Connect Drata to Salesforce

Use 8 documented Drata triggers to run 24 documented Salesforce actions.

8 source triggers

24 target actions

Reverse direction supported

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Why Connect Drata & Salesforce?

Start with a Drata event

Choose from 8 documented triggers, including Employee Terminated, Failed Monitor, New Asset Added.

Run a Salesforce action

Send the event into one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Drata

Triggers (8)

Employee Terminated

Emit a new event when an employee is terminated. See the documentation.

polling

Failed Monitor

Emit a new event whenever a monitor fails. See the documentation.

polling

New Asset Added

Emit a new event for every new asset. See the documentation.

polling

New Control Added

Emit a new event for every new control. See the documentation.

polling

New Evidence for Control Added

Emit a new event for every new evidence for a control. See the documentation.

polling

New Personnel Added

Emit a new event for every new personnel. See the documentation.

polling

New Vendor Added

Emit a new event for every new vendor. See the documentation.

polling

Vendor Updated

Emit a new event when a vendor is updated. See the documentation.

polling

Actions (14)

Create Asset

Create an asset. See the documentation.

Create Control

Create a new Control. See the documentation.

Create Vendor

Create a new Vendor. See the documentation.

Find Controls

Find Controls. See the documentation.

Find Personnel

Find Personnel. See the documentation.

Find Vendors

Find Vendors. See the documentation.

List Control ID Options

Retrieves available options for the Control ID field.

List Device ID Options

Retrieves available options for the Device ID field.

List Vendor ID Options

Retrieves available options for the Vendor ID field.

List Workspace ID Options

Retrieves available options for the Workspace ID field.

Update Vendor

Update a Vendor. See the documentation.

Upload Background Check

Upload background check for a personnel. See the documentation.

Upload Device Compliance Document

Upload a device compliance document. See the documentation.

Upload User Compliance Document

Upload a user compliance document. See the documentation.

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation