All integrationsMarketing Automation

Salesforce Account Engagement

Manage prospects, segmentation lists, memberships and tags, and read campaigns and visitor activity.

actions
25
triggers
11

Triggers

Start a workflow when something happens in Salesforce Account Engagement.

  • New prospectPolls a complete snapshot. Existing records establish the initial baseline; new records fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
  • New or updated prospectPolls a complete snapshot. Existing records establish the initial baseline; new records and changes fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
  • New listPolls a complete snapshot. Existing records establish the initial baseline; new records fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
  • New or updated listPolls a complete snapshot. Existing records establish the initial baseline; new records and changes fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
  • New tagPolls a complete snapshot. Existing records establish the initial baseline; new records fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
  • New or updated tagPolls a complete snapshot. Existing records establish the initial baseline; new records and changes fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
  • New list membershipPolls a complete snapshot. Existing records establish the initial baseline; new records fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
  • New or updated list membershipPolls a complete snapshot. Existing records establish the initial baseline; new records and changes fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
  • New campaignPolls a complete snapshot. Existing records establish the initial baseline; new records fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
  • New visitor activityPolls a complete snapshot. Existing records establish the initial baseline; new records fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
  • New visitPolls a complete snapshot. Existing records establish the initial baseline; new records fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.

Actions

Steps a workflow can run in Salesforce Account Engagement.

  • List prospectsList prospects. Pagination metadata is returned unchanged.
  • Get prospectGet prospect.
  • List listsList lists. Pagination metadata is returned unchanged.
  • Get listGet list.
  • List tagsList tags. Pagination metadata is returned unchanged.
  • Get tagGet tag.
  • List list membershipsList list memberships. Pagination metadata is returned unchanged.
  • List campaignsList campaigns. Pagination metadata is returned unchanged.
  • Get campaignGet campaign.
  • List visitor activitiesList visitor activities. Pagination metadata is returned unchanged.
  • Get visitor activityGet visitor activity.
  • List visitsList visits. Pagination metadata is returned unchanged.
  • Get visitGet visit.
  • List custom fieldsList custom fields. Pagination metadata is returned unchanged.
  • Create prospectCreate prospect.
  • Update prospectUpdate prospect.
  • Delete prospectDelete prospect.
  • Create listCreate list.
  • Update listUpdate list.
  • Delete listDelete list.
  • Upsert prospect by emailCreate a prospect or update the prospect with this email and the most recent activity. Use an ID to target a specific duplicate instead.
  • Create tagCreate tag.
  • Add list memberAdd list member.
  • Remove list memberRemove list member.
  • Delete tagDelete tag.

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