We’re excited to announce several new enhancements that will help you administer and manage triggers more efficiently. Here's what's new:
- Easily find the trigger you're looking for
- Quickly navigate your trigger list
- Customize your trigger list with flexible columns
Easily find the trigger you're looking for
Admins can now search for triggers and filter them based on a number of factors. You can define a simple filter based on a single criteria such as name, description, condition, or action, or you can create advanced filters based on multiple criteria.
Learn more about the new trigger search functionality here.
Quickly navigate your trigger list
Even with a large number of triggers, you can view them all in one page. Keep scrolling down the list to display all your triggers. This makes it much easier for you to reorder your triggers, as they’re no longer segmented into multiple pages.
Customize your trigger list with flexible columns
With the introduction of flexible columns, you can customize the triggers list page by selecting which columns you want to display. With the exception of the default column (Name), you can change all other columns by selecting any combination that you want to include. Choices are: Description, Date created, Date updated, and Triggered (last 1 hour, last 24 hours, last 7 days, last 30 days).
Learn more about trigger column selection here.
7 Comments
Hello team,
I am quite happy to see this improvement already in my accounts because definitely we work with quite of an amount of triggers and it was a challenge to manage them. Now it looks cleaner, easier and more manageable, really well done.
Just on top of my head and after jumping into this functionality already the first time, here a couple of suggestions:
- It could be great if you can also show as column (very slim), the position / order of the trigger in the sequence. The position is indeed super important since it definitely can alter the actual logic, so it could be great to make it more obvious and visible all the time or by selection (even when moving triggers around in the mini view to select the new position "above").
- The sorting of the column..., this is great functionality.... but I hope that it is not altering the order, correct? I am quite afraid to sort by something right now, but I assume that it is not the case. Again, connected to the previous point, it will be more clear if the order index is shown or as a possibility to show it. If I sort from another column... how do I come back to the original sorting based on the order? that's also another reason why I did not sort yet :-).
- And last but not least, searching / filtering by the specific order index could also help in case that I know it.
I hope that this feedback helps and so far it looks really really good... just still scare to sort by any column due to the importance of the order of my triggers to run the overall logic.
Thanks and best regards, Alfredo
Hello Alfredo
Thank you for providing feedback on the new functionality, much appreciated!
I wanted to confirm that the sort function does not alter the sequence of the trigger execution. After you sort by any of the columns, you will see an Undo sort link above the list to revert to the default view.
Best wishes,
Sudeshna
This is great Sudeshna Basu, when can we expect some grouping functionality to further help manage triggers visually?
Hi Catherine
Thanks for your comment. Providing you an easy way to organize your triggers by categories is on the product roadmap. Stay tuned for further updates later this year.
I love this ability to apply filters on trigger searches!!! I do, however, wish that the filters selected persisted when I return from selecting a trigger.
So when I filter for all triggers that contain an Email User action, select a listed trigger and either update it or navigate back to the list would bring me the filtered search I had just made.
I think this is a very common scenario for admins that would be made so much easier with the above. Thanks.
Not sure the correct area for this questions but can Zendesk Chat be integrated with Salesforce so that chats can be taken live through salesforce not just a record being created..
Hi Danny -
No, that is not a capability of the integration.
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