Advanced Automation

How to configure advanced automation using Trustpilot Connector for Salesforce app

The Trustpilot Connector app enables you to create custom invitation automation using either built-in processes which can be called directly called from Process Builder/Flow or because the Trustpilot Connector app uses native Salesforce custom objects, you can build own automation to construct an Invitation object record.

Compliance

Trustpilot have guidelines and a compliance team who monitor activity on their platform to ensure businesses are compliant. Please consider this when designing your custom automation.

Cherry-picking Trustpilot actively checks businesses are not only sending invitations to customers they are certain will give positive reviews

Process Builder or Flow

Included in the Trustpilot Connector App are Actions which can be called from Process Builder or Flow, enabling you to design and build custom automation that is more tightly aligned with your existing business processes. Actions currently available:

Action Name	Description
Create Case Invitation	Generate a Trustpilot Invitation from a Salesforce Case
Create Order Invitation	Generate a Trustpilot Invitation from a Salesforce Order
Create Contact Invitation	Generate a Trustpilot Invitation from a Salesforce Contact
Create Opportunity Invitation	Generate a Trustpilot Invitation from a Salesforce Opportunity

Flow Builder

When using the Flow Builder these custom actions can by found in a category called Trustpilot

Directly Constructing Invitation Objects Records

If you decide the construct an instance of the invitation custom object yourself either via Process Builder/Flow or Apex, you will need to use these objects:

Custom Object Name	Description
trustpilot__Invitation__c	The core record for creating an invitation
trustpilot__Product__c	The child record, only used when creating a product review invitation