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Innform + Salesforce Integrations

How to connect Innform + Salesforce

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Supported triggers and actions

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

    Assignment Completed

    Triggers when an assignment was completed.

    Trigger
    Scheduled
    Try It
    • User Uuid or email

    Action
    Write
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Full NameRequired

    • EmailRequired

    • Mobile

    • Role

    Action
    Write
    • User Uuid or email

    Action
    Write
    • Salesforce ObjectsRequired

      Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    Trigger
    Scheduled
    Try It

How Innform + Salesforce Integrations Work

  1. Step 1: Authenticate Innform 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 Innform

Innform is a hassle-free online training platform.

Related categories

  • HR Talent & Recruitment
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