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.
Set-up
The user who authenticates the Salesforce Integration with Alchemer must have ModifyAllData and ModifyMetadata permissions in Salesforce.
These permissions are required by Salesforce to complete the initiator setup on the backend. 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”.
FAQs
The user who authenticates the Salesforce Integration with Alchemer must have either the ModifyAllData and ModifyMetadata permissions in Salesforce.
These permissions are required by Salesforce to complete the initiator setup on the backend. The Salesforce initiator is read-only and will NOT modify any Salesforce data.
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!
