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Customize your Salesforce secondary and Workbot for Slack integration with the following triggers and actions.

Triggers

When this happens…

Salesforce secondary
  • New record
    New record in Salesforce secondary
  • New record Real-time
    New record in Salesforce secondary
  • New Outbound message Real-time
    New Outbound message in Salesforce secondary
  • New platform event Real-time
    New event in Salesforce secondary
  • Scheduled record search using SOQL query WHERE clause Batch
    Scheduled record search using SOQL query WHERE clause in Salesforce secondary
  • Scheduled records search using SOQL query Batch
    Scheduled records search using SOQL query in Salesforce secondary
  • New records Batch
    New records in Salesforce secondary
  • New/updated records Batch
    New/updated records in Salesforce secondary
  • Threshold met for new records created Batch
    Threshold met for new records created in Salesforce secondary
  • Deleted record
    Record deleted in Salesforce secondary
  • New/updated record
    New/updated record in Salesforce secondary
  • New/updated record Real-time
    New/updated record in Salesforce secondary
  • Any other trigger you can think up

  • Show all 12
Workbot for Slack
  • New command (old version) Real-time
    New command to Slack Workbot
  • New command Real-time
    New command to Slack Workbot
  • New URL mention Real-time
    New message with URL mention from Slack
  • New dynamic menu event (beta) Real-time
    New dynamic menu event in Workbot
  • New Shortcut trigger Real-time
    New shortcut to Slack Workbot
  • New event Real-time
    New event to Slack Workbot
  • Any other trigger you can think up

Actions

Do this…

Salesforce secondary
  • Custom action
    Custom action in Salesforce secondary (Custom)
  • Approve record in approval process
    Approve a record in approval process in Salesforce secondary
  • Create records in batches Batch
    Create records in batches in Salesforce secondary
  • Update records in batches Batch
    Update records in batches in Salesforce secondary
  • Create record
    Create record in Salesforce secondary
  • Publish platform event
    Publish platform event in Salesforce secondary
  • Delete record
    Delete record in Salesforce secondary
  • Download attachment
    Download attachment from Salesforce secondary
  • Download file
    Download file from Salesforce secondary
  • Get record details by ID
    Get details of specific record in Salesforce secondary
  • Get related list by parent record ID
    Get list of related records in Salesforce secondary
  • Get report by ID
    Get report details in Salesforce secondary
  • Get object schema
    Get object schema in Salesforce secondary
  • Create records in bulk from CSV file Bulk
    Create records in bulk in Salesforce secondary from CSV file
  • Create records in bulk from CSV file (API 1.0) Bulk
    Create records in bulk in Salesforce secondary from CSV file
  • Reject record in approval process
    Reject a record in approval process in Salesforce secondary
  • Retry bulk job for failed records from CSV file Bulk
    Retry objects bulk job in Salesforce secondary from CSV file
  • Search records
    Search for records in Salesforce secondary
  • Search records using SOQL query WHERE clause
    Search records using SOQL query WHERE clause in Salesforce secondary
  • Search records in bulk using SOQL query (API 1.0) Bulk
    Search records in bulk using SOQL query (API 1.0) in Salesforce secondary
  • Search records in bulk using SOQL query (API 2.0) Bulk
    Search records in bulk using SOQL query (API 2.0) in Salesforce secondary
  • Search records using SOQL query
    Search for records using SOQL query in Salesforce secondary
  • Submit record for approval
    Submit a record for approval in Salesforce secondary
  • Update records in bulk from CSV file Bulk
    Update records in bulk in Salesforce secondary from CSV file
  • Update records in bulk from CSV file (API 1.0) Bulk
    Update records in bulk in Salesforce secondary from CSV file
  • Update record
    Update record in Salesforce secondary
  • Upload file
    Upload file to Salesforce secondary
  • Upsert records in bulk from CSV file Bulk
    Upsert records in bulk in Salesforce secondary from CSV file
  • Upsert records in bulk from CSV file (API 1.0) Bulk
    Upsert records in bulk in Salesforce secondary from CSV file
  • Upsert record
    Upsert record in Salesforce secondary
  • Any other action you can think up

  • Show all 30
Workbot for Slack
  • Custom action
    Custom action in Workbot for Slack (Custom)
  • Open/update or push modal view
    Open/update or push a modal view as Slack Workbot
  • Delete message
    Delete message as Slack Workbot
  • Download attachment
    Download attachment from Slack Workbot
  • Return menu options (beta)
    Return menu options
  • Get user by email
    Get user info by email
  • Publish App Home view
    Publish an app home view
  • Post dialog
    Post dialog for Slack Workbot
  • Post message
    Post message as Slack Workbot
  • Post notification (old version)
    Post notification as Slack Workbot
  • Post command reply (old version)
    Post command reply as Slack Workbot
  • Post command reply
    Post command reply as Slack Workbot
  • Post attachment
    Posts attachment as Slack Workbot
  • Any other action you can think up

  • Show all 13

Let us tailor your Salesforce secondary and Workbot for Slack integrations

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