Salesforce integration screencast

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By Peter Hilton

Effektif software demo video

The latest update to Effektif adds Salesforce integration, so you can use Salesforce to automatically trigger cases in Effektif. This screencast demonstrates an example of a process in Effektif for handling a sales win recorded in Salesforce.

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Salesforce integration screencast (YouTube) – 2m 21s

Once you’ve watched the video, try it yourself with the Salesforce integration tutorial.

Transcript

In this screencast, I’m going to show you an example of a process that integrates with Salesforce. This process is a template for a workflow that will start whenever a Salesforce opportunity is closed.

To get started, let’s create a new process called Celebrate sales win.

Trigger

Now I’ve created the process, I’ll choose a trigger to start the workflow.

I’m using a Salesforce trigger, which responds to a message from Salesforce. Salesforce will send this message when an opportunity is closed.

Action – e-mail

Now I’m going to add a Send E-mail action to the process. This action will notify the team that there is a sales win to celebrate.

I create the action… enter a caption… a team e-mail address, and a subject line.

In the subject line, I’m using a variable that comes from the Salesforce opportunity. Typing a hash, or pound sign, shows a list of variables.

Finally, an e-mail body completes the task.

Now we have a workflow that sends an e-mail notification to the team. This is enough for a first version of the process. After all, if we notify the team, they know how to party.

Action – parallel user task

To finish the demo, let’s make the process more interesting. If the sales win was a big one, we’re going to need Champagne.

I’ve added parallel gateways around the Send E-mail task, so now I can add a user task to be performed in parallel.

I’m adding an exclusive gateway, because we don’t always get Champagne, … a user task to fetch the Champagne, … and a flow for when we don’t get Champagne.

We can use data from the Salesforce opportunity to make an automatic decision. The default decision will be to continue without getting Champagne. However, if the sales amount is greater than, say, 10000, then we get Champagne.

Wrapping up

Let’s wrap up. I’ve shown you how to define a process in Effektif, triggered by a Salesforce action.

Next time there’s a sales win, we’ll all get an e-mail, and maybe even Champagne.