Workflows in Salesforce

The integration with Salesforce is two-way. You have workflows that can update contacts within a list on Dropthought and make changes to the existing tasks/contacts/leads/accounts/opportunities or create new ones on Salesforce.

This article will help you understand:

1. What are the various available workflows?

2. When do you use each of the workflows?

3. How do you enable each of the workflows?

4. How do you disable each of the workflows?

Workflows

Note

1. Workflows that push updates from Dropthought to Salesforce are based on satisfying a trigger condition. Learn more about setting up triggers for a program.

2. A workflow that pushes contact/lead/account details to Dropthought works for list creation on Dropthought.

Following are the nine available workflows:

1. Create a task in Salesforce: Upon satisfying a trigger condition (Trigger by Program), the system checks whether the respective respondent’s contact exists on Salesforce. This allows you to automate adding tasks related to the respective recipient contact on Salesforce.

   1. The task will be added against the respective respondent contact in Salesforce if it exists.

   2. If not, the respondent contact will be added, creating the task.
      

2. Create a note in Salesforce: Upon satisfying a trigger condition (Trigger by Program), the system checks whether the respective respondent’s contact exists on Salesforce. This allows you to automate adding Note against the respective recipient’s contact on Salesforce.

   1. The response will be recorded on Salesforce as a Note against the respective contact if it exists.

   2. If not, the respondent will be added as a contact, and the response will be recorded as a Note.
      

3. Record a response in Salesforce: Upon satisfying a trigger condition (Trigger by Program), the system checks whether the respective respondent’s contact exists on Salesforce. This allows you to automate adding Note against the respective recipient contact on Salesforce.

   1. The response will be recorded on Salesforce as a Note against the respective contact if it exists.

   2. If not, the respondent will be added as a contact, and the response will be recorded as a Note.
      

4. Create an opportunity in Salesforce: It automatically generates an opportunity in Salesforce upon satisfying a trigger condition (Trigger by Program).

   1. If it exists, it will automatically update the opportunity based on the property values that existed during the feedback submission.

   2. If not, it will create a new opportunity in Salesforce.
      

5. Lead is added/updated in Salesforce, create/update contact in Dropthought list: You can use this workflow to create or update a contact in the Dropthought list upon adding a new lead or updating an existing lead in Salesforce.
   Learn more about importing a contact from Salesforce.
   

6. Create/update an account in Salesforce: Upon satisfying a trigger condition (Trigger by Program), it automatically creates an account with the recipient details in Salesforce.

   1. If it exists, it will automatically update the respondent account based on the property values that existed during the feedback submission.

   2. If not, it will create a new account in Salesforce.
      

7. Create/update a lead in Salesforce: Upon satisfying a trigger condition (Trigger by Program), it automatically creates a lead with the recipient details in Salesforce.

   1. If it exists, it will automatically update the lead based on the property values that existed during the feedback submission.

   2. If not, it will create a new lead in Salesforce.
      

8. Create/update a contact in Salesforce: Upon satisfying a trigger condition (Trigger by Program), it automatically creates a contact with the recipient details in Salesforce.

   1. It will automatically update the contact if it exists based on the property values that existed during the feedback submission.

   2. If not, it will create a new contact in Salesforce.
      

9. Contact is added/updated in Salesforce, create/update contact in Dropthought list: You can use this workflow to create or update a contact in the Dropthought list upon adding a new contact or updating an existing contact in Salesforce.
   Learn more about importing a contact from Salesforce.

Enable Workflow (Dropthought to Salesforce)

Follow the below steps to enable any of the Salesforce workflows that push data to Salesforce from Dropthought:

1. Navigate to the Salesforce Integration page.

2. Click on the Use Workflow button against the required workflow. 

   

3. You will prompted that the workflow is active.

Enable Workflow (Salesforce to Dropthought)

This is a one-time process.

Follow the below steps to enable any of the Salesforce workflows that gather data from Salesforce and add to Dropthought:

1. Navigate to the Salesforce Integration page.

2. Click on the Use Workflow button against the required workflow. 

   

3. Enter the API Key and Domain as 'api' from the following pop-up.

4. Click on Connect.

   

5. You will prompted that the workflow is active.

   

    

Disable a Workflow

Note: The active workflows will be disabled upon disabling the integration.

Follow the below steps to disable a workflow:

1. Navigate to the Salesforce’s integration page.

2. Click on Stop using the workflow provided against the required workflow. 

   

3. You will be prompted to confirm. Click on Yes, I’m sure to complete the process.