Salesforce + Stream Deck
CRM · 12 triggers · 61 actions
Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations. Add Salesforce to your Stream Deck workflows with guided setup for the connection details it needs.
- No code
- Free tier
- Key press or app-event trigger
- Pairs with OBS & Elgato tools
- OAuth & keys handled in-builder
Popular ways to use Salesforce
Add Salesforce to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesTriggers & actions
Events that start your workflow automatically.
New Updated Record (Instant, of Selectable Type)
Emit new event when a record of the selected type is updated. View docs
New Deleted Record (Instant, of Selectable Type)
Emit new event when a record of the selected object type is deleted. View docs
New Record (Instant, of Selectable Type)
Emit new event when a record of the selected object type is created. View docs
New Outbound Message (Instant)
Emit new event when a new outbound message is received in Salesforce. View docs
New Knowledge Article (Instant, of Selectable Type)
Emit new event when a knowledge article is created. View docs
New Chatter Feed Item (Instant or Polling)
Emit new events for each Chatter FeedItem (post) created in Salesforce, polling FeedItem via SOQL on CreatedDate. Use this to react to Chatter posts on Cases and other records, since Chatter activity does not update the parent record's LastModifiedDate (so New Record (Instant, of Selectable Type) and New Case (Instant, of Selectable Type) never emit for it). Set parentObjectType to the parent object's API name (e.g. Case, Opportunity) to only emit posts whose parent record is of that type. Set excludeSelf to true to drop posts authored by the connected integration user. Note: Body is null for system-generated post types (e.g. TrackedChange). Attempts instant delivery via webhook and falls back to timer polling automatically when the Streaming API does not support this object. View docs
New Chatter Feed Comment (Instant or Polling)
Emit new events for each Chatter FeedComment (reply) created in Salesforce, polling FeedComment via SOQL on CreatedDate. Use this to react to comments on Chatter posts, since Chatter activity does not update the parent record's LastModifiedDate. The payload includes both ParentId (a polymorphic reference to the feed's parent - either a record feed, e.g. a Case ID starting with 500, or a User feed) and FeedItemId (the ID of the FeedItem the comment belongs to) - these are distinct fields; do not confuse them. Set parentObjectType to a parent object API name (e.g. Case) to only emit comments whose parent record is of that type. Set excludeSelf to true to drop comments authored by the connected integration user. Note: querying FeedComment without a parent filter requires the View All Data permission on the connected user. Attempts instant delivery via webhook and falls back to timer polling automatically. View docs
New Email Template (Instant, of Selectable Type)
Emit new event when an email template is created. View docs
About Salesforce
Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.
CRM
How to connect
1
Sign up for free
Create your Conductor Deck account: no credit card required.
2
Connect Salesforce
Follow the setup prompts for Salesforce. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
3
Build a workflow
Add a Salesforce action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
4
Run it from a key, or let events fire it
Sync your workflow to a Stream Deck button, or skip the button: Salesforce triggers can start it automatically when events happen.
Frequently asked questions
- How do I connect Salesforce?
- Sign up for Conductor Deck, then add a Salesforce step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
- Is it free?
- Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.
- What's the difference between a trigger and an action?
- A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.
Automate Salesforce with your Stream Deck
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