In order to make the best use of setting up the Salesforce integration with Verse, learn the basics of setting of Salesforce with Zapier below.
When creating a Zap with the Salesforce app, you will be asked to sign in to Salesforce to connect an account:
Next, you will be prompted to select the Salesforce Environment you want to connect to via your account. Most users should choose ‘production’ as their environment.
Then, log in to your Salesforce account (unless you are already logged in, you will automatically be redirected to the next step).
Select ‘Allow’ to grant Zapier the necessary permissions to perform the Zap.
If all steps were successful your Salesforce account will now be successfully connected for you to continue setting up your Zap.
Here is a general mapping between the triggers/actions/searches of the Salesforce integration
- New Record
- Updated Record
- Updated Field on Record
- Create Record
- Find Record