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Salesforce Triggers

Currently, Connect iPaaS provides four triggers for Salesforce. The Salesforce triggers on Connect iPaaS are combined with real time triggers and polling triggers (Regular polling and bulk data feed). If you select real-time, Salesforce will notify Connect iPaaS as soon as any changes are made to the entity, and if you select polling or bulk data feed, Connect iPaaS will reach out to Salesforce at user specified time intervals to find if there are any recent changes.

  1. Object Created
  2. Object Updated
  3. Object Created Or Updated
  4. Object Deleted

Triggers for Salesforce Application on Connect iPaaS

Fig 1. Triggers for Salesforce Application on Connect iPaas

Object Created

It triggers your workflow when a new object of the selected Salesforce entity (Contact, Lead, etc.) is created in your Salesforce instance.

Object Updated

It triggers your workflow when an object of the selected Salesforce entity (Contact, Lead, etc.) is updated in your Salesforce instance.

Object Created Or Updated

It triggers your workflow when an object of the selected Salesforce entity (Contact, Lead, etc.) is either newly created or updated in your Salesforce instance.

Object Deleted

It triggers your workflow when an object of the selected Salesforce entity (Contact, Lead, etc.) is deleted in your Salesforce instance.

Trigger Mechanism Detail for Salesforce

Once you select the target trigger, you need to choose one of the mechanisms to receive the event from Salesforce.

  1. Real-Time
    • The Salesforce will send real-time events to Connect iPaaS regarding the event you are interested in.
    • See general webhook setup guide - What is A Webhook.
    • See the Salesforce webhook setup guide for full Workflow Rule configuration - Salesforce WebhookGuide.
    • NOTE - Currently, the Real-Time trigger option is only supported for Object Created and Object Created Or Updated events.
  2. Polling
    • Connect iPaaS will fetch the event you are interested in periodically against your Salesforce instance.
    • See general polling setup guide - What Is Polling
  3. Bulk Data Feed
    • Connect iPaaS will fetch the event you are interested in periodically against your Salesforce instance and process them as a CSV file extract.
    • See general bulk data setup guide - What Is Bulk Polling.
    • NOTE - Currently Bulk Data Feed option is supported for all event types except Object Created Or Updated.