in to your Salesforce account.
Password	Password to log in to your Salesforce account.

If you do not have a Salesforce account, click Sign up now. The registration screen appears:

Triggers

A Trigger specifies when a particular Transaction will start executing. While configuring the Source of a Template, you need to choose an event.

Following triggers are available for Salesforce at Source.

Trigger Name	Description
New Opportunity	Triggers when an opportunity is created. An opportunity is a sale or pending deal.
New Opportunity Or Updated Opportunity	Triggers when an opportunity is created or an existing opportunity is modified.
New Event	Triggers when an event is created. Represents an event in the calendar.
New Event Or Updated Event	Triggers when an event is created or an existing event is modified.
New Case	Triggers when a case is created. A case is a customer issue or problem.
New Case Or Updated Case	Triggers when a case is created or an existing case is modified.
New Account	Triggers when an account is created. An account is an organization or person involved with your business (such as customers, competitors, and partners).
New Account Or Updated Account	Triggers when an account is created or an existing account is modified.
New Task	Triggers when a task is created. A task represents a business activity such as making a phone call or other to-do items. Task and Event records are collectively referred to as activities.
New Task Or Updated Task	Triggers when a task is created or an existing task is modified
New Lead	Triggers when a lead is created. A lead is a prospect or potential Opportunity.
New Lead Or Updated Lead	Triggers when a lead is created or an existing lead is modified.
New Note	Triggers when a note is created. A note is a text associated with a custom object or a standard object, such as a Contact, Contract, or Opportunity.
New Note Or Updated Note	Triggers when a note is created or an existing note is modified.
New Contact	Triggers when a contact is created. A contact is an individual associated with an account.
New Contact Or Updated Contact	Triggers when a contact is created or an existing contact is modified.
New Campaign	Triggers when a campaign is created. A campaign is an outbound marketing project that you want to plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or another type of marketing initiative.
New Campaign Or Updated Campaign	Triggers when a campaign is created or an existing campaign is modified.
New Product	Triggers when a product is added. Products are the individual items or services that you sell to customers through your opportunities and quotes. You can create a product and associate it with a price in a price book. Each product can exist in many different price books with many different prices.
New Product Or Updated Product	Triggers when a product is added or an existing product is modified.
New Price Book	Triggers when a price book is created. A price book is a list of products and their associated prices. Each product and its price is called a price book entry.
New Price Book Or Updated Price Book	Triggers when a price book is created or an existing price book is modified.
New Question	Triggers when a question is created.
New Question Or Updated Question	Triggers when a question is created or an existing question is modified.
New Solution	Triggers when a solution is created. A solution is a detailed description of a customer issue and the resolution of that issue.
New Solution Or Updated Solution	Triggers when a solution is created or an existing solution is modified.
New User	Triggers when a user is created.
New User Or Updated User	Triggers when a user is created or an existing user is modified.

Actions

An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) of a Template, you need to choose an action.

Following actions are available for Salesforce at Destination.

Action Name	Description
Create Note	Creates a note. A note is a text associated with a custom object or a standard object, such as a Contact, Contract, or Opportunity. See: https://www.salesforce.com/developer/docs/api/Content/sforce_api_objects_note.htm
Create Case	Creates a case. A case is a customer issue or problem. See: https://www.salesforce.com/developer/docs/api/Content/sforce_api_objects_case.htm
Create Account	Creates an account. An account is an organization or person involved with your business (such as customers, competitors, and partners). See: https://www.salesforce.com/developer/docs/api/index_Left.htm#CSHID=sforce_api_objects_ case.htm
Create Contact	Creates a contact. A contact is an individual associated with an account. See: https://www.salesforce.com/developer/docs/api/index_Left.htm#CSHID=sforce_api_objects_ case.htm
Create Lead	Creates a lead. A lead is a prospect or potential Opportunity. See https://www.salesforce.com/developer/docs/api/index_Left.htm#CSHID=sforce_api_objects_ case.htm
Create Document	Creates a document. A document is a file that a user has uploaded. See https://www.salesforce.com/developer/docs/api/index_Left.htm#CSHID=sforce_api_objects_ case.htm
Create Opportunity	Creates an opportunity. An opportunity is a sale or a pending deal. See https://www.salesforce.com/developer/docs/api/index_Left.htm#CSHID=sforce_api_objects_ case.htm
Create Event	Creates an event. Represents an event in the calendar. See https://www.salesforce.com/developer/docs/api/index_Left.htm#CSHID=sforce_api_objects_ case.htm
Create Campaign	Creates a campaign. A campaign is an outbound marketing project that you want to plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or another type of marketing initiative.
Create Question	Creates a question.
Create Solution	Creates a solution. A solution is a detailed description of a customer issue and the resolution of that issue.
Create Task	Creates a task. A task represents a business activity such as making a phone call or other to-do items. Task and Event records are collectively referred to as activities.
Create Product	Creates a product. Products are the individual items or services that you sell to customers through your opportunities and quotes. You can create a product and associate it with a price in a price book. Each product can exist in many different price books with many different prices.
Create Price Book	Creates a price book. A price book is a list of products and their associated prices. Each product and its price is called a price book entry.
Create User	Creates a user.
Create or Update Campaign	Creates or updates a campaign.
Create or Update Question	Creates or updates a question.
Create or Update Solution	Creates or updates a solution.
Create or Update Task	Creates or updates a task.
Create or Update Product	Creates or updates a product.
Create or Update Price Book	Creates or updates a price book.
Create or Update User	Creates or updates a user.
Update Note	Updates a note.
Update Case	Updates a case.
Update Account	Updates an account.
Update Contact	Updates a contact.
Update Lead	Updates a lead.
Update Document	Updates a document.
Update Opportunity	Updates an opportunity.
Update Event	Updates an event.
Update Campaign	Updates a campaign.
Update Question	Updates a question.
Update Solution	Updates a solution.
Update Task	Updates a task.
Update Product	Updates a product.
Update Price Book	Updates a price book.
Update User	Updates a user.
Delete Note	Deletes a note.
Delete Case	Deletes a case.
Delete Account	Deletes an account.
Delete Contact	Deletes a contact.
Delete Lead	Deletes a lead.
Delete Document	Deletes a document.
Delete Opportunity	Deletes an opportunity.
Delete Event	Deletes an event.
Delete Campaign	Deletes a campaign.
Delete Question	Deletes a question.
Delete Solution	Deletes a solution.
Delete Task	Deletes a task.
Delete Product	Deletes a product.
Delete Price Book	Deletes a price book.

Mapping

While creating a mapping, a Reference field can be mapped to an expression. It can also mapped to a value from the Lookup.