The Salesforce initiator is included with Alchemer Workflow. If you are interested in purchasing Alchemer Workflow, please contact us for additional information.
Overview
Alchemer Workflow’s Salesforce initiator combines advanced survey and Workflow capabilities with Salesforce's powerful CRM platform, allowing you to automate business and sales processes and better close the loop with your customers and prospects.
Initiating Workflows in response to Salesforce event changes leads to smoother customer and prospect engagement, while speeding up your sales, onboarding, and support processes.
With the Salesforce initiator, you can:
- Initiate Workflows when Salesforce events occur. The Salesforce initiator can listen to two events types, “On Object Create” and “On Object Update".
- Choose from over 800 Salesforce objects, and initiate Workflows when any of these objects are created or updated. Here are some examples:
- As a customer success manager, automatically initiate an onboarding Workflow when an Opportunity status is changed to "Won".
- As a sales manager, automatically initiate a closed-lost analysis Workflow when an Opportunity status is changed to "Lost".
- Utilize pre-built event triggers to initiate Workflows when a Salesforce case is closed, or when an Salesforce Opportunity is Closed-Won or Closed-Lost.
Setup
The user who authenticates the Salesforce Integration with Alchemer must have the following Salesforce permissions:
- API Enabled User
- Customize Application
- Manage Flows
- Run Flows
- Modify All Data
- Modify Metadata
These permissions are required by Salesforce because this initiator automatically creates a Flow in Salesforce that will trigger the Workflow. These are the permissions needed to create Flows in Salesforce. If you are not comfortable giving these permissions, you can create a Flow on your own and use the Custom Webhook Initiator.
The Salesforce initiator is read-only and will NOT modify any Salesforce data.
Additional Requirements for Opportunity Closed Won or Lost Initiators
Customers using the Salesforce Opportunity Closed Won or Lost Initiators must enable field history for the Stage field for opportunities.
In Salesforce, you can find this setting under Setup > Objects and Fields > Object Manager > Opportunity > Fields & Relationships. Ensure that both the "Stage" box and "Enable Opportunity Field History" box are checked.
- Create a new Workflow.
- Name your Workflow.
- Select the Salesforce button when choosing a Workflow initiator.
- Choose the Salesforce initiator that you would like to use.
- Authenticate your Salesforce account. For additional guidance on authenticating a Salesforce account with Alchemer, click here.
- Depending on the selected Salesforce initiator, you may be required to choose specific records and fields for your initiator to listen to. Complete this section and continue.
The records and fields available will vary depending on your level of access in Salesforce. - Click the “Finish” button to complete the Salesforce initiator step. Then click “Save”.
Merge Codes
When the webhook fires, Salesforce will pass the following fields to Alchemer Workflow. After configuring this initiator, you can use these fields in merge codes, logic, and other Workflow features.
For more information on how to use these merge codes in your Workflow, check out this article.
Fields for Salesforce initiator - Case Closed
Salesforce | Case | AccountId
Salesforce | Case | AssetId
Salesforce | Case | CaseNumber
Salesforce | Case | ClosedDate
Salesforce | Case | Comments
Salesforce | Case | ContactEmail
Salesforce | Case | ContactFax
Salesforce | Case | ContactId
Salesforce | Case | ContactMobile
Salesforce | Case | ContactPhone
Salesforce | Case | CreatedById
Salesforce | Case | CreatedDate
Salesforce | Case | Description
Salesforce | Case | Id
Salesforce | Case | IsClosed
Salesforce | Case | IsDeleted
Salesforce | Case | IsEscalated
Salesforce | Case | LastModifiedById
Salesforce | Case | LastModifiedDate
Salesforce | Case | LastReferencedDate
Salesforce | Case | LastViewedDate
Salesforce | Case | MasterRecordId
Salesforce | Case | Origin
Salesforce | Case | OwnerId
Salesforce | Case | ParentId
Salesforce | Case | Priority
Salesforce | Case | Reason
Salesforce | Case | SourceId
Salesforce | Case | Status
Salesforce | Case | Subject
Salesforce | Case | SuppliedCompany
Salesforce | Case | SuppliedEmail
Salesforce | Case | SuppliedName
Salesforce | Case | SuppliedPhone
Salesforce | Case | SystemModstamp
Salesforce | Case | Type
Salesforce | Contact | AccountId
Salesforce | Contact | AssistantName
Salesforce | Contact | AssistantPhone
Salesforce | Contact | Birthdate
Salesforce | Contact | CleanStatus
Salesforce | Contact | CreatedById
Salesforce | Contact | CreatedDate
Salesforce | Contact | Department
Salesforce | Contact | Description
Salesforce | Contact | Email
Salesforce | Contact | EmailBouncedDate
Salesforce | Contact | EmailBouncedReason
Salesforce | Contact | Fax
Salesforce | Contact | FirstName
Salesforce | Contact | HomePhone
Salesforce | Contact | Id
Salesforce | Contact | IndividualId
Salesforce | Contact | IsDeleted
Salesforce | Contact | IsEmailBounced
Salesforce | Contact | Jigsaw
Salesforce | Contact | JigsawContactId
Salesforce | Contact | LastActivityDate
Salesforce | Contact | LastCURequestDate
Salesforce | Contact | LastCUUpdateDate
Salesforce | Contact | LastModifiedById
Salesforce | Contact | LastModifiedDate
Salesforce | Contact | LastName
Salesforce | Contact | LastReferencedDate
Salesforce | Contact | LastViewedDate
Salesforce | Contact | LeadSource
Salesforce | Contact | MailingAddress
Salesforce | Contact | MailingCity
Salesforce | Contact | MailingCountry
Salesforce | Contact | MailingGeocodeAccuracy
Salesforce | Contact | MailingLatitude
Salesforce | Contact | MailingLongitude
Salesforce | Contact | MailingPostalCode
Salesforce | Contact | MailingState
Salesforce | Contact | MailingStreet
Salesforce | Contact | MasterRecordId
Salesforce | Contact | MobilePhone
Salesforce | Contact | Name
Salesforce | Contact | OtherAddress
Salesforce | Contact | OtherCity
Salesforce | Contact | OtherCountry
Salesforce | Contact | OtherGeocodeAccuracy
Salesforce | Contact | OtherLatitude
Salesforce | Contact | OtherLongitude
Salesforce | Contact | OtherPhone
Salesforce | Contact | OtherPostalCode
Salesforce | Contact | OtherState
Salesforce | Contact | OtherStreet
Salesforce | Contact | OwnerId
Salesforce | Contact | Phone
Salesforce | Contact | PhotoUrl
Salesforce | Contact | ReportsToId
Salesforce | Contact | Salutation
Salesforce | Contact | SystemModstamp
Salesforce | Contact | Title
Fields for Salesforce initiator - Opportunity Closed Won and Opportunity Closed Lost
Salesforce | Opportunity | AccountId
Salesforce | Opportunity | CloseDate
Salesforce | Opportunity | ContactId
Salesforce | Opportunity | CreatedById
Salesforce | Opportunity | CreatedDate
Salesforce | Opportunity | IsClosed
Salesforce | Primary Contact | FirstName
Salesforce | Primary Contact | LastName
Salesforce | Primary Contact | AccountId
Salesforce | Primary Contact | Email
Fields for BigCommerce initiator - Case Closed
Salesforce | Case | AccountId
Salesforce | Case | AssetId
Salesforce | Case | CaseNumber
Salesforce | Case | ClosedDate
Salesforce | Case | Comments
Salesforce | Case | ContactEmail
Salesforce | Case | ContactFax
Salesforce | Case | ContactId
Salesforce | Case | ContactMobile
Salesforce | Case | ContactPhone
Salesforce | Case | CreatedById
Salesforce | Case | CreatedDate
Salesforce | Case | Description
Salesforce | Case | Id
Salesforce | Case | IsClosed
Salesforce | Case | IsDeleted
Salesforce | Case | IsEscalated
Salesforce | Case | LastModifiedById
Salesforce | Case | LastModifiedDate
Salesforce | Case | LastReferencedDate
Salesforce | Case | LastViewedDate
Salesforce | Case | MasterRecordId
Salesforce | Case | Origin
Salesforce | Case | OwnerId
Salesforce | Case | ParentId
Salesforce | Case | Priority
Salesforce | Case | Reason
Salesforce | Case | SourceId
Salesforce | Case | Status
Salesforce | Case | Subject
Salesforce | Case | SuppliedCompany
Salesforce | Case | SuppliedEmail
Salesforce | Case | SuppliedName
Salesforce | Case | SuppliedPhone
Salesforce | Case | SystemModstamp
Salesforce | Case | Type
Salesforce | Contact | AccountId
Salesforce | Contact | AssistantName
Salesforce | Contact | AssistantPhone
Salesforce | Contact | Birthdate
Salesforce | Contact | CleanStatus
Salesforce | Contact | CreatedById
Salesforce | Contact | CreatedDate
Salesforce | Contact | Department
Salesforce | Contact | Description
Salesforce | Contact | Email
Salesforce | Contact | EmailBouncedDate
Salesforce | Contact | EmailBouncedReason
Salesforce | Contact | Fax
Salesforce | Contact | FirstName
Salesforce | Contact | HomePhone
Salesforce | Contact | Id
Salesforce | Contact | IndividualId
Salesforce | Contact | IsDeleted
Salesforce | Contact | IsEmailBounced
Salesforce | Contact | Jigsaw
Salesforce | Contact | JigsawContactId
Salesforce | Contact | LastActivityDate
Salesforce | Contact | LastCURequestDate
Salesforce | Contact | LastCUUpdateDate
Salesforce | Contact | LastModifiedById
Salesforce | Contact | LastModifiedDate
Salesforce | Contact | LastName
Salesforce | Contact | LastReferencedDate
Salesforce | Contact | LastViewedDate
Salesforce | Contact | LeadSource
Salesforce | Contact | MailingAddress
Salesforce | Contact | MailingCity
Salesforce | Contact | MailingCountry
Salesforce | Contact | MailingGeocodeAccuracy
Salesforce | Contact | MailingLatitude
Salesforce | Contact | MailingLongitude
Salesforce | Contact | MailingPostalCode
Salesforce | Contact | MailingState
Salesforce | Contact | MailingStreet
Salesforce | Contact | MasterRecordId
Salesforce | Contact | MobilePhone
Salesforce | Contact | Name
Salesforce | Contact | OtherAddress
Salesforce | Contact | OtherCity
Salesforce | Contact | OtherCountry
Salesforce | Contact | OtherGeocodeAccuracy
Salesforce | Contact | OtherLatitude
Salesforce | Contact | OtherLongitude
Salesforce | Contact | OtherPhone
Salesforce | Contact | OtherPostalCode
Salesforce | Contact | OtherState
Salesforce | Contact | OtherStreet
Salesforce | Contact | OwnerId
Salesforce | Contact | Phone
Salesforce | Contact | PhotoUrl
Salesforce | Contact | ReportsToId
Salesforce | Contact | Salutation
Salesforce | Contact | SystemModstamp
Salesforce | Contact | Title
FAQs
The user who authenticates the Salesforce Integration with Alchemer must have the following Salesforce permissions: API Enabled User, Customize Application, Manage Flows, Run Flows, Modify All Data, Modify Metadata.
1. The Integration Manager Permission is required to set-up and use the Salesforce initiator. If you don't have this permission you will see the following message when selecting an initiator:
2. To check if you have this permission or grant this permission to someone on your team, go to the left-side product navigation and select the Account drop-down, then click on the User Management tab.
3. Then select the Users tab under User Management.
4. Click your username or the username for another member of your team.
5. Scroll down to the Permissions section and check if the Integration Manager box is checked. If you are an admin you can check the box for other members of your team.
Yes, you can create an unlimited number of Workflows that listen to the same initiator. However, you will need to create a new Workflow and configure the initiator each time. You can reuse the same Salesforce authentication.
Alchemer is committed to continuously releasing updates and enhancements to our Workflow initiators. If you have specific use cases, questions, or just general feedback, we would love to hear it. Contact us here!
