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Salesforce | How to Retrieve Custom Fields with App Triggers

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Written by Yoom Customer Service
Updated this week

📝 Overview

By setting Salesforce as an App trigger, you can activate a Flowbot when a specific event (②) occurs on an object(①).

① Object Types

  1. Lead object

  2. Account object

  3. Opportunity object

  4. Contact object

  5. Custom object (can retrieve custom fields)

② Events

  1. When a new record is created

  2. When a record is created or updated

🛠️ Set Up Steps

For objects 1 to 4 in ①, you can only retrieve information from standard fields.

If you want to retrieve information from custom fields within a standard lead object when the trigger is activated, use the custom object (5). Specify all the fields to be retrieved with the API reference name.

⭐️ Important Notes:

  • Ensure you are using the correct "API reference name" when specifying custom fields in custom objects.

  • Standard fields can be accessed directly from objects 1 to 4, but custom fields require specifying them from the Custom object option.

That's it! 🎉

This is how you can retrieve custom fields using an App Trigger.

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