Integrate Salesforce Essentials with Retently
Trigger NPS/CSAT surveys after significant customer interactions such as deal closures or support resolutions, sync customer contact details and interaction history, and utilize feedback scores to enhance customer relationship strategies.
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About Salesforce Essentials
Salesforce Essentials is a customer relationship management (CRM) tool that enables users to manage customer conversations and track interactions. It supports the management of records such as contacts and deals.
Salesforce Essentials to Retently
New Outbound Message
Triggers when a new outbound message is received in Salesforce.Updated Field on Record
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Salesforce object (i.e. Contact, Deal, To-do, etc.).New Record
Triggers when a record of the specified Salesforce object (i.e. Contact, Deal, To-do, etc.) is created.Updated Record
Triggers when any record of the specified Salesforce object (i.e. Contact, Deal, To-do, etc.) is updated.Retently to Salesforce Essentials
Add Contact to Campaign
Adds an existing contact to an existing campaign.Create Attachment
Creates a new attachment (max 25MB).Update Record
Updates an existing record for a specified Salesforce object (i.e. Contact, Deal, To-do, etc.).Find Record by Query
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.Add Lead to Campaign
Adds an existing lead to an existing campaign.Create Record
Creates a new record of a specified Salesforce object (i.e. Contact, Deal, To-do, etc.).Find Record
Finds a record of a specified Salesforce object by a field and value you choose.Find or Create Record
Find a record; optionally create a record if not found.
Alex Bitca
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