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SFDC object trigger

The SFDC object created and object updated workflow triggers allow you to run automations across your revenue stack.

Default supports a variety of SFDC objects:

  • Leads

  • Contact

  • Company

  • Opportunity

  • Opportunity Contact Role

  • Event

  • Task

  • Campaign Member

Ask the Default team if you don't see a custom object as an available option.

Requirements

Connect SFDC integration

To connect to your team's CRM, navigate to Settings > Integrations.

Creating and configuring a trigger

  1. Go to workflow tab > Create New Workflow > Select Salesforce object created or Salesforce object updated.

  2. Select your corresponding record type.

  3. Add condition(s). The trigger will only run when your conditions are met.

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  1. Add the rest of your workflow, such as enrichment nodes, matching, creating/updating other records.

FAQ

Q: How come my record updates in Salesforce are not always triggering a Default workflow?

A: When using the Salesforce object updated trigger, Salesforce evaluates your conditions as part of a Salesforce formula and sends Default an outbound message when the necessary criteria is met.

Salesforce only sends an update trigger to Default on the first instance that a record meets the given criteria. Subsequent updates where the record still meets the criteria will not trigger a workflow; the record must first have an update that disqualifies them from meeting the criteria, in order to be eligible for triggering your workflow on a subsequent record update.