Salesforce: Workflows

Using Linq Workflow Actions in Salesforce

The Linq–Salesforce integration includes custom workflow/flow actions that let you:

• Automatically send iMessages/SMS through Linq

• Check whether a phone number supports iMessage before sending

• Trigger messages or checks as part of Salesforce automation (Workflows/Flows)

• Send contact card to existing contacts

Step 1: Create a Workflow Rule

1. In Salesforce, go to Setup.

   

2. In the Quick Find box, search for Workflow Rules.

   

3. Click New Rule.

   

4. Choose the object you want to run this on, for example:

   • Lead Activity

   • Contact Activity

   • Or another activity/interaction object used by your team.

5. Define your rule criteria, such as:

   • “Message Sent = True”

   • “Call Completed = True”

   • A specific status or field value that should trigger Linq.

6. Add the appropriate Workflow Action (see the Linq actions below).

   

7. Click Save (and activate the rule when you’re ready).

Linq Workflow Actions

The Linq integration exposes two key actions you can use in Workflow Rules and Flows:

1. Linq – Send iMessage/SMS

2. Linq – Check iMessage Capability

3. Linq - Share contact card