Salesforce actions

This page describes all Salesforce actions which are added to your Ortto account after integrating Ortto with Salesforce when creating a new Ortto account, or 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:

  • left Action  Salesforce section of a journey campaign (in edit mode) or

  • Actions option > New action button > Salesforce tab on the resulting New playbook action page of a playbook campaign.

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:

  1. On the Setup - Create record page, choose from one of the default Salesforce Object types:

    campaign action create record initial
  2. 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

    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.

    Campaign

    Name

    The name of the lead or contact that belongs to the Salesforce campaign.

    Campaign Member

    Campaign

    The identifying name of the Salesforce campaign itself.

    Contact

    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.

    Lead

    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.

    Opportunity

    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.

    Task

    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.

  3. 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.
  4. 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.

  5. Click either:

    • 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.

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:

  1. On the Setup - Update record page, choose from one of the default Salesforce Object types:

    campaign action update record initial
  2. 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

    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.

    Campaign

    Name

    The name of the lead or contact that belongs to the Salesforce campaign.

    Campaign Member

    Campaign

    The identifying name of the Salesforce campaign itself.

    Contact

    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.

    Lead

    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.

    Opportunity

    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.

    Task

    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.

  3. 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.
  4. 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.

  5. 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.

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.

  1. On the Setup - Change campaign status page, choose from one of your existing Salesforce Campaigns whose existing member’s status is to be changed:

    campaign action change campaign status initial
  2. From the Status field, choose a new Salesforce status for the existing member of this Salesforce campaign.

  3. Click either:

    • 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.

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.

  1. On the Setup - Add to campaign page, choose from one of your existing Salesforce Campaigns:

    campaign action add to campaign initial
  2. ( Optional ) To set the status of this new member, click the Add field link > Status drop-down menu item:

    • From the new Status field, choose the Salesforce status for the new member being added to this Salesforce campaign.

  3. Click either:

    • 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.

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.

  1. On the Setup - Remove from campaign page, choose from one of your existing Salesforce Campaigns:

    campaign action remove from campaign initial
  2. Click either:

    • 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.