Object creation events

These events are configured with Insert Request Settings. They are sent in the following format:

  • Category: “Salesforce %Object%” (e.g. “Salesforce Lead” or”Salesforce Opportunity”)
  • Action: “Create”
  • Label and Value should be empty

Field update events

These events are configured with Update Request Settings.

Updates of number fields (with Field Type = “cm”) are sent in the following format:

  • Category: “Salesforce %Object%” (e.g. “Salesforce Lead” or”Salesforce Opportunity”)
  • Action: “Update %Field_API_Name%” (e.g. “Update Revenue__c” or “Update Amount”)
  • Label: should be empty
  • Value: should be empty

Updates of text fields (with Field Type = “cd”) are sent in the following format:

  • Category: “Salesforce %Object%” (e.g. “Salesforce Lead” or”Salesforce Opportunity”)
  • Action: “Update %Field_API_Name%” (e.g. “Update Status” or “Update StageName”)
  • Label: value of the field that you want this goal to capture. For example, if you want this goal to only fire of leads with Status = “Qualified”, you should set “Qualified” as label (other examples: “Closed Lost”, “Closed Won”).
  • Value: should be empty

 

Leave a Reply

Your email address will not be published. Required fields are marked *