Overview
The "Verify URL" action is designed to help maintain clean and accurate data in your Salesforce environment by automating the process of URL validation. It ensures that the URLs in specified fields of a record are live, follows redirects when applicable, or identifies invalid URLs, allowing for real-time corrective actions.
This action is particularly useful for organizations that:
Have outdated URLs that remain in their records but still appear valid.
Struggle with potential duplicates not detected by enrichment vendors due to stale URLs.
Currently rely on manual URL validation, which is time-consuming and prone to errors.
How It Works
The "Verify URL" action allows you to select any URL-type field within your records and configure responses based on the URL's status:
Live URL (Success): The URL is valid and accessible.
Redirect (Redirect): The URL redirects to a different destination.
Invalid (Error): The URL is broken or cannot be accessed.
Based on the outcome, you can automate follow-up actions such as updating records, sending notifications, or logging the result.
Use Case: URL Validation for Data Hygiene
Outdated URLs are a common issue in Salesforce, especially on the Account object. These URLs can lead to stale data, missed duplicates by enrichment vendors, and manual processes for cleaning records. The "Verify URL" action automates this task, ensuring that Salesforce data is accurate and relevant, helping you avoid potential duplicates and unnecessary manual intervention.
Step-by-Step Guide: Setting up the Verify URL Action
Navigate to Automations: Go to the Automations section in Sweep and create a new automation.
Select the URL Field:
Choose the "Verify URL" action from the list of available actions.
In the configuration panel, select the URL-type field you want to validate (e.g.,
Website URLon the Account object).
Define the Outcomes:
Success (Live URL): Configure actions to trigger if the URL is live, such as updating the record or sending an email notification.
Redirect (Redirect): Specify where to store the final URL or choose a follow-up action (e.g., storing the redirected URL or sending a Slack notification).
Error (Invalid URL): Define what happens if the URL is broken (e.g., updating the record with an error status or logging the result).
Set Follow-Up Actions:
Add follow-up actions that trigger after the primary "Verify URL" result, such as:
Create Record: Automatically create a new record.
Update Record: Modify existing records with the outcome of the URL validation.
Send Email: Notify relevant users if the URL is invalid or redirects.
Post to Slack: Post a message to a Slack channel with the result.
Logging Parameters (Optional): You can choose to log the results of the URL validation with the following parameters:
Final Redirect URL: The final URL after all redirects.
Action Timestamp: The exact time when the action was performed.
Original URL: The original URL that was validated.
HTTP Status Code: The HTTP status code (e.g., 200 for success, 404 for error).
Redirect Count: The number of redirects followed before reaching the final URL.
Error Message: Any error messages or codes returned during the URL check.
Final Redirect Domain: The domain of the final redirected URL.
Save and Activate:
Once your configuration is complete, save and activate your automation. The "Verify URL" action will now run whenever the conditions you defined are met.
Availability with Triggers
The "Verify URL" action is available with all existing Sweep triggers.
Example Scenario: Ensuring Valid URLs in Account Records
You set up an automation where, every time an Account record is updated, Sweep runs the "Verify URL" action on the Website URL field. If the URL is still live, the record remains unchanged. If it redirects, the final destination URL is saved, and if it is invalid, an email notification is sent to the relevant team, ensuring that your data remains accurate and up to date without any manual intervention.