Examples

Due to the number of Salesforce API endpoints all potential fields will not necessarily be drop down options.

Even if your desired dropdown option is not listed in most cases you can still use Salesforce formula directly within the field value itself to retrieve your desired endpoint.

Salesforce and Trello

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Below is an example of a way in which you could potentially use the Salesforce trigger and connector, to integrate with Trello. In this imagined scenario, upon creation of a Salesforce record, the workflow checks who created said card and if it was a Partner referral. Should this be the case, the Tray.io workflow will set a time limit for contact to be made.

The steps will be as follows:

1. Setup the trigger and the first connector step in order to get the new record information.

2. Create a boolean condition to base your output on.

3. If a partner referral is not confirmed, create a Trello card as standard.

4. If a partner referral is confirmed, set a contact due date on said Trello card.

The final outcome should look like this: