63 things your agent can do in Salesforce

Get account

Retrieves a specific account by id from salesforce, returning all available fields.

Get campaign

Retrieves a specific campaign by id from salesforce, returning all available fields.

Get contact

Retrieves a specific contact by id from salesforce, returning all available fields.

Get dashboard

Gets detailed metadata for a specific dashboard including its components, layout, and filters.

Get lead

Retrieves a specific lead by id from salesforce, returning all available fields.

Get note

Retrieves a specific note by id from salesforce, returning all available fields.

Get opportunity

Retrieves a specific opportunity by id from salesforce, returning all available fields.

Get report metadata

Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.

Get report instance results

Gets the results of a report instance created by running a report. check status to see if report has completed.

Get user info

Retrieves information about the current user or a specific user in salesforce.

List accounts

Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

List campaigns

Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

List contacts

Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

List dashboards

Lists all dashboards available in salesforce with basic metadata including name, id, and urls.

List leads

Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

List notes

Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

List opportunities

Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

List reports

Lists all reports available in salesforce with basic metadata including name, id, and urls.

Run SOQL query

Executes a soql query against salesforce data. returns records matching the query with pagination support.

Search accounts

Search for salesforce accounts using multiple criteria like name, industry, type, location, or contact information.

Search campaigns

Search for salesforce campaigns using multiple criteria like name, type, status, date range, or active status.

Search contacts

Search for salesforce contacts using multiple criteria like name, email, phone, account, or title.

Search leads

Search for salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.

Search notes

Search for salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.

Search opportunities

Search for salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.

Search tasks

Search for salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

Add product to opportunity

Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Create account

Creates a new account in salesforce with the specified information.

Create campaign

Creates a new campaign in salesforce with the specified information.

Create contact

Creates a new contact in salesforce with the specified information.

Create lead

Creates a new lead in salesforce with the specified information.

Create note

Creates a new note attached to a salesforce record with the specified title and content.

Create opportunity

Creates a new opportunity in salesforce with the specified information.

Create task

Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.

Delete account

Permanently deletes an account from salesforce. this action cannot be undone.

Delete campaign

Permanently deletes a campaign from salesforce. this action cannot be undone.

Delete contact

Permanently deletes a contact from salesforce. this action cannot be undone.

Delete lead

Permanently deletes a lead from salesforce. this action cannot be undone.

Delete note

Permanently deletes a note from salesforce. this action cannot be undone.

Delete opportunity

Permanently deletes an opportunity from salesforce. this action cannot be undone.

Remove from campaign

Removes a lead or contact from a campaign by deleting the campaignmember record. provide either the member id (lead/contact id) or the specific campaign member id.

Update account

Updates an existing account in salesforce with the specified changes. only provided fields will be updated.

Update campaign

Updates an existing campaign in salesforce with the specified changes. only provided fields will be updated.

Update contact

Updates an existing contact in salesforce with the specified changes. only provided fields will be updated.

Update lead

Updates an existing lead in salesforce with the specified changes. only provided fields will be updated.

Update note

Updates an existing note in salesforce with the specified changes. only provided fields will be updated.

Update opportunity

Updates an existing opportunity in salesforce with the specified changes. only provided fields will be updated.

Update task

Updates an existing task in salesforce with new information. only provided fields will be updated.

List email templates

Lists available email templates in salesforce with filtering and search capabilities.

Log email activity

Creates an emailmessage record to log email activity in salesforce, associating it with related records.

Send email

Sends an email through salesforce with options for recipients, attachments, and activity logging.

Send email from template

Sends an email using a predefined salesforce email template with merge field support.

Send mass email

Sends bulk emails to multiple recipients, either using a template or custom content. processes in batches for better performance.

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

Clone opportunity with products

Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.

Clone record

Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.

Complete task

Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.

Log call

Logs a completed phone call as a task in salesforce with call-specific details like duration, type, and disposition.

Mass transfer ownership

Transfers ownership of multiple records to a new owner in a single operation using salesforce's composite api for better performance.

Run report

Runs a report and returns the results. creates a report instance that can be checked for completion.