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Salesforce
Tools

Connect Salesforce and Tools integrations

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

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Create a custom workflow

Integrate Salesforce with Tools 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
Tools
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

  • Get the value of a previously stored variable.

  • Get the values of previously stored variables.

  • Returns a value of 1 after first run. Every subsequent run will increment the returned value by 1.

  • Sets the value of a variable.

  • Sets the values of variables.

  • Sets the values of variables.

  • Pauses the run for up to 5 minutes.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Salesforce and Tools.

Basic trigger
Generates bundles with their own structure.
Trigger
Bulk create records (advanced)
Creates multiple records.
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
Get variable
Get the value of a previously stored variable.
Action
Load more

Popular Salesforce and Tools workflows

Connect Salesforce and Tools with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Sync Facebook leads to Salesforce for randomized location-based sales rep assignment

Streamline your lead management process by automatically syncing new Facebook leads to Salesforce. This template enhances distribution fairness by randomly assigning each lead to a sales representative based on their geographic location. Ideal for teams with multiple reps per region, it ensures an equitable workload distribution and maximizes conversion opportunities by promptly engaging leads with the right local expertise. Easily integrate Facebook Leads Ads to Salesforce to capture leads, find the team of reps in the lead's location and randomly assign a rep to the lead ensuring even distribution across your team for maximum conversion.

Sync Facebook leads to Salesforce for randomized location-based sales rep assignment
Use template
App Families

Sync Typeform leads to Salesforce for randomized location-based sales rep assignment

Streamline your lead management process by automatically syncing new Typeforms leads to Salesforce. This template enhances distribution fairness by randomly assigning each lead to a sales representative based on their geographic location. Ideal for teams with multiple reps per region, it ensures an equitable workload distribution and maximizes conversion opportunities by promptly engaging leads with the right local expertise.

Sync Typeform leads to Salesforce for randomized location-based sales rep assignment
Use template
App Families

Sync Salesforce Students/Leads to Kinderpedia

A complete scenario for syncing new student leads records from Salesforce to Kinderpedia, ensuring student, group, family, and parent data is accurately created in Kinderpedia and then marks the status as done in Salesforce.

Sync Salesforce Students/Leads to Kinderpedia
Use template

Support

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.