Salesforce Integration

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

CRM

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What You Can Do with Salesforce

Automated Triggers

Set up triggers that automatically start workflows when events occur in Salesforce, such as new data, status changes, or scheduled intervals.

Data Actions

Create, update, delete, and retrieve data from Salesforce using automated actions that connect seamlessly with other apps.

AI-Powered Processing

Use AI to analyze, transform, and generate content based on data from Salesforce, making intelligent decisions in your workflows.

Multi-App Workflows

Connect Salesforce with 2,000+ other apps to create powerful cross-platform workflows that automate your entire business process.

How Salesforce Integration Works

Connect

Securely connect to Salesforce using your credentials. All connection details are encrypted and stored safely.

Configure

Set up triggers and actions using natural language. Fullpilot's AI understands your requirements and builds the workflow.

Automate

Your workflows run automatically, handling tasks between Salesforceand other apps while you focus on what matters most.

Ready to Get Started?

Join thousands of users who are already automating their workflows with Salesforce and Fullpilot. Start building your first automation in minutes, no coding required.

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Available Salesforce Functions

Below are the triggers and actions available for Salesforce. Use these to build powerful automations.

Triggers

4 available

Events that can start your workflows automatically

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

Actions

10 available

Operations you can perform in your workflows

Upsert Record

Create or update a record of a given object. See the documentation

Update Record

Update fields of a record. See the documentation

Update Opportunity

Updates an opportunity. See the documentation

Update Contact

Updates a contact. See the documentation

Update Account

Updates a Salesforce account. See the documentation

Create User

Creates a Salesforce user. See the documentation

Create Task

Creates a task. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Note

Creates a note. See the documentation