In this guide, we’ll show you how to create custom alerts on an increase in employee count, new technology added, and new funding data using Salesforce workflow rules.

Create custom fields on the Account object

  • Go to Setup
  • In the Quick Find / Search Bar, type in Account
  • Click “Setup > Account > Fields”

  • Create two fields on the Account object (since Employee Count is already a default field)
  • For the first field, select Text, name the label Company Tech, change the max length to 255
  • Complete the rest of the Add Custom Field flow

  • For the second field, select Number, name the label Company Funding, change the Decimal Places to 0
  • Complete the rest of the Add Custom Field flow

Connect Process Builder to update the fields

By default, Salesforce does not update any of the fields on its own. We’ll use Clearbit and Process Builder to automatically update these fields. Keep in mind that automatically updating these fields isn’t necessary—you can create a custom alert based on a manual update, e.g. a sales development rep updates a field, which sends an email to the assigned rep.

Clearbit automatically updates the Employee Count field if your Overwrite blank standard fields are enabled.

To get here, go to Clearbit > Enrichment > Settings. If Clearbit is not on the same row as “Home” and “Contacts”, then click the “+” on the far right.

clearbit-enrichment-settings

For the other two fields:

  • Go to Setup
  • In the Quick Find / Search Bar, type in Process Builder
  • Click Setup > Process Builder
  • Click New Process (we’ll be doing this twice, once for each field)
    • For Company Tech, name the first process, give it a description, then set the process to A record changes

  • Click Add Object and set the Object to Clearbit
  • Click Save

  • Click Add Criteria
  • Add a Criteria Name and criteria to Conditions are met
  • For field, select cbit__Account__c and set the condition to is null equals to false
  • Click Save

  • Click Add Action
  • Select Update Records as Action Type
  • Add Action Name
  • Select cbit.__Accounts__r as Record Type
  • For field, select Company Tech
  • For type, select Field Reference
  • For value, select cbit__CompanyTech__c
  • Click Save

  • Click Activate

  • Next, let’s create the process for the second custom field, Company Funding.
  • Click New Process (we’ll be doing this twice, once for each field)
    • For Company Funding, name the first process, give it a description, then set the process to A record changes
    • Click Add Object and set the Object to Clearbit
    • Click Save
    • Click Add Criteria
    • Add a Criteria Name and set criteria to Conditions are met
    • For field, select cbit__Account__c and set the condition to is null equals to false
    • Click Save
    • Click Add Action
    • Select Update Records as Action Type
    • Add Action Name
    • Select cbit.__Accounts__r as Record Type
    • For field, select Company Tech
    • For type, select Field Reference
    • For value, select “cbit__Account__c.Company_Funding__c
    • Click Save
    • Click Activate

Create a custom alert with Workflow Rules

  • Click Setup > Workflow Rules and New Rule
  • Set Object to Account

  • Name the rule and set evaluation criteria to Created and any time it’s edited to subsequently meet criteria.
  • Set your criteria based on the threshold of your choosing. Be sure to use the checkbox field created earlier to ensure multiple alerts won’t be created. In this example, whenever a company’s funding exceeds 10 million, an alert will be created.

clearbit-set-criteria-rules

  • Create your action. We recommend either creating a task on the account or triggering an email alert.

create-new-email-alert

  • Activate your new workflow rule

Now, whenever Clearbit updates any of those fields, Salesforce will check the new field against the criteria. If the criteria is met, then the alert will be triggered and emails sent.