Salesforce
Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth
What agents can do
Actions97
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.
Add opportunity line item
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 organization's rules.
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.
Complete task
Marks a task as completed with optional completion notes.
52 moreFewer
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 campaign
Permanently deletes a campaign from salesforce.
Delete contact
Permanently deletes a contact from salesforce.
Delete lead
Permanently deletes a lead from salesforce.
Delete note
Permanently deletes a note from salesforce.
Delete opportunity
Permanently deletes an opportunity from salesforce.
Get account
Retrieves a specific account by id from salesforce, returning all available fields.
Get campaign
Retrieves a specific campaign by id from salesforce, returning all available fields.
Get contact
Retrieves a specific contact by id from salesforce, returning all available fields.
Get dashboard
Gets detailed metadata for a specific dashboard including its components, layout, and filters.
Get lead
Retrieves a specific lead by id from salesforce, returning all available fields.
Get note
Retrieves a specific note by id from salesforce, returning all available fields.
Get opportunity
Retrieves a specific opportunity by id from salesforce, returning all available fields.
Get report
Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.
Get report instance
Gets the results of a report instance created by running a report.
Get user info
Retrieves information about the current user or a specific user in salesforce.
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List campaigns
Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List dashboards
Lists all dashboards available in salesforce with basic metadata including name, id, and urls.
List email templates
Lists available email templates in salesforce with filtering and search capabilities.
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List reports
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
Runs a report and returns the results.
Run soql query
Executes a soql query against salesforce data.
Search accounts
Search for salesforce accounts using multiple criteria like name, industry, type, location, or contact information.
Search campaigns
Search for salesforce campaigns using multiple criteria like name, type, status, date range, or active status.
Search contacts
Search for salesforce contacts using multiple criteria like name, email, phone, account, or title.
Search leads
Search for salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.
Search notes
Search for salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.
Search opportunities
Search for salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.
Search tasks
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.
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 account
Updates an existing account in salesforce with the specified changes.
Update campaign
Updates an existing campaign 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.
And 37 more in Definable.
Starts an agent when
Account Created or Updated
Triggers when an Account is created or updated in Salesforce.
Checked regularly
Contact Updated
Triggers when an existing Salesforce Contact record is modified.
Checked regularly
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject.
Checked regularly
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Checked regularly
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Checked regularly
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Checked regularly
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce.
Checked regularly
How it connects
You sign in to Salesforce in a window. Composio, our app-connections provider, holds the sign-in; Definable keeps only a reference to it.
Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.
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