Secureframe + Secureframe + Salesforce

Approve new Secureframe trust center requests based on Salesforce data

Streamline your data collection workflows with this Zap. Once it's in place, this integration automatically looks up a record in Salesforce to set up conditions to automatically approve a trust center request, before updating that request in Secureframe.

When this happens...
New Trust Center RequestTriggers when there's a new request.
TriggerPolling
automatically do this...
Find RecordFinds a record of a specified Salesforce object by up to two fields and values you choose.
ActionSearch
then do this!
Update a Trust Center RequestUpdate a TrustCenterRequest by ID
ActionWrite

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More things you can do with Secureframe and Salesforce

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

New Trust Center Request
Triggers when there's a new request.
Trigger
Polling
Try It
- Integration Connection ID
  Required
Action
Write
- Test ID
  Required
- Test Evidence URL
- Test Evidence Name
Action
Write
- Test ID
  Required
- Disabled Justification
- Enabled
- Next Due Date
- Owner ID
- Passed With Upload Justification
- Promote At
- Test Interval Seconds
- Tolerance Window Seconds
Action
Write
- User ID
  Required
- Document Type
- User Evidence URL
- Filename
Action
Write

- Vendor ID
  Required
- Terminated At
Action
Write
- Include
- Page
- Per Page
- Search and filter the Cloud Resource data using Lucene syntax.
Action
Search

- Include
- Page
- Per Page
- Search and filter the control data using Lucene syntax.
- Relationships
Action
Search
- Include
- Page
- Per Page
- Search and filter the Device data using Lucene syntax.
- Relationships
Action
Search
- Framework ID
  Required
Action
Search
- Test ID
  Required
Action
Search
- Include
- Page
- Per Page
- Search and filter the Integration Connection data using Lucene syntax.
- Relationships
Action
Search
- Repository ID
  Required
Action
Search
- Trust Center Request ID
  Required
Action
Search
- User Account ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Vendor ID
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- 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

- Cloud Resource ID
  Required
- Flag to indicate if this Cloud Resource is in scope.
- Out of scope reason if the Cloud Resource is not in scope.
- ID of the User that's the owner of this Cloud Resource.
Action
Write
- Repository ID
  Required
- In Audit Scope
- Out Of Audit Scope Reason
- Owner ID
Action
Write
- Trust Center Request ID
  Required
- Approved Trust Center Resource Request Ids
- Document Security
- Rejected Trust Center Resource Request Ids
- Filename
- Approve All Resources
Action
Write
- User ID
- Link User ID
Action
Write
- User ID
  Required
- Active
- Employee Type
- In Audit Scope
- Start Date
Action
Write
- Cloud Resource ID
  Required
Action
Search
- Control ID
  Required
Action
Search
- Device ID
  Required
Action
Search
- Evidence ID
  Required
Action
Search
- Include
- Page
- Per Page
- Search and filter the Framework data using Lucene syntax.
- Relationships
Action
Search
- Integration Connection ID
  Required
Action
Search
- Include
- Page
- Per Page
- Search and filter the Repository data using Lucene syntax.
- Relationships
Action
Search
- Include
- Page
- Per Page
- Search and filter the Test data using Lucene syntax.
- Relationships
Action
Search
- Include
- Page
- Per Page
- Search and filter the Trust Center Request data using Lucene syntax.
- Relationships
Action
Search
- Include
- Page
- Per Page
- Search and filter the User Account data using Lucene syntax.
- Relationships
Action
Search
- Include
- Page
- Per Page
- Search and filter the Test data using Lucene syntax.
- Relationships
Action
Search
- Include
- Page
- Per Page
- Search and filter the Vendor data using Lucene syntax.
- Relationships
Action
Search
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

About Secureframe

Secureframe helps you build trust with customers. Quickly achieve and maintain compliance with key frameworks and bolster your security posture.

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Related categories

Security & Identity Tools

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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