Schedulr Triggers enables near real-time Salesforce events processing to transform and verify fields on records creation or modification.
Good to Know: Triggers are based on Salesforce Change Data Capture API. Considerations for CDC can be found here
General Considerations | Change Data Capture Developer Guide | Salesforce Developer
Default Change Event Allocations | Change Data Capture Developer Guide | Salesforce Developers
Accessing Triggers
Navigate to Triggers menu item under Schedulr module.
Adding New Trigger
Hit Add Trigger button, a dialog window will appear. Specify Trigger Name, select Dataset and Salesforce events when trigger should fire (Record Created and/or Record Updated) and select desired Actions to execute (Transform and/or Verify). Hit Next to advance to the next step.
Configuring Trigger
Depending on the actions selected a Transform or Verify steps will be shown. Specify desired actions to be executed similar to Brushr dataset configuration.
Learn more: Configuring Brushr Datasets
Transform Actions
Verify Actions
If the field has been configured to synchronize back to Salesforce a green icon will apear next to the field name indicating that the verification status will be synchronized. More about Verifications can be found here
Hit next to advance to the Confirm step, hit Confirm button to create new trigger.
Good to Know: Triggers can be configured to bypass Salesforce Duplicate Rules and Assignment Rules, streamlining business logic and processes.
Managing Triggers
The following functions are available from the Triggers page.
- Edit trigger
- Toggle (disable or enable) trigger
- Delete trigger
