How the connection works
HireData connects through Salesforce’s authorization flow. Sign in with a user who has the required administrative access and approve the connection. If your organization uses a custom Salesforce domain, select Use custom domain during sign-in. Once connected, open the HireData automation builder and select Salesforce to see the objects, fields, events, and tasks available to your organization.What you can build
Depending on the capabilities available through your connection, a Salesforce-based workflow can:- Start from a supported Salesforce event
- Apply conditions using fields received from Salesforce
- Use Salesforce and related HireData values in messages or forms
- Combine Salesforce data with email, WhatsApp, survey, delay, and other HireData tasks
- Record each execution in HireData’s event and run logs
Salesforce organizations can differ significantly. Use the automation builder as the source of truth for the objects and actions enabled for your connection.
Get started
1
Connect Salesforce
Open Apps in HireData, select Salesforce, and start a new connection.
2
Authorize the correct organization
Sign in with a Salesforce user that has the required access. Use your custom domain when your organization requires it.
3
Review the available capabilities
Create or open an automation and select Salesforce to inspect the available trigger objects, fields, and tasks.
4
Test before activating
Use a safe test record and confirm the event data and run timeline before processing live records.