- Cómo empezar a usar Airtable
- Introducción a los aspectos básicos de Airtable
- Cómo comunicarse con el equipo de soporte de Airtable
- Pantalla de inicio de Airtable
- Glosario de terminología de Airtable
- Airtable technical requirements
- Diferencias entre las funciones de Airtable para escritorio y para móvil
- Atajos de teclado de Airtable
- Cómo usar Markdown en Airtable
- Adding descriptions in Airtable
- Finding Airtable IDs
- Automatizaciones de Airtable
- Descripción general de automatizaciones
- Guías de automatizaciones
- Guías de automatizaciones integradas
- Guías de automatizaciones en Airtable
- Linking existing records using automations
- Conditional groups of automation actions
- Repeating groups of Airtable automation actions
- Creating recurring records using automations
- How to delay Airtable automation runs
- Prevent automations from triggering by mistake
- Use automations to timestamp status updates
- Desencadenantes de automatizaciones
- Desencadenantes de Airtable
- Airtable automation trigger: When record matches conditions
- Airtable automation trigger: When a form is submitted
- Airtable automation trigger: When record created
- Desencadenante de automatización de Airtable: cuando se actualiza un registro
- Airtable automation trigger: When record enters view
- Desencadenante de automatización de Airtable: a una hora programada
- Airtable automation trigger: When webhook received
- Airtable automation trigger: When a button is clicked
- Airtable automation trigger: When email received
- Desencadenantes integrados
- Desencadenantes de Airtable
- Acciones de automatización
- Acciones en Airtable
- Acción de automatización de Airtable: enviar correo electrónico
- Airtable automation action: Create record
- Airtable automation action: Update record
- Airtable automation action: Find records
- Airtable automation action: Sort list
- Acción de automatización de Airtable: ejecutar un script
- Airtable automation action: Generate with AI
- Acciones integradas
- Airtable automation actions: Slack
- Airtable automation actions: Google Workspace
- Airtable automation action: Send MS Teams message
- Airtable automation actions: Outlook
- Airtable automation actions: Jira Cloud
- Airtable automation actions: Jira Server / Data Center
- Airtable automation actions: Salesforce
- Airtable automation action: Create post in Facebook Pages
- Airtable automation actions: GitHub Issues
- Airtable automation action: Hootsuite post
- Airtable automation action: Send Twilio SMS
- Acciones en Airtable
- Bases de Airtable
- Using Airtable Cobuilder
- Descripción general de las bases de Airtable
- Creating and duplicating bases in Airtable
- Structuring your Airtable bases effectively
- Moving Airtable bases between workspaces
- Tables in Airtable
- Crear enlaces para compartir bases de Airtable
- Importing third-party data into Airtable
- Uso de las perspectivas
- Troubleshooting Airtable base performance
- Versiones beta de Airtable
- Colaboración en Airtable
- Asistencia de Airtable Enterprise
- Información general
- External badging in Airtable
- Creating and using Airtable components
- Ask an Expert beta overview
- Data residency at Airtable
- Descripción general de los grupos de usuarios en Airtable
- API de Enterprise de Airtable
- Creating and managing data retention policies in Airtable
- eDiscovery APIs in Airtable
- Airtable and data loss prevention
- Acceder a los registros de auditoría de Enterprise en Airtable
- Configuración de Jira Server/Data Center para conectarse con Airtable
- Panel de Administración de Enterprise
- Descripción general del panel de administración de Enterprise
- Usuarios: panel de administración de Enterprise en Airtable
- Detalles del usuario en el panel de administración de Airtable
- Grupos: panel de administración de Airtable
- Espacios de trabajos: panel de administración de Enterprise de Airtable
- Bases: panel de administración de Enterprise en Airtable
- Interfaces: Panel de administración de Enterprise en Airtable
- Data sets - Airtable admin panel
- Managed apps - Airtable admin panel
- Components - Airtable admin panel
- Informes: panel de administración de Enterprise en Airtable
- Airtable admin panel settings
- Guía práctica de Enterprise
- Gestionar a los admins de Enterprise en el panel de administración
- Uso de organizaciones
- Organizational branding for apps in Airtable
- Enterprise Hub in Airtable
- Enterprise Hub : Org unit assignment with user groups
- Desactivar, retirar el acceso y reactivar usuarios desde el panel de administración
- Gestionar el acceso de usuario a espacios de trabajo y bases
- Airtable Enterprise Key Management
- Custom terms of use
- SSO en Enterprise
- Información general
- Extensiones de Airtable
- Descripción general de las extensiones
- Extensiones por Airtable
- Extensiones integradas
- Campos de Airtable
- Descripción general de los campos
- Archivo adjunto
- Campos basados en fecha
- Fórmula
- Empezar a usar fórmulas
- Fundamentos de fórmulas
- Soluciones frecuentes: principiante
- Soluciones habituales: intermedias
- Soluciones habituales: avanzado
- Campo de texto largo
- Campos de registros vinculados
- Campos con números
- Otros campos
- Campos de compilación, búsqueda y recuento
- Campos de selección y colaborador
- Integración con Airtable
- API
- Getting started with Airtable's Web API
- Crear tokens de acceso personal
- Airtable Webhooks API Overview
- Service accounts overview
- API web de Airtable: usar filterByFormula o parámetros para ordenar
- Airtable API Deprecation Guidelines
- Airtable API: Common troubleshooting
- Managing API call limits in Airtable
- Enforcement of URL length limit for Web API requests
- Servicios de integración
- Third-party integrations via OAuth overview
- Troubleshooting disconnected OAuth integrations in Airtable
- Options for integrating with Airtable
- Third-party integrations - Common troubleshooting
- Low-code integrations - Common troubleshooting
- Integrating Airtable with external calendar applications
- Visualizing records from Airtable in Tableau
- Visualizing Airtable records in Microsoft Power BI & Power Query
- Integrating HubSpot with Airtable
- Using Zapier to integrate Airtable with other services
- Using Zapier's Multi-Step Zaps to find and update records
- Using IFTTT to integrate Airtable with other services
- Integrating with AWS Lambda & DynamoDB
- Herramientas para desarrolladores
- API
- Diseñador de Interfaces de Airtable
- Descripción general
- Diseños de página
- Elementos
- Adding and removing elements in interfaces
- Adding layouts to interfaces
- Formatting elements in interfaces
- Interface element: Button
- Interface element: Calendar
- Interface element: Chart
- Interface element: Filter
- Interface element: Gallery
- Interface element: Grid
- Interface element: Kanban
- Interface element: Number
- Interface element: Record picker
- Interface element: Text
- Interface element: Timeline
- Aprendizaje y recursos
- Gestión de Airtable
- Política de Airtable
- Registros de Airtable
- Sincronización de Airtable
- Vistas de Airtable
- Espacios de trabajo de Airtable
- Impresión
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Airtable automation actions: Salesforce
- Actualizado en 19 Jan 2024
- 3 Minutos para leer
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Learn how to use Airtable’s Salesforce automation actions to seamlessly create or update Salesforce records directly from an Airtable base. Marketers typically use this to hand over contact or opportunity information to sales reps using Salesforce.
Introduction
Enterprise Scale plans only | |
Permissions |
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Platform(s) | Web/Browser, Mac app, and Windows app |
Related reading |
Setting up an automation to create or update records in Salesforce
Note
As a prerequisite, you will need to have an existing Salesforce account and “Record Type” configured in Salesforce.
Step 1: Create a new automation
To start creating an automation, from the open base of your choice click on Automations in the upper left corner of your screen to open the automation configuration window. Click the + Create automation option to begin the setup process. If you would like, you can rename the automation right away to make it easier to understand what it does.
Step 2: Configure a trigger
Next, you will need to click + Add trigger option. Once clicked, the available triggers will display for you to choose from. Click here to learn more about all available automation triggers. Once you have configured and tested the trigger, you can move on to the next step.
Step 3: Find a Salesforce action
Click the + Add advanced logic or action option.
Scroll down in the menu that appears and find the “Salesforce” section.
While hovering over that option, click either the Create record or Update record option.
Step 4: Configure the Salesforce action
Feel free to enter a description of what the action will do. You can always add one later if you prefer to skip this step.
Under “Configuration,” click the dropdown below the “Salesforce account” section. From here, either select a previously connected account or connect a new account. More information on managing connected accounts is available here.
After connecting an account, you’ll perform different options depending on the type of Salesforce action you chose to use in the automation:
To create a Salesforce record, select the “Salesforce record type” you want to use by clicking the dropdown and clicking on the record type of your choice. There are different options available to configure for every Salesforce record type. Learn more about creating record types in Salesforce by consulting their documentation.
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.
To update an existing Salesforce record, you need to choose a trigger that will find records based on conditions you can set. 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. As an example, you may want the trigger to find records in the “Opportunity” table that have a status of “Qualification”. You will then be able to select the fields that you want to update by clicking the Choose field button under the Update Fields section. If you select a field but leave it blank, that field will be cleared out in Salesforce.
Step 5: Test and turn on the automation
Again, be sure to test all of the steps in the automation that you are building. Once every part of the automation has tested successfully, you’ll likely be ready to turn the automation on. Find the red colored “OFF” toggle and click it so the automation now appears as “ON” in green.
FAQs
What type of access will Airtable have to my Salesforce account?
Airtable will only have access to the Salesforce records that the user who set up the Salesforce automation has access to.
How is data transmitted from Salesforce?
The data that we send to and receive from Salesforce’s API is transmitted securely via HTTPS and will not be used for any purpose other than the automation.
What happens to my automations if my Salesforce account gets deactivated?
If the Salesforce account for a related automation is deactivated, or disconnected, then the automation will cease to work until a new Salesforce account is connected and configured.