Salesforce + Slidecast

Salesforce + Slidecast integrations

Sends self-guided Slidecasts with new records in Salesforce

Once this Zap is in place, adding a new record in Salesforce will automatically send a self-guided Slidecast presentation via text message and email. Manage your presentations and messaging without ever leading your Salesforce platform!

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Send a Self-Guided SlidecastCreates a new contact (or finds an existing contact) and sends them a selected Slidecast presentation
ActionWrite

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More things you can do with Salesforce and Slidecast

Discover other triggers and actions you can use with Salesforce and Slidecast

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Select Presentation
  Required
Trigger
Instant
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- Select Presentation
  Required
- Select Slide
  Required
Trigger
Instant
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Any Slidecast Ended
Triggers when a contact manually stops any Self-Guided Slidecast or clicks to the last slide.
Trigger
Instant
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- Email
- Mobile
- Slidecast Id (optional)
- Country Code
Action
Write
- Text Message (max 300 chars)
  Required
- First Name
- Last Name
- Email
- Mobile
- Country Code
- Address 1
- Address 2
- Address 3
- City
- State Code
- Postal Code
- Home Phone
- Work Phone
- Job Title
- Company
- Notes
- Custom 1
- Custom 2
- Slidecast Id (optional)
Action
Write
- First Name
- Last Name
- Email
- Mobile
- Country Code
- Address 1
- Address 2
- Address 3
- City
- State Code
- Postal Code
- Home Phone
- Work Phone
- Job Tite
- Company
- Notes
- Custom 1
- Custom 2
- Slidecast Id (optional)
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Select Presentation
  Required
Trigger
Instant
Try It
Contact Modified
Triggers when a contact is added, edited, or deleted in Slidecast.
Trigger
Instant
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Any Slidecast Started
Triggers when a contact starts any Self-Guided Slidecast.
Trigger
Instant
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- First Name
- Last Name
- Email
- Mobile
- Country Code
- Address 1
- Address 2
- Address 3
- City
- State Code
- Postal Code
- Home Phone
- Work Phone
- Job Title
- Company
- Notes
- Custom 1
- Custom 2
- Slidecast Id (optional)
- Presentation
  Required
Action
Write
- Text Message (max 300 chars)
  Required
Action
Write
- First Name
- Last Name
- Email
- Mobile
- Country Code
- Address 1
- Address 2
- Address 3
- City
- State Code
- Postal Code
- Home Phone
- Work Phone
- Job Title
- Company
- Notes
- Custom 1
- Custom 2
- Slidecast Id (optional)
- Record Voice Call
Action
Write

About Salesforce

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About Slidecast

Slidecast enables you to engage your customers seamlessly and virtually using simple, beautiful, and effective presentation sharing, in real-time without software or apps to install.

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Related categories

Sales & CRM

Related Zap Templates

Add Slidecast contacts from new Salesforce records

Related Zap Templates

Add Slidecast contacts from new Salesforce records