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Beyond-Bot.ai + salesforce
Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to salesforce.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in salesforce.
Trigger Workflows
Start automated workflows in salesforce based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within salesforce.
Salesforce Account Creation With Content Type Option
Creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Salesforce Create Campaign Record Via Post
Creates a new campaign record in salesforce; if 'parentid' is provided, it must be a valid id of an existing campaign record, and if 'ownerid' is provided, it must be a valid id of an active user.
Salesforce Create Lead With Specified Content Type
Creates a new lead in salesforce, requiring `lastname` and `company` unless person accounts are enabled and `company` is null.
Salesforce Create Note Record With Content Type Header
Creates a new note record in salesforce, associated with an existing salesforce object via `parentid`, automatically including a `content-type: application/json` header.
Salesforce Execute Soql Query
Executes the provided soql query against salesforce; the query must begin with 'select'.
Salesforce Fetch Modified Or Unmodified Sobjects
Fetches sobjects from `/sobjects` based on caller-set 'if-modified-since' (returns objects modified after a date, or 304 status if none) or 'if-unmodified-since' (returns objects if unmodified since a date, or 412 status if modified) http headers.
Salesforce Query Contacts By Name
Finds salesforce contact records by name using a case-insensitive search.
Salesforce Remove Account By Unique Identifier
Deletes an existing salesforce account using its unique id, returning an empty response on success (http 204).
Salesforce Retrieve Account Data And Error Responses
Retrieves comprehensive metadata for the salesforce account sobject, detailing its properties, recent records, and related resource urls.
Salesforce Retrieve Campaign Data With Error Handling
Retrieves comprehensive information and metadata for the salesforce campaign sobject, provided it is enabled and accessible in the organization, and features robust error handling.
Salesforce Retrieve Lead By Id
Retrieves details for a salesforce lead by its id; the specified lead id must exist in salesforce.
Salesforce Retrieve Lead Data With Various Responses
Retrieves lead sobject data from salesforce, such as recently viewed leads or general lead object information.
Salesforce Retrieve Note With Conditions
Retrieves a salesforce note object by its id, optionally specifying which fields to return; the note id must exist.
Salesforce Retrieve Opportunities Data
Retrieves all available opportunity records, representing potential revenue-generating deals, from salesforce.
Salesforce Retrieve Specific Contact By Id
Retrieves a salesforce contact by its unique id; the id must correspond to an existing contact record in salesforce.
Salesforce Update Contact By Id
Updates specified fields of an existing salesforce contact by its id; at least one field must be provided for modification.
Salesforce Create New Contact With Json Header
Creates a new contact in salesforce; 'lastname' is required, an existing 'accountid' must be used if provided, and any custom fields (ending with ' c') must be predefined.
Salesforce Create Opportunity Record
Creates a new opportunity record in salesforce; `name`, `stagename`, and `closedate` are mandatory, and ensure any referenced ids (e.g., `accountid`, `campaignid`) are valid and corresponding salesforce features are enabled if used.
Salesforce Delete A Lead Object By Its Id
Permanently deletes an existing lead object from salesforce using its unique id.
Salesforce Fetch Account By Id With Query
Use this action to retrieve a salesforce account by its unique id, which must be a valid and existing salesforce account id; you can optionally specify a comma-delimited list of fields to return.
Salesforce Query Report
Executes a salesforce report synchronously by its `id` and `reporttype`, optionally with dynamic ad-hoc adjustments like filters or groupings, and returns its data without modifying the saved report.
Salesforce Remove A Specific Contact By Id
Permanently deletes a specific contact from salesforce using its unique id, which must correspond to an existing record.
Salesforce Remove Campaign Object By Id
Permanently deletes a specific campaign sobject in salesforce using its unique id.
Salesforce Remove Note Object By Id
Permanently deletes an existing salesforce note object identified by its unique id.
Salesforce Remove Opportunity By Id
Permanently deletes an existing salesforce opportunity by its id; if the opportunity does not exist, a 'not found' (404) error occurs.
Salesforce Retrieve Contact Info With Standard Responses
Retrieves comprehensive metadata (e.g., fields, data types, picklist values) for the salesforce contact sobject; this action does not retrieve individual contact records.
Salesforce Retrieve Note Object Information
Retrieves comprehensive metadata for the salesforce 'note' sobject, if it is enabled and accessible, to understand its structure and capabilities.
Salesforce Retrieve Opportunity By Id With Optional Fields
Retrieves a salesforce opportunity by its id; the opportunity id must exist.
Salesforce Retrieve Specific Campaign Object Details
Retrieves details for a specific salesforce campaign object by its id, optionally limiting to specified fields; the campaign object must exist.
Salesforce Update Account Object By Id
Updates specified fields of an existing salesforce account object identified by its unique id; field names are case-sensitive and read-only fields are ignored.
Salesforce Update Campaign By Id With Json
Updates specific fields of an existing campaign in salesforce, identified by its unique `id`, which must already exist.
Salesforce Update Lead By Id With Json Payload
Updates specified fields of an existing lead in salesforce via its unique id (path parameter), returning http 204 on success or error details on failure; request body must contain at least one field to update.
Salesforce Update Opportunity By Id
Updates specified fields of an existing salesforce opportunity by its id; the opportunity must exist, and some fields (like name, stagename, closedate) may have specific salesforce validation rules if being modified, while read-only fields update indirectly based on other changes.
Salesforce Update Specific Note By Id
Updates specified fields of an existing salesforce note sobject identified by its id; the note must already exist.