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Salesforce Rest Api

Use Salesforce Rest Api with AI Agents

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Salesforce REST API enables businesses to seamlessly integrate, access, and manipulate Salesforce data to automate and streamline CRM workflows.

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Salesforce REST API provides a simple, scalable, and language-agnostic web services interface that allows business users and developers to perform create, read, update, and delete (CRUD) operations on Salesforce records. It supports powerful querying capabilities through Salesforce Object Query Language (SOQL) and Salesforce Object Search Language (SOSL), enabling efficient data retrieval and search. The API facilitates integration with external systems, mobile apps, and custom applications, helping businesses unify their data and automate processes across platforms. Its stateless design ensures good performance and scalability, making it suitable for high-volume and real-time business operations. By leveraging this API, businesses can enhance customer relationship management, streamline sales and marketing automation, and improve service delivery through seamless data connectivity.

AI Agent use cases for Salesforce Rest Api

AI agents can autonomously use Salesforce REST API to monitor and update customer records in real time, ensuring data accuracy and timely follow-ups. They can automate lead qualification and opportunity tracking by querying and modifying Salesforce data based on predefined business rules and predictive analytics. Additionally, AI agents can orchestrate multi-step workflows by integrating Salesforce data with other enterprise systems, enabling end-to-end automation of sales, marketing, and customer service processes.

Agent Actions with Salesforce Rest Api

These are the specific actions that AI agents can perform with this tool

Add Contact to Campaign

Associates an existing contact with an existing Salesforce campaign by creating a campaign member record.

2 inputs

Add Lead to Campaign

Associates an existing lead with a specified campaign in Salesforce to track campaign engagement.

2 inputs

Convert SOAP XML Object to JSON

Transforms a Salesforce SOAP XML response into a structured JSON format for easier data manipulation.

4 inputs

Create Account

Creates a new account record in Salesforce with specified details.

Create Attachment

Creates a new Attachment record linked to a specified parent Salesforce object.

Create Campaign

Creates a new marketing campaign in Salesforce with specified campaign details.

Create Case

Creates a new Case record in Salesforce to log and track a customer issue or problem.

Create Case Comment

Creates a new comment on a specified Salesforce Case to capture additional details or updates.

Create Contact

Creates a new contact record in Salesforce with the provided contact details

Create Content Note

Creates a new content note in Salesforce to store rich text or files associated with records.

Create Event

Creates a new event record in Salesforce with specified details

Create Lead

Creates a new lead record in Salesforce with specified attributes to capture potential customer information.

Create Note

Creates a new note in Salesforce associated with a specified record.

Create Opportunity

Creates a new sales opportunity in Salesforce with specified details

Create Record

Creates a new record for a specified Salesforce object using the REST API.

1 input

Create Task

Creates a new task record in Salesforce with specified details

Create User

Creates a new user in Salesforce by submitting the required user details via the REST API.

Delete Opportunity

Deletes a specified opportunity record from Salesforce using the REST API.

1 input

Delete Record

Deletes a specified record from a Salesforce object using its unique record ID.

2 inputs

Find Records

Retrieves specified fields from one or more records of a chosen Salesforce object.

3 inputs

Insert Blob Data

Inserts binary large object (blob) data into standard Salesforce objects via the REST API

7 inputs

Post a Message to Chatter Feed

Creates and posts a new feed item to a specified Chatter feed within Salesforce.

3 inputs

SOQL Query (Object Query)

Executes a SOQL query to retrieve Salesforce records matching specified criteria.

2 inputs

SOSL Search (Object Search)

Performs a text-based search across multiple Salesforce objects using SOSL to retrieve relevant records matching the search criteria.

2 inputs

Search Object Records

Performs a parameterized search query to find records across Salesforce objects based on specified search criteria.

4 inputs

Update Account

Updates the specified Account record in Salesforce with new data provided.

1 input

Update Contact

Updates an existing Contact record in Salesforce with specified field values.

1 input

Update Opportunity

Updates the details of an existing Opportunity record in Salesforce using the REST API.

1 input

Update Record

Updates specified fields of a Salesforce record identified by its object type and record ID.

3 inputs

Upsert Record

Creates a new record or updates an existing record for a specified Salesforce object using an external ID.

1 input