Documentation

Salesforce Operations

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  • Get a field value - This action allows you to retrieve any fields from any objects (standard or custom).
  • Run a SOQL query - This action allows you to run a custom SOQL (Salesforce Object Query Language) query and retrieve results directly from your Salesforce instance. Useful for fetching specific records or field values in flows.
  • Update a field (with or without autoassignment) - This action allows you to update the value of a single field on any Salesforce object.
  • Add a case comment - This action allows you to add a comment to an existing case in Salesforce.
  • Add a Chatter comment - This action allows you to add a Chatter comment to an existing case in Salesforce.
  • Upload attachments - This action allows you to upload an attachment to a Salesforce record, retrieve the document ID, and add a comment to a related Salesforce case with the attached document.
  • Send email replies to the customer (with/without attachments) - This action will send an email reply to the case requester. It is designed to streamline the process of sending emails directly from Salesforce, enhancing communication for agents by including a Chatter comment and an attached file if needed.
  • Send outbound email - This action allows you to send an outbound email through Salesforce with full control over both the "From" and "To" email addresses. Useful for sending personalised messages outside of a Case context. (Mostly used for Proactive AI)
  • Update cases in bulk - This action allows you to bulk update Salesforce cases via an SOQL Query.
  • Create a sObject - This action allows you to create a new record for a specified Salesforce object using the Salesforce REST API.

Check our Salesforce module for more details:

Updated 21 days ago