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Customize your Me Learning and Salesforce CPQ integration with the following
triggers and actions.
Triggers
When this happens…
Salesforce CPQ
- Object createdObject created in Salesforce CPQ
- Daily object reviewDaily Object review in Salesforce CPQ
- Object created/updatedObject created/updated in Salesforce CPQ
Any other trigger you can think up
Actions
Do this…
Me Learning
- Assign Group to a UserAssigns defined user to user group.
- Create Organisation UnitsCreates a new organisational unit. To create a top-level unit, leave the 'parentld' field empty.
- Create User GroupsCreates a new user group.
- Delete User Group by IDDeletes a user group.
- Delete a Organisation UnitDelete the specified organisational unit along with all its child units.
- Get User Group by IDRetrieves details of a user group.
- Get Custom FieldsLists all custom fields in the workspace.
- Get a Organisation UnitReturns the specified organisational unit along with all its child units.
- Get Organisation UnitsReturns the complete structure of organisational units within a workspace.
- get User Groupsget user groups.
- Get UsersReturns the list of users within a workspace.
- Change Parent of a Organisation UnitMoves an organisational unit to a new parent unit..
- Remove User from a GroupRemoves user from the group.
- Update a User GroupUpdates the name of a selected existing User Group.
- Update a Organisation UnitUpdates the name of a selected existing organisational unit.
Any other action you can think up
Salesforce CPQ
- Custom actionCustom action in Salesforce CPQ (Custom)
- Create objectCreate object in Salesforce CPQ
- Get related objects BatchGet related object list in Salesforce CPQ
- Search objects BatchSearch for objects in Salesforce CPQ
- Update objectUpdate object in Salesforce CPQ
Any other action you can think up
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