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Salesforce

Interact with Salesforce CRM

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Integrate Salesforce into your workflow. Manage accounts, contacts, leads, opportunities, cases, and tasks with powerful automation capabilities.

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  2. integrationDetail.howItWorks.steps.1.title

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  • Get Accounts

    Retrieve accounts from Salesforce CRM

  • Create Account

    Create a new account in Salesforce CRM

  • Update Account

    Update an existing account in Salesforce CRM

  • Delete Account

    Delete an account from Salesforce CRM

  • Get Contacts

    Get contact(s) from Salesforce - single contact if ID provided, or list if not

  • Create Contact

    Create a new contact in Salesforce CRM

  • Update Contact

    Update an existing contact in Salesforce CRM

  • Delete Contact

    Delete a contact from Salesforce CRM

  • Get Leads

    Get lead(s) from Salesforce

  • Create Lead

    Create a new lead

  • Update Lead

    Update an existing lead

  • Delete Lead

    Delete a lead

  • Get Opportunities

    Get opportunity(ies) from Salesforce

  • Create Opportunity

    Create a new opportunity

  • Update Opportunity

    Update an existing opportunity

  • Delete Opportunity

    Delete an opportunity

  • Get Cases

    Get case(s) from Salesforce

  • Create Case

    Create a new case

  • Update Case

    Update an existing case

  • Delete Case

    Delete a case

  • Get Tasks

    Get task(s) from Salesforce

  • Create Task

    Create a new task

  • Update Task

    Update an existing task

  • Delete Task

    Delete a task

  • List Reports

    Get a list of reports accessible by the current user

  • Get Report

    Get metadata and describe information for a specific report

  • Run Report

    Execute a report and retrieve the results

  • List Report Types

    Get a list of available report types

  • List Dashboards

    Get a list of dashboards accessible by the current user

  • Get Dashboard

    Get details and results for a specific dashboard

  • Refresh Dashboard

    Refresh a dashboard to get the latest data

  • Run SOQL Query

    Execute a custom SOQL query to retrieve data from Salesforce

  • Get More Query Results

    Retrieve additional query results using the nextRecordsUrl from a previous query

  • Describe Object

    Get metadata and field information for a Salesforce object

  • List Objects

    Get a list of all available Salesforce objects

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AACFlow's Salesforce integration lets you build AI-powered workflows that automate tasks in Salesforce without writing code. Interact with Salesforce CRM You can connect Salesforce to hundreds of other services in the same workflow β€” from CRMs and spreadsheets to messaging tools and databases.

AACFlow

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