IntelligenceBank + Salesforce

IntelligenceBank + Salesforce integrations

Update IntelligenceBank database records when Salesforce records are modified

Keep your IntelligenceBank database up-to-date with changes in your Salesforce entries. This workflow starts when a field in a Salesforce record is updated, provoking the creation of a new record in the IntelligenceBank app. It ensures that your database accurately reflects the current state of your Salesforce records, eliminating the need for manual data entry and minimizing the risk of outdated or incorrect data.

When this happens...
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this!
Create Database RecordCreates a new Database Record, typically with input from a previous step.
ActionWrite

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More things you can do with Salesforce and IntelligenceBank

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

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
New Custom Page
Triggers when a new custom page is added to IntelligenceBank.
Trigger
Polling
Try It
- Folder _id
- Search Keywords
Trigger
Polling
Try It
- Resolved
- Source Type
  Required
- Source _id
- Parent MarkUp Comment
- MarkUp Comment Creator
- Keywords
Trigger
Polling
Try It
- Database _id
- Field _id
- Record File Upload Type
- Record File Entry Type
- Approval Revision
- Workflow Approval Status
Trigger
Polling
Try It
- Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Custom Fields Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Trigger
Polling
Try It
- Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Custom Fields Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Trigger
Polling
Try It
- Database _id
  Required
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- Division
- Group
Trigger
Polling
Try It
- Database _id
  Required
- Record _id
  Required
- Update Record As Draft
Action
Write
- Review Type
  Required
- Document ID
  Required
- Product Key
  Required
Action
Write
- Target
  Required
- File Name
  Required
- File
  Required
Action
Write
- Template Group _id
  Required
- Group Name
  Required
- Group Description
Action
Write
- Record File _id
  Required
- Field _id
  Required
- File Name
  Required
- Source Record _id
  Required
- Request Comment
- Request Type
  Required
- Required By Date
Action
Write
- Folder _id
  Required
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
- File Name
  Required
- Remote File Name
  Required
- Remote Connector Key
  Required
Action
Write
- Record _id
  Required
Action
Write
- File Tmp Name
  Required
Action
Write
- Compliance Review ID
  Required
Action
Write
- Database _id
  Required
- Record _id
  Required
- Update Record As Draft
  Required
- Owner Groups
- Owner Division
Action
Write
- Resource Name
- Resource Id
  Required
- File - Type
  Required
- File - Tmp Filename
  Required
- File - Size
  Required
- File - New Name
  Required
- Create New Version
  Required
- New Version Comment
Action
Write
- Workflow Request _id
  Required
Action
Write
- Form Source
  Required
Action
Write
- Resource _id
  Required
Action
Write
- Resource ID
  Required
Action
Write
- Sort by field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- Custom Page Title to search for
- Custom Page _id to search for
- Custom Page id to search for
- Custom Page Status to search for
- Custom Page Created By User _id to search for
- Custom Page Updated By User _id to search for
Action
Search
- Parent Folder _id
- Sort by Field
  Required
- Sort order
  Required
- Keyword(s) to search for
- Max Results (1-100)
  Required
Action
Search
- Source Type
  Required
- Source _id
- Creator _id
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Database _id
  Required
- Sort by Field. Left blank to sort by relevance.
  Required
- Sort order
  Required
- Max Results
  Required
- Staged Record Submission Status
- Standard Record Submission Status
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
- 4. Filtering Condition - Field _id
- 4. Filtering Condition - Field Type
- 4. Filtering Condition - Date Range
- 4. Foreign Source _id
- 4. Filtering Condition - Foreign Field _id
- 4. Filtering Condition - Foreign Field Type
- 4. Filtering Condition - Search Value
- 4. Filtering Condition - Operator
- 4. Filtering Condition - Union
- 5. Filtering Condition - Field _id
- 5. Filtering Condition - Field Type
- 5. Filtering Condition - Date Range
- 5. Foreign Source _id
- 5. Filtering Condition - Foreign Field _id
- 5. Filtering Condition - Foreign Field Type
- 5. Filtering Condition - Search Value
- 5. Filtering Condition - Operator
- 5. Filtering Condition - Union
Action
Search
- Sort by field
  Required
- Sort order
  Required
- Max Results
  Required
- User Fullname to search for
- User Email to search for
- User _id to search for
- User id to search for
- User Division _id to search for
- User Group _id to search for
- User External Id to search for
- User Status to search for
- Keywords to search for
Action
Search
- Parent Folder _id
- Sort by Field
  Required
- Sort order
  Required
- Keyword(s) to search for
- Max Results (1-100)
  Required
- Destination Folder _id
  Required
- Folder Name
  Required
- Folder Description
Action
Search or 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
- Database _id
  Required
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- Search Keywords
Trigger
Polling
Try It
New or Updated Custom Page
Triggers when a custom page is added or updated in IntelligenceBank.
Trigger
Polling
Try It
- Database _id
  Required
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- Division
- Group
Trigger
Polling
Try It
- Database _id
- Field _id
- File Upload Type
- Record File Trigger Type
- Approval Revision
- Workflow Approval Status
Trigger
Polling
Try It
- Division
- Group
Trigger
Polling
Try It
Updated Custom Page
Triggers when a custom page is updated in IntelligenceBank.
Trigger
Polling
Try It
- Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Custom Fields Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Trigger
Polling
Try It
- Platform URL
  Required
- Email Address
  Required
- Password
  Required
Action
Write
- Database _id
  Required
- Create Record As Draft
- Owner Groups
- Owner Division
Action
Write
- Destination Folder _id
  Required
- Folder Name
  Required
- Folder Description
Action
Write
- Source _id
  Required
- Source Type
  Required
- Message
- XFDF Annotation
- Color
- Id
- Page
- X
- Y
- Type
- Content
- Resource Type
- Start Time
- End Time
Action
Write
- Folder _id
  Required
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
- File - Type
  Required
- File - Tmp Name
  Required
- File - Size
  Required
- File - Original Filename
  Required
Action
Write
- Folder _id
  Required
- Resource URL
  Required
- Resource Name
  Required
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
Action
Write
- Markup Comment _id
  Required
Action
Write
- Compliance Review ID
  Required
Action
Write
- Record File ID(s)
  Required
Action
Write
- Group _id
  Required
- Group Name
  Required
- Group Description
Action
Write
- Resource _id
  Required
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
Action
Write
- Filter _id
  Required
Action
Write
- Group _id
  Required
Action
Write
- Record _id
  Required
Action
Write
- Workflow Request _id
  Required
Action
Write
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
Action
Search
- Sort by field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- Search Keywords
Action
Search
- Record File _id
- Database _id
- Record _id
- Field _id
- File Upload Type
- Ref
- Approval Revision
- Workflow Approval Status
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Folder _id
- Search Sub-Folders
- Sort by Field
  Required
- Sort order
  Required
- Max Results
- Search Keywords
- Search Scope
- File Extension
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
- 4. Filtering Condition - Field _id
- 4. Filtering Condition - Field Type
- 4. Filtering Condition - Date Range
- 4. Filtering Condition - Search Value
- 4. Filtering Condition - Operator
- 4. Filtering Condition - Union
- 5. Filtering Condition - Field _id
- 5. Filtering Condition - Field Type
- 5. Filtering Condition - Date Range
- 5. Filtering Condition - Search Value
- 5. Filtering Condition - Operator
- 5. Filtering Condition - Union
Action
Search
- Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Source Item _id
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Sort by field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- Search Keywords
- Template Group _id
  Required
- Group Name
  Required
- Group Description
Action
Search or write

About IntelligenceBank

IntelligenceBank marketing operations software helps content marketers seamlessly manage digital assets, creative content approvals and compliance, and creative project management.

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About Salesforce

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