...
Add a Segment
| Info |
|---|
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.
...
Connect the Segment to an Automation
| Info |
|---|
Feedier → Actions Profile Name → Automations → Add Segment |
...
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) |
| Info |
|---|
How to Create Your SOQL |
...
Setup the form as follows:
...
...
| Note |
|---|
If you are using a custom object, you need to create a custom email field to be able to attach the email to the outbound message. |
Name / Unique Name: Choose what you like, this has no impact with the connector
Endpoint URL for Sandbox : https://connector-preprod.feedier.com/salesforce/push?push_campaign_id={Feedier Campaign ID}&api_key={Private API Key Feedier}
Endpoint URL for PROD: https://connector.feedier.com/salesforce/push?push_campaign_id={Feedier Campaign ID}&api_key={Private API Key Feedier}
...
| Info |
|---|
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
...
Create a trigger with your own rules (Case status = Escalated for example)
...
Trigger the workflow rule created and you should see a push created on the Pushes page on Feedier.
Workflow 4: If you want to pick up push status within salesforce, take a look at this guide
...