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IntegrationsSalesforceElastic Path
Salesforce + Elastic Path

Connect Salesforce and Elastic Path to Build Intelligent Automations

Choose a Trigger

Salesforce

When this happens...

Choose an Action

Elastic Path

Automatically do this!

Enable Integrations or automations with these events of Salesforce and Elastic Path

Enable Integrations or automations with these events of Salesforce and Elastic Path

Triggers

New Contact

New Contact

Triggers when a new Contact is created.

New Lead

New Lead

Triggers when a new Lead is created.

New Record

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

New Case Attachment

New Case Attachment

Triggers when a new Attachment is added to a case.

New Task

New Task

Triggers when a new task is created.

Actions

Add Contact to Campaign

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add Lead to Campaign

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Create Attachment

Create Attachment

Creates a new attachment (max 25MB).

Create Contact

Create Contact

Creates a new contact.

Create Note

Create Note

Creates a new note and links it to a parent record

Update Contact

Update Contact

Updates an existing contact in Salesforce.

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

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Frequently Asked Questions

How do I start an integration between Salesforce and Elastic Path?

To start, connect both your Salesforce and Elastic Path accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesforce triggers actions in Elastic Path (or vice versa).

Can we customize how data from Salesforce is recorded in Elastic Path?

Absolutely. You can customize how Salesforce data is recorded in Elastic Path. This includes choosing which data fields go into which fields of Elastic Path, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Salesforce and Elastic Path?

The data sync between Salesforce and Elastic Path typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Salesforce to Elastic Path?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Salesforce and Elastic Path?

Yes, you can set conditional logic to control the flow of data between Salesforce and Elastic Path. 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.

Salesforce

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.

CRMSales and CRM
Learn More
Elastic Path

About Elastic Path

Elasticpath is a leading provider of headless commerce solutions, enabling businesses to create highly customizable and scalable eCommerce experiences. With Elasticpath, companies can seamlessly integrate commerce capabilities into any digital touchpoint, providing a flexible and dynamic shopping experience for their customers.

eCommerce
Learn More

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