Salesforce

The Salesforce connector allows you to manage records, create cases, and generate reports efficiently.

Authentication Setup

Setup: Org-wide, contact Credal admins for setup.

Supported Actions

Update a Record in Salesforce

Description: Update an existing record in Salesforce to keep information current and accurate.

Create a Case or Support Ticket in Salesforce

Description: Create a new case or support ticket in Salesforce to track customer issues or requests.

Generate a Sales Report from Salesforce

Description: Generate a sales report from Salesforce to analyze sales data and performance.

Retrieve a Record from Salesforce

Description: Retrieve a specific record from Salesforce for review or processing.

Retrieve Records by SOQL Query

Description: Retrieve records from Salesforce using SOQL (Salesforce Object Query Language) for advanced querying capabilities.