Salesforce

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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

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

Listen to real-time events

  • Case Updated (Instant, of Selectable Type)
  • Email Template Updated (Instant, of Selectable Type)
  • Knowledge Article Updated (Instant, of Selectable Type)
  • New Case (Instant, of Selectable Type)
  • New Deleted Record (Instant, of Selectable Type)
  • New Email Template (Instant, of Selectable Type)
  • New Knowledge Article (Instant, of Selectable Type)
  • New Outbound Message (Instant)
  • New Record (Instant, of Selectable Type)
  • New Updated Record (Instant, of Selectable Type)