Dastra + Salesforce

Dastra + Salesforce integrations

Create Dastra actors from new Salesforce records

When a new customer record is created in Salesforce, they will be automatically added to Dastra's actors referential. Then you'll be able to perform audits, risk management, and attach them to data processing easily.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create an ActorCreates a new actor in Dastra
ActionWrite

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More things you can do with Salesforce and Dastra

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

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- 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
- Organization
  Required
- Workspace
  Required
Trigger
Instant
Try It
- Organization
  Required
- Choose a WorkSpace
  Required
Trigger
Instant
Try It
- Organization
  Required
- Workspace
  Required
- Actor's name / Company name
  Required
- Immatriculation number
- Website url
- Description
- Address
- City
- Zipcode
- Country code
- Contact name
- Contact Position
- Contact's email
- Contact's phone number
- Internal reference
Action
Write
- Organization
  Required
- Workspace
  Required
- Organizational unit
  Required
- Title of the task
  Required
- Description
- Workflow step
- Priority
- Deadline
- Owner Id
- Assign task to
- Internal reference
Action
Write
- Organization
  Required
- Workspace
  Required
- Data Processing Name
  Required
- Exact matching
- Field to match
Action
Search

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
- Organization
  Required
- Workspace
  Required
Trigger
Instant
Try It
- Organization
  Required
- Workspace
  Required
- Data Processing
  Required
- Actor
  Required
- Label
- Actor type
  Required
- Recipient Type
Action
Write
- Organization
  Required
- Workspace
  Required
- Organisational unit
  Required
- Demand types
  Required
- Given Name
- Family name
- Email
  Required
- Title
  Required
- Message
- Description
- Complex demand
- Locale
  Required
- Custom User id
- Phone number
- Address
- City
- Zipcode
- Country code
Action
Write
- Organization
  Required
- Workspace
  Required
- Field to search
- Matching name
  Required
- Exact matching
Action
Search
- Organization
  Required
- Workspace
  Required
- Field to search
- Matching name
  Required
- Exact matching
- Actor's name / Company name
  Required
- Immatriculation number
- Website url
- Description
- Address
- City
- Zipcode
- Country code
- Contact name
- Contact Position
- Contact's email
- Contact's phone number
- Internal reference
Action
Search or write

About Dastra

Dastra is a simple and guided data protection solution to make your entire organization accountable for risks around personal data. Simplify tasks and make sure they meet compliance standards.

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About Salesforce

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CRM (Customer Relationship Management)

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