How Certifier integrates with Salesforce
Certifier connects to Salesforce directly thanks to a native integration, although compatible connectors are also available.
You pick one field to watch on a Salesforce object, such as a certification status field on a Contact, and that field becomes the trigger. When that field's value changes, Certifier automatically issues and delivers a credential to that record's contact.
You only need to configure this integration once. From then on, every matching field change issues a credential automatically, with no extra setup.
Certifier to Salesforce workflows
Available workflows (1)
Setup steps
- 1
In Salesforce, turn on Field History Tracking for the object and field you want to watch (for example, a certification status field on Contact).
- 2
In Certifier, create and publish the credential template you want to issue.
- 3
Go to the Integrations tab, choose Salesforce as the trigger app, select New Record Updated, and connect your account
- 4
Set the Certifier Issue Credential action and map the contact's name and email to your template.
- 5
Test, then activate.
Resources and manuals
Available workflows (2)
Setup steps
- 1
Connect Salesforce, Zapier, and Certifier.
- 2
Set Salesforce's "New record" as the trigger, and add any filters for the records that should qualify.
- 3
Build your certificate design in Certifier and assign it to a Credential Template.
- 4
Add Certifier's "Issue Credential" action and map the record's name and email fields to it.
- 5
Test the Zap with a sample record, then publish it live.
Available workflows (2)
Setup steps
- 1
Create a scenario with Salesforce and set a trigger — e.g., “Watch Records” for new contacts or “Watch Record Fields” for new milestones.
- 2
Open the trigger, click “Create a connection,” then sign in to Salesforce.
- 3
Open the “Object” field and choose the record type to monitor, like "Contact" for new customers or "Opportunity" for sales.
- 4
Configure the trigger. For “Watch Records,” choose “Created Date” to catch new entries; for “Watch Record Fields,” select a field directly.
- 5
For “Watch Record Fields,” add a filter (e.g., Stage = Closed Won), then add Salesforce > “Get a Record” to check eligibility and load recipient data.
- 6
Connect Certifier with “Issue a Credential” as the action, then select your group template and map recipient and other required Salesforce fields.
- 7
Click “Run once” to test, then go live once everything looks right.
Available workflows (2)
Setup steps
- 1
Create an Integrately automation with Salesforce as the trigger app.
- 2
Choose a trigger, like “Record is created” or “Opportunity is created,” based on what you're certifying.
- 3
Select Certifier for the action and choose “Create credential,” then click “Go.”
- 4
Connect your Salesforce and Certifier accounts when prompted.
- 5
Select your Certifier Group, then map the recipient and other required fields to your template.
- 6
Click “Test and Turn On” to check and activate the automation.
Available workflows (2)
Setup steps
- 1
Create a workflow with Salesforce and pick a trigger, like “New Contact” or “Opportunity Updated.”
- 2
From the same trigger, go to Connect > Add New Connection > Connect with Salesforce, then sign in and authorize Pabbly.
- 3
Create a test contact or update an opportunity in Salesforce. Return to the Pabbly trigger and click “Save and Send Test Request” to load sample data.
- 4
For “Opportunity Updated,” click “+” below the trigger, add Filter by Pabbly > Only Continue If, and set your desired opportunity stage, like Closed Won.
- 5
Add Certifier and choose “Create, Issue, and Send Credential.”
- 6
Connect Certifier, select your Group, then map the required fields to your template.
- 7
Click “Save & Send Test Request” to verify, then enable the workflow.
Available workflows (2)
Setup steps
- 1
Create a new viaSocket Flow with Salesforce as the trigger app.
- 2
Choose a trigger, depending on what you want to certify (e.g., “New Contact” or “New Opportunity”).
- 3
In the same trigger, connect your Salesforce account to grant permissions.
- 4
Save the trigger so viaSocket can load sample data fields for the next steps.
- 5
Click “+ Add Step,” connect Certifier, and choose “Issue Credential.”
- 6
Select the Group with your chosen template, then map the recipient and other required fields.
- 7
Click “Test” to check the flow, then “Go live” to activate it.
Key benefits
Automatic issuance
When a tracked field changes on a Contact, Lead, or Opportunity, Certifier issues and sends the credential right away, with no extra subscription or workaround needed.
Self-serve verification
Every Certifier credential ships with verification link, so recipients and employers can verify its authenticity on their own without flooding your inbox.
Quick setup
Pick the field to track, connect your Salesforce account, and configure the Issue Credential action, all done in a few simple clicks.
Is this integration right for you?
Use Certifier integration if you want every new record change to trigger the credential issuance.
Training programs
Recognize a rep or partner the moment a certification or training field on their record reaches the qualifying value, without a manual review step.
Customer success and onboarding
Issue an onboarding-complete or milestone credential the instant a Contact's status field changes, so recognition lands the same day, not at the end of a reporting cycle.
Partner and channel programs
Certify partners as they move through tiers or training levels tracked on Salesforce records, and keep every certification tied back to the record that triggered it.
Frequently asked questions
No. Field History Tracking is available natively on Professional, Enterprise, Unlimited, Performance, and Developer editions. If you're on any of these plans, you can turn it on without an upgrade.
Contact, Lead, Opportunity, or a custom object, whichever holds the field you want to track. You select the Object Type when configuring the trigger, so the integration isn't limited to one record type.
No. Native integrations, including the Salesforce trigger, are available on every Certifier plan, including the free Starter plan.
No. The credential goes straight to the recipient's email with a link to a verifiable digital credential page. No login or account required on their end.
