Connect Dust and Salesforce
Integrate Dust with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when New Document Created in Dust
Add Lead To Campaign in Salesforce when New Document Created in Dust
Create Attachment in Salesforce when New Document Created in Dust
Create Note in Salesforce when New Document Created in Dust
Update Lead in Salesforce when New Document Created in Dust
Popular Dust + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Dust
When this happens...
New Document Created
Choose an action
Salesforce
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
Add Contact to Campaign in Salesforce when New Document Created in Dust
Use this flowAdd Lead To Campaign in Salesforce when New Document Created in Dust
Use this flowCreate Attachment in Salesforce when New Document Created in Dust
Use this flowCreate Note in Salesforce when New Document Created in Dust
Use this flowUpdate Lead in Salesforce when New Document Created in Dust
Use this flowCreate Account in Salesforce when New Document Created in Dust
Use this flowCreate Campaign in Salesforce when New Document Created in Dust
Use this flowCreate Event in Salesforce when New Document Created in Dust
Use this flowUpload Document to Dust when New Contact in Salesforce
Use this flowSearch Agent on Dust when New Contact in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between Dust and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created
New or updated document alert
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.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
Do thisActions
Action is the task that follows automatically within your Dust integrations.
Talk to an Agent
Send a message to a Dust a gent and retrieve the answer.
Upload Document
Upload document to data source
Search Agent
Search for agent configurations by name in the workspace.
List All Spaces
Show all spaces in workspace
List All Data Sources
List data sources in a space
List All Documents
List documents in data source
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Dust
Dust.tt is a comprehensive workflow automation platform designed to seamlessly integrate and manage data across various sources. It provides robust tools for automating document workflows, data management, and API integrations, helping businesses streamline their operations. Whether it's cloud storage, document handling, or real-time data syncing, Dust.tt allows users to efficiently manage data sources and automate processes to boost productivity.
Learn more
About 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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Dust and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Dust and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where Dust triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Dust. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Dust and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Dust and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
