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Salesforce and Moxo

Moxo's Salesforce automation boosts CRM efficiency by automatically creating and updating records in Salesforce with process data collected in Flow Workspaces. This intelligent integration enables seamless data synchronization, reduces manual data entry, and ensures teams have access to accurate client data at all times. 

 

 

Adding a Salesforce Automation to a Flow Template or Instant Flow

  1. In the Flow Builder, locate the step after which the automation should be added.
  2. Drag and drop Automation from the left-hand panel under Control, or click the ‘+’ button between steps and select Automation.



 

 

Adding a Salesforce Automation to a Live Flow

  1. Navigate to the desired Flow Workspace.
  2. Click the ‘...’ ellipsis icon.


     
  3. Select + Add New Action from the dropdown.
  4. Scroll down to choose Automation under Control.Scroll down and choose Automation under Control.


     
  5. Locate the step where the automation is required and click + Add Here.

 

 

Configuring the Salesforce Automation

In the automation interface, choose Salesforce from the available systems.

 

 

Step 1: Select the App and Event


 

  1. Select Salesforce as the app.
  2. Choose one of the following events:
    • Create Salesforce Record: Add a new record to Salesforce.
    • Update Salesforce Record: Modify an existing record in Salesforce.
  3. Click Next.

 

Step 2: Account Setup

  1. Click Connect to add an account, or click Choose to select a pre-configured account.
  2. Once connected, click Next.

      

 

 

Step 3: Add Input Details

Fill in the required fields based on the selected event. Use DDR (Dynamic Data Reference) by clicking the “{.}” autofill icon to dynamically pull in data from workspace and action metadata or prior automation steps.

 

 

If you choose Create Salesforce Record:


 

  1. Object Type: Select the Salesforce object (e.g., Account, Case, Contact, Lead, Opportunity).
  2. Click Next.
  3. Complete the relevant input fields. You can use DDR (Dynamic Data Reference) by clicking the ‘{.}’ autofill icon to pull workspace and action metadata from previous steps.
  4. Fill in Input fields for the selected Object Type. Complete the required and optional fields according to your Salesforce setup.

 

If you select Account for the object type, fill in the following details: 

  • Account Identification: Account Name, Parent Account ID, Account Type
  • Address & Location: 
    • Billing Details: Street, City, State/Province, Zip/Postal Code, Country, Latitude, Longitude, Geocode Accuracy; 
    • Shipping Details: Street, City, State/Province, Zip/Postal Code, Country, Latitude, Longitude, Geocode Accuracy
  • Contact Information: Account Phone Number, Website
  • Business Details: Industry, Employees, SIC Description, Account Description)
  • Ownership & Source: Owner ID, Account Source, Data.com Key, User Assignment Rules

 

If you select Case as the object type, fill in the following details: 

  • Case Identification: Contact ID, Account ID, Parent Case ID, Case Name, Subject
  • Contact Information: Email Address, Phone Number, Company Name
  • Case Details: Case Type, Status, Case Reason, Case Origin, Priority, Description, Internal Comments
  • Escalation Information: 
    • Escalated – True/False 
    • Escalation Details, if applicable
  • Ownership & Assignment: Owner ID, User Assignment Rules 



If you select Contact as the object type, fill in the following details:

  • Personal Details: First Name, Middle Name, Last Name, Salutation, Suffix
  • Address & Location: Street, City, State/Province, Zip/Postal Code, Country, Latitude, Longitude, Geocode Accuracy
  • Contact Information: Business Phone Number, Business Fax, Cell Phone, Email
  • Professional Details: Title, Department, Department Group, Seniority Level, Buyer Attributes
  • Account & Reporting Details: Account ID, Reports To ID, Owner ID
  • Lead & Status Details: User Assignment Rules, Creation Source, Data.com Key
  • Email Tracking: Email Bounced Reason, Email Bounced Date

      



If you select Lead as the object type, fill in the following details:

  • Personal Details: First Name, Middle Name, Last Name, Salutation, Suffix
  • Professional & Company Information: Title, Company Name, Industry, Employees
  • Contact Information: Phone Number, Phone, Email ID, Website
  • Address & Location: Billing Details – Street, City, State/Province, Zip/Postal Code, Country, Latitude, Longitude, Geocode Accuracy
  • Lead & Status Details: Lead Source, Status, Rating, Owner ID, Unread by Owner, User Assignment Rules, Data.com Key
  • Conversion Details: (Converted Details, specify converted record details in Salesforce input section)

      


     

If you select Opportunity as the object type, fill in the following details:

  • Opportunity Identification: Name, Description, Account ID, Stage, Opportunity Type
  • Financials & Forecasting: Amount, Probability (%), Close Date, Forecast Category 
  • Sales Process Details: Next Step, Lead Source, Campaign ID, Price Book ID, Loss Reason
  • Related Records: Contact ID, Quote ID – Synced Quote ID, Contract ID
  • Ownership & Assignment: Owner ID, User Assignment Rules 
  • Qualification & Analysis: Budget Confirmed, Discovery Completed, ROI Analysis Completed


       


     

 

If you select Update Salesforce Record, fill in the following details:

  1. Record ID: Enter the Record ID for a specific object type to update (DDR can be used from earlier steps).
  2. Complete the fields to be updated (refer to the input details).
  3. Once filled, click Next, review the configuration, and then Add Automation to save.


Editing an Automation in a Flow Template or Live Flow

  1. Hover over the automation step you want to modify.
  2. Click the ‘Edit’ icon.


     
  3. Update app, event, account, or field details as needed.
  4. Click Save Changes.
  5. To remove, click the Delete icon.

 

Automations can only be edited in saved templates or active workspaces where the automation is incomplete. Once an automation runs, it can’t be reopened or modified. 


 Mapping Automations and Events in a Flow

  1. Once a Flow starts, click the "..." ellipsis next to the workspace name.
  2. Select Automations & Events.


     
  3. View all upcoming and completed automations.

 

To confirm that an automation was successfully executed:

  • Go to the Completed section in Automations & Events.
  • The status will read "Automation Executed Successfully" otherwise, an error message will display.

 

 

Mapping the Trigger in Salesforce

To verify the event in Salesforce:

  1. Go to your Salesforce account.
  2. Navigate to the relevant object. Confirm that the new or updated record appears with all mapped fields populated from the Moxo Flow.




     

 

Best Practices

  1. Pre-connect your Salesforce account for faster setup.
  2. Keep object and field names handy for quick mapping.
  3. Use DDR to dynamically send workspace and action metadata from Moxo to Salesforce.
  4. Regularly review and update automations to match evolving workflows and Salesforce schema changes.