The S4S Cloud send2crm automation wizard offers a convenient graphical user interface for administrators to manage automatic actions when client requests are received.
The automation wizard is used whenever an S4S Cloud a send2crm Automation record is created, viewed or edited.
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Conditions determine when the automation should be applied. The wizard assists with adding all the different types of condition that S4S Cloud send2crm supports.
See Automation Conditions or Example Conditions for more information.
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Goals and Facets applied via Form submissions are returned to the S4S Cloud send2crm client rather than being saved to Salesforce immediately, which allows them to be applied for both identified and anonymous Visitors. When identified the S4S Cloud send2crm client will in turn send the values to Salesforce as part of the normal Visitor sync.
Platform Events are a flexible option for custom actions and retrieving custom data passed through session events from the S4S Cloud send2crm client. See Automation Events for more details.