Salesforce and Totara integrations and automations

Seamlessly connect Salesforce and Totara. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Salesforce
  • Monitor changes in a record Real-time
    Monitor changes in a record in Salesforce
  • New record
    New record in Salesforce
  • New record Real-time
    New record in Salesforce
  • New Outbound message Real-time
    New Outbound message in Salesforce
  • New platform event Real-time
    New platform event in Salesforce
  • New PushTopic event Real-time
    New PushTopic event in Salesforce
  • Export new records
    Export new records in Salesforce
  • Export new/updated records
    Export new/updated records in Salesforce
  • Scheduled record search using SOQL query WHERE clause Batch
    Scheduled record search using SOQL query WHERE clause in Salesforce
  • Scheduled records search using SOQL query Batch
    Scheduled records search using SOQL query in Salesforce
  • New records Batch
    New records in Salesforce
  • New/updated records Batch
    New/updated records in Salesforce
  • Threshold met for new records created Batch
    Threshold met for new records created in Salesforce
  • Deleted record
    Record deleted in Salesforce
  • New/updated record
    New/updated record in Salesforce
  • New/updated record Real-time
    New/updated record in Salesforce

    • Any other trigger you can think up

Totara
  • Audience: New/Updated
    Triggers when an audience is added or updated in Totara
  • Course: New/Updated
    Triggers when a course is added or updated in Totara
  • User: New/Updated
    Triggers when a user is added or updated in Totara
  • Organisation: New/Updated
    Triggers when an organisation is added or updated in Totara
  • Position: New/Updated
    Triggers when a position is added or updated in Totara
  • Seminar: New/Updated Event Bookings
    Triggers when a seminar event booking changes state in Totara
  • Seminar: New/Updated Events
    Triggers when a seminar event is added or updated in Totara
  • Seminar: New/Updated In Course
    Triggers when a seminar in a course is added or updated in Totara
  • Certification: New/Updated
    Triggers when a certification is added or updated in Totara
  • Job Assignment: New/Updated
    Triggers when a job assignment is added or updated in Totara
  • Program: New/Updated
    Triggers when a program is added or updated in Totara

    • Any other trigger you can think up

Actions

Do this…

Salesforce
  • Custom action
    Custom action in Salesforce (Custom)
  • Approve record in approval process
    Approve a record in approval process in Salesforce
  • Create records in batches Batch
    Create records in batches in Salesforce
  • Update records in batches Batch
    Update records in batches in Salesforce
  • Create record
    Create record in Salesforce
  • Publish platform event
    Publish platform event in Salesforce
  • Delete record
    Delete record in Salesforce
  • Download attachment
    Download attachment from Salesforce
  • Download file
    Download file from Salesforce
  • Get record details by ID
    Get details of specific record in Salesforce
  • Get related list by parent record ID Batch
    Get list of related records in Salesforce
  • Get report by ID
    Get report details in Salesforce
  • Get object schema
    Get object schema in Salesforce
  • Create records in bulk from CSV file
    Create records in bulk in Salesforce from CSV file
  • Create records in bulk from CSV file (API 1.0)
    Create records in bulk in Salesforce from CSV file
  • List data category groups Batch
    Retrieve all data category groups in Salesforce
  • Retrieve data category group hierarchy Batch
    Retrieve data category group hierarchy in Salesforce
  • Reject record in approval process
    Reject a record in approval process in Salesforce
  • Retry bulk job for failed records from CSV file
    Retry records bulk job in Salesforce from CSV file
  • Search records Batch
    Search for records in Salesforce
  • Search records using SOQL query WHERE clause Batch
    Search records using SOQL query WHERE clause in Salesforce
  • Search records in bulk using SOQL query (API 1.0)
    Search records in bulk using SOQL query (API 1.0) in Salesforce
  • Search records in bulk using SOQL query (API 2.0)
    Search records in bulk using SOQL query (API 2.0) in Salesforce
  • Search records using SOQL query Batch
    Search for records using SOQL query in Salesforce
  • Submit record for approval
    Submit a record for approval in Salesforce
  • Update records in bulk from CSV file
    Update records in bulk in Salesforce from CSV file
  • Update records in bulk from CSV file (API 1.0)
    Update records in bulk in Salesforce from CSV file
  • Update record
    Update record in Salesforce
  • Upload file
    Upload file to Salesforce
  • Upsert records in bulk from CSV file
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in bulk from CSV file (API 1.0)
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in batches Batch
    Upsert records in batches in Salesforce
  • Upsert record
    Upsert record in Salesforce

    • Any other action you can think up

Totara
  • Audience: Add Member
    Add a member to an audience
  • Audience: Is User A Member
    Check if a user is a member of an audience
  • Audience: Remove Member
    Remove a member from an audience
  • Course: Is User Enrolled
    Check if a user is enrolled in a course
  • User: Create
    Create a new Totara user
  • User: Delete
    Delete a Totara user
  • User: Get - v1
    Get user information - version 1
  • User: Get - v2
    Get user information - version 2
  • User: Get Users
    Get a list of Totara users
  • User: Update
    Update an existing Totara user
  • Manual Enrolment: Enrol
    Enrol a user in a course
  • Manual Enrolment: Unenrol
    Unenrol a user from a course
  • Organisation: Create
    Create an organisation
  • Organisation: Delete
    Delete an existing Totara organisation
  • Organisation: Get
    Return the organisation information by given search criteria if the organisation exists
  • Organisation: Update
    Update the details for an existing organisation
  • Position: Create
    Create a position
  • Position: Delete
    Delete a position
  • Position: Get
    Retrieve a single position
  • Position: Update
    Update a position
  • Seminar: Event - Get
    Get a single seminar event
  • Seminar: Reservation - Allocate to users
    Allocate reserved spaces in a seminar event to users
  • Seminar: Reservation - Release
    Release reserved spaces in a seminar event
  • Seminar: Reservation - Reserve
    Reserve spaces in a seminar event
  • Seminar: Reservation - Get Reservations
    Get a list of booking reservations for a seminar event
  • Seminar: Booking - Get Bookings
    Get a list of bookings for a seminar event
  • Seminar: Booking - Cancel
    Cancel a user booking/signup for a seminar event
  • Seminar: Booking - Create
    Create a user booking/signup for a seminar event
  • Seminar: Booking - Get
    Get a single seminar event booking
  • Seminar: Booking - Set Attendance
    Set attendance for one or more users on a seminar event
  • Seminar: Event - Get Events
    Get a list of events
  • Seminar: Get
    Get a single seminar
  • Seminar: Get Seminars In Course
    Get a list of seminars in a course
  • Certification: Get Certification
    Get a single certification by reference
  • Certification: Get Certifications
    Get a list of certifications
  • Certification: Get Groups
    Get certification groups
  • Certification: Enrol Into Group
    Enrol a user into a certification group
  • Certification: Unenrol From Group
    Unenrol a user from a certification group
  • Job Assignment: Create
    Create a job assignment for a user
  • Job Assignment: Delete
    Delete a job assignment
  • Job Assignment: Get
    Retrieve a job assignment
  • Job Assignment: Update
    Update a job assignment
  • Program: Enrol Into Group
    Enrol a user into a program group
  • Program: Unenrol From Group
    Unenrol a user from a program group
  • Program: Get Groups
    Get a selection of groups
  • Program: Get
    Get a single program
  • Program: Get Programs
    Get multiple programs
  • Report Builder: Get
    Get a report and its details

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation