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    Salesforce (13)
    • 03 Jul 2024
    • 1 Minute to read
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    Contents

    Salesforce (13)

    • Updated on 03 Jul 2024
    • 1 Minute to read
    • Print
    • PDF
    Article summary

    Salesforce is a cloud-based customer relationship management (CRM) platform that provides a suite of tools for sales, customer service, marketing, and other business functions. It helps organizations manage customer interactions, automate processes, and gain insights to improve customer relationships and drive business growth.

    Integrating Salesforce with SymphonyAI Service Automation enhances CRM capabilities by automating processes, improving monitoring, and streamlining workflows. This integration helps automate routine tasks, improve monitoring and alerting, enforce compliance, and streamline workflows, ultimately leading to better customer management and enhanced operational efficiency.

    Skill List

    Serial No

    Skill

    Description

    1

    Create User

    Create user in Salesforce under the category Salesforce.

    2

    Create Order

    Create Order in Salesforce under the category Salesforce.

    3

    Create Opportunity

    Create Opportunity in Salesforce under the category Salesforce.

    4

    Create Record

    Create Record in Salesforce under the category Salesforce.

    5

    Create Lead

    Create Lead in Salesforce under the category Salesforce.

    6

    Create Case

    Create Case in Salesforce under the category Salesforce.

    7

    Create Account

    Create Account in Salesforce under the category Salesforce.

    8

    Delete Case

    Delete Case in Salesforce under the category Salesforce.

    9

    Delete Record

    Delete Record in Salesforce under the category Salesforce.

    10

    Delete lead

    Delete lead in Salesforce under the category Salesforce.

    11

    Delete Opportunity

    Delete Opportunity in Salesforce under the category Salesforce.

    12

    Delete Order

    Delete Order in Salesforce under the category Salesforce.

    13

    Delete user

    Delete user in Salesforce under the category Salesforce.

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