Create Custom Workflow Automation with Salesforce
integration using ODIN

Create Custom Workflow Automation with Salesforce
integration using ODIN

Build Your Custom Flow

salesforce
salesforce
salesforce
salesforce

Easily integrate Salesforce with your favourite apps. Build and customise visual workflows in just a few clicks to streamline your work processes.

Actions and Triggers:

Actions and Triggers:

salesforce

Actions

Run Query (Advanced)

Run a salesforce query

salesforce

Actions

Create Object (Advanced)

Create new object

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Actions

Update Object (Advanced)

Update object by Id

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Actions

Batch Upsert (Advanced)

Batch upsert a record by external id

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Actions

Bulk Upsert (Advanced)

Bulk upsert a record by external id

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Triggers

New Record

Triggers when there is new record

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Triggers

New or Updated Record

Triggers when there is new or updated record

How to build Salesforce workflows on Odin AI:

Sign in to your Odin Account.

Create a New Project.

Click on Automator on the left menu section. 

Click on Flows and then ‘+ New Flow

Search for Salesforce and select it as either the Trigger (that initiates automation) or an Action (that forms a step of your workflow).

Create your Flow and pass data between connected apps.

To test the response, use the Mock data available.

You can monitor each Run that results from an enabled flow.

How to build Salesforce workflows on Odin AI:

Sign in to your Odin Account.

Create a New Project.

Click on Automator on the left menu section. 

Click on Flows and then ‘+ New Flow

Search for Salesforce and select it as either the Trigger (that initiates automation) or an Action (that forms a step of your workflow).

Create your Flow and pass data between connected apps.

To test the response, use the Mock data available.

You can monitor each Run that results from an enabled flow.

If you need support with Salesforce, visit

For additional support, mail us at support@getodin.ai

© 2024 Copyright One Realm, Inc

© 2024 Copyright One Realm, Inc

© 2024 Copyright One Realm, Inc

© 2024 Copyright One Realm, Inc