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Salesforce currently provides 9 triggers that can start a workflow and 27 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
New Case Attachment
Fires when a new Attachment or File is added to any Case record.
New Contact
Fires when a new Contact record is created in Salesforce.
New Field History Event
Fires when a tracked field is updated on a specified object.
New Lead
Fires when a new Lead record is created in Salesforce.
New or Updated Record
Triggers when there is new or updated record
New Outbound Message
Fires when a new outbound message is received from Salesforce.
New Record
Triggers when there is new record
New or Updated File
Fires when a file (ContentDocument) is created or updated. Does not fire for classic Attachments or Notes.
New Case in Queue
Triggers when a new Case record is assigned to a specified queue.
Add Contact to Campaign
Add a contact to a campaign.
Add File to Record
Uploads a file and attaches it to an existing record.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Attachment (Legacy)
Creates a legacy Attachment record. Salesforce recommends using "Add File to Record" for modern apps.
Create Case
Creates a Case, which represents a customer issue or problem.
Create Contact
Creates a new contact record.
Create Lead
Creates a new lead.
Create Note
Creates a note and attaches it to a record.
Create Opportunity
Creates a new opportunity.
Create Record
Create a record of a given object.
Create Task
Creates a new task.
Delete Opportunity
Deletes an opportunity.
Delete Record
Deletes an existing record in an object.
Export Report
Export a Salesforce report as an Excel file.
Find Child Records
Finds child records related to a parent record.
Find Record
Finds a record by a field value.
Find Records by Query (Advanced)
Finds records in an object using a SOQL WHERE clause.
Get Record Attachments
Get all attachments (both classic and modern Files) for a record.
Run Query (Advanced)
Run a salesforce query
Run Report
Execute a Salesforce analytics report and return the results as easy-to-use rows.
Send Email
Sends an email to a Contact or Lead by creating an EmailMessage record.
Update Contact
Update an existing contact.
Update Lead
Update an existing lead.
Update Record
Updates an existing record.
Batch Upsert (Advanced)
Batch upsert a record by external id
Bulk Upsert (Advanced)
Bulk upsert a record by external id
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Salesforce event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Case Attachment
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Salesforce action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Add Contact to Campaign
Combine Salesforce with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.
Starts with
New Case Attachment
Finishes with
Add Contact to Campaign, then preserve the outcome in Coherence
The exact authentication fields depend on Salesforce. The workflow structure stays straightforward:
Authorize the Salesforce account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Salesforce or provide a complementary trigger or action.
Salesforce currently provides 9 triggers that can start a workflow and 27 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
Salesforce currently lists 9 triggers and 27 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Salesforce triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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