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
Go to workflow tab > Create New Workflow > Select
Salesforce object created
orSalesforce object updated
.Select your corresponding record type.
Add condition(s). The trigger will only run when your conditions are met.
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.