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A customer success tool that integrates effortlessly with Salesforce

Connect Salesforce to Velaris for automated workflows — trigger actions when Salesforce records change, and let Velaris run queries, create or update objects, or make custom API calls to keep your data flowing smoothly.

Automate workflows with Salesforce Triggers in Velaris

New Record

A trigger in Salesforce that fires when Velaris detects a new record in a specified object, allowing Velaris to start workflows automatically when data is added.

New or Updated Record

A trigger that fires in Salesforce when a record is either created or modified — Velaris can monitor for updates as well as new entries and act accordingly.

Drive results with Salesforce Actions in Velaris

Run Query (Advanced)

Velaris can execute a SOQL query against Salesforce, fetching data based on your custom criteria so subsequent steps in your Velaris workflow have exactly what they need.

Update Object (Advanced)

Use Velaris to update an existing Salesforce record by its ID, modifying fields as required when your workflow logic demands.

Bulk Upsert (Advanced)

Velaris can upsert multiple records at once using an external ID: create new ones or update existing ones in bulk.

Create Object (Advanced)

Let Velaris create new Salesforce objects as part of your automation, inserting fresh records wherever needed.

Batch Upsert (Advanced)

Similar to bulk upsert, this allows Velaris to process a larger batch of records via external IDs, combining insert & update operations.

Custom API Call

Velaris provides the flexibility to call any custom Salesforce API endpoint — specifying method, headers, query parameters, body, etc. — so you can handle use cases outside of standard actions.

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Discover the difference it can make for your team.