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Add a Segment
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Feedier → Actions Feedback → Segments → New Segment |
First we need to setup a segment on Feedier. Segments are saved searches that allow you to create automisations based on your selected feedback.
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Connect the Segment to an Automation
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Feedier → Actions Profile Name → Automations → Add Segment |
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App Client ID | Refer to step 1, you get this from the Connected App in Salesforce. |
App Client Secret | Refer to step 1, you get this from the Connected App in Salesforce. |
Salesforce SOQL | Next Refer to next section |
Attribute Name | The attribute name we receive in the feedback (for example, "sf_id") is used to match Salesforce records. This could be an Account ID, Custom ID, or Contact ID. For instance, if the feedback link looks like this: In short, this attribute ("sf_id") will be used in the "WHERE" part of the Salesforce query (SOQL) |
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How to Create Your SOQL |
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Salesforce Process Automation → Workflow Rules |
You now need to trigger the outgoing message.
Create a trigger with your own rules (file status = closed, for example).
Attach the outgoing message you have created
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Create a trigger with your own rules (Case status = Escalated for example)
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