Salesforce

Status: Under Review
Description

SF has 4 triggers and 5 actions. Mapping them to agentOS.
Triggers

  1. SF new record = import into OS (lead, contact, buyers, applicants sections) new landlord, applicant, buyer or vendor record.

  2. SF Update = send update to OS person record (add note update)

  3. SF update field on record = Auto updates contacts fields and some custom fields in a person record.

  4. Outbound message = copies email in persons notes in OS
    Actions

  5. SF Create record = in OS, when a person record (buyer, vendor, applicant, tenant or landlord) is created it is then created in SF

  6. Update Record = if email, telephone or address changed in OS then record updated in SF.
    A SF OS zapier connection will allow people records to be created from SF and to SF within OS.


Activity
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