Salesforce (13)

  • Published on Jul 3, 2024
  • 1 minute(s) read
Prev Next

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.