Trigger - Salesforce Field Match

This trigger adds people to a Flow when a new or updated contact or lead in Salesforce matches your condition.


Connecting Salesforce

Before you can use this trigger you need to connect your Salesforce account to Encharge. To do that go to your apps, select Salesforce, click on Connect and log inто your Salesforce account. Finally, authorize Encharge.

Note that you can currently have just one Salesforce account connected to Encharge.

Alternatively, you can connect Salesforce directly from the Salesforce Field Match step. 


How to set up Salesforce Field Match trigger?

First, select the type of the person – a lead or a contact.

Then, select the property (i.e., the field):

And the condition:

Finally, connect the trigger to an action step or a filter step connected to an action:


How to map Salesforce fields to Encharge?

To map fields from Salesforce go to your apps page, click on Salesforce, and then select the Map Fields tab. Note that for the Salesforce integration you only need to map your fields once – any Salesforce-related steps in the Flow builder will use that mapping. Also, note that we support a two-way sync.


Common questions

Will this trigger automatically import existing contacts/leads that already match that field condition?

No. This trigger will only add Salesforce contacts/leads that match the field condition going forwards. To add existing Salesforce contacts export contacts from Salesforce and import them in Encharge.

If I import users to Salesforce that match this field condition will they enter a Flow through this trigger?

Yes.

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