Run Criteria

Business Background

Use Run Criteria to conditionally trigger Salesforce actions based on input from your end users in your web project.

How to Video

• 0:00 – An introduction to run criteria.
• 0:34 – Run criteria used in a form for Salesforce.
• 1:00 – Create a Puch integration.
• 1:15 – Configure the Run Criteria for a child integration.
• 2:30 – Drawbacks of run criteria.

How to Guide

The run criteria can be added to a button element that will trigger a Salesforce push action when the user fills in a specific field in a form. In this article, a case will only be created if the user fills in the text area element called “Anything you want to mention about your experience?”

1. Click the button element and click the On Click Action icon. The On Click Action screen opens.

2. Click the + icon next to Start. The Add Node screen opens.

3. Select the Salesforce Action option and click the Next button.

4. Click the Salesforce Integration button.

5. Select the Push option and click the Create New button. The Map Salesforce fields screen opens.

6. Use the drop-down list to select an object in Salesforce.
   • In this example, Contact is used.
7. Use the Action drop-down list to specify what you want to do.
   • The create option is selected.
8. Add a description if necessary.
   • This is not a mandatory field.
   • The description is for internal use. It describes the goal of the data from and to Salesforce internally.

9. Click the Mapping option and map the relevant fields.

10. Click the Apply button. The Push will show on the Salesforce Integrations screen.
11. Click the Kebab icon and select the Add Child option.

12. Use the drop-down list to select an object in Salesforce.
    • In this example, Case is used.
13. Use the Action drop-down list to specify what you want to do.
    • The create option is selected.
14. Add a description if necessary.
    • This is not a mandatory field.
15. Click the Mapping option and map the relevant fields.

16. Click the Run Criteria option and use the drop-down lists to select the necessary options. For example:
    • If the text area called “Anything you want to mention …” is not empty, a case will be created.
    • In other words, the push to create a case in Salesforce will only run when the text area is not empty.
17. Click the Apply button. The child push integration is added to the Push on the Salesforce Integrations screen.

18. Click the Close button.

19. Use the drop-down list to select the push integration action and click the Next button.

20. Type a tag if necessary and click the Insert button. The Salesforce Action node is added.
21. Click the Apply button.

22. Click the Apply button.
23. Save and Preview the project.

If the user completes the First Name, Last Name, Email and Phone Number fields but adds no information in the text area field, only a Contact is created in Salesforce when the Push button is clicked.

When the user completes all the fields, a Contact and a Case are created in Salesforce when the Push button is clicked.