ClickHelp + Salesforce

Create Salesforce records for new negative reader feedback in ClickHelp

This template automatically creates a Salesforce record of a specified object (i.e. task) when new detailed negative reader feedback is received in ClickHelp, helping in organizing and addressing feedback efficiently.

This template automatically creates a Salesforce record of a specified object (i.e. task) when new detailed negative reader feedback is received in ClickHelp, helping in organizing and addressing feedback efficiently.

  1. When this happens...
    ClickHelpClickHelp
    Negative Feedback Received

    Triggers when a new detailed negative reader feedback is received.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

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

    Negative Feedback Received

    Triggers when a new detailed negative reader feedback is received.

    Trigger
    Instant
    Try It
  • ClickHelp triggers, actions, and search

    Topic Updated

    Triggers when a topic is updated.

    Trigger
    Instant
    Try It
    • Project IDRequired

    • Output File NameRequired

    Action
    Write
    • Project IDRequired

    • Topic IDRequired

    • Topic Title

    • Topic Body

    • Topic StatusRequired

    • Show in TOC

    • TOC Node Ordinal Number

    • TOC Node Caption

    • Index Keywords

    Action
    Write
  • ClickHelp triggers, actions, and search

    Topic Created

    Triggers when a new topic is created.

    Trigger
    Instant
    Try It
  • ClickHelp triggers, actions, and search

    Translation Document Updated

    Triggers when a translation document is updated.

    Trigger
    Instant
    Try It
    • LoginRequired

    • EmailRequired

    • User TypeRequired

    • First Name

    • Middle Name

    • Last Name

    • Is Don't Send Email

    Action
    Write
    • Publication IDRequired

    • Output FormatRequired

    • Output File NameRequired

    • FTP Host Name

    Action
    Write
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About ClickHelp

ClickHelp is an all-in-one online documentation platform which helps you author, host, translate and deliver your public and private docs.

Related categories

  • Team Collaboration
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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