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How to Connect Salesforce to Certifier to Automatically Issue Credentials

Automate issuing Credentials in Certifier using our native Salesforce automations.

Written by Caroline Tyrko
Updated over a week ago

Getting Started with Salesforce Automations

Certifier Automations follow a simple “trigger → action” logic.

  • A trigger happens in Salesforce (for example, a new record change).

  • An action happens in Certifier (for example, issuing a credential).

Currently, there is one available trigger for Salesforce:

  • New Record Updated

Trigger: New record updated

This trigger issues a credential whenever a chosen field of a Salesforce record changes.

Step 1. Configure the Trigger

  1. Open the Trigger Configuration and select Salesforce as the app, then choose New record updated as the event.

  2. Connect your Salesforce account via OAuth: click on the Account field → +Connect New Account, log in, and allow access by pressing Connect App.

  3. Select the Object Type you want to monitor for events (for example: Contact).

  4. Click Save & Continue. Your trigger is ready. 🎉

Step 2. Configure the Action

Next, you’ll need to configure the action. To do so, open this guide in a new tab: Configuring Certifier Action: Issue Credential

⚠️ Important: The instructions for this step are laid out in a separate guide.

We recommend opening the action setup guide in a new tab so you can easily return to this article afterwards. Once you finish configuring the action, make sure to come back here to finalize and activate your automation.

Important Notes

  • The trigger fires only when a field value changes (e.g., Bronze → Silver).

  • If a record is created with the field already filled, no credential is issued.

  • If a record is created with the field empty and then updated (e.g., “” → Bronze), a credential is issued.

  • Multiple changes in a short time (e.g., Bronze → Silver → Gold) will issue a credential for the latest value only.

  • Updates where the value stays the same (Bronze → Bronze) are ignored.

  • Records without an email cannot receive credentials.

Wrapping Up

That’s it! 🎓

With Salesforce triggers in Certifier Automations, you can automatically issue credentials based on new record changes — ensuring recognition is always timely and consistent.

If you still have some questions, do not hesitate to contact us via the chat icon or email us directly: [email protected].

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