Triggers are the starting point for any automation in Sweep. They define the events or conditions in Salesforce that initiate an automation workflow. Sweep automations are designed to activate based on a variety of triggers, making them highly adaptable to different use cases. Each automation can have a single trigger that determines when it will run.
Types of Automation Triggers in Sweep
Data-Related Triggers:
Data-related triggers activate automations based on changes to Salesforce records. These triggers are crucial for processes that need to respond to new entries, updates, or specific field changes.
List of Data-Related Triggers:
Record Created: Trigger an automation when a new record is added to Salesforce.
Record Updated: Activate an automation when an existing record is updated.
Record Created or Updated: Trigger an automation for both new records and updates to existing records.
Field Updated: Run an automation based on changes to a specific field, such as the change of lead status or opportunity stage.
Example Use Cases:
Send a welcome email when a new lead is created.
Alert the account owner when the "Lead Status" changes to "Hot."
Automatically update related records when a critical field value is updated.
Time-Based Triggers:
Time-based triggers run automations at scheduled intervals or based on date/time fields in Salesforce. These triggers are ideal for recurring tasks and time-sensitive processes.
List of Time-Based Triggers:
Scheduled Triggers: Automations run daily, weekly, or monthly, based on a predefined schedule.
Triggers Dependent on Date/Time Fields: Automations are triggered based on specific date/time fields in Salesforce, such as due dates or renewal dates.
Example Use Cases:
Send a weekly summary of unworked leads to the sales team.
Automatically remind account managers of upcoming contract renewals based on a date field.
Funnel-Related Triggers:
Funnel-related triggers are specific to processes where records move through different stages or steps in a sales or marketing funnel. These triggers help automate actions related to funnel management.
List of Funnel-Related Triggers:
Enter a Step: Trigger an automation when a record enters a specific step in the funnel.
Exit a Step: Trigger an automation when a record exits a specific step in the funnel.
In Step for a Certain Amount of Time: Trigger automation if a record remains in a specific step for a defined period.
Example Use Cases:
Notify the sales team when a lead enters the "Qualified" stage in the funnel.
Trigger a follow-up task if an opportunity stays in the "Negotiation" stage for more than 10 days.
Automatically create a deal room when an opportunity exits the "Prospecting" stage.
Tips for Effective Trigger Configuration:
Be Specific: Ensure that triggers are clearly defined to prevent unnecessary actions.
Leverage Data Conditions: Use conditions to make your triggers more precise.
Test Before Deploying: Test in a sandbox environment to ensure desired outcomes.