1.Add Note Operation

You can create automated workflows in Ziwo that add notes to your Salesforce accounts based on specific conditions. Here’s how to set up the Add Note operation:

Step 1: Select the Target Account

Specify the Account:

Identify and mention the specific Salesforce account to which you want to add the note. This ensures that the note is linked to the correct account.

Step 2: Enter Note Details

Title of the Note:

The title field should contain a brief description of the note you wish to add. This will serve as the main identifier for the note within Salesforce.

Step 3: Optional Settings

Customize Additional Options:

In the Options section, you can explore various optional settings to customize how the note is added. These may include:
Setting reminders
Assigning the note to specific users
Adding additional details or attachments.

2. Create Account Operation

You can create automated workflows that can create SalesForce accounts depending on the situation you set for it.
Just give a name for this account.
There are other large amount of optional options to consider when creating an account.

3. Delete Account Operation

You can create automated workflows to delete SalesForce accounts according to the conditions you set for it.
salesforce connector account type delete operation
Just choose the account you want to delete.

4. Get Account Operation

You can create automated workflows that can get you an account on demand depending how you condition it.
salesforce connector account type get operation
Simply state which account information you want to be ready.

5.Get Many Accounts Operation

You can create automated workflows that can bring you all the accounts linked to you depending ont he condition you set for it.
salesforce connector account type get many accounts operation. All you need to do is put the operations tab to Get Many.
Options tab is optional.
Condition is also optional

6. Get Summery Account Operation

You can create automated workflows that will give you a summary of your accounts depending on the condition you set for it.

7. Update Account Operation

You can create automated workflows to update accounts. salesforce connector account type update operation
Mention the account you wish to update.
Fill out the options tab of things you want to update:
Name
Account Number
Account Source
Account Revenue
Billing City
Billing Country
Billing Postal COde
Billing State
Description
Fax
Jigsaw
Industry
Number of Employees
Owner ID
Parent ID
Phone
SicDesc
Shipping City
Shipping Postal Code
Shipping State
Shipping Street
Website