How to connect Plate + Salesforce
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Create Content Object
Creates a new content object.ActionWrite
Creates a new post.ActionWrite
Content Object ID(s)Required
Creates a new element.ActionWrite
Creates a new section.ActionWrite
- Step 1: Authenticate Plate and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.