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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 more
  • 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.