IntelligenceBank + Salesforce

Update IntelligenceBank database records when Salesforce records are modified

Keep your IntelligenceBank database up-to-date with changes in your Salesforce entries. This workflow starts when a field in a Salesforce record is updated, provoking the creation of a new record in the IntelligenceBank app. It ensures that your database accurately reflects the current state of your Salesforce records, eliminating the need for manual data entry and minimizing the risk of outdated or incorrect data.

Keep your IntelligenceBank database up-to-date with changes in your Salesforce entries. This workflow starts when a field in a Salesforce record is updated, provoking the creation of a new record in the IntelligenceBank app. It ensures that your database accurately reflects the current state of your Salesforce records, eliminating the need for manual data entry and minimizing the risk of outdated or incorrect data.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    IntelligenceBankIntelligenceBank
    Create Database Record

    Creates a new Database Record, typically with input from a previous step.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About IntelligenceBank

IntelligenceBank marketing operations software helps content marketers seamlessly manage digital assets, creative content approvals and compliance, and creative project management.

Related categories

  • Marketing
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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