Salesforce2019-06-11T10:52:46-07:00

Project Description

Integration Usage

Link the events in your Salesforce account with creation and assignment of various scoop types.  Feed relevant data collected using Scoop back into corresponding Salesforce fields such as those in Opportunities or Cases.  Create a “FLO” as a series of steps  to automate or integrate data and workflow with Scoop. In this way when an Event “triggers” the FLO it will perform each Action and Function, one by one, from left to right.  See the specific set of available Events and Actions for integrating with Scoop.

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Specifications

Powered by: Scoop Robotix GLOO™
Support: Fully Hosted & Managed Service

Available Events & Actions

  • File Created
    Start FLO when a new file is added to a folder
  • File Updated
    Start FLO when an existing file is updated with new information or content
  • Folder Created
    Start FLO when a new folder is added
  • Folder Updated
    Start FLO when an existing folder is updated with new information or content
  • New Comment
    Start FLO when a new comment is added to a file
  • New Task
    Start FLO when a New Task is Created
  • New Task Assignment
    Start FLO when a task is assigned
  • Build Record Object
    Build a single record object for use with the “Create Multiple Records” action
  • Create Multiple Records
    Create multiple records of the same type using a list of record objects
  • Create Record
    Creates a new record
  • Download Attachment
    Download an attachment
  • Download Document
    Download a document
  • Execute Query
    Execute a SOQL query
  • Find Record
    Find a single record that matches the provided fields and return the record ID
  • HTTP Request
    Make an authenticated HTTP request to the Salesforce API
  • Read Picklist Values
    Read the option values from a picklist-type field
  • Read Record
    Read an existing record
  • Read Related Records
    Read related records of a certain record using the record ID
  • Search Records
    Search for multiple records that match the provided fields and return the record IDs
  • Update Custom Picklist Values
    Update the option values from a custom picklist-type field
  • Update Global Picklist Values
    Update the option values from a global picklist-type field
  • Update Record
    Update a single record using the record ID
  • Upload Attachment
    Uploads a file and attaches it to a record
  • Upload Document
    Uploads a document