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Determine your source​

Strategize: Before you begin building, you will need to identify where signal data lives. This is also a good time to talk to the admin about how to get the data you’re looking for.

Best Practice: Questions for your admin:

  • What table/part of the app does this data live in?
  • Can you provide me with a query for this table? (select * from company_accounts where propensity_score is not null)
  • Can this query be written to only return results within a given time frame?
  • How often should I query this table in production?

Clone/Import Recipe​

Import or clone one of these recipes into a Workato project and begin building. If you’re not using one of the named solutions below, you can start with the recipe and use the frameworks with other data sources.

Data Warehouse

Connect Data Sources​

Navigate to Connections within the Recipe

Connect Salesloft: Workato calls for the creation of a Salesloft OAuth App. Create here and give it a unique name like “Workato Connection”. Enter the details in Workato and name the Salesloft Connection. Make sure your app has these scopes.

  • account:read
  • account:write
  • crm_id_account:write

If you plan to create and update other objects like People in your workflows, add person:read and person:write as well.

Callback URL: https://www.workato.com/oauth/callback

Connect Data Source: Connection instructions vary depending on the data source. Work with your system admin to establish a connection to the correct data warehouse.

Create your Custom Field​

Navigate to the Salesloft Field Configuration page in Settings, create a custom field that corresponds to your data object. If you’re using an account attribute, create an Account Custom Field. If you cannot see this page, ask your Salesloft admin to do this for you.

In our example, we will create an Account custom field that corresponds to the usage of our product, Rhythm.

Create custom field

Save the name of the field you created for use later.

Play Set Up​

Set up a Play in Salesloft for “Account Created” or “Account Updated. When creating criteria, find the custom field you created. The “has changed” and “has changed to” condition should prevent your team from receiving updates if the object is updated, but there are no changes to the field you plan to use as a signal.

Update the Play name to customize what shows up in Rhythm.

Account updated

Save and Enable the Play

Snowflake​

Use Case: Acme Company wants to begin identifying existing customers that are underutilizing licenses. Today, an internal system stores this data in Snowflake so that it can be accessed in other BI tools. Sales leadership at Acme wants to begin using this data in Salesloft to nurture accounts. They’ve identified the table in Snowflake and checked it for these columns:

  • The Signal data/custom value
  • Salesloft identifier like CRM_ID
  • Account Domain

Account Signals using Account CRM ID as the identifier​

Account Signals using Account CRM ID

Steps​

  • Set up a frequency. Since these Account updates are considered signals, a daily frequency is a common best practice.
  • Query your source for the data. In the Snowflake example, we’re going to query a Snowflake table that contains data about license utilization. Insert your SQL query in the step details.
  • Loop through the data: This step loops through each row returned from Snowflake one at a time.
  • Find the Account: Using the crm_id identifier from the row of data, we search Salesloft for the account using the “Search Accounts” action in Workato.
  • Create Account if not found: If no account exists, we proceed to create the Account. This step is optional. Since the Account domain is required, this flow attempts to manufacture one by making the domain crm_id.com. This pattern can be changed or updated.
    • This step also maps our signal value from the table to a custom field called “UNUSED SEATS PERCENTAGE”
  • Update Account: If an account exists, for each item remaining in the Loop, we will update the account using the Account ID that we retrieve from the Search Accounts step.
    • This step also passes along our custom field value from Snowflake.

Final Result​

After your workflow has run, you will see Salesloft Tasks in Rhythm related to the data update.

Rhythm task