Automation in Salesforce

Automation takes the intelligence data received from the website visitor's browser and actions it.

Based on configuration in Salesforce, Send2CRM can apply segments and goals to the triggering visitor.

Automation rules are tested when receiving:

• Form submissions

• Visitor updates

If the conditions pass, goals and segments are applied to the visitor. This information is:

• Returned to the Send2CRM client on the website, and

• Stored in Salesforce when identified visitor updates are made.

Custom handling can also be implemented with automations to raise Salesforce Platform Events, or save visitor session events as Highlights.