Salesforce
 integrations
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Salesforce
 integrations
Salesforce is a leading cloud-based Customer Relationship Management (CRM) platform that enables businesses across various sectors, including healthcare, to manage customer data, interactions, and processes effectively. It offers solutions for sales, service, marketing, and more, helping organizations to streamline operations and enhance customer engagement. Integrating Salesforce with Keragon, can revolutionize healthcare workflows by automating patient data management, appointment scheduling, and personalized patient communication. This synergy allows healthcare providers to leverage Salesforce's robust CRM capabilities alongside Keragon's healthcare-specific automation tools, ultimately improving patient care and freeing up valuable time for healthcare professionals.
Unlock siloed data throughout your entire patient management process and build powerful automations across your organization. Our triggers and actions, available in the Salesforce connector, will enable you to build powerful integrations with less engineering resources and without maintenance headaches.
Triggers
You can use any of the triggers below or the universal HTTP webhook to start workflows.
New Deleted Object (of Selectable Type)
Start workflow (at regular intervals) when an object of arbitrary type (selected as an input parameter by the user) is deleted. See the docs for more information.
Real-time
New Object
Start workflow immediately after an object of arbitrary type (selected as an input parameter by the user) is created
Real-time
New Updated Field on Record (of Selectable Type)
Start workflow (at regular intervals) when a field of your choosing is updated on any record of a specified Salesforce object. Field history tracking must be enabled for the chosen field. See the docs on field history tracking and history objects for more information.
Real-time
New Updated Object (of Selectable Type)
Start workflow (at regular intervals) when an object of arbitrary type (selected as an input parameter by the user) is updated. See the docs for more information.
Real-time
New Deleted Object
Start workflow immediately after an object of arbitrary type (selected as an input parameter by the user) is deleted
Real-time
New Object (of Selectable Type)
Start workflow (at regular intervals) when an object of arbitrary type (selected as an input parameter by the user) is created. See the docs for more information.
Real-time
New Updated Field on Record
Start workflow immediately after a field of your choosing is updated on any record of a specified Salesforce object
Real-time
New Updated Object
Start workflow immediately after an object of arbitrary type (selected as an input parameter by the user) is updated
Real-time
New Outbound Message
Start workflow when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Real-time
Actions
You can use any of the actions below or the universal HTTP action to work with data.
SOQL Search
Executes a SOQL query.
Update Contact
Updates a Contact, which is a person associated with an account. See Contact SObject and Update Record
Update Record
Updates a record of a given resource. here
Delete Opportunity
Deletes an opportunity. See Opportunity SObject and Delete Record
Create Opportunity
Creates an opportunity, which represents an opportunity, which is a sale or pending deal. See Opportunity SObject and Create Record
Create Lead
Creates a lead, which represents a prospect or lead. See Lead SObject and Create Record
Insert Blob Data
Inserts blob data in Salesforce standard objects.
Get Object Records
Retrieves all records in an object or a record in an object by the given ID or criteria. API Doc
Create Task
Creates a task, which represents a business activity such as making a phone call or other to-do items. See Task SObject and Create Record
Post a Message to Chatter Feed
Posts a message to the Chatter Feed. See doc
Get Field Values from Object Record and optionally create one is none is found.
Finds a specified Salesforce record by a field. Optionally, create one if none is found. API Docs
Create Attachment
Creates an attachment, which represents a file that a User has uploaded and attached to a parent object. See Attachment SObject and Create Record
Delete a Record in an Object
Deletes an existing record in an object. API Doc
Create Campaign
Creates a marketing campaign, such as a direct mail promotion, webinar, or trade show. See Campaign SObject and Create Record
Create Case
Creates a Salesforce case, which represents a customer issue or problem. See Case SObject and Create Record
Create Note
Creates a note, which is text associated with a custom object or a standard object, such as a Contact, Contract, or Opportunity. See Note SObject and Create Record
Create Account
Creates a Salesforce account, representing an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). See Account SObject and Create Record
Add Lead to Campaign
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Create CaseComment
Creates a Case Comment that provides additional information about the associated Case. See CaseComment SObject and Create Record
Create Event
Creates an event, which represents an event in the calendar. See Event SObject and Create Record
Create Record
Create new records of a given resource.
Create Contact
Creates a Contact, which is a person associated with an account. See Contact SObject and Create Record
Update Opportunity
Updates an opportunity, which represents an opportunity, which is a sale or pending deal. See Opportunity SObject and Update Record
Get Field Values from a Standard Object Record
Retrieve field values from a record. You can specify the fields you want to retrieve.
SOSL Search
Executes the specified SOSL search.
Update Account
Updates a Salesforce account, representing an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). See Account SObject and Update Record
Add Contact to Campaign
Adds an existing contact to an existing campaign. See Event SObject and Create Record
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