Salesforce Trigger: On Record Create / Update and what to do in the next connector

You can create a workflow that listens for record creations or updates in Salesforce using the Salesforce trigger. It'll look like this:

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Just select the record type from the drop-down menu. You also have the option to limit trigger executions to only those records and record changes created after a certain date.

Take a look at our instructions on setting up the Salesforce trigger here: Salesforce Trigger.

Once the trigger executes, you can inspect the body of the output, and you'll likely see something like this:

This isn't the most useful set of information for the remainder of your workflow, so you'll now most likely want to do a lookup to pull up this record for processing in your workflow.

Add a Salesforce connector immediately after your Salesforce trigger:

Set the Salesforce connector to the operation 'Find records.' You'll want to add a condition to find the record with an ID equal to the ID that comes in with the trigger. In this example, we are looking for a 'Case' record:

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The fields are used to specify which fields you want to be returned with the records; in other words, the information you want to receive. Select 'Add to fields' to add the fields you want to receive with your record.

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Click on 'Add more than one item to Fields' to add multiple fields to the information from each record you want to be returned.