Salesforce
by Salesforce
Manage leads, contacts, opportunities, and accounts in Salesforce CRM
Sådan bruger agenter Salesforce
- ✓Agent queries Salesforce to look up a contact or account before personalizing an outreach message
- ✓Agent creates a new lead or opportunity record when a prospect fills out a form or books a meeting
- ✓Agent updates opportunity stage and close date based on signals from emails or product activity
- ✓Agent searches for related records to build context before generating a sales summary or briefing
- ✓Agent syncs deal data between Salesforce and other tools as part of a revenue operations workflow
Agenthandlinger
Input: query
Returnerer: records, totalSize
Input: lastName, company, email, phone, additionalFields
Returnerer: id, success
Input: objectType, recordId, fields
Returnerer: success
Input: name, accountId, closeDate, stageName, amount
Returnerer: id
Input: searchQuery
Returnerer: searchRecords
Input: objectType, recordId, fields
Returnerer: record
Eksempel på workflows
Lead capture automation
Automatically create leads from website form submissions
Opportunity tracking
Monitor and update sales opportunities based on agent actions
Om Salesforce
- Leverandør
- Salesforce
- Pris Tjek altid detaljer med udbyderen
- Betalt — Requires Salesforce license, API access included in most editions
- Godkendelse
- OAuth 2.0
- Kompatible noder
- AgentResourceInputOutput
- Hjemmeside
- https://www.salesforce.com
Byg et AI-workflow med Salesforce
Brug Agentic Planner til at designe, visualisere og forbinde Salesforce med dine andre værktøjer.
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