Salesforce integration with SAI360 GRC
How to Create class instances in SAI360 GRC from new Salesforce records
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create class instances in SAI360 GRC from new Salesforce records" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate SAI360 GRC integrations
SAI360 GRC actions
Nekton can use any feature that is available in SAI360 GRC API.
Using our advanced AI, you can easily create custom automations for SAI360 GRC.
Here are some typical actions you can do in your automated workflows.
Create Class Instance
Create an instance of any class (table record)
New Records
Triggers when a new record of any class is created.
About SAI360 GRC
The SAI360 platform covers many use cases in the Environmental, Social, Governance, Risk and Compliance Space.