Dastra + Salesforce

Create Dastra actors from new Salesforce records

When a new customer record is created in Salesforce, they will be automatically added to Dastra's actors referential. Then you'll be able to perform audits, risk management, and attach them to data processing easily.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create an Actor
Creates a new actor in Dastra
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- OrganizationRequired
- WorkspaceRequired
Trigger
Instant
Try It
- OrganizationRequired
- WorkspaceRequired
- Data ProcessingRequired
- ActorRequired
- Label
- Actor typeRequired
- Recipient Type
Action
Write
- OrganizationRequired
- WorkspaceRequired
- Organisational unitRequired
- Demand typesRequired
- Given Name
- Family name
- EmailRequired
- TitleRequired
- Message
- Description
- Complex demand
- LocaleRequired
- Custom User id
- Phone number
- Address
- City
- Zipcode
- Country code
Action
Write
- OrganizationRequired
- WorkspaceRequired
- Field to search
- Matching nameRequired
- Exact matching
Action
Search
- OrganizationRequired
- WorkspaceRequired
- Field to search
- Matching nameRequired
- Exact matching
- Actor's name / Company nameRequired
- Immatriculation number
- Website url
- Description
- Address
- City
- Zipcode
- Country code
- Contact name
- Contact Position
- Contact's email
- Contact's phone number
- Internal reference
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- 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 ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- OrganizationRequired
- WorkspaceRequired
Trigger
Instant
Try It
- OrganizationRequired
- Choose a WorkSpaceRequired
Trigger
Instant
Try It
- OrganizationRequired
- WorkspaceRequired
- Actor's name / Company nameRequired
- Immatriculation number
- Website url
- Description
- Address
- City
- Zipcode
- Country code
- Contact name
- Contact Position
- Contact's email
- Contact's phone number
- Internal reference
Action
Write
- OrganizationRequired
- WorkspaceRequired
- Organizational unitRequired
- Title of the taskRequired
- Description
- Workflow step
- Priority
- Deadline
- Owner Id
- Assign task to
- Internal reference
Action
Write
- OrganizationRequired
- WorkspaceRequired
- Data Processing NameRequired
- Exact matching
- Field to match
Action
Search

About Dastra

Dastra is a simple and guided data protection solution to make your entire organization accountable for risks around personal data. Simplify tasks and make sure they meet compliance standards.

Related categories

Project Management

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Dastra + Salesforce

Create Dastra actors from new Salesforce records

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

New Task

Attach an Actor to a Data Processing

Create a Data Subject Request

Search Actor

Find or Create Actor

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

New Data Subject Request

Updated Data Subject Request

Create an Actor

Create a Task

Search Data Processing

About Dastra

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces