ClickHelp + Salesforce

ClickHelp + Salesforce integrations

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.

When this happens...
Negative Feedback ReceivedTriggers when a new detailed negative reader feedback is received.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with ClickHelp and Salesforce

Discover other triggers and actions you can use with ClickHelp and Salesforce

Negative Feedback Received
Triggers when a new detailed negative reader feedback is received.
Trigger
Instant
Try It
Topic Updated
Triggers when a topic is updated.
Trigger
Instant
Try It
- Project ID
  Required
- Output File Name
  Required
Action
Write
- Project ID
  Required
- Topic ID
  Required
- Topic Title
- Topic Body
- Topic Status
  Required
- Show in TOC
- TOC Node Ordinal Number
- TOC Node Caption
- Index Keywords
Action
Write
- Project ID
  Required
- Publication ID
  Required
- Publication Name
  Required
- Publish Only Ready Topics
- Output Tags
- Publication Visibility
Action
Write

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It

New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Topic Created
Triggers when a new topic is created.
Trigger
Instant
Try It
Translation Document Updated
Triggers when a translation document is updated.
Trigger
Instant
Try It
- Login
  Required
- Email
  Required
- User Type
  Required
- First Name
- Middle Name
- Last Name
- Is Don't Send Email
Action
Write
- Publication ID
  Required
- Output Format
  Required
- Output File Name
  Required
- FTP Host Name
Action
Write
- Project ID
  Required
- Publication Name
  Required
- Publishing Mode
  Required
- Publish Only Ready Topics
- Output Tags
- Publication Visibility
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About ClickHelp

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

HelpHelp

Related categories

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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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