Create Automated Workflow to Monitor and Take Prompt Action based on Salesforce Object or Field Update

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

Create Automated Workflow to Monitor and Take Prompt Action based on Salesforce Object or Field Update
use cases

Start Monitoring and Managing Salesforce Object or Field Updates 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

Track object or field updates from Salesforce in Asana tasks.

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Track object or field updates in Salesforce with ClickUp tasks.

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Organize object or field updates from Salesforce into a ClickUp folder.

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Register object or field updates from Salesforce in Freshdesk.

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Update Google Sheet rows for object or field updates in Salesforce.

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File a ticket on Intercom Help Desk for updates to objects/fields in Salesforce.

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File a Jira ticket for updates to objects/fields in Salesforce.

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Get notify of object/field updates in Salesforce through chat or channel messages on Microsoft Teams.

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Alter monday's columns to capture updates to objects/fields in Salesforce.

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Record monday updates to reflect updates to objects/fields in Salesforce.

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Generate monday items for updates to objects/fields in Salesforce.

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Organize database item on Notion for object/field updates in Salesforce.

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Get direct messages or channel messages on Slack for updates to Salesforce objects/fields.

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Generate Trello cards to track updates to objects/fields in Salesforce.

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Establish Trello boards to track updates to objects/fields in Salesforce.

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Create a Zendesk ticket for an object/field update in Salesforce.

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Create an issue on Linear for updates to objects/fields in Salesforce.

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Open a ticket on Zoho Desk for an object/field update in Salesforce.

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Salesforce Salesforce Object or Field Updates Alert Automation

Monitor salesforce object or field updates on Salesforce and get your team to act on them quickly

Get alerted on Salesforce object or field updates, and automatically create tasks for each alert for your team to work on

Get notified for every salesforce object or field updates 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 object or field updates in Salesforce

Get notified for every salesforce object or field updates 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 object or field updates on Salesforce with Locale