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SAI360 GRC + Salesforce

Create class instances in SAI360 GRC from new Salesforce records

Automate the onboarding of new third parties from new Salesforce records into the vendor risk management module for risk assessments, security scoring , and profiling in SAI360 GRC.

Automate the onboarding of new third parties from new Salesforce records into the vendor risk management module for risk assessments, security scoring , and profiling in SAI360 GRC.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    SAI360 GRCSAI360 GRC
    Create Class Instance

    Create an instance of any class (table record)

    ActionWrite
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Supported triggers and actions

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • CampaignRequired

    • ContactRequired

    Action
    Write
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About SAI360 GRC

The SAI360 platform covers many use cases in the Environmental, Social, Governance, Risk and Compliance Space.

Related categories

  • Accounting
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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