Salesforce Actions

Salesforce actions are allow you to add Leads/Contacts to a Campaign, Convert Leads and Create Tasks. The actions are available for use on entity and field pipelines. 

Prerequisite:

• Connect the Salesforce Synapse

Add to Salesforce Campaign

This action is useful for adding your Leads or Contacts into a Campaign based on your pipeline automation rules. The entity record that runs through this action must be linked with a Salesforce Lead or Contact. This action can be used to update the campaign member status if the Lead or Contact is already a member of the campaign.  

1. Enter a label for the node. This will be helpful with identifying the node when viewing your Pipeline.
2. Enter a Description for the node. This is an optional field. 
3. Select the Salesforce Synapse
4. [salesforce entity]
5. Enter the Salesforce Campaign ID. Click the Insert Token option to specify the field that will be used to dynamically set the Campaign ID to a field on the entity record.
6. Enter the Campaign Member Status. Click the Insert Token option to specify the field that will be used to dynamically set the Status to a field on the entity record. 
7. Enter the Default Status. This value will be used if the value in the Status field cannot be set. For example, if you use a token in the Status field and the value for that token is empty. 

Convert Salesforce Lead

This action is used to convert a Salesforce Lead. You have the option to convert the Lead and create a Opportunity if needed. The new contact created from the conversion will be assigned to the lead owner. The Fallback Owner Id can be specified if the Lead was owned by a Queue prior to converting. This action allows you to specify a Lead Id that will be converted. This means that you do not need to run this as part of your Lead pipeline. 

1. Enter a label for the node. This will be helpful with identifying the node when viewing your Pipeline.
2. Enter a Description for the node. This is an optional field. 
3. Select the Salesforce Synapse
4. Enter the Lead ID. Click the Insert Token option to specify the field that will be used to dynamically set the Lead ID to a field on the entity record.
5. Optional: Enter the Fallback Owner ID. This value is used when the Lead is assigned to a queue. Upon conversion the owner for the new Contact will be set to the Fallback Owner ID. Click the Insert Token option to specify the field that will be used to dynamically set the Fallback Owner ID to a field on the entity record. 
6. Optional: Enter the Contact ID to convert the Lead into an existing Contact. Click the Insert Token option to specify the field that will be used to dynamically set the Contact ID to a field on the entity record.
7. Optional: Enter the Account ID to convert the Lead into an existing Account. Click the Insert Token option to specify the field that will be used to dynamically set the Account ID to a field on the entity record.
8. Optional: Enter the Opportunity ID to convert the Lead into an existing Opportunity. Click the Insert Token option to specify the field that will be used to dynamically set the Opportunity ID to a field on the entity record.
9. Enable this setting to prevent a new Opportunity from being created. 
10. [capture conversion results]
11. The Converted Status value will be set on the Lead. Click the Insert Token option to specify the field that will be used to dynamically set the Converted Status to a field on the entity record. This is the Lead Status value that's designated as the "Converted" status value. 

Create Salesforce Task

This action will create a Task and associate it with the Lead or Contact that flows through the pipeline. This action requires that the record flowing through the pipeline is ID mapped to a Salesforce Lead or Salesforce Contact.

1. Enter a label for the node. This will be helpful with identifying the node when viewing your Pipeline.
2. Enter a Description for the node. This is an optional field. 
3. Select the Salesforce Synapse.
4. Enter ID for the Salesforce User that will be assigned the Task.
5. Enter the Status for the Task.
6. Enter the Subject of the Task. Click the Insert Token option to specify the field that will be used to dynamically set the Subject to a field on the entity record. You can use a mix of text and tokens to set your Subject.
7. Enter the Due Date for the Task. Set the value to this format, 01/01/2021. Click the Insert Token option to specify the field that will be used to dynamically set the Due Date to a field on the entity record.
8. Select the Priority of the Task.