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Certifier
Salesforce

Connect Certifier and Salesforce

Explore ready-made Certifier and Salesforce templates and start automating in minutes.

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Create a custom workflow

Integrate Certifier with Salesforce and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Salesforce
Trigger: Watch jobs
Certifier
Action: Select an action
1. Select a trigger

  • Triggers when a bulk data job is created.

  • Triggers when a field has changed in an object.

  • Triggers when a record is created or updated in an object.

2. Select an action

  • Creates a group.

  • Creates, issues, and sends a credential to a recipient.

  • Performs an arbitrary authorized API call.

Select a trigger and an action

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Triggers and actions

Explore what you can automate between Certifier and Salesforce.

Bulk create records (advanced)
Creates multiple records.
Action
Create a Group
Creates a group.
Action
Create a record
Creates a new record in an object.
Action
Create or update a record
Creates a new record or updates an existing one if a matching record is found.
Action
Delete a record
Deletes a record.
Action
Download an attachment or document
Downloads an attachment or a document.
Action
Get a record
Returns information about a specific record by its record ID.
Action
Get bulk job results (advanced)
Retrieves the records of a bulk data ingest job. If the job has not finished yet, returns the live job state with empty results.
Action
Issue a Credential
Creates, issues, and sends a credential to a recipient.
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.