If you connected Salesforce then you can start setting up workflows to automate your candidate feedback process.
To create a workflow, you can follow these steps:
- Access the Integrations section in Starred
- Click on the ’Manage’ button for SalesForce (if you haven’t connected SalesForce yet, you can check out the dedicated tutorial here).
- Click on 'Create new workflow' and then 'Start building your own workflow' at the bottom of the page.
A workflow consists of the following elements:
- a Trigger step
- a Filter step
- an Action step
Let’s go through them one by one!
Every workflow starts with a trigger: This is an event that happens in the application. Whenever the conditions chosen for the trigger step are met, the workflow execution will start.
Here's how to set that up.
- Select Salesforce as your trigger app.
- From the 'Select Trigger' dropdown select which Salesforce object you want to get the information for the trigger from.
- From the 'Fields' dropdown select a field that contains the information you want to use for the trigger.
- With the 'Expression' dropdown you can choose how the information in the field is evaluated.
- Add more conditions with the 'Add condition' button or if you're done setting up the trigger click on 'Save Trigger'
The action step is meant to retrieve the information from the application that you’ve integrated to use it into Starred Connect.
Filters are a way to ensure actions get performed only on the records you want.
Let’s say you want to send out a survey when a case is closed: this will be determined in the first step, the trigger. However, if you want to exclude specific cases you can add a filter at this step. Even if the survey is triggered, the filter will block it and the workflow won’t continue.
The last step of the workflow will perform the actions that you have defined. To set up the Action step, click on 'Action', then select Starred as your destination app.
You will now be able to define your Action better by deciding the following:
- Sending a survey invitation immediately or scheduling it for later
- Selecting the survey that should be sent and the invitation email template to go with it
- Mapping the language (as well as some other options) to information in your Salesforce application. If the information that you want to map to is not in the object you used to trigger this workflow then you will need to add a query to your workflow. Learn more about that here
- Selecting the sender of the survey
- Selecting the custom fields from your application that should be attached to the responses
- Choosing if you want a reminder to be sent to contacts that have not completed the survey
If your email template uses custom fields (such as: @company) you can use data from Salesforce to fill in the Custom Fields Settings.
- Click 'Add Custom Fields'
- For 'Name' fill in the custom field you are using in your email template (e.g "company").
- From the 'Workflow Step' dropdown select workflow step that accesses the object that has the information that you want to use.
- From the 'Fields' dropdown select that field that has the information that you want to use.
- Click 'Save Action'
Now that you have a better idea of what a workflow looks like, it’s time to start building your own!
Updated 5 months ago