Salesforce Integrations

CRM · 9 Triggers · 12 Actions

Automate work across your stack

Put Salesforce at the center of your automated work

Start Workflows from new, updated, or deleted Salesforce records and manage standard or custom objects through REST, SOQL, SOSL, and composite APIs.

View Salesforce templates Technical documentation

✓Visual Workflow builder
✓Schema-aware field mapping
✓Retries and failure recovery
✓Run audit and observability
✓Reusable connected accounts
✓Triggers, Actions, filters, and Paths

Ready-made Salesforce Workflows

Browse all templates →

Salesforce · Slack

Notify Slack about new Salesforce leads

Send a Slack notification when a new lead is created in Salesforce. Connect Salesforce and Slack, then choose the destination channel. The polling trigger watches Lead records accessible to the connected Salesforce user. Each plain-text message includes the lead name, company, status, record ID and creation time. Wait for Connected and the initial polling baseline before creating a test lead. Existing leads are not backfilled; edits, conversions and deleted leads do not create another new-lead notification. Polling introduces a delay before delivery. The example contains fictional German business data. Email addresses, phone numbers, notes and custom fields are not included in the Slack message. Lead details become visible to members of the selected channel. Link and media previews are disabled. Manual reruns can create duplicate messages; this workflow sends alerts rather than synchronizing CRM records.

1. Salesforce · New Lead
2. Slack · Notify the new lead channel

View template →Use template

React to Salesforce events

Start a Workflow from selected Salesforce events and keep broad event catalogs narrowed to the activity your team actually owns.

Move data between tools

Map structured fields from Salesforce into downstream Actions without copying values between apps by hand.

Operate with evidence

Use retries, Paths, and Workflow Audit to understand every run and recover safely when a provider call fails.

Start a Workflow

Popular Salesforce Triggers

Choose from popular event definitions here, or open the technical reference for all 9 current Triggers.

New Record

Polling Trigger

trigger

Updated Record

Polling Trigger

trigger

Deleted Record

Polling Trigger

trigger

New Lead

Polling Trigger

trigger

New Opportunity

Polling Trigger

trigger

View all 9 Triggers in the technical reference →

Continue a Workflow

Popular Salesforce Actions

Map earlier Workflow data into a popular operation here, or view all 12 current Actions.

Create Record

Connected account

action

Update Record

Connected account

action

Upsert Record

Connected account

action

Run SOQL Query

Connected account

action

Create Multiple Records

Connected account

action

View all 12 Actions in the technical reference →

FAQ

Salesforce automation questions

Open the technical reference →

What can trigger a Salesforce Workflow?

Salesforce currently provides 9 Trigger definitions. Popular examples include New Record, Updated Record, Deleted Record, New Lead. The technical reference contains the complete current catalog.

What can FastHook do in Salesforce?

Salesforce currently provides 12 Actions, including Create Record, Update Record, Upsert Record, Run SOQL Query. Map Trigger and earlier Step data into the selected Action before activation.

How does Salesforce authentication work?

Install the FastHook Packaged External Client App in the Salesforce organization, then connect an authorized Salesforce user through OAuth. FastHook stores the access and refresh tokens encrypted.

Where are Salesforce scopes and technical details documented?

The Salesforce technical reference lists authentication, current Trigger and Action definitions, permissions, setup notes, and troubleshooting guidance.

Put Salesforce at the center of your automated work

Choose a ready-made Salesforce Workflow, connect your accounts, and test it before activation.

Explore Salesforce Workflow templates

More Salesforce setup guides

For connection steps and example automations, read the Salesforce setup guide.

Explore setup and supported operations for these app combinations. Use a guide to build a Workflow manually.