Salesforce na Skyller.

Mostrando 12 de 277

• Abort query job

  SALESFORCE_ABORT_QUERY_JOB

  Abort a Bulk API 2.0 query job in UploadComplete or InProgress state. Requires the job creator or Manage Data Integrations permission. Completed, failed, or already aborted jobs cannot be aborted.

• 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.