Integration · CRM and sales
Bring Salesforce accounts, opportunities and history into the conversation. Below, the actions and events the vendor publishes, what it takes to start and where this fits into the work.
Actions and eventsSalesforce
Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth
203 ACTIONS
published by the vendor; the company enables only the necessary ones
7 EVENTS
triggers the system can send, when the vendor offers them
SIGN IN TO THE SERVICE ACCOUNT
each person signs in with their own credential, encrypted
APPROVAL BY RISK
sensitive actions show a card before running
Live proof
The scene uses actions the vendor publishes for Salesforce. In your company, only the functions turned on by the administrator come into play.
Input
A team member asks, in the conversation, for something that today requires opening Salesforce — inside their area's space, with their login.
What Skyller does
Result
Salesforce stops being an open tab and starts answering inside the conversation — through the functions your company enabled.
Skyller - AI AssistantSalesforceRead the Aurora account and prepare a new contact for Ana.
Skyller is an AI and can make mistakes. Remember to check.
Demonstration · illustrative data
Good to know
Where this helps your work
Three common situations for people who use Salesforce every day. What Skyller does in each one depends on the functions your company turns on.
Preparing the meeting
The salesperson asks by name. Skyller queries Salesforce through the read functions enabled for sales and builds the summary with the latest interactions and the deal stage.
CRM context in the conversation
Logging the follow-up
Creating a record in Salesforce is a write action; with the function set to ask for approval, Skyller shows the card with the deal, the date and the note and waits for Approve.
Record with approval
Administering
The administrator turns on reading and activity creation for the team; changing values and deleting records stay off. Every call to Salesforce goes in the record.
Function by function
Actions and events
Names as the vendor publishes them, in English, with the description summarized to its first sentence. In your company, the administrator turns on only the necessary actions; none of them runs without permission, and sensitive ones go through approval.
Add contact to campaign
SALESFORCE_ADD_CONTACT_TO_CAMPAIGN
Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.
Add lead to campaign
SALESFORCE_ADD_LEAD_TO_CAMPAIGN
Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.
Add product to opportunity
SALESFORCE_ADD_OPPORTUNITY_LINE_ITEM
Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT
Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact.
Clone opportunity with products
SALESFORCE_CLONE_OPPORTUNITY_WITH_PRODUCTS
Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.
Clone record
SALESFORCE_CLONE_RECORD
Creates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record. Optionally apply field updates to the clone.
Clone report
SALESFORCE_CLONE_REPORT
Creates a persisted copy of an existing Salesforce report under a new name.
Close or abort a job
SALESFORCE_CLOSE_OR_ABORT_JOB
Tool to close or abort a Salesforce Bulk API v2 ingest job. Use when you need to finalize job processing by closing (state: UploadComplete) or cancel a job by aborting (state: Aborted).
Complete task
SALESFORCE_COMPLETE_TASK
Marks a task as completed with optional completion notes. This is a convenience action that updates the task status to 'Completed'.
Create account
SALESFORCE_CREATE_ACCOUNT
Creates a new account in Salesforce with the specified information. Returns the created Account's ID at data.response_data.id.
Create a record
SALESFORCE_CREATE_A_RECORD
Tool to create a Salesforce record using the UI API. Use when you need to create any type of Salesforce record with layout metadata and formatted field values.
Before you start
Questions from the people who decide
Related integrations
Prepare meetings and proposals with the history already in the CRM.
See actions and requirementsCheck open deals and organise the next step for each one.
See actions and requirementsLook up customers, deals and activities in Agile CRM from the conversation and log follow-ups with approval when the company requires it.
See actions and requirementsLook up customers, deals and activities in ApexVerify from the conversation and log follow-ups with approval when the company requires it.
See actions and requirementsNext step
Try it free with your team or book a demo: together we pick the Salesforce functions to enable and show the first approved action, with fictitious data.
