Salesforce

Add a record to any standard or custom Salesforce object without leaving the chat

Pull the full details of any record by its Salesforce Id in seconds

Ask for just the fields you care about on a record, nothing extra

Match a record using your own external Id field from another system

Change fields on any object's record just by describing what to set

Remove any record by Id when you confirm it should go

Create or update a record in one idempotent step keyed on an external Id

See an object's full metadata, including fields, picklists, and relationships

Get the API names and types for every field on an object

Browse every standard and custom object available in your org

Return the Ids of records changed within a chosen time window up to 30 days

Return the Ids of records deleted within a recent window up to 30 days

See your daily API budget and other org limits at a glance

Bring back the records you looked at most recently

Query your data with SOQL and get back the matching records

Run a SOQL query that also returns deleted and archived rows

Page through a large query result set one batch at a time

Search text across several objects at once with SOSL

Run a structured search across objects without writing SOSL by hand

Turn plain conditions into a SOQL search and get the matching rows

Look up records in one or more objects by a text term

Add a new company account with the details you provide

Fetch one account and its fields by Id

Edit an account's fields by describing the change you want

Remove an account by Id once you confirm

Browse your accounts, paged for large orgs

Find accounts by name or text without hunting through lists

Add a new person as a contact with the details you give

Fetch one contact and its fields by Id

Change a contact's fields just by saying what to update

Remove a contact by Id when you confirm

Browse your contacts, paged for larger databases

Track down a contact by email, name, or phone

Capture a new lead with the details from your conversation

Fetch one lead and its fields by Id

Edit a lead's fields by describing the change

Remove a lead by Id once you confirm

Browse leads newest first, paged for volume

Turn a qualified lead into an account, contact, and optional opportunity

Open a new sales opportunity with amount, stage, and close date

Fetch one opportunity and its fields by Id

Move a deal's stage or set its amount by describing the change

Remove an opportunity by Id when you confirm

Find deals by text without scrolling your pipeline

Pull every deal sitting in a given pipeline stage

Add up to 200 opportunities in a single request

Change up to 200 opportunities at once in one call

Log a new support case with subject, priority, and details

Fetch one support case and its fields by Id

Change a case's status, priority, or owner by describing it

Remove a support case by Id once you confirm

Drop a comment onto an existing case to keep the thread moving

Read every comment logged against a case

Set up a new marketing campaign with the details you provide

Fetch one campaign and its fields by Id

Edit a campaign's fields by saying what to change

Enroll a contact in a campaign as a new campaign member

Enroll a lead in a campaign as a new campaign member

Log or schedule a call, to-do, or follow-up as a Salesforce task

Edit a task or mark it completed just by asking

Remove a task by Id once you confirm

See your tasks newest first, right in the chat

Schedule a calendar event or meeting in Salesforce

Change an event's time or details by describing the edit

Remove a calendar event by Id when you confirm

Attach a classic note to any record in your org

Edit the text of an existing classic note

Remove a classic note by Id once you confirm

Create a modern rich-text ContentNote to capture more detail

Remove a ContentNote by Id when you confirm

Add a classic file attachment to any record

Remove a classic attachment by Id once you confirm

Share an existing file or content note to another record

Send an email through Salesforce as the current user, drafted for you

Browse the sent and received emails logged in your org

Read one logged email including its full body by Id

See the email templates available to send from

Pull the content of one email template by Id

Edit an email template's fields by describing the change

Browse your published Knowledge articles from the chat

Read the full detail and content of one Knowledge article

List the Knowledge data category groups and their categories

Share a message to a record, group, user, or your own Chatter feed

Reply to a Chatter post with a comment

Pull the Chatter feed for a record, group, or user

Add up to 200 accounts in a single request

Change up to 200 accounts at once in one call

Remove up to 200 records by Id in a single request

Fetch fields for up to 2,000 records of one object by Id at once

Run up to 25 steps in order, passing each result into the next

Create a parent and its nested children together in one atomic call

Kick off a Bulk API job to load large CSV data by insert, update, or delete

Send the CSV rows for a bulk data-load job

Mark a bulk job complete so Salesforce starts processing it

Check a bulk job's state and record counts as it runs

Download the successful and failed rows from a finished bulk job

Fetch a Salesforce user record and its fields by Id

See the active users in your org

Edit a user's fields, including deactivating them, by describing it

Provision a new Salesforce user with the required admin fields

Fires when a new record of the chosen Salesforce object (Lead, Contact, Account, Opportunity, Case, or any custom object) is created.

Fires when a record of the chosen object is updated.

Fires when a record of the chosen object is deleted.

Fires when a support Case is created in Salesforce.

Fires when a Case is updated (status/owner/priority change).

Fires when an Email Template is created.

Fires when an Email Template is updated.

Fires when a Knowledge article is created.

Fires when a Knowledge article is updated.

Fires when a Salesforce Workflow/Flow Outbound Message is received. A Salesforce admin must configure Setup → Outbound Messages to POST to the source's webhook URL.