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Salesforce Integration
4 Articles
in this category
Contents
Salesforce Integration
4 Articles
in this category
Adding Salesforce Fields
Article Overview The following article describes how to add Salesforce fields to the Webflow. Salesforce Fields Description (See Figure 1 ) After connecting a Salesforce environment and selecting an object, Salesforce fields appear (1): Fi...
Detaching and Mapping Salesforce Fields
Article Overview The following article describes how to detach and map Salesforce fields. Detaching and Mapping Salesforce Fields When a webflow is connected to a Salesforce environment, you can map fields to Salesforce or detach them from Salesf...
Initiating a Process From Salesforce
Article Overview The following article describes steps to initiate an EasySend process from Salesforce and a use case. Step 1: Building the Process Drag and drop all the required components. Build the business logic (conditions and validations)...
Creating New Records in Salesforce
Article Overview The following article describes steps to create new records in Salesforce using an EasySend process and a use case. Step 1: Building the Process (See Figure 1 to Figure 3 ) Drag and drop all the required componen...