Salesforce Trigger

Overview

Start a workflow when a Salesforce record is created or updated. Choose an object — Account, Contact, Lead, Opportunity, Case, Task, or a Custom Object — and whether to fire on new records only, or on any create or update.

How it works

• The trigger polls Salesforce on a schedule (every few minutes) with a SOQL query.
• Record created filters on CreatedDate; Record created or updated filters on LastModifiedDate.
• Each poll returns records changed since the last check, oldest first, so nothing is missed between runs.
• Use Fields to Return to control which field API names come back (Id is always included).

Trigger output ($json)

• {{$json.Id}} — the record Id
• {{$json.resource}} — the object (contact, lead, …)
• {{$json.event}} — record_created or record_updated
• {{$json.Name}} and any other returned field
• {{$json.CreatedDate}} / {{$json.LastModifiedDate}}

Notes

• In created or updated mode, editing a record re-fires the trigger. Branch on a field if you only want to act on certain changes.
• For Custom Objects, set the API name (e.g. MyObject__c) and request its field API names.

Required Credentials