Setup Guide

Spigots is a Salesforce AppExchange app that is a scheduling engine, allowing functionality that goes above and beyond what you can to out of the box with Flows. Some use cases include

• Round Robin Lead Distribution
• Running scheduled jobs up to once a minute
• Taking action upon changes that would not run a Record Triggered Flow or Trigger such as time based criteria or related object changes
• Automatically retry until criteria is satisfied
• Path holes in other automation
• Receive email alerts within a minute of criteria being met

As always, you are encouraged to install first in a Sandbox, and test, before moving to Production.

Initial Installation

To get started, navigate to the AppExchange Listing and install to your Salesforce Production or Sandbox Org. I recommend installing for Admins Only, since you can always give additional users access by assigning Permission Sets.

The Installation requires a remote site setting to ‘salesforce-app.spigots.app’. This is an endpoint where the Spigots App sends Logs, so we can assist you with support. If your data is sensitive, or you’d rather not share it, you have the ability to disable this feature by un-checking ‘the ‘Send Logs To App Publisher’ on App Configuration records.

Assigning Permission Sets

After Installation completes, you’ll want to assign the ‘Spigots Admin’ Permission Set to whichever user you’d like to run Spigots as. Then, log in as this user, navigate to the ‘Spigots’ App, the ‘Spigot App Configurations’ Tab, and then into the record ‘Primary Spigot Job’ that was created. Edit the record, changing the field ‘Active’ to checked.

There are two other Permission Sets that are part of this App, ‘Spigots Builder’ and ‘Spigots Read Only’, which can also be given out as appropiate.

Turning on the App

Now, the App is turned on. You’ll notice that Spigot Logs of Type ‘App Run’ are being generated. If you go to ‘Setup’ -> ‘Scheduled Jobs’ or ‘Setup’ -> ‘Apex Jobs’, you’ll see instances of the Spigots App running.

Creating You First Spigots

There is a set of tutorials here with hands on examples of Spigots use cases, such as Round Robin Lead Distribution.

Getting Support

If you are having any issues getting the App Installed, getting the result you are trying to achieve, or have general product ideas and feedback, please reach out to elliot@spigots.app.