Salesforce

 

 

What this page contains


Which Salesforce Triggers and Actions are Supported?

Supported Triggers

There are currently no supported triggers

Supported Actions

  • Create Account - Create a new account.
  • Create Lead - Create a new lead.
  • Create Contact - Create a new contact.


How to Get Started with Salesforce on Stargate

To connect a trigger to Salesforce, you first need to set up a trigger. In this case we are going to use Gmail as the trigger. That means as soon as an email lands in Gmail, Stargate breaks it down and send the information to Salesforce.


Step 1: You need to click on the New action button to create a Salesforce action.

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Step 2: Click on the Salesforce icon

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Step 3: Select an event

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Step 4: Select Add Account in the dropdown

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Step 5: Authorize Stargate to use Salesforce

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Step 6: Copy and paste the code to Stargate

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Step 7: The Gmail and Salesforce fields are displayed. Drag and drop the fields to connect them.

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Step 8: Click on Save to save the template to the server

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Step 9: Click on Test this step to test

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