Salesforce

Salesforce

Manages customer data and automates sales tasks in your CRM.

CRM & pipeline

Actions in Orange Slice

These are the operations exposed when this integration is connected in your workspace.

  • 1Convert lead to account
  • 2Count records in view
  • 3Add or update record
  • 4Query with SOQL
  • 5Search for record
  • 6Access records
  • 7Pull reports
  • 8Update existing record
  • 9Create or update object