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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.
Create Salesforce Account
Creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Add Contact To Campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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
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
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
Associates a contact with an account by updating the contact's accountid field.
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
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.
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
Creates a new account in salesforce with the specified information.
Create Campaign
Creates a new campaign in salesforce with the specified information.
Create Campaign Record
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.
Create Contact
Creates a new contact in salesforce with the specified information.
Create Lead
Creates a new lead in salesforce with the specified information.
Create Lead
Creates a new lead in salesforce, requiring `lastname` and `company` unless person accounts are enabled and `company` is null.
Create A New Contact
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.
Create Note
Creates a new note attached to a salesforce record with the specified title and content.
Create A Note Record
Creates a new note record in salesforce, associated with an existing salesforce object via `parentid`, automatically including a `content-type: application/json` header.
Create Opportunity
Creates a new opportunity in salesforce with the specified information.
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.
Create Task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Delete Account
Permanently deletes an account from salesforce. this action cannot be undone.
Delete A Lead Object By Its Id
Permanently deletes an existing lead object from salesforce using its unique id.
Delete Campaign
Permanently deletes a campaign from salesforce. this action cannot be undone.
Delete Contact
Permanently deletes a contact from salesforce. this action cannot be undone.
Delete Lead
Permanently deletes a lead from salesforce. this action cannot be undone.
Delete Note
Permanently deletes a note from salesforce. this action cannot be undone.
Delete Opportunity
Permanently deletes an opportunity from salesforce. this action cannot be undone.
Execute Soql Query
Executes the provided soql query against salesforce; the query must begin with 'select'.
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.
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.
Get Account
Retrieves a specific account by id from salesforce, returning all available fields.
Get Campaign
Retrieves a specific campaign by id from salesforce, returning all available fields.
Get Contact
Retrieves a specific contact by id from salesforce, returning all available fields.
Get Dashboard
Gets detailed metadata for a specific dashboard including its components, layout, and filters.
Get Lead
Retrieves a specific lead by id from salesforce, returning all available fields.
Get Note
Retrieves a specific note by id from salesforce, returning all available fields.
Retrieve Note With Conditions
Retrieves a salesforce note object by its id, optionally specifying which fields to return; the note id must exist.
Get Opportunity
Retrieves a specific opportunity by id from salesforce, returning all available fields.
Get Report Metadata
Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.
Get Report Instance Results
Gets the results of a report instance created by running a report. check status to see if report has completed.
Get User Info
Retrieves information about the current user or a specific user in salesforce.
List Accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List Campaigns
Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List Contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List Dashboards
Lists all dashboards available in salesforce with basic metadata including name, id, and urls.
List Email Templates
Lists available email templates in salesforce with filtering and search capabilities.
List Leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List Notes
Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List Opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List Reports
Lists all reports available in salesforce with basic metadata including name, id, and urls.
Log Call
Logs a completed phone call as a task in salesforce with call-specific details like duration, type, and disposition.
Log Email Activity
Creates an emailmessage record to log email activity in salesforce, associating it with related records.
Mass Transfer Ownership
Transfers ownership of multiple records to a new owner in a single operation using salesforce's composite api for better performance.
Query Contacts By Name
Finds salesforce contact records by name using a case-insensitive search.
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.
Remove Account By Unique Identifier
Deletes an existing salesforce account using its unique id, returning an empty response on success (http 204).
Remove A Specific Contact By Id
Permanently deletes a specific contact from salesforce using its unique id, which must correspond to an existing record.
Remove Campaign Object By Id
Permanently deletes a specific campaign sobject in salesforce using its unique id.
Remove From Campaign
Removes a lead or contact from a campaign by deleting the campaignmember record. provide either the member id (lead/contact id) or the specific campaign member id.
Remove Note Object By Id
Permanently deletes an existing salesforce note object identified by its unique id.
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.
Retrieve Account Data And Error Responses
Retrieves comprehensive metadata for the salesforce account sobject, detailing its properties, recent records, and related resource urls.
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.
Retrieve Contact Object Metadata
Retrieves comprehensive metadata (e.g., fields, data types, picklist values) for the salesforce contact sobject; this action does not retrieve individual contact records.
Retrieve Lead By Id
Retrieves details for a salesforce lead by its id; the specified lead id must exist in salesforce.
Retrieve Lead Data With Various Responses
Retrieves lead sobject data from salesforce, such as recently viewed leads or general lead object information.
Retrieve Note Object Information
Retrieves comprehensive metadata for the salesforce 'note' sobject, if it is enabled and accessible, to understand its structure and capabilities.
Retrieve Opportunities Data
Retrieves all available opportunity records, representing potential revenue-generating deals, from salesforce.
Retrieve Opportunity By Id With Optional Fields
Retrieves a salesforce opportunity by its id; the opportunity id must exist.
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.
Retrieve Specific Contact By Id
Retrieves a salesforce contact by its unique id; the id must correspond to an existing contact record in salesforce.
Run Report
Runs a report and returns the results. creates a report instance that can be checked for completion.
Run Soql Query
Executes a soql query against salesforce data. returns records matching the query with pagination support.
Search Accounts
Search for salesforce accounts using multiple criteria like name, industry, type, location, or contact information.
Search Campaigns
Search for salesforce campaigns using multiple criteria like name, type, status, date range, or active status.
Search Contacts
Search for salesforce contacts using multiple criteria like name, email, phone, account, or title.
Search Leads
Search for salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.
Search Notes
Search for salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.
Search Opportunities
Search for salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.
Search Tasks
Search for salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.
Send Email
Sends an email through salesforce with options for recipients, attachments, and activity logging.
Send Email From Template
Sends an email using a predefined salesforce email template with merge field support.
Send Mass Email
Sends bulk emails to multiple recipients, either using a template or custom content. processes in batches for better performance.
Update Account
Updates an existing account in salesforce with the specified changes. only provided fields will be updated.
Update Account 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.
Update Campaign
Updates an existing campaign in salesforce with the specified changes. only provided fields will be updated.
Update Campaign By Id
Updates specific fields of an existing campaign in salesforce, identified by its unique `id`, which must already exist.
Update Contact
Updates an existing contact in salesforce with the specified changes. only provided fields will be updated.
Update Contact By Id
Updates specified fields of an existing salesforce contact by its id; at least one field must be provided for modification.
Update Lead
Updates an existing lead in salesforce with the specified changes. only provided fields will be updated.
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.
Update Note
Updates an existing note in salesforce with the specified changes. only provided fields will be updated.
Update Opportunity
Updates an existing opportunity in salesforce with the specified changes. only provided fields will be updated.
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.
Update Specific Note By Id
Updates specified fields of an existing salesforce note sobject identified by its id; the note must already exist.
Update Task
Updates an existing task in salesforce with new information. only provided fields will be updated.