Salesforce is a CRM system that tracks all sales and marketing activities. It creates events when leads are created, opportunities change stages, tasks are completed, or people join marketing campaigns.
Event Classes
- Inbound Sales: Incoming communications and responses
- Inbound Marketing: Marketing-driven activities
- Outbound Sales: Outbound sales activities and communications
- Account Created: New account creation
- Lead Created: New lead creation
- Contact Created: New contact creation
- Inbound Activity: Campaign member activities
- Opp Create: Opportunity creation
- Opp Changed: Opportunity stage/field changes
- Opp Won: Closed-won opportunities
- Opp Lost: Closed-lost opportunities
Event Types
- Account: Account creation events
- Lead: Lead creation events
- Contact: Contact creation events
- [Campaign Type]: For Campaign Members – copies the Campaign Type field value
- OppStage: [Stage Name]: For opportunity changes – specific stage name
- [Task Subject]: Task completion events
Technical Details
Campaign Member Event Type:
event_type = campaign.cm_type
(Direct copy of the Campaign Type field from associated campaign)Task Event Class Logic:
IF (subject starts with "Re:" AND NOT contains "[outreach] [email] [out]")
OR subject contains "[outreach]" with "[in]"
OR subject starts with "← email:" OR "Email: <<" OR "Reply:":
event_class = "Inbound Sales"
ELSE IF subject/type indicates marketing activity (clicks, visits, forms):
event_class = "Inbound Marketing"
ELSE:
event_class = "Outbound Sales"