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How to connect Atera and Salesforce
Create a New Scenario to Connect Atera and Salesforce
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Atera, triggered by another scenario, or executed manually (for testing purposes). In most cases, Atera or Salesforce will be your first step. To do this, click "Choose an app," find Atera or Salesforce, and select the appropriate trigger to start the scenario.
Add the Atera Node
Select the Atera node from the app selection panel on the right.
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Add the Salesforce Node
Next, click the plus (+) icon on the Atera node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
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Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Atera and Salesforce Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Atera and Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Atera, Salesforce, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Atera and Salesforce integration works as expected. Depending on your setup, data should flow between Atera and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Atera and Salesforce
Atera + Salesforce + Slack: When a critical support ticket is updated in Atera for a specific customer, the automation finds the corresponding account in Salesforce and sends a message to a dedicated Slack channel to alert the sales team.
Salesforce + Atera + Jira: When a new opportunity is won in Salesforce, a new project is created in Jira to track the onboarding process, and the Atera support team is assigned as a watcher to the new Jira issue for visibility.
Atera and Salesforce integration alternatives
About Atera
Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.
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About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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See how Latenode works
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FAQ Atera and Salesforce
How can I connect my Atera account to Salesforce using Latenode?
To connect your Atera account to Salesforce on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Atera and click on "Connect".
- Authenticate your Atera and Salesforce accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Salesforce opportunities from Atera alerts?
Yes, you can! Latenode allows you to create custom workflows to automate this, ensuring sales teams are immediately aware of potential opportunities identified through Atera, increasing efficiency.
What types of tasks can I perform by integrating Atera with Salesforce?
Integrating Atera with Salesforce allows you to perform various tasks, including:
- Sync Atera customer data with Salesforce contacts for unified records.
- Trigger Salesforce tasks when new Atera tickets are created.
- Update Atera ticket status when a related Salesforce opportunity closes.
- Automatically create Atera service requests from Salesforce cases.
- Generate reports combining Atera and Salesforce data for insights.
HowdoesLatenodehandleAteradatasecurityduringSalesforceintegration?
Latenode employs robust encryption and secure authentication protocols to protect your Atera data during Salesforce integration, ensuring compliance and data integrity.
Are there any limitations to the Atera and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data synchronization might take time depending on the data volume.
- Custom Atera fields may require manual mapping to corresponding Salesforce fields.
- Complex workflows with extensive data transformations may require JavaScript coding.
