Salesforce + Speak4
Create and update records in Salesforce from new advocate actions in Speak4
This template will help you pass an advocate's actions taken in Speak4 to Salesforce. It will try to find an existing record, if not found it will create a new record. Then it will update the record with the action data.
This template will help you pass an advocate's actions taken in Speak4 to Salesforce. It will try to find an existing record, if not found it will create a new record. Then it will update the record with the action data.
- When this happens...New Advocate Action
Triggers when Speak4 processes new advocates.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Speak4
Speak4 makes it simple for organizations to empower their supporters to speak up for the causes they believe in.