Salesforce actions
This page describes all Salesforce actions which are added to your Ortto account after integrating Ortto with Salesforce when configuring Salesforce as a new data source.
These actions are available in Ortto’s journey and playbook campaigns, and allow you to update object records in Salesforce service itself, as well as fields in your Ortto account’s CDP.
The Salesforce actions described on this page are available from either the:
Create record
The Create record action allows you to create a new object record in Salesforce.
The Salesforce object types available are based on those imported after integrating Ortto with Salesforce.
Upon choosing this action:
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On the Setup - Create record page, choose from one of the default Salesforce Object types:
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Depending on the Object type you choose (Account, Campaign, Campaign member, Contact, Lead, Opportunity, or Task), the following associated set of Fields appear:
Object type Fields Description Account Name
The name of the Salesforce account’s organization.
Billing City
The city portion of the Salesforce account’s billing address.
Billing Country
The country portion of the Salesforce account’s billing address.
Billing Zip/Postal Code
The zip or postal code portion of the Salesforce account’s billing address.
Industry
The primary business (selectable from a Salesforce picklist value) of the Salesforce account.
Employees
The number of people employed by the Salesforce account.
Owner
The name of the Salesforce account’s assigned owner.
This field allows you to choose between:-
Round robin — allows you to select from a set of users configured in your Salesforce service. Each time this action is executed within your journey or playbook campaign, a different user (from the set of selected users) is chosen to be the Salesforce account’s assigned owner.
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Merge tag — allows you to choose from a filterable person within Ortto’s CDP.
Ensure these values map to valid Salesforce users. Otherwise, Ortto will return the relevant Salesforce error and this Salesforce action will fail in the campaign it has been used in.
Account Site
The URL of the website of the Salesforce account.
Name
The name of the lead or contact that belongs to the Salesforce campaign.
Campaign
The identifying name of the Salesforce campaign itself.
Last Name
The last name of the Salesforce contact.
Account
The name of the Salesforce account that the Salesforce contact is linked to.
Email
The email address of the Salesforce contact.
First Name
The first name of the Salesforce contact.
Mailing City
The city portion of the Salesforce contact’s mailing address.
Mailing Country
The country portion of the Salesforce contact’s mailing address.
Mailing Zip/Postal Code
The zip or postal code portion of the Salesforce contact’s mailing address.
Owner
The name of the Salesforce contact’s assigned owner.
This field allows you to choose between:-
Round robin — allows you to select from a set of users configured in your Salesforce service. Each time this action is executed within your journey or playbook campaign, a different user (from the set of selected users) is chosen to be the Salesforce contact’s assigned owner.
-
Merge tag — allows you to choose from a filterable person within Ortto’s CDP.
Ensure these values map to valid Salesforce users. Otherwise, Ortto will return the relevant Salesforce error and this Salesforce action will fail in the campaign it has been used in.
Business Phone
The primary business number of the Salesforce contact.
Company
The name of the company with which the Salesforce lead is affiliated.
This value is originally sourced from the Dun & Bradstreet (D&B) name in Salesforce.Last Name
The last name of the Salesforce lead.
City
The city portion of the Salesforce lead’s address.
Country
The country portion of the Salesforce user’s/lead’s address.
Email
The email address of the Salesforce lead.
First name
The first name of the Salesforce lead.
Owner
The name of the Salesforce lead’s assigned owner.
This field allows you to choose between:-
Round robin — allows you to select from a set of users configured in your Salesforce service. Each time this action is executed within your journey or playbook campaign, a different user (from the set of selected users) is chosen to be the Salesforce lead’s assigned owner.
-
Merge tag — allows you to choose from a filterable person within Ortto’s CDP.
Ensure these values map to valid Salesforce users. Otherwise, Ortto will return the relevant Salesforce error and this Salesforce action will fail in the campaign it has been used in.
Phone
The primary phone number of the Salesforce lead.
Zip/Postal Code
The zip or postal code portion of the Salesforce lead’s address.
Close date
The date when the Salesforce opportunity was closed.
Name
The name of the Salesforce opportunity’s contact.
Stage
The current stage of the Salesforce opportunity, based on selections made from a predefined list in Salesforce. For example, Prospect or Proposal.
Account
The name of the Salesforce account.
This field allows you to choose between:-
Merge tag — allows you to choose from a filterable organization (for a Salesforce account) within Ortto’s CDP.
Ensure these values map to valid Salesforce accounts. Otherwise, Ortto will return the relevant Salesforce error and this Salesforce action will fail in the campaign it has been used in. -
A specific account name in Salesforce.
Amount
The Salesforce opportunity’s estimated total sale amount. For Salesforce opportunities with products, this value is typically the sum of the related products.
Due Date Only
The date when the Salesforce task is due.
Status
The Salesforce status of the Salesforce task. For example, "not started" or "completed."
Subject
The Salesforce subject of the Salesforce task.
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Complete the relevant fields above for your chosen object type.
Ortto will automatically pre-populate as many of these fields with appropriate merge tag values from your account’s CDP. However, you have the ability to specify your own merge tag values using the filter feature provided.If you do, ensure these values map to valid Salesforce field values for your chosen object type. Otherwise, Ortto will return the relevant Salesforce error and this Salesforce action will fail in the campaign it has been used in. Learn more about using filters in Working with filters. -
To add any additional Salesforce fields to the object you want to create, click Add field and select from the remaining Salesforce fields available to that object. Learn more about these fields on the Salesforce person fields and Salesforce organization fields pages.
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Click either:
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Test action — to test the Create record action.
Doing this will actually execute the action and the results will be noticeable in your Salesforce service. -
Create — to add the action to your journey or playbook campaign.
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Update record
The Update record action allows you to create a new object record in Salesforce.
The Salesforce object types available are based on those imported after integrating Ortto with Salesforce.
Upon choosing this action:
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On the Setup - Update record page, choose from one of the default Salesforce Object types:
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Depending on the Object type you choose (Account, Campaign, Campaign member, Contact, Lead, Opportunity, or Task), the following associated set of Fields appear:
Object type Fields Description Account Name
The name of the Salesforce account’s organization.
Billing City
The city portion of the Salesforce account’s billing address.
Billing Country
The country portion of the Salesforce account’s billing address.
Billing Zip/Postal Code
The zip or postal code portion of the Salesforce account’s billing address.
Industry
The primary business (selectable from a Salesforce picklist value) of the Salesforce account.
Employees
The number of people employed by the Salesforce account.
Owner
The name of the Salesforce account’s assigned owner.
This field allows you to choose between:-
Round robin — allows you to select from a set of users configured in your Salesforce service. Each time this action is executed within your journey or playbook campaign, a different user (from the set of selected users) is chosen to be the Salesforce account’s assigned owner.
-
Merge tag — allows you to choose from a filterable person within Ortto’s CDP.
Ensure these values map to valid Salesforce users. Otherwise, Ortto will return the relevant Salesforce error and this Salesforce action will fail in the campaign it has been used in.
Account Site
The URL of the website of the Salesforce account.
Name
The name of the lead or contact that belongs to the Salesforce campaign.
Campaign
The identifying name of the Salesforce campaign itself.
Last Name
The last name of the Salesforce contact.
Account
The name of the Salesforce account that the Salesforce contact is linked to.
Email
The email address of the Salesforce contact.
First Name
The first name of the Salesforce contact.
Mailing City
The city portion of the Salesforce contact’s mailing address.
Mailing Country
The country portion of the Salesforce contact’s mailing address.
Mailing Zip/Postal Code
The zip or postal code portion of the Salesforce contact’s mailing address.
Owner
The name of the Salesforce contact’s assigned owner.
This field allows you to choose between:-
Round robin — allows you to select from a set of users configured in your Salesforce service. Each time this action is executed within your journey or playbook campaign, a different user (from the set of selected users) is chosen to be the Salesforce contact’s assigned owner.
-
Merge tag — allows you to choose from a filterable person within Ortto’s CDP.
Ensure these values map to valid Salesforce users. Otherwise, Ortto will return the relevant Salesforce error and this Salesforce action will fail in the campaign it has been used in.
Business Phone
The primary business number of the Salesforce contact.
Company
The name of the company with which the Salesforce lead is affiliated.
This value is originally sourced from the Dun & Bradstreet (D&B) name in Salesforce.Last Name
The last name of the Salesforce lead.
City
The city portion of the Salesforce lead’s address.
Country
The country portion of the Salesforce user’s/lead’s address.
Email
The email address of the Salesforce lead.
First name
The first name of the Salesforce lead.
Owner
The name of the Salesforce lead’s assigned owner.
This field allows you to choose between:-
Round robin — allows you to select from a set of users configured in your Salesforce service. Each time this action is executed within your journey or playbook campaign, a different user (from the set of selected users) is chosen to be the Salesforce lead’s assigned owner.
-
Merge tag — allows you to choose from a filterable person within Ortto’s CDP.
Ensure these values map to valid Salesforce users. Otherwise, Ortto will return the relevant Salesforce error and this Salesforce action will fail in the campaign it has been used in.
Phone
The primary phone number of the Salesforce lead.
Zip/Postal Code
The zip or postal code portion of the Salesforce lead’s address.
Close date
The date when the Salesforce opportunity was closed.
Name
The name of the Salesforce opportunity’s contact.
Stage
The current stage of the Salesforce opportunity, based on selections made from a predefined list in Salesforce. For example, Prospect or Proposal.
Account
The name of the Salesforce account.
This field allows you to choose between:-
Merge tag — allows you to choose from a filterable organization (for a Salesforce account) within Ortto’s CDP.
Ensure these values map to valid Salesforce accounts. Otherwise, Ortto will return the relevant Salesforce error and this Salesforce action will fail in the campaign it has been used in. -
A specific account name in Salesforce.
Amount
The Salesforce opportunity’s estimated total sale amount. For Salesforce opportunities with products, this value is typically the sum of the related products.
Due Date Only
The date when the Salesforce task is due.
Status
The Salesforce status of the Salesforce task. For example, "not started" or "completed."
Subject
The Salesforce subject of the Salesforce task.
-
-
Complete the relevant fields above for your chosen object type.
Ortto will automatically pre-populate as many of these fields with appropriate merge tag values from your account’s CDP. However, you have the ability to specify your own merge tag values using the filter feature provided.If you do, ensure these values map to valid Salesforce field values for your chosen object type. Otherwise, Ortto will return the relevant Salesforce error and this Salesforce action will fail in the campaign it has been used in. Learn more about using filters in Working with filters. -
To add any additional Salesforce fields to the object you want to update, click Add field and select from the remaining Salesforce fields available to that object. Learn more about these fields on the Salesforce person fields and Salesforce organization fields pages.
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Click either:
-
Test action — to test the Update record action.
Doing this will actually execute the action and the results will be noticeable in your Salesforce service. -
Create — to add the action to your journey or playbook campaign.
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Change campaign status
The Change campaign status action allows you to change the status of an existing member of a campaign in Salesforce.
The Salesforce object types available are based on those imported after integrating Ortto with Salesforce.
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On the Setup - Change campaign status page, choose from one of your existing Salesforce Campaigns whose existing member’s status is to be changed:
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From the Status field, choose a new Salesforce status for the existing member of this Salesforce campaign.
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Click either:
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Test action — to test the Change campaign status action.
Doing this will actually execute the action and the results will be noticeable in your Salesforce service. -
Create — to add the action to your journey or playbook campaign.
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Add to campaign
The Add to campaign action allows you to add a new member to a campaign in Salesforce, as well as set their status.
The Salesforce object types available are based on those imported after integrating Ortto with Salesforce.
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On the Setup - Add to campaign page, choose from one of your existing Salesforce Campaigns:
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( Optional ) To set the status of this new member, click the Add field link > Status drop-down menu item:
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From the new Status field, choose the Salesforce status for the new member being added to this Salesforce campaign.
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Click either:
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Test action — to test the Add to campaign action.
Doing this will actually execute the action and the results will be noticeable in your Salesforce service. -
Create — to add the action to your journey or playbook campaign.
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Remove from campaign
The Remove from campaign action allows you to remove an existing member from a campaign in Salesforce.
The Salesforce object types available are based on those imported after integrating Ortto with Salesforce.
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On the Setup - Remove from campaign page, choose from one of your existing Salesforce Campaigns:
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Click either:
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Test action — to test the Remove from campaign action.
Doing this will actually execute the action and the results will be noticeable in your Salesforce service. -
Create — to add the action to your journey or playbook campaign.
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