Salesforce + Sertifier

Salesforce + Sertifier integrations

Create Sertifier certificates for newly updated Salesforce records

Once this integration is in action, when a new Salesforce record is updated, a credential in Sertifier will be issued. Streamline your credential workflows so that you can stay focused on more important work.

When this happens...
Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
TriggerPolling
automatically do this!
Add & Publish CredentialAdds, and if wanted publishes, a Credential to a Campaign.
ActionWrite

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More things you can do with Salesforce and Sertifier

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

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- 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 Attributes
Triggers when a new Attribute is created.
Trigger
Polling
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New Campaign
Triggers when a new Campaign is created.
Trigger
Polling
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New Detail
Triggers when new Detail is created.
Trigger
Polling
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- Search Term
  Required
Trigger
Polling
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- Type
  Required
- Title
  Required
- Description
  Required
- Duration Number
  Required
- Duration Type
  Required
- Cost
  Required
- Expiry Date
- Send Expiry Date Emails
- Level
  Required
- Earning Criteria
  Required
- Skills
  Required
Action
Write
- Campaign
  Required
- Name
  Required
- Email
- Issue Date
- Expire Date
- Quick Publish
  Required
- External ID
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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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
New Badge Design
Triggers when a new badge design is created.
Trigger
Polling
Try It
New Certificate Design
Triggers when a new certificate design is created.
Trigger
Polling
Try It
New Email Template
Triggers when new email template is created.
Trigger
Polling
Try It
- Title
  Required
- Detail
  Required
- Certificate Design
- Badge Design
- Email Template
  Required
- Email From Name
  Required
- Email Subject
  Required
- Email From Address
- Private Campaign
Action
Write
- Credential Id or Certificate No
  Required
Action
Write
- Credential ID
  Required
- Recipient Name
- Issue Date
- Expire Date
Action
Write

About Salesforce

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

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CRM (Customer Relationship Management)

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About Sertifier

Sertifier is a digital credentialing platform, enabling digital certificate & badge management and verification for organizations.

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