![]() We recommend using the “When a record matches conditions” trigger to setup matching criteria to identify records, but you can also use other available triggers depending on your needs.Īs an example, you may want the trigger to find records in the “Opportunity” table that have a status of “Qualification”. In order to update an existing Salesforce record, you need to choose a trigger that will find records based on conditions you can set. Update existing Salesforce records Choose a trigger If you choose a field to update but don’t fill it with a value, then that field will be cleared out in the related Salesforce record. ![]() For our example we’ll use the “Opportunity Contact Role” record type. There are different options available to configure for every Salesforce record type. Once your account is connected, select the Salesforce record type you want to use. Under the trigger step, click the “Add action” button, and select the “Create record” action under the Salesforce section.Īt this point, you’ll be prompted to select or connect your Salesforce account. With a successful test you can move on to adding an action. Run a test to make sure that the trigger step is configured correctly. Then select the table to watch for new records (in this case, the “Contacts” table). ![]() To set up a trigger to fire when a new contact is created in the “Contacts” table, select the “When a record is created” trigger. Then, click “Create a custom automation” to begin the setup process.Ĭreate new Salesforce records Choose a trigger To start, click on “Automations” in the upper right corner of your base. We’ll set up another automation that updates that same Salesforce record if the contact matches certain criteria. In this article we will be setting up an automation that creates a Salesforce record whenever a new contact is created in Airtable. If you have questions about Enterprise pricing and packaging, please click here.Īs a prerequisite, you will need to have an existing Salesforce account and “Record Type” configured in Salesforce. Salesforce automation actions are an Enterprise-only feature.
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