Connect D-iD and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Knowledge Base
New Video Translation
New Animation
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Knowledge Base
Triggers When new Knowledge Base is created.
New Video Translation
Triggers When new Video Translation is created.
New Animation
Triggers When new animation is created.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Do thisActions
Action is the task that follows automatically within your D-iD integrations.
Create Consent
Creates a Consent.
Generate Video Translation
Generate a Video Translation
Delete Video Translate
Delete an Existing video translate.
Create Knowledge Base
Creates a Knowledge Base.
Create Document
Creates a Document.
Create Talk
Creates a Talk.
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Frequently Asked Questions
To start, connect both your D-iD and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in D-iD triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how D-iD data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between D-iD and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between D-iD and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About D-iD
D-iD is a cutting-edge platform specializing in AI-driven solutions for creating and managing digital identities. It offers advanced tools for generating realistic avatars and digital personas, enhancing user interaction and personalization in various applications.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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