Outcome: a flow that runs the moment a Salesforce record is created or changed — for example, enrich the champion of a Closed Lost opportunity and add them to a win-back list.
Where to find it
Workflows → + Add workflow → click 1. Select Trigger → Integrations tab → Salesforce.
Before you start
Connect Salesforce under Settings → Integrations (or from the trigger panel’s Connect Salesforce button).
Salesforce triggers poll on a schedule; expect the flow to start within a few minutes of the change, not instantly.
Available triggers
New Lead and New Contact — a record of that type is created.
New Record and New or Updated Record — pick any object from the Object dropdown and optionally add a SOQL
WHEREfragment (for exampleStageName = 'Closed Lost').New Field History Event — a tracked field changed on the object you choose (including opportunity field history).
New or Updated File — a ContentDocument was created or updated (classic Attachments and Notes are not included).
Steps
Create a workflow and click 1. Select Trigger.
Open the Integrations tab, choose Salesforce, then the trigger you need.
Pick the connection, the object and an optional filter. Use Load Sample Data to fetch a real record so later steps can map its fields.
Add the next steps with the + under the trigger — search the picker (for example “person”) to find Enrich Person, Set Person Field, Add People to List or Sync Person.
Publish the workflow. Runs appear under Workflows → Runs.
Click the image to watch the clip (recorded in Alta).
Good to know
HubSpot and monday.com triggers work the same way from the same tab; Slack events can also start a flow.
Trigger payloads carry the full record, so field values can be used in any later step.