Sorting by Salesforce probability

Question

Can I create a rule that moves a card from one list to another based on the salesforce probability in the Salesforce Power-up? For example, if I have a list with cards of opportunities at 15% and three of them are adjusted to 35%, can butler handle the move?

milynnus · Answer

@Josh Bernstein

Got this from a friend.

Thanks ….I'm still a baby when it comes to Salesforce 😊 To answer your questions, Salesforce has custom fields and you can create and update via API. Please see one such ref here https://developer.salesforce.com/forums/?id=906F0000000MIjvIAG

Every field and in fact design element in Salesforce is available via API.

I don't think Salesforce supports webhooks natively although there have been workarounds using REST API. Most integrations requiring Salesforce webhook are done via 3rd party platforms like Zapier and Automate.io

Hope this helps😊

milynnus · Answer

@Josh Bernstein

Do you know whether Salesforce opportunity has the link to the Trello card? In working with a client using fresh CRM, we have a custom field created for that. If there is, you can check whether this is passed on to Zapier when the opportunity is updated. There is a Zapier Salesforce trigger for that.  The alternative is to use Salesforce webhook and have the endpoint find the card and move. That piece of info is probably the first thing I look for first.

The power up seems to be contact centric ie you attach opportunity to the contact so if in Salesforce that relationship is maintained then when an opportunity is updated we can look for the contact and get to the card.

reidt · Answer

You might be able to achieve the desired outcome with Zapier, but probably not easily.