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Condens + Salesforce Integrations

How to connect Condens + Salesforce

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Supported triggers and actions

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

    Artifact Published

    Triggers when a Artifact is published.

    Trigger
    Scheduled
    Try It
    • Name

    • Update Participant with ID

      If this is set to a valid ID, the Participant with that ID will be updated instead of creating a new Participant. You can use the "Find a Particiant" Action to find an existing Participant.

    Action
    Write
    • Name

    Action
    Search
    • Name

    • Update Participant with ID

      If this is set to a valid ID, the Participant with that ID will be updated instead of creating a new Participant. You can use the "Find a Particiant" Action to find an existing Participant.

    Action
    Search or write
    • Title

    • ProjectRequired

    • Section Name

      Leave the Section name empty to auto-generate a name. If you enter a name and a section with the same name already exists, the content of that section will be replaced.

    • Section Text

    • Update Session with ID

      If this is set to a valid ID, the Session with that ID will be updated instead of creating a new Session. You can use the "Find a Particiant" Action to find an existing Session.

    Action
    Write
    • Title

    • Project

      Select this to filter by session information fields.

    Action
    Search
    • Title

    • ProjectRequired

      Select this to filter by session information fields.

    • Section Name

      Leave the Section name empty to auto-generate a name. If you enter a name and a section with the same name already exists, the content of that section will be replaced.

    • Section Text

    • Update Session with ID

      If this is set to a valid ID, the Session with that ID will be updated instead of creating a new Session. You can use the "Find a Particiant" Action to find an existing Session.

    Action
    Search or write

How Condens + Salesforce Integrations Work

  1. Step 1: Authenticate Condens and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Salesforce Tutorials

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About Condens

Condens helps you and your team store, analyze and share UX research data.

Related categories

  • Product Management
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