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:

We can set these to be the conditions that trigger a new Hive project.

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).

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.
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For example, see the following setup which will trigger when a Salesforce Opportunity is updated, its Stage is Closed Won and the entered Amount is $50 000-$100 000.

The fields we set to sync from Salesforce are the following: Name, Stage, Amount, Profitability, Opportunity Type, and Lead Source.

Once you update the matching Salesforce Opportunity, you'll see Hive automatically creates a project in your workspace for you:

Editing the project custom fields in Hive will result in fields being updated in Salesforce as well (and vice versa) to ensure a smooth sync.