Description Transcript
Build powerful sales tools by connecting Salesforce to Retool. When you combine these two platforms, you can build lead conversion dashboards, automate follow-ups with Workflows, and add AI-powered sales insights with Agents.
Join as our Developer Advocate Angelik Laboy Torres shows you how to connect Salesforce to Retool and build automated lead triage workflows. You will also learn OAuth authentication, Salesforce API and SOQL queries, workflow logic, data filtering, loops, and Slack alerts for sales operations.
Read more 0:02 Hi everybody, welcome back. My name is Angelik Laboy Torres. I'm a Developer Advocate here 0:07 at Retool. And today, we're going to be talking about a very powerful integration that many 0:12 of you might use in your everyday life: Salesforce. So if you're in sales operations, 0:17 revenue ops, or simply manage a sales team, know how important it is to have real-time 0:22 visibility into your pipeline. So for that reason, we're going to be showing you how 0:26 to connect Salesforce to Retool, and then also how to build a lead triage bot with Workflows. 0:33 So let's get started. 0:37 So first thing is first, we want to log in into our Retool space. 0:40 And for that reason, I'm going to start out over here and click on "Resources" in order 0:44 to go where all of our integrations live. Right. 0:48 From there, I'm going to click on "Create new... Resources." 0:51 And then you can see all the different types of connections. This is wherever 0:54 your data is existing, and then you want to pull it into Retool. I'm gonna 0:59 write now "Salesforce," and then from here we're gonna start just filling in 1:05 the information. The name, whatever you want. I'm gonna put "Salesforce 1:09 Production." The description is actually a great space to let your team know what 1:14 this resource is gonna be about. So I'm gonna put "For my team." Under 1:19 "Credentials," you can see the API version. We have 42.0 set as the default. To be 1:24 honest, it works for most use cases, so that's fine. Unless you have one specific, select that one. 1:29 Then you have the ability to check or uncheck the sandbox organization. Ours is going to be that, 1:33 so I'm going to click it. And then for more security, you can require each user to log in 1:39 with their own credentials to use this resource. So let's connect with OAuth. 1:47 I'm gonna click here. 1:47 It's going to redirect me to Salesforce. I'm going to authenticate. I'm going to allow it also. 1:52 It tells you what you're going to give permission to, and then it has connected. I had 1:57 already logged in into my Salesforce, otherwise it will go through that process and do that. 2:02 Okay, awesome. Then in the "Advanced options," you have the capability of using a custom connected app, 2:09 or if you want to customize the OAuth URLs, as well as overriding the default, which is 2:14 for us in the West Coast. I'm going to use this one—this is going to be blurred for you guys— 2:20 and then I'm going to click over here and save it. Awesome. 2:24 Another thing here that you can see is the different environments 2:27 in which this is being configured to. And then I can view the console to see the connection. 2:35 All good. Reconnect if I need to. 2:38 Amazing. Perfect. 2:39 And then over here, you can see actually which apps are using it, which workflows, which queries, 2:44 which is amazing because you only need to set up this resource once. 2:51 So let's go ahead and build our workflow. Okay, we'll click on "Workflows" in the navigation bar. 2:55 And then from there, you can see all of your organization's workflows. 2:58 However, if this is your first time interacting with Workflows, make sure to check out the 3:02 "Getting Started" video because we give you more of a walkthrough and even run a simple workflow. 3:07 So I'll link it over here for you to check out. If not, then follow along. 3:11 We're going to do "Create new... Workflow." And I'm going to delete this block of code. 3:15 It's not important for now. Delete it over here. Okay. 3:20 So what are we gonna be building? Well, in this case, this workflow will run on a scheduled interval. 3:25 You can do it over here, the "Edit trigger." You can do webhooks or even connect it to an app 3:31 and then from there have the users just manually set the workflow running. 3:36 But for me, I'll do "Scheduled." I will set up how the scheduling will work later. 3:40 This is to enable it for now, right? And the important thing here is that it would check 3:44 for Salesforce leads that need high attention. This would be anything that is categorized as "New," 3:48 and "New" would be determined by: hasn't been opened in the last 48 hours, right? 3:56 And it has high potential value, let's say $20,000 that are there in the table. 4:01 What we're gonna do is that once it finds that lead, it's actually gonna go into Slack 4:06 and message the sales team in order to make sure that no high-potential customer 4:12 or opportunity falls within the cracks. So let's build that. Okay. 4:17 "Start Trigger." I'm going to pull it out, a "Resource query." From there, I'm going to do the "Salesforce Production," 4:25 and the SOQL is fine with me. There's CRUD actions, bulk load, and everything. 4:28 And I actually have written out the filters that I'm going to be calling out, or the identifiers. 4:35 ID, Name, Status, OwnerID, Phone, Email, Potential Value—which is really important— 4:40 is pulling it from the Lead table that we have where Status is either "New" or "Open." 4:45 Okay, so I'm gonna name this "newLeads." See? Perfect. 4:53 And I'm gonna pull out a Filter. Actually, before that, let me run this, make sure that it works. 4:58 Okay, we have two. Perfect. I see all the numbers. Amazing. 5:04 So now we're gonna do a filter. We're gonna filter out by the potential value. 5:09 So how are we gonna do that? We're gonna do `value.Potential_Value__c` 5:14 greater than 20,000 dollars. "highValue," I'm gonna name this. So, boom. 5:28 Hobart. Hobart Bosco. And then we're gonna filter another one. We're gonna do "in the last 48 hours," right? 5:36 I've written this one out. Here you go. Boom. Let's run this out. Hobart is still on the list. 5:47 Okay. 48 hours. Let's do that. "hours." Good. Perfect. 6:02 It's gonna be "Parallel," and we're gonna do a "Loop runner." 6:06 And for that, I need to do a Slack connection. So how do we do that? Okay, "Add a new Slack connection," 6:17 "Connect the account," and I'm gonna call this "Slack Retool." And I'm gonna do "Connect with OAuth." 6:24 Over here. Authenticate. Allow. Perfect. Amazing. So what I needed to do was, after 6:35 I created it, I searched it back again and then `slack_retool` is the name that I went with. 6:39 What are we gonna do? We're gonna do a post. So `post.chat.postMessage`. 6:45 And how are we gonna do that? Well, I have created a channel. This channel is actually—I'm gonna 6:51 name it as a function—and I'm going to do `#lead-angelik-sales`. Perfect. 6:56 And I'm going to do a block. And this is just to have a pretty message show up when we're on Slack. 7:02 So what do we have here? We have the title, the "High-value lead." We also have pulling the name, 7:06 putting the status, putting the potential, the last modified date, the email, the phone, 7:13 and then a couple of actions just to put a button there. Okay. 7:17 I'm actually just gonna run the sequence. Okay, I'm gonna click "Run." 7:27 Seems all good. Let me go into my Slack and see if I got the notification. 7:31 Ah, there you have it. Let me make this a little bit bigger. 7:36 Here we have the information. I tested it out just before. But here you have it. 7:40 And thank you so much for watching. That was it for this video. 7:43 We learned how to connect Salesforce into Retool—a one-two-three connection—where now you can use it with your apps, 7:49 your workflows, and your agents. 7:51 Also anybody in your Retool space can actually have access to this resource 7:55 as well, which is honestly really great. 7:57 If you want a little bit more control, then I would say go to 8:01 role-based permissions in order to manage who has access to certain apps, workflows, agents, resources, etc. 8:08 Now, if you want to try this out, go ahead and go to retool.com and get started for free. 8:14 So I'll see you next time and yeah.
