Salesforce + SQL Server

Create new Salesforce records from new custom query rows in SQL Server

Easily maintain your Salesforce records with the latest data updates from your SQL Server. This workflow activates when a new row is added to your SQL Server based on a custom query, and immediately creates a record in Salesforce, ensuring your CRM is always up-to-date with the most pertinent information. Streamline your data management process and improve the accuracy of your Salesforce information with this seamless integration.

Easily maintain your Salesforce records with the latest data updates from your SQL Server. This workflow activates when a new row is added to your SQL Server based on a custom query, and immediately creates a record in Salesforce, ensuring your CRM is always up-to-date with the most pertinent information. Streamline your data management process and improve the accuracy of your Salesforce information with this seamless integration.

  1. When this happens...
    SQL ServerSQL Server
    New Row (Custom Query)

    Triggers when new rows are returned from a custom query that you provide. Advanced Users Only.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Record (UTC)

    Creates a new record of a specified Salesforce object. Dates use the UTC format.

    ActionWrite
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Supported triggers and actions

    • Table/ViewRequired

    • Order By

    • Dedupe Key

    Trigger
    Polling
    Try It
    • QueryRequired

    Trigger
    Polling
    Try It
    • TableRequired

    Action
    Write
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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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About SQL Server

SQL server (or MS SQL) is a top of the line database geared for the cloud
Learn more

Related categories

  • Databases

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