Salesforce
Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth
63 actionsSign in with Salesforce
What your bot can do in Salesforce
Looks up
- Get accountRetrieves a specific account by id from salesforce, returning all available fields.
- Get contactRetrieves a specific contact by id from salesforce, returning all available fields.
- Get leadRetrieves a specific lead by id from salesforce, returning all available fields.
- Get opportunityRetrieves a specific opportunity by id from salesforce, returning all available fields.
- Get user infoRetrieves information about the current user or a specific user in salesforce.
- List accountsLists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
- List contactsLists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
- List leadsLists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
- List opportunitiesLists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
- Run SOQL queryExecutes a soql query against salesforce data.
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- Search accountsSearch for salesforce accounts using multiple criteria like name, industry, type, location, or contact information.
- Search campaignsSearch for salesforce campaigns using multiple criteria like name, type, status, date range, or active status.
- Search contactsSearch for salesforce contacts using multiple criteria like name, email, phone, account, or title.
- Search leadsSearch for salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.
- Search notesSearch for salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.
- Search opportunitiesSearch for salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.
- Search tasksSearch for salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.
- Get campaignRetrieves a specific campaign by id from salesforce, returning all available fields.
- Get dashboardGets detailed metadata for a specific dashboard including its components, layout, and filters.
- Get noteRetrieves a specific note by id from salesforce, returning all available fields.
- Get report instance resultsGets the results of a report instance created by running a report.
- Get report metadataGets detailed metadata for a specific report including its structure, columns, filters, and groupings.
- List campaignsLists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
- List dashboardsLists all dashboards available in salesforce with basic metadata including name, id, and urls.
- List email templatesLists available email templates in salesforce with filtering and search capabilities.
- List notesLists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
- List reportsLists all reports available in salesforce with basic metadata including name, id, and urls.
- Run reportRuns a report and returns the results.
Takes action
- Add contact to campaignAdds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
- Add lead to campaignAdds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
- Complete taskMarks a task as completed with optional completion notes.
- Create accountCreates a new account in salesforce with the specified information.
- Create campaignCreates a new campaign in salesforce with the specified information.
- Create contactCreates a new contact in salesforce with the specified information.
- Create leadCreates a new lead in salesforce with the specified information.
- Create noteCreates a new note attached to a salesforce record with the specified title and content.
- Create opportunityCreates a new opportunity in salesforce with the specified information.
- Create taskCreates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
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- Delete accountPermanently deletes an account from salesforce.
- Delete contactPermanently deletes a contact from salesforce.
- Delete leadPermanently deletes a lead from salesforce.
- Send emailSends an email through salesforce with options for recipients, attachments, and activity logging.
- Update accountUpdates an existing account in salesforce with the specified changes.
- Update contactUpdates an existing contact in salesforce with the specified changes.
- Update leadUpdates an existing lead in salesforce with the specified changes.
- Update opportunityUpdates an existing opportunity in salesforce with the specified changes.
- Add product to opportunityAdds a product (line item) to an opportunity.
- Apply lead assignment rulesApplies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your…
- Associate contact to accountAssociates a contact with an account by updating the contact's accountid field.
- Clone opportunity with productsClones an opportunity and optionally its products (line items).
- Clone recordCreates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record.
- Delete campaignPermanently deletes a campaign from salesforce.
- Delete notePermanently deletes a note from salesforce.
- Delete opportunityPermanently deletes an opportunity from salesforce.
- Log callLogs a completed phone call as a task in salesforce with call-specific details like duration, type, and disposition.
- Log email activityCreates an emailmessage record to log email activity in salesforce, associating it with related records.
- Mass transfer ownershipTransfers ownership of multiple records to a new owner in a single operation using salesforce's composite api for better performance.
- Remove from campaignRemoves a lead or contact from a campaign by deleting the campaignmember record.
- Send email from templateSends an email using a predefined salesforce email template with merge field support.
- Send mass emailSends bulk emails to multiple recipients, either using a template or custom content.
- Update campaignUpdates an existing campaign in salesforce with the specified changes.
- Update noteUpdates an existing note in salesforce with the specified changes.
- Update taskUpdates an existing task in salesforce with new information.
