Create Automated Workflow to Monitor New Salesforce Acitvity and Take Prompt Actions

Monitor new Salesforce activity via alerts and automations. Create tasks for your team, and track each task till resolution

Create Automated Workflow to Monitor New Salesforce Acitvity and Take Prompt Actions
use cases

Start Monitoring and Managing Salesforce New Activities in Salesforce

Get alerted on Slack when end of trial coming soon

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Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Update Airtable with new activities logged in Salesforce.

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Track new activities in Salesforce with tasks in Asana.

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Track new activities in Salesforce with ClickUp tasks.

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Update a folder in ClickUp for new activities logged in Salesforce.

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Log new activities from Salesforce as Freshdesk tickets.

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Log new activities in Salesforce on Google Sheets.

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File a ticket on Intercom Help Desk for new activities reported in Salesforce.

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File a Jira ticket for new activities reported in Salesforce.

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Get notify of new activities in Salesforce through chat or channel messages on Microsoft Teams.

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Modify monday's columns to reflect new activities in Salesforce.

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Record monday updates to reflect new activities in Salesforce.

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Generate monday items for new activities in Salesforce.

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Maintain database item on Notion for new activities in Salesforce.

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Get direct messages or channel messages on Slack for new Salesforce activities.

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Establish Trello cards to manage new activities in Salesforce.

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Create Trello boards to manage new activities in Salesforce.

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Create a Zendesk ticket for new activity in Salesforce.

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Log an issue on Linear for new activities reported in Salesforce.

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Create a ticket on Zoho Desk for new activity in Salesforce.

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Salesforce Salesforce New Activities Alert Automation

Monitor salesforce new activities on Salesforce and get your team to act on them quickly

Get alerted on new activities in Salesforce, and automatically create tasks for each alert for your team to work on

Get notified for every salesforce new activities on Salesforce

Pre-built template to get started quickly

Get started without engineering dependency

Connect Salesforce with Slack, Zendesk and 30+ other tools

Create tasks/tickets for salesforce new activities in Salesforce

Get notified for every salesforce new activities on Salesforce

Convert alerts to tasks and track them for proactive resolution

Set up escalation rules and resolve tasks across any tool

Don't miss out on high-priority, time-sensitive issues

Create playbooks and custom status of tasks on Locale

Mark tasks as “pending”, "reviewed", “in progress” etc

Convert alerts to tasks and track them for proactive resolution

Setup human-in-the-loop workflows and analyze insights

Create action buttons for human input and approval

Use custom buttons like “approve”, “resolve”, "review" etc

Analytics on team performance

Get reports on TAT breaches, escalations, resolution % etc

Setup human-in-the-loop workflows and analyze insights
why locale

Basic automations not good enough? Check out our advanced features

Help your team manage high-priority items with our advanced features.

Convert notifications to tasks

Ensure that necessary action is taken

Optional SQL Editor

For cases that involve complex business logic

Action buttons

Help your team take manual actions

Multi-Step Playbooks

Custom status to track progress on each action

3 levels of Escalation

Ensure tasks are prioritized and done on time

Insights on Team Performance

Measure how your team is performing

Setup Workflow for salesforce new activities on Salesforce with Locale