Latest app improvements: Salesforce

Categories: App Improvements
Latest app improvements: Salesforce

This post is dedicated to providing updates on bug fixes, enhancements, and new features added to the Salesforce <> Zapier Integration. Please refer to the comments below for the latest information changes.

New action!  Create Note is live 🆕 🎉

You can now use the Create Note action to add a Note to any Object in Salesforce. This Note can be designated as either public or private, providing flexibility in communication and documentation within Salesforce.

 

What This Means for You:

  • Efficient Communication: Seamlessly document important information or updates by creating Notes directly within Salesforce.
  • Customizable Notes: Choose the visibility of your Notes—whether for public sharing or private use.
  • Enhanced Workflow Automation: Automate the process of creating and logging Notes to streamline your business processes.

 

​​​​​​​Use Cases Enhanced by This Feature:

  • Client Management: Maintain comprehensive records of client interactions and communications.
  • Internal Collaboration: Share updates and insights with team members through public Notes.
  • Project Documentation: Keep detailed Notes on project milestones, tasks, and decisions for reference.

New trigger!  Find Record and Find Many Records are live 🆕 🎉

 

While the New Record trigger can be configured to work with any Salesforce Object type, we've introduced dedicated triggers for Contacts and Leads. This update aims to simplify and streamline workflows specifically tailored to Contacts and Leads within Salesforce.

 

What This Means for You:

  • Focused Automation: Set up automated workflows directly triggered by new Contacts or Leads, improving efficiency.
  • Simplified Setup: Easily configure workflows without needing to filter through unrelated Object types.
  • Enhanced Integration: Seamlessly integrate with Salesforce's Contact and Lead management processes for smoother operations.

 

Use Cases Enhanced by This Feature:

  • Lead Management: Automatically initiate actions based on new Leads entering your Salesforce instance.
  • Contact Updates: Keep your contact records updated and synchronized across platforms effortlessly.
  • Sales Automation: Streamline your sales processes by automating tasks related to new Contacts or Leads.

 


New Action! Create Child Records (with line item support) are live 🆕 🎉

Salesforce objects can have parent/child relationships. For example, the Opportunity object may have one or more Opportunity Products. The new Create Child Records (with line item support) action can create one or more Child Records associated with a single object.

What This Means for You:

  • Efficient Data Management: Easily manage and create related records within Salesforce, enhancing data organization.
  • Streamlined Processes: Automate the creation of multiple child records, saving time and reducing manual efforts.
  • Enhanced Integration: Utilize Salesforce's parent/child relationship capabilities more effectively within your workflows.

Use Cases:

  • Opportunity Management: Automatically create Opportunity Products or related records when new Opportunities are added.
  • Order Processing: Streamline order fulfillment by creating related records such as line items or invoices automatically.
  • Project Management: Manage tasks, milestones, or sub-projects associated with main projects seamlessly.

 


New Feature! The Find Record search can now use up to two fields to search for Records 🆕 🎉

Previously, the Find Record search only supported searching using one field. For added flexibility with a search, this has been updated to support two fields to search for (with an and/or operator).

 

What This Means for You:

  • Enhanced Search Capability: Conduct more nuanced searches by using combinations of up to two fields.
  • Improved Precision: Find records more accurately by leveraging multiple search criteria.
  • Greater Flexibility: Customize your searches to meet specific requirements with the "and/or" operator.

Use Cases:

  • Complex Queries: Search for records based on multiple criteria simultaneously, refining your results.
  • Targeted Data Retrieval: Retrieve the exact records you need by combining different search parameters.
  • Efficient Workflow: Streamline processes by accessing and updating Salesforce records more effectively.