Salesforce

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Help deskAnalyticsCRMBusiness management
Salesforce is a leading CRM platform used by sales, service, marketing, and operations teams worldwide. It helps organizations manage customer data and workflows across accounts, contacts, opportunities, cases, and related activities—so teams can maintain a reliable source of truth, improve visibility, and coordinate work with confidence. With a mature ecosystem of integrations and automation options, Salesforce supports everything from lead tracking to service execution and reporting.
Connecting Salesforce enables BOBs to act directly on your CRM records—so the “latest truth” stays accurate without manual copy/paste or slow handoffs. BOBs can update or upsert key objects (accounts, contacts, opportunities, and notes) to reflect changes from across your business, and they can take care of operational CRM hygiene like refreshing content notes and maintaining structured CRM fields. This makes it easier to run end-to-end jobs such as: keeping records synced after sales or support interactions, updating opportunities as deals progress, ensuring new users are created with the right info, and standardizing outreach content by maintaining email templates. The result is cleaner pipeline visibility for sales and consistent context for support—backed by reliable Salesforce record updates whenever your business needs them.

What can BOBs do with Salesforce?

Perform actions

  • Send Email
  • Upsert Record
  • Update Record
  • Update Opportunity
  • Update Opportunities (Batch)
  • Update Note
  • Update Email Template
  • Update CRM Record
  • Update Content Note
  • Update Contact
  • Update Accounts (Batch)
  • Update Account
  • Text Search
  • SOSL Search (Object Search)
  • SOQL Query (Object Query)
  • SOQL Query
  • Search Object Records
  • Post a Message to Chatter Feed
  • List Objects
  • List Object Fields
  • List Knowledge Articles
  • List Email Templates
  • List Email Messages
  • List Cases
  • List Case Feed Items
  • List Case Comments
  • Insert Blob Data
  • Get User
  • Get User Info
  • Get Related Records
  • Get Record by ID
  • Get Knowledge Data Category Groups
  • Get Knowledge Articles
  • Get Current User
  • Get Case
  • Find Records
  • Describe Object
  • Delete Record
  • Delete Opportunity
  • Delete Note Or Content Note
  • Delete CRM Record
  • Create User
  • Create Task
  • Create Record
  • Create Opportunity
  • Create Opportunities (Batch)
  • Create Note
  • Create Lead
  • Create Event
  • Create CRM Record
  • Create Content Note
  • Create Contact
  • Create Case Comment
  • Create Case
  • Create Campaign
  • Create Attachment
  • Create Accounts (Batch)
  • Create Account
  • Convert SOAP XML Object to JSON
  • Add Lead to Campaign
  • Add Contact to Campaign

Listen to real-time events

  • New Updated Record (Instant, of Selectable Type)
  • New Deleted Record (Instant, of Selectable Type)
  • New Record (Instant, of Selectable Type)
  • New Outbound Message (Instant)
  • New Knowledge Article (Instant, of Selectable Type)
  • New Chatter Feed Item (Instant or Polling)
  • New Chatter Feed Comment (Instant or Polling)
  • New Email Template (Instant, of Selectable Type)
  • New Case (Instant, of Selectable Type)
  • Knowledge Article Updated (Instant, of Selectable Type)
  • Email Template Updated (Instant, of Selectable Type)
  • Case Updated (Instant, of Selectable Type)