Commissionly + Salesforce
Create Commissionly opportunities when fields are updated in Salesforce records.
Once the deal is closed in Salesforce, it is time to pay commissions. With this integration, you can pass your deal data to the Commissionly commission management application. It will create an opportunity in Commissionly when the field in Salesforce is updated with your selected value and calculated the commission on the deal.
Once the deal is closed in Salesforce, it is time to pay commissions. With this integration, you can pass your deal data to the Commissionly commission management application. It will create an opportunity in Commissionly when the field in Salesforce is updated with your selected value and calculated the commission on the deal.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create/Update Opportunity
Used to create or update an opportunity in Commissionly. Remote Module and Remote ID fields must be in use for UPDATE to work and Remote Module should be be Opportunities.
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