Salesforce + Filter
made easy.

Make integrations that help your business operate in more competitive ways.

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filter logo icon Do this with Filter by MESA...
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salesforce logo icon filter logo icon Salesforce to Filter integration

How does Filter work with Salesforce?

With Salesforce and Filter by MESA connected, you can get more accomplished so your business can thrive.

  • Targeted Automation

    filter logo icon

    Filter sets specific conditions for your automation workflows, ensuring that only relevant data triggers a particular action. A targeted approach can enhance the relevance and effectiveness of your marketing or customer engagement efforts.

  • Operational Efficiency

    filter logo icon

    By incorporating conditional steps, Filter ensures that automated actions are only executed when certain criteria are met. This reduces unnecessary processing and allows for more efficient use of resources to maximize productivity.

  • Improved Data Accuracy

    filter logo icon

    Utilizing Filter to define specific conditions ensures that only the right data is used in a given automation process. This minimizes errors and ensures that actions are based on accurate and relevant information, enhancing overall reliability.

  • Personalized Customer Experience

    filter logo icon

    Filter's ability to segment data based on specific conditions allows for more personalized interactions with customers. Personalization have proven to contribute to a more engaging and satisfying shopping experience.

  • Flexible and Scalable Workflows

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    With Filter, you can easily create, modify, and scale workflows to suit their evolving business needs. Whether you're looking to implement complex multi-step automations or simple conditional triggers, this flexibility allows for customized solutions.

How to connect Salesforce to Filter

Time needed: 3 minutes.

Connecting Salesforce to Filter has never been easier. With MESA, making complex integrations between Salesforce and Filter by MESA only takes a few minutes.

  1. Included
    First, create a new workflow in MESA.

    Workflows are simply the steps of an automation that runs automatically.

  2. Included
    Next, pick one of the apps as a trigger step.

    This is what kicks off your automation to run automatically.

  3. Included
    Then, choose an action step from another app.

    This is the "ah-ha" moment you've been waiting for...

  4. Included
    Lastly, personalize the data being sent from one app to another.

    Use the various fields to personalize your workflow.

  5. Included

    Just turn on this Salesforce to Filter workflow and MESA will start doing this work for you.

Supported Salesforce & Filter by MESA workflow steps:

Then, make your workflow do this...

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    Pause any workflow to ensure it is working as expected.
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    Create Account
    Start a new account.
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    Retrieve Account
    Grab all details about the account.
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    Update Account
    Modify an account.
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    Create or Update Account
    Create or modify an account.
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    Delete Account
    Remove an account.
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    Query Single Account
    Search for a single account.
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    Query Multiple Accounts
    Search for multiple accounts.
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    Create Contact
    Start a new contact.
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    Retrieve Contact
    Grab all details about the contact.
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    Update Contact
    Modify a contact.
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    Create or Update Contact
    Create or modify a contact.
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    Delete Contact
    Remove a contact.
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    Query Single Contact
    Search for a single contact.
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    Query Multiple Contacts
    Search for multiple contacts.
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    Create Lead
    Start a new lead.
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    Retrieve Lead
    Grab all details about the lead.
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    Update Lead
    Modify a lead.
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    Create or Update Lead
    Create or modify a lead.
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    Delete Lead
    Remove a lead.
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    Query Single Lead
    Search for a single lead.
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    Query Multiple Leads
    Search for multiple leads.
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    Create Opportunity
    Start a new an opportunity.
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    Retrieve Opportunity
    Grab all details about the opportunity.
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    Update Opportunity
    Modify an opportunity.
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    Create or Update Opportunity
    Create or modify an opportunity.
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    Delete Opportunity
    Remove an opportunity.
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    Query Single Opportunity
    Search for a single opportunity.
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    Query Multiple Opportunities
    Search for multiple opportunities.
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    Create Opportunity Product
    Start a new opportunity product.
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    Retrieve Opportunity Product
    Grab all details about the opportunity product.
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    Update Opportunity Product
    Modify an opportunity product.
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    Create or Update Opportunity Product
    Create or modify an opportunity product.
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    Delete Opportunity Product
    Remove an opportunity product.
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    Query Single Opportunity Product
    Search for a single opportunity product.
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    Query Multiple Opportunity Products
    Search for multiple opportunity products.
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    Create Order
    Start a new an order.
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    Retrieve Order
    Grab all details about the order.
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    Update Order
    Modify an order.
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    Create or Update Order
    Create or modify an order.
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    Delete Order
    Remove an order.
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    Query Single Order
    Search for a single order.
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    Query Multiple Orders
    Search for multiple orders.
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    Create Order Product
    Start a new order product.
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    Retrieve Order Product
    Grab all details about an order product.
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    Update Order Product
    Modify an order product.
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    Create or Update Order Product
    Create or modify an order product.
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    Delete Order Product
    Remove an order product.
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    Query Single Order Product
    Search for a single order product.
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    Query Multiple Order Products
    Search for multiple order products.
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    Create Pricebook Entry
    Start a new a pricebook entry.
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    Retrieve Pricebook Entry
    Grab all details about the pricebook entry.
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    Update Pricebook Entry
    Modify a pricebook entry.
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    Create or Update Pricebook Entry
    Create or update a pricebook entry.
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    Delete Pricebook Entry
    Remove a pricebook entry.
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    Query Single Pricebook Entry
    Search for a single pricebook entry.
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    Query Mutiple Pricebook Entries
    Search for multiple pricebook entries.
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    Create Product
    Start a new a product.
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    Retrieve Product
    Grab all details about the product.
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    Update Product
    Modify a product.
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    Create or Update Products
    Create or modify a product.
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    Delete Product
    Remove a Product.
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    Query Single Product
    Search for a single product.
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    Query Multiple Products
    Search for multiple products.
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    Create Custom
    Start a new a custom.
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    Retrieve Custom
    Grab all details about the custom.
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    Update Custom
    Modify a custom.
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    Create or Update Custom
    Create or modify a custom.
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    Delete Custom
    Remove a custom.
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    Query Single Custom
    Search for a single custom.
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    Query Multiple Customs
    Search for mutiple customs.

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