Overview
When setting up an automation rule with Salesforce, we recommend adding a special field on the Account or Opportunity record to help determine when a workspace should be triggered.
This will help make sure the automation runs on any active deals or accounts moving forward and prevent automation from running on old deals or accounts.
Instructions
Step 1: Add a field to the Account or Opportunity object in SFDC
Any field works, but any easy field to add would be a simple checkbox. For example:
Step 2: Map this field to Dock
Learn more here about how to create and map custom fields in Dock.
Step 3: Include this field in your automation rule
For overall instructions on how to create a new automation rule, click here. Here's an example of what this would look like with this parameter:
Now, this automation will only run when this checkbox is marked "True"
Pro Tip: Use Salesforce Flow Builder to automatically update this field. For example, when an Opportunity is Closed Won. You'll setup a flow to mark "Create Dock?" is true to trigger an onboarding workspace to get created.