Salesforce Field Auto-Population
You can auto-populate existing fields in Salesforce when creating Leads, Contacts, and Accounts from DataFox. For instance, if your Salesforce session requires you to populate fields like Source, Sector, or Tier when creating new records, you can auto-populate these fields by creating a Workflow Rule.
The walkthrough below shows you how to auto-populate fields on the Account object. But the same steps can be followed for auto-populating fields on the Contact or Lead object whenever a Contact or Lead is created from DataFox.
Create Workflow Rule
To create the Workflow Rule, go to Setup > Workflow Rules > New Rule:
Step 1: You'll first need to define to which object the Workflow Rule applies. In this case, we're applying the Workflow Rule to the Account object (note: You can also create similar Workflow Rules for the Lead or Contact object):
Step 2: Give your rule a Rule Name like Tier is Tier 1. Then, you'll need to determine the Evaluation Criteria. If you want the rule only to apply when a new record is created, you'll want to select created:
Step 3: Then, you'll need to determine the Rule Criteria. In this case, you'll want to select Run this rule if the following formula evaluates to true. Then, add the following formula: NOT(ISBLANK(dfox__Id__c))
This formula defines how the Workflow Rule is triggered. In this case, it's triggered whenever (1) a new Salesforce Account is created AND (2) the dfox__ID__c is populated (meaning the account record is synced to DataFox).
Finally, click Save & Next to define the Workflow action.
Specify Workflow Action
To create a Workflow Action that auto-populates a field, you'll want to select New Field Updates under Immediate Workflow Actions:
After selecting New Field Update, you'll be taken to a new prompt for naming the field update and selecting which tab to update. You can add a Name for the update, and then select which Field to Update:
After selecting a field, you'll have the option to Specify New Field Value. You'll likely want to select a specific field value. This will define which value auto-populates whenever the Workflow Rule criteria are met:
Finally, click Save to set up the Workflow Rule and associated Workflow Action.
Activate Workflow Rule
After creating the Workflow Rule, you'll need to click on Activate the rule so that it starts running for any new records created from DataFox.
Now that the Workflow Rule has been activated, you'll want to test the Workflow Rule by creating a new record from DataFox to Salesforce.
Have a question about creating Workflow Rules? Contact firstname.lastname@example.org.