1.Detect share flag becomes true
Integrate Salesforce to detect when the configured share flag becomes TRUE on an Account record to start partner onboarding.
Create partner organization record from shared account flag
Automatically monitor the configured share flag on Salesforce accounts across Salesforce. Create and update when share flag becomes true, account field updates, or record shares enabledβso you can create partner organizations, translate record types, and link partner IDs without manual partner setup.
How this automation links partner records in minutes
When configured share flag becomes TRUE, partner onboarding can stall and IDs can stay disconnected. This automation searches for the primary contact and translates certificate values and creates partner records and updates the source accountβso your team can onboard partners without manual setup.
Salesforceor swap with your favorite app
2.Search for primary contact
Integrate Salesforce, CRM query tools, and contact data mapping to search the Account primary contact to prepare the contact payload.
3.Translate certificate values
Integrate Formatter by Zapier and lookup tables to translate certificate and type values to generate the partner record type.
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4.Create partner organization record
Integrate Salesforce and partner database mapping to create the partner organization record to include the translated record type.
5.Update source Account partner ID
Integrate Salesforce and record update workflows to update the original Account with the created partner record ID to keep systems linked.
6.Create primary contact in partner DB
Integrate Salesforce and contact enrichment to create the primary contact in the partner DB to mark it as primary.
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