What is the pattern of Salesforce action steps?

Salesforce can be integrated into your workflow, offering several Salesforce Workflow Action steps that allow you to Create, Search, and Update Salesforce records automatically within your workflow.

Salesforce is a CRM platform that helps unify marketing, sales, service, commerce, and IT in personalizing every experience along the customer journey. Salesforce is available as a Marketplace integration.

Persona’s Salesforce integration can be useful for streamlining and simplifying customer onboarding, improving customer data management, and more.

Once the integration is set up, you can trigger the following Salesforce actions inside your Workflows. Note: If there are multiple options for these actions, choose the one with "OAuth" in the name.

• Create Salesforce Record
• Update Salesforce Record
• Find Salesforce Record

Records map to the specific fields that exist within your Salesforce instance.

How do you add a Salesforce action step?

Navigating to your Workflow

1. Navigate to the Dashboard, and click on Workflows > All Workflows.
2. Find and click on the workflow you want to edit, or Create a new workflow.
3. Click on + when hovering over a circle to add an Action.

4. Use the Find Action select box to click on Marketplace > Salesforce. Choose which Salesforce action step to add: Create, Search, or Update.

Adding a Create Salesforce Record step

1. In Find Action, click on Marketplace > Salesforce > Create Salesforce Record OAuth.
2. Choose the Salesforce Instance the step should interact with.
3. Choose the Record Type to be created.
4. Choose the Record Properties that record should contain.
5. (Optional) In ‘Advanced Configuration’, click the Continue on error box if you want the workflow to continue running even if this step raises an error.
6. Close the step. You’ll have to Save and Publish the workflow to begin using it.

Adding a Search Salesforce Record step

1. In Find Action, click on Marketplace > Salesforce > Search Salesforce Record OAuth.
2. Choose the Salesforce Instance the step should interact with.
3. Choose the Record Type to be searched for.
4. Choose the Record Properties that record should contain.
5. (Optional) In ‘Advanced Configuration’, click the Continue on error box if you want the workflow to continue running even if this step raises an error.
6. Close the step. You’ll have to Save and Publish the workflow to begin using it.

Adding an Update Salesforce Record step

1. In Find Action, click on Marketplace > Salesforce > Update Salesforce Record OAuth.
2. Choose the Salesforce Instance the step should interact with.
3. Choose the Record Type and Record ID to be updated.
4. Choose the Record Properties that record should contain.
5. (Optional) In ‘Advanced Configuration’, click the Continue on error box if you want the workflow to continue running even if this step raises an error.
6. Close the step. You’ll have to Save and Publish the workflow to begin using it.

Plans Explained

Salesforce action steps by plan

Learn more about pricing and plans.

Learn more

Learn more about Salesforce integration here.