# Salesforce

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

Category: Sales & CRM. Connect from any Rakazo bot at https://rakazo.com/integrations/salesforce/.

## Actions

- **Add contact to campaign**: Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
- **Add lead to campaign**: Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
- **Complete task**: Marks a task as completed with optional completion notes.
- **Create account**: Creates a new account in salesforce with the specified information.
- **Create campaign**: Creates a new campaign in salesforce with the specified information.
- **Create contact**: Creates a new contact in salesforce with the specified information.
- **Create lead**: Creates a new lead in salesforce with the specified information.
- **Create note**: Creates a new note attached to a salesforce record with the specified title and content.
- **Create opportunity**: Creates a new opportunity in salesforce with the specified information.
- **Create task**: Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
- **Delete account**: Permanently deletes an account from salesforce.
- **Delete contact**: Permanently deletes a contact from salesforce.
- **Delete lead**: Permanently deletes a lead from salesforce.
- **Get account** (read-only): Retrieves a specific account by id from salesforce, returning all available fields.
- **Get contact** (read-only): Retrieves a specific contact by id from salesforce, returning all available fields.
- **Get lead** (read-only): Retrieves a specific lead by id from salesforce, returning all available fields.
- **Get opportunity** (read-only): Retrieves a specific opportunity by id from salesforce, returning all available fields.
- **Get user info** (read-only): Retrieves information about the current user or a specific user in salesforce.
- **List accounts** (read-only): Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
- **List contacts** (read-only): Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
- **List leads** (read-only): Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
- **List opportunities** (read-only): Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
- **Run SOQL query** (read-only): Executes a soql query against salesforce data.
- **Search accounts** (read-only): Search for salesforce accounts using multiple criteria like name, industry, type, location, or contact information.
- **Search campaigns** (read-only): Search for salesforce campaigns using multiple criteria like name, type, status, date range, or active status.
- **Search contacts** (read-only): Search for salesforce contacts using multiple criteria like name, email, phone, account, or title.
- **Search leads** (read-only): Search for salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.
- **Search notes** (read-only): Search for salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.
- **Search opportunities** (read-only): Search for salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.
- **Search tasks** (read-only): Search for salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.
- **Send email**: Sends an email through salesforce with options for recipients, attachments, and activity logging.
- **Update account**: Updates an existing account in salesforce with the specified changes.
- **Update contact**: Updates an existing contact in salesforce with the specified changes.
- **Update lead**: Updates an existing lead in salesforce with the specified changes.
- **Update opportunity**: Updates an existing opportunity in salesforce with the specified changes.
- **Add product to opportunity**: Adds a product (line item) to an opportunity.
- **Apply lead assignment rules**: Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your…
- **Associate contact to account**: Associates a contact with an account by updating the contact's accountid field.
- **Clone opportunity with products**: Clones an opportunity and optionally its products (line items).
- **Clone record**: Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record.
- **Delete campaign**: Permanently deletes a campaign from salesforce.
- **Delete note**: Permanently deletes a note from salesforce.
- **Delete opportunity**: Permanently deletes an opportunity from salesforce.
- **Get campaign** (read-only): Retrieves a specific campaign by id from salesforce, returning all available fields.
- **Get dashboard** (read-only): Gets detailed metadata for a specific dashboard including its components, layout, and filters.
- **Get note** (read-only): Retrieves a specific note by id from salesforce, returning all available fields.
- **Get report instance results** (read-only): Gets the results of a report instance created by running a report.
- **Get report metadata** (read-only): Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.
- **List campaigns** (read-only): Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
- **List dashboards** (read-only): Lists all dashboards available in salesforce with basic metadata including name, id, and urls.
- **List email templates** (read-only): Lists available email templates in salesforce with filtering and search capabilities.
- **List notes** (read-only): Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
- **List reports** (read-only): Lists all reports available in salesforce with basic metadata including name, id, and urls.
- **Log call**: Logs a completed phone call as a task in salesforce with call-specific details like duration, type, and disposition.
- **Log email activity**: Creates an emailmessage record to log email activity in salesforce, associating it with related records.
- **Mass transfer ownership**: Transfers ownership of multiple records to a new owner in a single operation using salesforce's composite api for better performance.
- **Remove from campaign**: Removes a lead or contact from a campaign by deleting the campaignmember record.
- **Run report** (read-only): Runs a report and returns the results.
- **Send email from template**: Sends an email using a predefined salesforce email template with merge field support.
- **Send mass email**: Sends bulk emails to multiple recipients, either using a template or custom content.
- **Update campaign**: Updates an existing campaign in salesforce with the specified changes.
- **Update note**: Updates an existing note in salesforce with the specified changes.
- **Update task**: Updates an existing task in salesforce with new information.