Salesforce Workflow: Add to Emma Group on Creation

  • 0
  • 2
  • Question
  • Updated 5 years ago
  • Answered
Archived and Closed

This conversation is no longer open for comments or replies and is no longer visible to community members.

Does anyone have experience creating a Salesforce workflow that adds a lead and/or contact record to an Emma Group based on record type?

I would like to create a workflow that when any lead record is created or edited with a specific record type, that lead record is automatically added to an Emma Group we have syncing between Salesforce & Emma.
Photo of The Vilcek Foundation

The Vilcek Foundation

  • 16 Posts
  • 2 Reply Likes

Posted 5 years ago

  • 0
  • 2
Photo of Emily Hollingsworth

Emily Hollingsworth, Alum

  • 2203 Posts
  • 158 Reply Likes
Hi there! There’s nothing currently in the out-of-the-box version of the Emma for Salesforce integration that will trigger that workflow. With the functionality of the integration itself, you’ll have to actually add the leads to an Emma Group in Salesforce (either individually or by populating the group from a Salesforce report).

But the possibilities for custom development within Salesforce itself are nearly endless. If any other customers have developed a custom workflow to do the group addition, please do share your solution here!