Create Automated Workflow to Monitor New Salesforce Objects and Take Prompt Action

Monitor new Salesforce leads, opportunities, accounts, cases, tasks etc via alerts and automations. Create tasks for your team, and track each task till resolution

Create Automated Workflow to Monitor New Salesforce Objects and Take Prompt Action
use cases

Start Monitoring and Managing Salesforce New Objects 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

Log new objects created in Salesforce as tasks in ClickUp.

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Create or update a ClickUp folder for new objects created in Salesforce.

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Log new objects created in Salesforce as Freshdesk tickets.

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Record new objects created in Salesforce on Google Sheets.

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Create a ticket on Intercom Help Desk for new objects created in Salesforce.

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Create a Jira ticket for new objects created in Salesforce.

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Notify about new objects created in Salesforce via chat or channel messages on Microsoft Teams.

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Change monday's columns to indicate new objects created in Salesforce.

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Record monday updates to reflect new objects created in Salesforce.

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Generate monday items for new objects created in Salesforce.

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Update database item on Notion for new objects created in Salesforce.

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Slack will notify you about any new objects created in Salesforce.

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Set up Trello cards to organize newly created objects in Salesforce.

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Set up Trello boards to organize newly created objects in Salesforce.

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Generate a Zendesk ticket for a new object created in Salesforce.

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Generate an issue on Linear for new objects created in Salesforce.

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Create a ticket on Zoho Desk for a new object created in Salesforce.

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Salesforce Salesforce New Objects Alert Automation

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

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

Get notified for every salesforce new objects 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 objects in Salesforce

Get notified for every salesforce new objects 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 objects on Salesforce with Locale