Salesforce - New record

Use the start event The connector and event for triggering the workflow to run, including required configuration. An example is Box - New file, which triggers the workflow to run when a new file is uploaded to the specified folder. Salesforce - New record to start your workflow whenever a new record of the specified object, such as Account or Opportunity, is created in your Salesforce org. In the context of Nintex Automation Cloud, Salesforce is a connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores.

For more information about the Salesforce connector, see Salesforce.

Before you begin: 

Jump to:

Select the Salesforce - New record start event

  1. Open your workflow and in the designer canvas, click Start event. The configuration panel is displayed.
  2. In the Start from drop-down under CONNECTORS, select Salesforce.

  3. In the Event field, select Salesforce - New record.

    The Configuration section is displayed. To configure the start event, follow the steps in Configure the start event.

Configure the start event

During configuration of the Salesforce - New record start event, you can select a Salesforce object to monitor for new records, store information about the new record for use later in the workflow by adding variables for the attributes you want, and set conditional start options Statements about variable values, that when true, run the workflow., such as requirements for the account manager or creation date.

In the Configuration section of the Start event configuration panel: 

  1. Select a Connection. If you do not have a connection, see Add a connection.

  2. For Object name, select the object you want to monitor for new records.

    For example, select Account if you want to start this workflow whenever a new record in the Account object is created.

For more information on the fields and buttons, see Salesforce - New record start event fields by section.

  1. On the Designer canvas, click Start event.

  2. Select a connector from the Start from drop-down list.

  3. Select an event from the Event drop-down list.

  4. Click Add variables.
  5. Select the predefined variables that you want to add to your workflow. If you know the variable and you want to find it faster, type the variable name in the Filter options field. To select all variables, click Select All.
  6. Click Add.

    Note: If you want to edit the selection of variables, hover over the variable, click More Options icon, and then click Show Details. Edit the variable name in the Name field or click Delete icon.

Variables that are provided by the start event depend on the object you select.

For more information on the fields and buttons, see Salesforce - New record start event fields by section.

We recommend configuring the start event to start the workflow only when a particular condition exists.

  1. Find the Conditions section.
    1. Click Add condition.
    2. For When, select a start event variable. For example, select Created date for a new file.
    3. For Operator, select an operator for comparing the variable to the value. For example, select is before or on.

    4. For Value, type or select the value to use for the comparison. For example, select 2017-12-31, 11:59 PM.

    5. Type a Condition summary, if desired.

    6. Click Add condition.

      The condition is added to the start event.

  3. Select all or any to control how multiple conditions are evaluated.

For more information on the fields and buttons, see Salesforce - New record start event fields by section.

Salesforce - New record start event fields by section

Section

Field

Description
Start event Show variables Displays variables that are available to use throughout the workflow. Variables are classified based on how they are created or generated.
  Hide variables Closes the Variables pane.
Configuration Connection

The Salesforce connection to use for the start event.

  Object name

The object to monitor for new records. Accepts a selection from the drop-down list. The drop-down list shows the objects for the selected connection.

Add variables

Displays selections for browsing, selecting, and adding variables to use throughout the workflow. For example, if you want to attach the new file to an email later in the workflow, then select the variable File variable.

Selection

Description

Filter options

Filters the list of variables using your entered text.

/

Selects or de-selects a variable for adding.

Select all

Selects all variables.

Add

Adds the selected fields.

Cancel

Discards field selections and hides the fields available for selection.

Conditions

Add condition

Displays fields for defining a new condition.

 

 When

The start variable the operator compares with the value. The variable File variable is not available for defining a condition.

 

 Operator

How the When variable and Value are compared. Select from the drop-down. The operators available in the drop-down depend on the When variable type.

 

 Value

The text or variable that the operator compares with the When variable. Type to enter text. The variable type must match the When variable type.

 

all/any

If you select:

  • all: then all conditions must be true for the workflow to start.
  • any: then at least one of the multiple conditions must be true for the workflow to start.

 

(Edit condition)

Redisplays condition fields for editing.

 

(Delete condition)

Deletes the indicated condition.