Salesforce Tích hợp
EffiAI cho phép bạn kết nối Salesforce với các ứng dụng phổ biến nhất, vì vậy bạn có thể tự động hóa công việc của mình và có nhiều thời gian hơn cho những gì quan trọng nhất - không cần mã.
Bắt đầu miễn phíSalesforce Kích hoạt
New Case Attachment
Fires when a new Attachment or File is added to any Case record.
Đã lên lịchNew Field History Event
Fires when a tracked field is updated on a specified object.
Đã lên lịchNew or Updated Record
Triggers when there is new or updated record
Đã lên lịchNew Record
Triggers when there is new record
Đã lên lịchNew Contact
Fires when a new Contact record is created in Salesforce.
Đã lên lịchNew Lead
Fires when a new Lead record is created in Salesforce.
Đã lên lịchNew Outbound Message
Fires when a new outbound message is received from Salesforce.
Ngay lập tứcNew or Updated File
Fires when a file (ContentDocument) is created or updated. Does not fire for classic Attachments or Notes.
Đã lên lịchSalesforce Hành động
Add Contact to Campaign
Add a contact to a campaign.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Case
Creates a Case, which represents a customer issue or problem.
Create Lead
Creates a new lead.
Create Opportunity
Creates a new opportunity.
Create Task
Creates a new task.
Delete Record
Deletes an existing record in an object.
Find Record
Finds a record by a field value.
Get Record Attachments
Get all attachments (both classic and modern Files) for a record.
Run Report
Execute a Salesforce analytics report.
Update Contact
Update an existing contact.
Update Record
Updates an existing record.
Bulk Upsert (Advanced)
Bulk upsert a record by external id
Add File to Record
Uploads a file and attaches it to an existing record.
Create Attachment (Legacy)
Creates a legacy Attachment record. Salesforce recommends using "Add File to Record" for modern apps.
Create Contact
Creates a new contact record.
Create Note
Creates a note and attaches it to a record.
Create Record
Create a record of a given object.
Delete Opportunity
Deletes an opportunity.
Find Child Records
Finds child records related to a parent record.
Find Records by Query (Advanced)
Finds records in an object using a SOQL WHERE clause.
Run Query (Advanced)
Run a salesforce query
Send Email
Sends an email to a Contact or Lead by creating an EmailMessage record.
Update Lead
Update an existing lead.
Batch Upsert (Advanced)
Batch upsert a record by external id
Custom API Call
Make a custom API call to a specific endpoint
