Once you have the Hive and Salesforce integration set up, you can create triggers with multiple conditions. This allows you to have more granular control over when Hive creates a project or action.
For example, let's say a team wants to create a Hive project using a particular template for new sales opportunities where in SalesForce:
the stage is "Closed Won" AND
the amount is between $50,000 AND $100,000
We can set these to be the conditions that trigger a new Hive project.
Go to the "Salesforce" page within Hive (in Hive Apps)
Click "Add new trigger"
Specify the conditions from Salesforce that must be met in order for an action to be made in Hive
Select whether Hive creates a project or action
Click "Complete and add trigger".
When the conditions are met in Salesforce, Hive will automatically create a project or action as specified in the trigger.
In this example, we used multiple conditions joined by the "And" operator. Conditions can also be joined by the "Or" operator. The fields available for your conditions are based on what is in your Salesforce configuration and compatible with Hive (picklist, string, int, double, boolean, currency, percent, and date-time).
2-way Salesforce Integration
Hive also provides two-way synchronization with Salesforce, meaning when a change is made to a respective project in Hive, Salesforce fields can update automatically as well. No manual actions are needed!
You'll select which fields you'd like to keep synced from here:
These Salesforce fields will be created as project custom fields in Hive. When you update the field value in Hive, the Salesforce field for that opportunity will be automatically updated as well.
The same works vice versa, if the field you set to sync is updated in Salesforce, a respective project in Hive will be updated as well.