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Salesforce + Yuvo

Create Salesforce records when you onboard new employees in Yuvo

The task of having to repeatedly key in the same employee data on multiple platforms is no longer required. With this Yuvo-Salesforce integration, new employee data keyed into Yuvo is automatically pushed to a record in Salesforce, updating employee details on the Salesforce platform simultaneously.

The task of having to repeatedly key in the same employee data on multiple platforms is no longer required. With this Yuvo-Salesforce integration, new employee data keyed into Yuvo is automatically pushed to a record in Salesforce, updating employee details on the Salesforce platform simultaneously.

  1. When this happens...
    YuvoYuvo
    New Employee

    Triggers when a new employee joins the company in Yuvo and has been onboarded.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

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

    Employee Offboarded

    Triggers when an employee leaves the company and has been offboarded in Yuvo HRIS.

    Trigger
    Instant
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
  • Yuvo triggers, actions, and search

    New Employee

    Triggers when a new employee joins the company in Yuvo and has been onboarded.

    Trigger
    Instant
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About Salesforce

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

  • CRM (Customer Relationship Management)

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About Yuvo

Yuvo is an all-in-one business productivity optimization solution for every employer of choice.