Automations

Keyword-based column tagging for Salesforce

⚡️ Automation

Keyword-based column tagging in Salesforce with Secoda. Learn more about how you can automate workflows to turn hours into seconds. Do more with less and scale without the chaos.

Get started
Automations

Keyword-based column tagging for Salesforce

⚡️ Automation

Keyword-based column tagging in Salesforce with Secoda. Learn more about how you can automate workflows to turn hours into seconds. Do more with less and scale without the chaos.

Find the following resources:
Integration
is
Salesforce
And automatically do this:
Add action

Overview

Secoda integration with Salesforce enables the automatic creation of data documentation, including table, column, and glossary term descriptions. With this integration, columns containing specific keywords from Salesforce metadata can be automatically tagged, saving time on documentation and allowing more focus on distributing insights.

How it works

Integration with Salesforce through Secoda allows for the automation of workflows in order to streamline processes and save time. Triggers within this integration can be scheduled at specific intervals, such as hourly or daily, to initiate subsequent actions. These actions encompass various operations, including filtering and updating metadata. By stacking actions on top of one another, customized workflows can be created to meet the specific needs of your team. With this integration, it is possible to perform bulk updates to metadata in Salesforce, which can greatly improve efficiency and productivity. Additionally, Secoda enables the automatic tagging of columns based on keywords found in Salesforce metadata. This feature helps to reduce the time spent on documentation, allowing more time to be dedicated to distributing insights.

About Secoda

The integration between Salesforce and Secoda enables the automatic tagging of columns based on specific keywords. Secoda acts as a centralized hub for managing your company's data catalog, lineage, documentation, and monitoring. By leveraging this integration, you can seamlessly combine the functionalities of both platforms to enhance the organization and accessibility of your data knowledge.

Related automations

Explore all