Salesforce Process Automation

Likely Required Processes

For Strala to associate Salesforce objects to Strala anonymous users, we require association events to fire. Following are the likely required processes, depending on your Salesforce implementation.

• Contact Association Events
• Lead Association Events*
• Opportunity Association Events

*assuming the Lead object is used

Likely Processes

With many Salesforce instances, there will likely also be Conversion events fired when a Lead is created, when an Opportunity is created, or when an Opportunity changes stages. Those would translate into Process Builder processes that might match the following:

• Lead Created Process
• Contact Created Process
• Opportunity Created Process
• Opportunity Stage Change Process