ENDA
S

Salesforce

by Salesforce

Manage leads, contacts, opportunities, and accounts in Salesforce CRM

CRMBetaltOAuth 2.0crmsalescustomer-managementleadsopportunities

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

Query RecordsExecute SOQL query to retrieve records

Input: query

Returnerer: records, totalSize

Create LeadCreate a new lead in Salesforce

Input: lastName, company, email, phone, additionalFields

Returnerer: id, success

Update RecordUpdate an existing Salesforce record

Input: objectType, recordId, fields

Returnerer: success

Create OpportunityCreate a new sales opportunity

Input: name, accountId, closeDate, stageName, amount

Returnerer: id

SearchSearch across Salesforce objects using SOSL

Input: searchQuery

Returnerer: searchRecords

Get RecordRetrieve a specific record by ID

Input: objectType, recordId, fields

Returnerer: record

Eksempel på workflows

1

Lead capture automation

Automatically create leads from website form submissions

2

Opportunity tracking

Monitor and update sales opportunities based on agent actions

Om Salesforce

Leverandør
Salesforce
Pris Tjek altid detaljerne hos udbyderen
Betalt — Requires Salesforce license, API access included in most editions
Godkendelse
OAuth 2.0
Kompatible noder
AgentResourceInputOutput
Hjemmeside
https://www.salesforce.com

Sæt Salesforce bag din AI-agent

Opsæt Salesforce sammen med dine andre værktøjer i planneren — uden kode — så AI kan bruge det for dine kunder.

Åbn planneren

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