Salesforce
Salesforce is a powerful AI tool that integrates seamlessly with your existing systems to help manage customer relationships and access critical data via the REST API. It empowers businesses to streamline their sales and marketing operations with robust, scalable cloud solutions.
Features
- Easy integration with Salesforce REST API for smooth data access.
- Comprehensive customer relationship management capabilities.
- Real-time data synchronization and updates.
- Customizable workflows to fit unique business processes.
- Secure and scalable platform supporting enterprise needs.
Benefits
- Enhances productivity by automating customer management tasks.
- Improves data accuracy with real-time synchronization.
- Facilitates better customer insights for targeted marketing.
- Supports scalable growth for businesses of all sizes.
- Ensures data security and compliance with industry standards.
Available tools
38 actions available as tools
Update email template
Updates an email template. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm) IMPORTANT: The arguments have specific formats. Please follow the instructions below: - fieldsToUpdate: Return JSON in this format: string[]
Send email
Sends an email. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_action.meta/api_action/actions_obj_email_simple.htm)
List knowledge articles
Lists all knowledge articles. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_knowledgearticle.htm)
List email templates
Lists all email templates. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_emailtemplate.htm)
List email messages
Lists all email messages for a case. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)
List case comments
Lists all comments for a case. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)
Get user
Retrieves a user by their ID. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)
Get case
Retrieves a case by its ID. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)
Create attachment
Creates an Attachment on a parent object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_attachment.htm)
Upsert record
Create or update a record of a given object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_upsert.htm)
Update record
Update fields of a record. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm) IMPORTANT: The arguments have specific formats. Please follow the instructions below: - fieldsToUpdate: Return JSON in this format: string[]
Update opportunity
Updates an opportunity. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunity.htm)
Update contact
Updates a contact. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contact.htm)
Update account
Updates a Salesforce account. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm)
Create user
Creates a Salesforce user. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_user.htm)
Create task
Creates a task. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_task.htm)
Create record
Create a record of a given object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_sobject_create.htm)
Create opportunity
Creates an opportunity. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_opportunity.htm)
Create note
Creates a note. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_note.htm)
Create lead
Creates a lead. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_lead.htm)
Create event
Creates an event. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_event.htm) IMPORTANT: The arguments have specific formats. Please follow the instructions below: - AcceptedEventInviteeIds: Return JSON in this format: string[]
Create content note
Creates a content note. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contentnote.htm) and [Set Up Notes](https://help.salesforce.com/s/articleView?id=sales.notes_admin_setup.htm&type=5).
Create contact
Creates a contact. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contact.htm)
Create casecomment
Creates a Case Comment on a selected Case. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_casecomment.htm)
Create case
Creates a Case, which represents a customer issue or problem. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_case.htm)
Create campaign
Creates a marketing campaign. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_campaign.htm)
Create account
Creates a Salesforce account. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm)
Sosl search
Executes a [Salesforce Object Search Language (SOSL)](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_sosl_examples.htm) text-based search query.
Soql search
Executes a [Salesforce Object Query Language (SOQL)](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select_examples.htm) query-based, SQL-like search.
Search string
Searches for records in an object using a parameterized search. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_search_parameterized_get.htm) IMPORTANT: The arguments have specific formats. Please follow the instructions below: - fields: Return JSON in this format: string[]
Post feed to chatter
Post a feed item in Chatter. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/quickreference_post_feed_item.htm) IMPORTANT: The arguments have specific formats. Please follow the instructions below: - messageSegments: Return JSON in this format: string[]
Insert blob data
Inserts blob data in Salesforce standard objects. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_insert_update_blob.htm)
Find records
Retrieves selected fields for some or all records of a selected object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm) IMPORTANT: The arguments have specific formats. Please follow the instructions below: - fieldsToObtain: Return JSON in this format: string[] - recordIds: Return JSON in this format: string[]
Delete record
Deletes an existing record in an object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_sobject_retrieve_delete.htm)
Delete opportunity
Deletes an opportunity. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_delete_record.htm)
Convert soap xml to json
Converts a SOAP XML Object received from Salesforce to JSON
Add lead to campaign
Adds an existing lead to an existing campaign. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm)
Add contact to campaign
Adds an existing contact to an existing campaign. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm)
